Follow-The-Filings

Featured 13F manager

Kentucky Trust Co

Danville, KY 7 processed 13Fs on this site · 2024 Q4–2026 Q2

  • $208M
  • 315 Positions
  • 2026 Q2
  • +8.9% QoQ
  • Top 5 19.3%

Portfolio

2026 Q2 · filed 7/10/2026 · 315 long · top 12 shown

top 5 19.3% · top 10 32.9%

AUM over time

2026 Q2 $208M +8.9% QoQ
2024 Q4 · $170M 2024 Q4 · $170M
Q4 2024
2025 Q1 · $168M · −1.2% QoQ 2025 Q1 · $168M · −1.2% QoQ
Q1 2025
2025 Q2 · $174M · +3.6% QoQ 2025 Q2 · $174M · +3.6% QoQ
Q2
2025 Q3 · $185M · +6.3% QoQ 2025 Q3 · $185M · +6.3% QoQ
Q3
2025 Q4 · $189M · +2.2% QoQ 2025 Q4 · $189M · +2.2% QoQ
Q4
2026 Q1 · $191M · +1.1% QoQ 2026 Q1 · $191M · +1.1% QoQ
Q1 2026
2026 Q2 · $208M · +8.9% QoQ 2026 Q2 · $208M · +8.9% QoQ
Q2

Book

2025 Q2 2025 Q1 · filed 15 Jul · long equity

MSFT - Microsoft 5.23% Reduce −0.9% 18,341 $497.41 $9M −158 +$2M
USB - US Bancorp 4.10% Add +0.2% 158,056 $45.25 $7M +240 +$489K
JPM - JPMorgan Chase 3.76% Reduce −0.5% 22,597 $289.91 $7M −120 +$979K
DNP - DNP Select Income 3.67% Add +1.6% 653,751 $9.79 $6M +9,987 +$33K
AAPL - Apple 3.62% Add +1.0% 30,736 $205.17 $6M +305 −$454K
PFF — 3.28% Add +3.4% 186,296 $30.68 $6M +6,135 +$179K
SO - Southern 2.67% Reduce −2.3% 50,698 $91.83 $5M −1,194 −$116K
PG - Procter & Gamble 2.56% Reduce −1.0% 28,007 $159.32 $4M −287 −$360K
ENB - Enbridge 2.00% Reduce −0.4% 76,850 $45.32 $3M −295 +$65K
AMZN - Amazon 1.91% Reduce −1.7% 15,197 $219.39 $3M −260 +$393K
JNJ - Johnson & Johnson 1.88% Reduce −1.1% 21,470 $152.75 $3M −245 −$322K
PNC - PNC Financial Services 1.86% Reduce −0.6% 17,430 $186.42 $3M −100 +$168K
RTX - Raytheon 1.77% Reduce −0.3% 21,120 $146.02 $3M −65 +$278K
NVDA - NVIDIA 1.61% Add +2.1% 17,826 $157.99 $3M +360 +$923K
GOOG - Alphabet · CL C 1.61% Add +1.0% 15,809 $177.39 $3M +155 +$359K
T - At T 1.58% Reduce −1.3% 95,526 $28.94 $3M −1,240 +$28K
CVX - Chevron 1.55% Add +0.5% 18,894 $143.19 $3M +99 −$439K
EMR - Emerson Electric 1.53% Hold 19,953 $133.33 $3M
BRK.B - Berkshire Hathaway · CL B 1.52% Reduce −0.2% 5,468 $485.77 $3M −10 −$261K
DUK - Duke Energy 1.52% Reduce −1.5% 22,431 $118.00 $3M −343 −$131K
WMT - Walmart 1.49% Reduce −0.6% 26,591 $97.78 $3M −157 +$252K
ATO - Atmos Energy 1.47% Reduce −1.2% 16,629 $154.11 $3M −210 −$40K
SPHQ — 1.45% Reduce −2.2% 35,430 $71.26 $3M −800 +$121K
QQQ - Invesco Qqq 1.44% Reduce −3.1% 4,568 $551.64 $3M −146 +$309K
XOM - Exxon Mobil 1.41% Add +0.2% 22,895 $107.80 $2M +50 −$249K
NSC - Norfolk Southern 1.40% Hold 9,562 $255.97 $2M
CAT - Caterpillar 1.35% Add +1.6% 6,058 $388.21 $2M +95 +$385K
IRM - Iron Mountain 1.18% Reduce −2.6% 20,065 $102.57 $2M −530 +$286K
MMM - 3M 1.16% Reduce −1.5% 13,279 $152.24 $2M −200 +$42K
CRM - Salesforce 1.15% Add +0.3% 7,335 $272.69 $2M +20 +$37K
LOW - Lowes 1.06% Add +0.9% 8,320 $221.87 $2M +75 −$77K
KO - Coca Cola 1.04% Reduce −1.5% 25,574 $70.75 $2M −400 −$51K
TFC - Truist Financial 0.98% Add +0.6% 39,665 $42.99 $2M +220 +$82K
AMAT - Applied Materials 0.94% Add +3.3% 8,955 $183.07 $2M +285 +$381K
PFE - Pfizer 0.87% Add +1.1% 62,651 $24.24 $2M +680 −$52K
NVS - Novartis 0.85% Hold 12,237 $121.01 $1M
PEP - Pepsico 0.82% Add +1.2% 10,888 $132.04 $1M +125 −$176K
AEE - Ameren 0.81% Reduce −4.5% 14,742 $96.04 $1M −700 −$135K
MDT - Medtronic 0.80% Reduce −4.2% 16,068 $87.17 $1M −710 −$107K
CSCO - Cisco Systems 0.80% Reduce −0.5% 20,176 $69.38 $1M −100 +$149K
VTR - Ventas 0.79% Reduce −3.4% 21,830 $63.15 $1M −760 −$175K
AMGN - Amgen 0.76% Hold 4,751 $279.21 $1M
V - Visa · CL A 0.74% Hold 3,618 $355.05 $1M
ABBV - AbbVie 0.73% Reduce −2.8% 6,839 $185.62 $1M −200 −$205K
HD - Home Depot 0.69% Reduce −5.8% 3,261 $366.64 $1M −200 −$73K
VZ - Verizon Communications 0.66% Add +0.1% 26,495 $43.27 $1M +25 −$54K
DIS - Walt Disney 0.61% Hold 8,616 $124.01 $1M
SPDR S&P Dividend 0.61% Reduce −5.2% 7,805 $135.73 $1M −430 −$58K
PAYX - Paychex 0.58% Reduce −1.1% 6,956 $145.46 $1M −80 −$74K
CVS - CVS Health 0.56% Reduce −4.0% 14,172 $68.98 $978K −590 −$23K

Showing top 50 of 288 by value

Exits / last held

not current holdings · last reported size, unchanged · gone vs 2025 Q1

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
MOAT — 0.02% Exit 0 $86.67 $26K −300 −$26K
CEG - Constellation Energy 0.01% Exit 0 $196.97 $13K −66 −$13K
CMA - Comerica Exit 0 $54.55 $6K −110 −$6K
LRCX - Lam Research Exit 0 $66.67 $4K −60 −$4K
SCHD — Exit 0 $28.57 $3K −105 −$3K
CC - Chemours Exit 0 $12.20 $1K −82 −$1K
CIM - Chimera Investment Exit 0 $12.50 $1K −80 −$1K
NLY - Annaly Capital Management Exit 0 $38.46 $1K −26 −$1K
Service Properties Trust Exit 0 $4.78 $1K −209 −$1K
WAB - Wabtec Exit 0 $166.67 $1K −6 −$1K
Equity Commonwealth Exit 0 −145 $—
NOK - Nokia Exit 0 −13 $—
RMR Group · CL A Exit 0 −3 $—

* Reported price is value ÷ shares from the 13F as of period end — not a live market quote. Weight % is each long-equity position ÷ full 13F AUM, so rows may not sum to 100% when the filing includes options or other non-equity (excluded from this table). Share change and $ change are vs 2025 Q1. Click column headers to sort · click New / Hold / Add / Reduce to promote that move type to the top. Exit opens the last-held block below.

Filings history

7 periods · normalized AUM · open a period for holdings

Period Holdings AUM QoQ Form Filed Filing ID
2026 Q2 316 $208M +8.9% 13F-HR 7/10/2026 000205410026000003
2026 Q1 311 $191M +1.1% 13F-HR 4/17/2026 000205410026000002
2025 Q4 304 $189M +2.2% 13F-HR 1/21/2026 000205410026000001
2025 Q3 294 $185M +6.3% 13F-HR 10/14/2025 000205410025000006
2025 Q2 297 $174M +3.6% 13F-HR 7/15/2025 000205410025000004
2025 Q1 299 $168M −1.2% 13F-HR 4/21/2025 000205410025000003
2024 Q4 303 $170M 13F-HR 1/29/2025 000205410025000002

About

Kentucky Trust Co

7 processed 13Fs on this site · 2024 Q4–2026 Q2

Entity
Kentucky Trust Co
Location
Danville, KY
All SEC filings
View on sec.gov