Arkolith/Funds/Community Trust & Investment Co

Community Trust & Investment Co

CIK 1047142
Holdings as of Mar 31, 2026·disclosed Apr 13, 2026·~13-day 13F lag·One quarter behind·13F-HR
Inactive

Community Trust & Investment Co holds a diversified book of 140 reported positions worth $1.8B as of Q1 2026 (disclosed Apr 13, 2026, a ~13-day 13F lag). This quarter they opened AstraZeneca PLC and trimmed Alphabet Inc-CL C. Their largest long position is Nvidia Corp at 7% of the reported non-option book.

How much sits in the biggest positions

Top-heavy: diversified book

Top 5 holdings
30%
Top 10 holdings
43%
Top 20 holdings
59%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

94% mapped to company sectors

Information Technology
37%
Financials
18%
Consumer Discretionary
11%
Industrials
8%
Health Care
7%
ETFs / funds
6%
Energy
3%
Utilities
3%

+5 sectors below the cut, 7% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Community Trust & Investment Co

Manager / fundShared namesTheir $ in those
Evelyn Partners Group Ltd59 / 80$44.1B
Emerald Advisors, LLC26 / 80$635.2M
New World Advisors LLC34 / 80$464.2M
Independent Investors Inc25 / 80$404.2M
Hoey Investments, Inc54 / 80$582.6M
Mogy Joel R Investment Counsel Inc31 / 80$1.3B
AdviceOne Advisory Services, LLC15 / 80$127.0M
Act Two Investors LLC15 / 80$353.8M

Ranked by the share of each fund's own book sitting in the names it shares with Community Trust & Investment Co: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

140 positions
#SecurityValueShares% PortLast moveHistory
1Nvidia Corporation
COMMON STOCK
$126.9M727.5K
6.9%
+2.4%
Added · +17K sh
2Community TR Bancorp Inc
COMMON STOCK
$126.8M2.09M
6.9%
+6.2%
Added · +123K sh
3Alphabet Inc
COMMON STOCK
$104.6M364.6K
5.7%
−0.4%
Reduced · −2K sh
4Apple Inc
COMMON STOCK
$96.4M380.0K
5.2%
+2.5%
Added · +9K sh
5Microsoft Corp
COMMON STOCK
$88.5M239.0K
4.8%
+2.9%
Added · +7K sh
6Amazon Com Inc SR
COMMON STOCK
$70.8M340.1K
3.8%
+2.8%
Added · +9K sh
7Broadcom Inc SR
COMMON STOCK
$58.6M189.5K
3.2%
+2.5%
Added · +5K sh
8JP Morgan Chase & Co
COMMON STOCK
$40.6M138.1K
2.2%
+2.4%
Added · +3K sh
9Meta Platforms Inc
COMMON STOCK
$36.6M64.0K
2.0%
+2.8%
Added · +2K sh
10Visa Inc
COMMON STOCK
$35.5M117.4K
1.9%
+3.1%
Added · +4K sh
11Mastec Inc
COMMON STOCK
$35.4M109.9K
1.9%
−11%
Reduced · −14K sh
12Advanced Micro Devices Inc
COMMON STOCK
$31.9M156.8K
1.7%
+2.9%
Added · +4K sh
13Walmart Inc
COMMON STOCK
$31.6M254.0K
1.7%
−11%
Reduced · −33K sh
14Parker Hannifin Corp
COMMON STOCK
$30.6M34.2K
1.7%
−12%
Reduced · −5K sh
15Cheniere Energy Inc
COMMON STOCK
$29.9M105.4K
1.6%
+1.4%
Added · +1K sh
16Utilities Select Sector SPDRR
MUTUAL FUNDS/EQ
$28.4M618.7K
1.5%
+1.5%
Added · +9K sh
17Amphenol Corp
COMMON STOCK
$28.0M221.7K
1.5%
+1.9%
Added · +4K sh
18Linde PLC
FOREIGN STOCK
$27.0M54.4K
1.5%
−0.7%
Reduced · −405 sh
19Palo Alto Networks Inc
COMMON STOCK
$25.2M157.0K
1.4%
+34%
Added · +40K sh
20TJX Cos Inc New
COMMON STOCK
$24.5M153.6K
1.3%
+2.1%
Added · +3K sh
21Vanguard Real Estate ETF
MUTUAL FUNDS/EQ
$23.3M262.4K
1.3%
+2.1%
Added · +5K sh
22RTX Corporation
COMMON STOCK
$23.1M119.6K
1.3%
−0.6%
Reduced · −738 sh
23SLB Limited
FOREIGN STOCK
$22.4M436.0K
1.2%
+31%
Added · +103K sh
24Eli Lilly & Co
COMMON STOCK
$22.0M23.9K
1.2%
+2.3%
Added · +542 sh
25Salesforce
COMMON STOCK
$21.7M116.3K
1.2%
+3.2%
Added · +4K sh
26Keysight Technologies Inc
COMMON STOCK
$21.0M74.3K
1.1%
−28%
Reduced · −29K sh
27Chevron Corp
COMMON STOCK
$21.0M101.4K
1.1%
+2.8%
Added · +3K sh
28L3harris Technologies Inc
COMMON STOCK
$20.3M58.8K
1.1%
+0.8%
Added · +469 sh
29Uber Technologies Inc
COMMON STOCK
$19.6M272.3K
1.1%
+31%
Added · +64K sh
30KKR & Co Inc
COMMON STOCK
$19.1M206.8K
1.0%
+37%
Added · +55K sh
31Procter & Gamble Co
COMMON STOCK
$19.1M132.2K
1.0%
+2.3%
Added · +3K sh
32Thermo Fisher Scientific Inc
COMMON STOCK
$18.8M38.3K
1.0%
−11%
Reduced · −4K sh
33Churchill Downs Inc
COMMON STOCK
$18.2M202.8K
1.0%
+2.2%
Added · +4K sh
34CVS Health Corporation
COMMON STOCK
$18.1M252.0K
1.0%
+1.7%
Added · +4K sh
35AstraZeneca PLC
FOREIGN STOCK
$18.1M91.7K
1.0%
New
New position
36US Foods Hldg Corp
COMMON STOCK
$18.1M196.0K
1.0%
+1.7%
Added · +3K sh
37Unitedhealth Group Inc
COMMON STOCK
$17.7M65.4K
1.0%
+5.3%
Added · +3K sh
38Intercontinental Exchange Inc
COMMON STOCK
$17.6M112.0K
1.0%
+2.6%
Added · +3K sh
39Hca Healthcare Inc
COMMON STOCK
$17.0M36.0K
0.9%
+0.7%
Added · +243 sh
40Costco Wholesale Corp
COMMON STOCK
$16.4M16.4K
0.9%
+2.0%
Added · +326 sh
41S&P Global Inc
COMMON STOCK
$16.2M38.2K
0.9%
+3.4%
Added · +1K sh
42Iqvia Holding Inc
COMMON STOCK
$15.1M88.3K
0.8%
−12%
Reduced · −12K sh
43T Mobile US Inc Com
COMMON STOCK
$15.1M71.7K
0.8%
+5.7%
Added · +4K sh
44Equitable Hldgs Inc
COMMON STOCK
$14.4M388.4K
0.8%
+29%
Added · +87K sh
45Zoetis Inc
COMMON STOCK
$13.7M115.9K
0.7%
+34%
Added · +29K sh
46Lowes Companies Inc
COMMON STOCK
$13.6M57.4K
0.7%
+3.0%
Added · +2K sh
47Pinnacle Finl Partners Inc
COMMON STOCK
$13.3M154.8K
0.7%
New
New position
48Boston Scientific Corp
COMMON STOCK
$12.8M204.5K
0.7%
+33%
Added · +51K sh
49Berkshire Hathaway Inc
COMMON STOCK
$12.7M26.4K
0.7%
−16%
Reduced · −5K sh
50Chipotle Mexican Grill Inc
COMMON STOCK
$12.6M394.9K
0.7%
+202%
Added · +264K sh
Showing 50 of 140 positions
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Filing history

As-of date vs the date the SEC received each filing

$1.9B · Q4 2025Q3 2020 · $874.0MQ1 2026 · $1.8B

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q1 2026Mar 31, 2026Apr 13, 202613d260$1.8B13F-HR
Q4 2025Dec 31, 2025Jan 9, 20269d263$1.9B13F-HR
Q3 2025Sep 30, 2025Oct 22, 202522d263$1.9B13F-HR
Q2 2025Jun 30, 2025Jul 10, 202510d252$1.7B13F-HR
Q1 2025Mar 31, 2025Apr 17, 202517d249$1.6B13F-HR
Q4 2024Dec 31, 2024Jan 14, 202514d246$1.6B13F-HR
Q3 2024Sep 30, 2024Oct 22, 202422d197$1.6B13F-HR
Q2 2024Jun 30, 2024Jul 17, 202417d172$1.5B13F-HR
Q1 2024Mar 31, 2024May 23, 202453d170$1.4B13F-HR
Q4 2023Dec 31, 2023Jan 11, 202411d172$1.3B13F-HR
Q3 2023Sep 30, 2023Oct 16, 202316d174$1.2B13F-HR
Q2 2023Jun 30, 2023Jul 12, 202312d174$1.2B13F-HR
Q1 2023Mar 31, 2023Apr 18, 202318d177$1.2B13F-HR
Q4 2022Dec 31, 2022Jan 27, 202327d178$1.1B13F-HR/A
Q3 2022Sep 30, 2022Oct 17, 202217d182$1.0B13F-HR
Q2 2022Jun 30, 2022Jul 12, 202212d175$1.1B13F-HR
Q1 2022Mar 31, 2022Apr 25, 202225d167$1.1B13F-HR
Q4 2021Dec 31, 2021Jan 21, 202221d180$1.3B13F-HR
Q3 2021Sep 30, 2021Oct 26, 202126d178$1.2B13F-HR
Q2 2021Jun 30, 2021Aug 13, 202144d161$1.1B13F-HR
Q1 2021Mar 31, 2021Apr 14, 202114d154$1.0B13F-HR
Q4 2020Dec 31, 2020Jan 26, 202126d135$984.7M13F-HR
Q3 2020Sep 30, 2020Nov 4, 202035d116$874.0M13F-HR/A
Amended / restated
  • Q4 2022 · filed Jan 11, 202313F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.