Susan L Bloom

Kentucky Trust Co

Assets Managed

$207.901M

Holdings

316

Last Quarter

2026 - Q2

Filed Date

4d ago

Growth Rate

8.98%(2Q avg: 5.08%)

Sustained Growth

5 quarters

Portfolio positions

This chart displays the top 10 holdings in Kentucky Trust Co's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 316 positions.

Assets under management

The assets under management (AUM) of Kentucky Trust Co over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 207.901M in assets, with a quarterly growth rate of 8.98% and a 2-quarter average growth rate of 5.08%. The portfolio is managed by Susan L Bloom, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
USB Us Bancorp Recent Activity	4.62%	$9.592M 158,806 shares@ $60.4 avg price
AAPL Apple Inc Recent Activity Increased 0.11%	4.23%	$8.789M 30,375 shares@ $289.36 avg price	Increased 0.11%
JPM Jpmorgan Chase & Co Recent Activity Increased 6.07%	3.58%	$7.438M 22,724 shares@ $327.34 avg price	Increased 6.07%
DNP Dnp Select Income Fund Inc Recent Activity Increased 1.23%	3.55%	$7.378M 683,791 shares@ $10.8 avg price	Increased 1.23%
MSFT Microsoft Corp Recent Activity Increased 1.81%	3.28%	$6.81M 18,257 shares@ $373.02 avg price	Increased 1.81%
CAT Caterpillar Inc Recent Activity Decreased -1.54%	2.94%	$6.106M 5,734 shares@ $1064.91 avg price	Decreased -1.54%
PFF Ishares Preferred & Income S Recent Activity Increased 0.75%	2.82%	$5.848M 191,794 shares@ $30.49 avg price	Increased 0.75%
AMAT Applied Materials Inc Recent Activity Decreased -1.25%	2.75%	$5.697M 7,880 shares@ $723.0 avg price	Decreased -1.25%
GOOG Alphabet Inc-cl C Recent Activity Decreased -1.22%	2.61%	$5.421M 15,344 shares@ $353.34 avg price	Decreased -1.22%
JNJ Johnson & Johnson Recent Activity Decreased -0.1%	2.54%	$5.28M 20,789 shares@ $253.97 avg price	Decreased -0.1%

1-10 of 316