CENTRAL TRUST Co
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 2, 2026), CENTRAL TRUST Co reported 1,543 stock positions worth $5.1 billion. Its top holding was Sprott Physical Gold and Sil (CEF) at 6.6% of the portfolio, followed by Apple (AAPL, 5.3%) and Schwab U.S. Tips ETF (SCHP, 4.0%). Compared with Q3 2025, it opened 216 new positions, sold out of 81, added to 380 and reduced 504. The biggest buy was a new position in Central Bancompany (CBC) and the biggest sale O'reilly Automotive (ORLY, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- JEFFERSON CITY, MO
- CIK
- 0000044365
- Portfolio Value
- $5.1B (Q4 2025)
- SEC Filing
- 0000044365-26-000001 ↗ filed Feb 2, 2026
Holdings Value
Holdings 1,543 stocks · $5.1B
| CEF Sprott Physical Gold and Sil | 6.63% | 7,391,451 | $338.5M | Reduce -5.5% |
| AAPL Apple Inc. | 5.31% | 996,229 | $270.8M | Reduce -2.7% |
| SCHP Schwab U.S. Tips ETF | 3.96% | 7,633,537 | $202.2M | Add +4.4% |
| CBC Central Bancompany | 3.47% | 7,338,237 | $177.0M | New |
| AVGO Broadcom Inc. | 2.95% | 434,658 | $150.4M | Reduce -4.2% |
| PHYS Sprott Physical Gold Trust | 2.84% | 4,388,329 | $144.9M | Reduce -5.6% |
| EMXC iShares MSCI Emr MRK Ex Chna | 2.60% | 1,824,858 | $132.6M | Add +5.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 2.30% | 240,299 | $117.2M | Reduce -1.7% |
| MSFT Microsoft Corp. | 2.23% | 235,547 | $113.9M | Reduce -2.1% |
| VTI VG Morningstar TS MKT ETF-US | 2.13% | 323,846 | $108.6M | Reduce -1.0% |
| NVDA Nvidia Corp. | 1.94% | 529,724 | $98.8M | Reduce -2.8% |
| RSP Invesco S&P 500 Equal Weight | 1.81% | 483,298 | $92.6M | Reduce -0.4% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.69% | 297,040 | $86.2M | Add +4.0% |
| GOOGL Alphabet Inc. Class A | 1.66% | 269,925 | $84.5M | Reduce -2.7% |
| IAU iShares Gold Trust | 1.62% | 1,017,210 | $82.6M | Reduce -5.7% |
| ORLY O'reilly Automotive Inc. | 1.53% | 855,890 | $78.1M | Reduce -0.7% |
| AMZN Amazon.com Inc. | 1.45% | 321,354 | $74.2M | Reduce -1.2% |
| VEA Vanguard Ftse Developed ETF | 1.44% | 1,178,890 | $73.6M | Add +7.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.35% | 136,671 | $68.7M | Reduce -2.2% |
| VOO Vanguard S&P 500 ETF | 1.18% | 96,211 | $60.3M | Add +6.7% |
| WMT Walmart Inc. | 1.17% | 538,212 | $60.0M | Reduce -0.4% |
| PPLT Abrdn Physical Platinum SHRS | 1.16% | 318,312 | $59.3M | Reduce -3.9% |
| SMMD iShares Russell 2500 ETF | 1.10% | 747,385 | $56.0M | Add +7.8% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.06% | 210,293 | $54.2M | Add +6.4% |
| JPM JPMorgan Chase & Co. | 1.03% | 163,038 | $52.5M | Reduce -2.2% |
| ABBV Abbvie Inc. | 0.95% | 212,594 | $48.6M | Reduce -1.7% |
| CATH Global X S&P 500 Ca Val ETF | 0.89% | 554,409 | $45.6M | Reduce -0.5% |
| LLY Eli Lilly & Co. | 0.88% | 41,896 | $45.0M | Reduce -3.3% |
| STIP iShares 0-5 Year Tips Bond E | 0.73% | 362,634 | $37.1M | Reduce -13.5% |
| LTPZ PIMCO 15+ YR US Tips Indx | 0.72% | 713,172 | $36.9M | Add +6.3% |
| JMUB JPMorgan Municipal ETF | 0.71% | 716,605 | $36.2M | Add +9.3% |
| XOM Exxon Mobil Corp. | 0.70% | 297,291 | $35.8M | Reduce -2.9% |
| FTLS First Trust Long/Short Eqty | 0.59% | 422,643 | $30.0M | Add +6.2% |
| PG The Procter & Gamble Co. | 0.55% | 197,197 | $28.3M | Reduce -2.4% |
| GLD SPDR Gold Shares | 0.55% | 70,836 | $28.1M | Reduce -4.0% |
| GOOG Alphabet Inc. Class C | 0.55% | 89,362 | $28.0M | Reduce -2.4% |
| HD Home Depot Inc. | 0.54% | 80,276 | $27.6M | Reduce -3.5% |
| BKAG BNY Mellon Core Bond ETF | 0.53% | 637,074 | $27.0M | Add +9.9% |
| V Visa Inc. Class A | 0.52% | 76,212 | $26.7M | Reduce -1.8% |
| SCHD Schwab US DVD Equity ETF | 0.51% | 944,133 | $25.9M | Reduce -7.4% |
| CVX Chevron Corp. | 0.48% | 161,455 | $24.6M | Reduce -4.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.48% | 35,650 | $24.3M | Add +2.3% |
| UNP Union Pacific Corp. | 0.47% | 104,670 | $24.2M | Add +0.2% |
| JNJ Johnson & Johnson | 0.47% | 114,943 | $23.8M | Reduce -2.4% |
| QLTY GMO U.S. Quality ETF | 0.46% | 605,050 | $23.3M | Add +34.4% |
| MCD McDonald's Corp. | 0.45% | 75,027 | $22.9M | Reduce -3.6% |
| META Meta Platforms Inc. Class A | 0.44% | 34,291 | $22.6M | Reduce -1.9% |
| PEP Pepsico Inc. | 0.43% | 154,463 | $22.2M | Reduce -2.7% |
| TBIL F/M US Treasury 3 Month Bill | 0.42% | 428,929 | $21.4M | Reduce -9.5% |
| CAT Caterpillar Inc. | 0.41% | 36,508 | $20.9M | Reduce -3.5% |
| VIG Vanguard Dividend Apprec ETF | 0.39% | 90,729 | $19.9M | Reduce -6.5% |
| RTX RTX Corp. | 0.38% | 106,067 | $19.5M | Reduce -2.0% |
| MA Mastercard Inc. Class A | 0.38% | 34,025 | $19.4M | Reduce -3.2% |
| IVV iShares Core S&P 500 ETF | 0.37% | 27,833 | $19.1M | Add +3.1% |
| GUNR NT Mstar GLBL NR ETF | 0.36% | 404,960 | $18.6M | Add +8.0% |
| HON Honeywell International Inc. | 0.35% | 92,156 | $18.0M | Reduce -1.6% |
| COST Costco Wholesale Corp. | 0.34% | 19,994 | $17.2M | Reduce -1.5% |
| VYM Vanguard High DVD Yield ETF | 0.32% | 113,510 | $16.3M | Reduce -1.4% |
| IBDR iShares Ibonds Dec 2026 Term | 0.30% | 636,652 | $15.4M | Add +8.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.30% | 24,786 | $15.2M | Add +4.5% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.29% | 601,744 | $14.6M | Add +20.4% |
| ABT Abbott Laboratories | 0.28% | 114,956 | $14.4M | Reduce -10.2% |
| HGER Harbor Commodity All Weather | 0.28% | 578,724 | $14.4M | Add +112.3% |
| HELO JPMorgan Hedged Equity ETF | 0.28% | 215,771 | $14.3M | Reduce -3.4% |
| PM Philip Morris International | 0.28% | 88,135 | $14.1M | Reduce -1.1% |
| PVAL Putnam Focused LRG Cap Value | 0.28% | 309,966 | $14.1M | Add +0.5% |
| SGOV iShares 0-3 Month Treasury B | 0.27% | 135,773 | $13.6M | Add +5.0% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.24% | 276,292 | $12.5M | Add +20.9% |
| WELL Welltower Inc. | 0.24% | 67,035 | $12.4M | Reduce -4.7% |
| IBDT iShares Ibonds Dec 2028 ETF | 0.24% | 488,519 | $12.4M | Add +32.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.24% | 223,007 | $12.3M | Reduce -0.1% |
| PSLV Sprott Physical Silver Trust | 0.24% | 518,481 | $12.3M | Reduce -13.3% |
| KLAC KLA Corp. | 0.24% | 10,058 | $12.2M | Reduce -1.2% |
| TMO Thermo Fisher Scientific Inc. | 0.24% | 20,824 | $12.1M | Reduce -1.2% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.23% | 61,867 | $11.8M | Add +0.7% |
| MRK Merck & Co. Inc. | 0.23% | 109,192 | $11.5M | Reduce -0.7% |
| DBEF Xtrackers MSCI Eafe Hedged E | 0.22% | 236,839 | $11.4M | Reduce -6.0% |
| UNH Unitedhealth Group Inc. | 0.22% | 33,537 | $11.1M | Reduce -5.7% |
| AVDE Avantis International Equity | 0.22% | 133,990 | $11.0M | Add +56.0% |
| AMGN Amgen Inc. | 0.21% | 33,440 | $10.9M | Reduce -8.3% |
| EMLC Vaneck JPM Em Local Curr BND | 0.21% | 422,630 | $10.9M | Add +10.3% |
| AMD Advanced Micro Devices | 0.21% | 50,494 | $10.8M | Reduce -2.0% |
| EMR Emerson Electric Co. | 0.21% | 80,759 | $10.7M | Add +0.3% |
| NEE Nextera Energy Inc. | 0.21% | 133,351 | $10.7M | Reduce -2.7% |
| JEPI JPMorgan Equity Premium Inco | 0.21% | 182,946 | $10.5M | Add +0.8% |
| KO The Coca-Cola Co. | 0.20% | 147,984 | $10.3M | Reduce -4.5% |
| IBDU iShares Ibonds Dec 2029 Term | 0.20% | 436,035 | $10.2M | Add +33.2% |
| XCEM Columbia Em Core Ex-China | 0.20% | 264,284 | $10.1M | Reduce -10.9% |
| ITOT iShares Core S&P Total U.S. | 0.19% | 65,587 | $9.8M | Reduce -4.4% |
| TMUS T-Mobile US Inc. | 0.19% | 47,880 | $9.7M | Add +1.2% |
| IBDV iShares Ibonds Dec 2030 Corp. | 0.19% | 436,437 | $9.6M | Add +48.9% |
| CSCO Cisco Systems Inc. | 0.19% | 123,488 | $9.5M | Add +3.3% |
| AXP American Express Co. | 0.18% | 25,341 | $9.4M | Reduce -1.3% |
| VBIL Vanguard 0-3M T-Bill ETF | 0.18% | 122,762 | $9.3M | Add +232.1% |
| VWO Vanguard Ftse Emerging Marke | 0.18% | 168,983 | $9.1M | Add +17.8% |
| IJR iShares Core S&P Small-Cap E | 0.18% | 74,939 | $9.0M | Reduce -0.9% |
| GE General Electric filed as GE AEROSPACE | 0.17% | 28,482 | $8.8M | Reduce -2.2% |
| IWF iShares Russell 1000 Growth | 0.17% | 18,522 | $8.8M | Reduce -1.1% |
| VCIT Vanguard Int-Term Corporate | 0.17% | 102,731 | $8.6M | Reduce -5.9% |
| ORCL Oracle Corp. | 0.17% | 44,084 | $8.6M | Reduce -6.8% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $6K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 286 | $6K | Reduce -19.4% |
Lines left out (5) · $369 — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| ONC Beone Medicines Ltd.-ADR | SPONSORED ADS | 0 | $116 |
| RDDT Reddit Inc. Class A | CL A | 0 | $92 |
| FTAI Ftai Aviation Ltd. | SHS | 0 | $83 |
| ODFL Old Dominion Freight Line | COM | 0 | $54 |
| NICE Nice Ltd. - Spon ADR | SPONSORED ADR | 0 | $24 |
Filed with a value but no share or principal amount (a cash line, a holding rounded to 0 shares), so they are kept out of the holdings, totals and percentages.
Total filed on the 13F, all lines: $5.1B.
Portfolio Sells Q3 2025 → Q4 2025
| ORLY O'reilly Automotive Inc. | Reduce -0.7% | 1.53% | −0.41 |
| MSFT Microsoft Corp. | Reduce -2.1% | 2.23% | −0.37 |
| IBDQ iShares Ibonds Dec 2025 Term | Sold out | 0.00% | −0.25 |
| NVDA Nvidia Corp. | Reduce -2.8% | 1.94% | −0.19 |
| AVGO Broadcom Inc. | Reduce -4.2% | 2.95% | −0.18 |
| STIP iShares 0-5 Year Tips Bond E | Reduce -13.5% | 0.73% | −0.18 |
| IBTF iShares Ibonds Dec 2025 Term | Sold out | 0.00% | −0.17 |
| HD Home Depot Inc. | Reduce -3.5% | 0.54% | −0.16 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -1.7% | 2.30% | −0.15 |
| AAPL Apple Inc. | Reduce -2.7% | 5.31% | −0.14 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.2% | 1.35% | −0.12 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -1.0% | 2.13% | −0.12 |
| RSP Invesco S&P 500 Equal Weight | Reduce -0.4% | 1.81% | −0.11 |
| ORCL Oracle Corp. | Reduce -6.8% | 0.17% | −0.11 |
| ABBV Abbvie Inc. | Reduce -1.7% | 0.95% | −0.10 |
| PG The Procter & Gamble Co. | Reduce -2.4% | 0.55% | −0.10 |
| META Meta Platforms Inc. Class A | Reduce -1.9% | 0.44% | −0.09 |
| ABT Abbott Laboratories | Reduce -10.2% | 0.28% | −0.08 |
| TBIL F/M US Treasury 3 Month Bill | Reduce -9.5% | 0.42% | −0.08 |
| SCHD Schwab US DVD Equity ETF | Reduce -7.4% | 0.51% | −0.07 |
| JPM JPMorgan Chase & Co. | Reduce -2.2% | 1.03% | −0.07 |
| CVX Chevron Corp. | Reduce -4.6% | 0.48% | −0.07 |
| IBMN iShares Ibonds Dec 2025 Term | Sold out | 0.00% | −0.06 |
| HON Honeywell International Inc. | Reduce -1.6% | 0.35% | −0.06 |
| PFE Pfizer Inc. | Reduce -21.4% | 0.15% | −0.06 |
| COST Costco Wholesale Corp. | Reduce -1.5% | 0.34% | −0.06 |
| CATH Global X S&P 500 Ca Val ETF | Reduce -0.5% | 0.89% | −0.05 |
| VIG Vanguard Dividend Apprec ETF | Reduce -6.5% | 0.39% | −0.05 |
| XMMO Invesco S&P Midcap Momentum | Sold out | 0.00% | −0.05 |
| MCD McDonald's Corp. | Reduce -3.6% | 0.45% | −0.05 |
| IBTH iShares Ibonds Dec 2027 Term | Reduce -23.1% | 0.11% | −0.04 |
| PHYS Sprott Physical Gold Trust | Reduce -5.6% | 2.84% | −0.04 |
| UNH Unitedhealth Group Inc. | Reduce -5.7% | 0.22% | −0.04 |
| AMZN Amazon.com Inc. | Reduce -1.2% | 1.45% | −0.04 |
| K Kellanova | Sold out | 0.00% | −0.04 |
| MA Mastercard Inc. Class A | Reduce -3.2% | 0.38% | −0.04 |
| ADP Automatic Data Processing | Reduce -1.4% | 0.16% | −0.04 |
| AJG Arthur J Gallagher & Co. | Reduce -4.9% | 0.10% | −0.03 |
| PEP Pepsico Inc. | Reduce -2.7% | 0.43% | −0.03 |
| KMB Kimberly-Clark Corp. | Reduce -2.3% | 0.09% | −0.03 |
| NFLX Netflix Inc. | Reduce -1.0% | 0.08% | −0.03 |
| V Visa Inc. Class A | Reduce -1.8% | 0.52% | −0.03 |
| MO Altria Group Inc. | Reduce -1.8% | 0.12% | −0.03 |
| VZ Verizon Communications Inc. | Reduce -6.5% | 0.12% | −0.03 |
| TSCO Tractor Supply Company | Reduce -8.6% | 0.08% | −0.03 |
| XCEM Columbia Em Core Ex-China | Reduce -10.9% | 0.20% | −0.03 |
| T AT&T Inc. | Reduce -6.3% | 0.09% | −0.03 |
| SE Sea Ltd.-ADR | Reduce -46.6% | 0.01% | −0.03 |
| ETN Eaton Corp. PLC | Reduce -1.3% | 0.09% | −0.03 |
| IBTG iShares Ibonds Dec 2026 Term | Reduce -10.3% | 0.13% | −0.03 |
Portfolio Buys Q3 2025 → Q4 2025
| CBC Central Bancompany | New | 3.47% | +3.47 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +5.0% | 2.60% | +0.15 |
| HGER Harbor Commodity All Weather | Add +112.3% | 0.28% | +0.13 |
| VBIL Vanguard 0-3M T-Bill ETF | Add +232.1% | 0.18% | +0.12 |
| QLTY GMO U.S. Quality ETF | Add +34.4% | 0.46% | +0.12 |
| AVDE Avantis International Equity | Add +56.0% | 0.22% | +0.07 |
| VEA Vanguard Ftse Developed ETF | Add +7.8% | 1.44% | +0.07 |
| IBDV iShares Ibonds Dec 2030 Corp. | Add +48.9% | 0.19% | +0.05 |
| IBDT iShares Ibonds Dec 2028 ETF | Add +32.4% | 0.24% | +0.05 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | Add +20.9% | 0.24% | +0.04 |
| IBDW iShares Ibonds Dec 2031 Corp. | Add +399.7% | 0.05% | +0.04 |
| IBDU iShares Ibonds Dec 2029 Term | Add +33.2% | 0.20% | +0.04 |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | Add +20.4% | 0.29% | +0.03 |
| SMMD iShares Russell 2500 ETF | Add +7.8% | 1.10% | +0.03 |
| VOO Vanguard S&P 500 ETF | Add +6.7% | 1.18% | +0.03 |
| IEMG iShares Core MSCI Emerging | Add +49.2% | 0.09% | +0.03 |
| IBIF iShares Ibonds Oct 2029 TT | Add +228.6% | 0.04% | +0.03 |
| AVEM Avantis Emerging Markets Eq | Add +40.5% | 0.10% | +0.03 |
| AGG iShares Core U.S. Aggregate | Add +57.8% | 0.07% | +0.02 |
| IBIG iShares Ibonds Oct 2030 TT | Add +998.1% | 0.02% | +0.02 |
| GUNR NT Mstar GLBL NR ETF | Add +8.0% | 0.36% | +0.02 |
| IBTM iShares Ibnds Dec 2032 TT | Add +787.8% | 0.02% | +0.02 |
| IBIE iShares Ibonds Oct 2028 TT | Add +219.5% | 0.03% | +0.02 |
| IBIH iShares Ibonds Oct 2031 TT | Add +928.9% | 0.02% | +0.02 |
| IBII iShares Ibonds Oct 2032 TT | Add +1882.2% | 0.02% | +0.02 |
| JMUB JPMorgan Municipal ETF | Add +9.3% | 0.71% | +0.02 |
| IBDX iShares Ibonds Dec 2032 TC | Add +771.5% | 0.02% | +0.02 |
| CSCO Cisco Systems Inc. | Add +3.3% | 0.19% | +0.02 |
| VWO Vanguard Ftse Emerging Marke | Add +17.8% | 0.18% | +0.02 |
| IBMS ISHARESIBONDDEC2030MUNIBDETF | Add +34.7% | 0.07% | +0.01 |
| BKAG BNY Mellon Core Bond ETF | Add +9.9% | 0.53% | +0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +6.4% | 1.06% | +0.01 |
| IBMO iShares Ibonds Dec 2026 Term | Add +20.7% | 0.10% | +0.01 |
| TSM Taiwan Semiconductor-SP ADR | Add +45.2% | 0.03% | +0.01 |
| HTRB Hartford TTL RTRN BND ETF | Add +27.3% | 0.07% | +0.01 |
| EMLC Vaneck JPM Em Local Curr BND | Add +10.3% | 0.21% | +0.01 |
| GSSC Goldman Sachs Activebeta US | Add +27.2% | 0.05% | +0.01 |
| FLCB Franklin U.S. Core Bond ETF | Add +17.6% | 0.09% | +0.01 |
| ON On Semiconductor | Add +7756.0% | 0.01% | +0.01 |
| AZN Astrazeneca PLC-Spons ADR | Add +24.0% | 0.03% | +0.01 |
| MU Micron Technology Inc. | Add +6.8% | 0.02% | +0.01 |
| SYF Synchrony Financial | Add +37.2% | 0.02% | +0.01 |
| IBIC iShares Ibonds Oct 2026 TT | Add +58.0% | 0.02% | +0.01 |
| NULV Nuveen ESG Large-Cap Val ETF | Add +98.5% | 0.01% | +0.01 |
| PLTR Palantir Technologies Inc. Class A | Add +32.9% | 0.04% | +0.01 |
| NIKL Sprott Nickel Miners ETF | New | 0.01% | +0.01 |
| ESGU iShares ESG Aware MSCI USA | Add +44.9% | 0.02% | +0.01 |
| JPRE JPMorgan Realty Income ETF | Add +60.7% | 0.02% | +0.01 |
| IBMT iShares Ibonds Dec 2031 Muni | New | 0.01% | +0.01 |
| ISRG Intuitive Surgical Inc. | Add +4.2% | 0.03% | +0.01 |
Notes & Other Activity Q3 2025 → Q4 2025
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | Reduce -19.4% | 286 | $6K |
| ONC Beone Medicines Ltd.-ADR | SPONSORED ADS | New | 0 | $116 |
| RDDT Reddit Inc. Class A | CL A | New | 0 | $92 |
| FTAI Ftai Aviation Ltd. | SHS | New | 0 | $83 |
| ODFL Old Dominion Freight Line | COM | New | 0 | $54 |
| COHEN & STEERS INFRASTRU | RIGHT 10/16/2025 | Sold out | 650 | $51before exit |
| NICE Nice Ltd. - Spon ADR | SPONSORED ADR | New | 0 | $24 |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 1,566 | $5.5B | AAPL, CBC, SCHP, EMXC, CEF |
| Q1 2026 | 1,561 | $5.1B | AAPL, CEF, SCHP, PHYS, CBC |
| Q4 2025 | 1,543 | $5.1B | CEF, AAPL, SCHP, CBC, AVGO |
| Q3 2025 | 1,405 | $4.8B | CEF, AAPL, SCHP, AVGO, PHYS |
| Q2 2025 | 1,436 | $4.3B | CEF, AAPL, SCHP, AVGO, MSFT |
| Q1 2025 | 1,440 | $4.1B | AAPL, CEF, SCHP, PHYS, MSFT |
| Q4 2024 | 1,426 | $4.1B | AAPL, CEF, SCHP, AVGO, MSFT |
| Q3 2024 | 1,425 | $4.3B | AAPL, CEF, SCHP, PHYS, MSFT |
| Q2 2024 | 1,408 | $4.1B | AAPL, CEF, SCHP, PHYS, MSFT |
| Q1 2024 | 1,370 | $4.0B | AAPL, CEF, SCHP, PHYS, MSFT |