COMMUNITY TRUST & INVESTMENT CO Diversified Active

CIK: 0001047142 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Jan 11, 2024

Total Value ($000): $1,304,887 (100.0% shares, 0.0% debt)

Holdings (113)

CTBI COMMUNITY TR BANCORP INC 6.8%
Value ($000) $88,315 Shares 2,013,576 Est. Cost $23.75 Unrealized +52.7%
MSFT MICROSOFT CORP 6.1%
Value ($000) $79,021 Shares 210,139 Est. Cost $51.73 Unrealized +577.3%
AAPL APPLE INC 5.5%
Value ($000) $72,113 Shares 374,556 Est. Cost $89.36 Unrealized +104.6%
GOOG ALPHABET INC 4.5%
Value ($000) $58,443 Shares 414,694 Est. Cost $109.66 Unrealized +22.8%
AMZN AMAZON COM INC SR 4.0%
Value ($000) $51,965 Shares 342,013 Est. Cost $120.81 Unrealized +16.0%
V VISA INC 2.5%
Value ($000) $32,940 Shares 126,523 Est. Cost $67.82 Unrealized +257.8%
AVGO BROADCOM INC COM 2.5%
Value ($000) $32,838 Shares 29,419 Est. Cost $22.46 Unrealized +310.6%
NVDA NVIDIA CORP 2.4%
Value ($000) $31,779 Shares 64,172 Est. Cost $27.69 Unrealized +67.3%
UNH UNITEDHEALTH GROUP INC 2.4%
Value ($000) $30,960 Shares 58,807 Est. Cost $125.33 Unrealized +308.0%
JPM JP MORGAN CHASE & CO 2.3%
Value ($000) $30,342 Shares 178,379 Est. Cost $51.74 Unrealized +180.0%
LIN LINDE PLC 1.8%
Value ($000) $23,038 Shares 56,093 Est. Cost $352.90 Unrealized +8.7%
LNG CHENIERE ENERGY INC 1.7%
Value ($000) $22,724 Shares 133,117 Est. Cost $117.32 Unrealized +46.5%
PH PARKER HANNIFIN CORP 1.7%
Value ($000) $21,912 Shares 47,562 Est. Cost $280.41 Unrealized +45.2%
CRM SALESFORCE 1.7%
Value ($000) $21,548 Shares 81,889 Est. Cost $227.36 Unrealized -1.7%
HON HONEYWELL INTERNATIONAL INC 1.6%
Value ($000) $21,054 Shares 100,395 Est. Cost $100.00 Unrealized +72.3%
AMD ADVANCED MICRO DEVICES INC 1.6%
Value ($000) $20,785 Shares 141,002 Est. Cost $108.55 Unrealized +8.6%
WMT WALMART INC 1.6%
Value ($000) $20,465 Shares 129,814 Est. Cost $31.93 Unrealized +61.7%
META META PLATFORMS INC 1.5%
Value ($000) $20,164 Shares 56,966 Est. Cost $164.36 Unrealized +96.8%
CVS CVS HEALTH CORPORATION 1.5%
Value ($000) $19,939 Shares 252,524 Est. Cost $58.26 Unrealized +12.3%
PANW PALO ALTO NETWORKS INC 1.5%
Value ($000) $19,808 Shares 67,172 Est. Cost $83.60 Unrealized +59.9%
VNQ VANGUARD REAL ESTATE ETF 1.5%
Value ($000) $18,960 Shares 214,572 Est. Cost $83.88 Unrealized
BRK/B BERKSHIRE HATHAWAY INC 1.4%
Value ($000) $18,557 Shares 52,029 Est. Cost $213.80 Unrealized +64.2%
XLU UTILITIES SELECT SECTOR SPDRR 1.4%
Value ($000) $18,388 Shares 290,349 Est. Cost $56.90 Unrealized
KEYS KEYSIGHT TECHNOLOGIES INC 1.4%
Value ($000) $18,136 Shares 113,996 Est. Cost $119.24 Unrealized +13.9%
PG PROCTER & GAMBLE CO 1.4%
Value ($000) $18,116 Shares 123,626 Est. Cost $77.97 Unrealized +80.3%
MTZ MASTEC INC 1.4%
Value ($000) $17,852 Shares 235,763 Est. Cost $65.35 Unrealized -4.3%
TMO THERMO FISHER SCIENTIFIC INC 1.4%
Value ($000) $17,702 Shares 33,351 Est. Cost $357.45 Unrealized +34.5%
APH AMPHENOL CORP 1.4%
Value ($000) $17,675 Shares 178,306 Est. Cost $39.08 Unrealized +11.0%
TJX TJX COS INC NEW 1.4%
Value ($000) $17,653 Shares 188,179 Est. Cost $47.88 Unrealized +82.2%
ZTS ZOETIS INC 1.3%
Value ($000) $17,290 Shares 87,604 Est. Cost $156.02 Unrealized +10.8%
IQV IQVIA HOLDING INC 1.3%
Value ($000) $17,226 Shares 74,447 Est. Cost $164.57 Unrealized +24.8%
PIONEER NATURAL RESOURCES CO 1.3%
Value ($000) $16,732 Shares 74,403 Est. Cost $158.73 Unrealized
ICE INTERCONTINENTAL EXCHANGE INC 1.2%
Value ($000) $16,309 Shares 126,987 Est. Cost $76.44 Unrealized +44.5%
CVX CHEVRON CORP 1.2%
Value ($000) $16,254 Shares 108,971 Est. Cost $78.24 Unrealized +76.1%
JNJ JOHNSON & JOHNSON 1.1%
Value ($000) $14,920 Shares 95,189 Est. Cost $86.10 Unrealized +66.8%
CHDN CHURCHILL DOWNS INC 1.1%
Value ($000) $14,669 Shares 108,713 Est. Cost $110.90 Unrealized +6.1%
HCA HCA HEALTHCARE INC 1.0%
Value ($000) $13,409 Shares 49,537 Est. Cost $72.85 Unrealized +233.5%
BSX BOSTON SCIENTIFIC CORP 1.0%
Value ($000) $13,149 Shares 227,454 Est. Cost $40.24 Unrealized +32.6%
LHX L3HARRIS TECHNOLOGIES INC COM 1.0%
Value ($000) $13,102 Shares 62,207 Est. Cost $186.94 Unrealized -3.8%
LOW LOWES COMPANIES INC 1.0%
Value ($000) $12,505 Shares 56,189 Est. Cost $68.86 Unrealized +182.8%
RTX RTX CORPORATION 0.9%
Value ($000) $12,308 Shares 146,283 Est. Cost $71.59 Unrealized +5.6%
COST COSTCO WHOLESALE CORP 0.9%
Value ($000) $12,235 Shares 18,536 Est. Cost $468.82 Unrealized +22.3%
AZN ASTRAZENECA PLC 0.9%
Value ($000) $11,615 Shares 172,462 Est. Cost $59.24 Unrealized
SPGI S&P GLOBAL INC 0.9%
Value ($000) $11,436 Shares 25,960 Est. Cost $379.94 Unrealized +2.2%
EQH EQUITABLE HLDGS INC 0.9%
Value ($000) $11,190 Shares 336,041 Est. Cost $27.14 Unrealized +2.7%
LEVI LEVI STRAUSS & CO 0.9%
Value ($000) $11,123 Shares 672,471 Est. Cost $18.35 Unrealized -24.3%
MDLZ MONDELEZ INTL INC 0.8%
Value ($000) $10,957 Shares 151,277 Est. Cost $35.23 Unrealized +82.5%
PEP PEPSICO INC 0.7%
Value ($000) $9,728 Shares 57,277 Est. Cost $68.67 Unrealized +123.9%
NKE NIKE INC 0.7%
Value ($000) $9,149 Shares 84,264 Est. Cost $97.30 Unrealized +5.9%
MBB ISHARES MBS (MKT) 0.7%
Value ($000) $9,051 Shares 96,207 Est. Cost $94.51 Unrealized
CCK CROWN HOLDINGS INC 0.7%
Value ($000) $8,882 Shares 96,451 Est. Cost $89.64 Unrealized -7.6%
DAR DARLING INGREDIENTS, INC 0.6%
Value ($000) $8,433 Shares 169,210 Est. Cost $66.95 Unrealized -32.2%
NEE NEXTERA ENERGY INC 0.6%
Value ($000) $7,363 Shares 121,218 Est. Cost $67.57 Unrealized -20.9%
KKR KKR & CO INC 0.5%
Value ($000) $6,615 Shares 79,847 Est. Cost $66.83 Unrealized 0.0%
PEBO PEOPLES BANCORP INC 0.5%
Value ($000) $6,186 Shares 183,249 Est. Cost $31.75 Unrealized -8.3%
USFD US FOODS HLDG CORP 0.4%
Value ($000) $5,665 Shares 124,747 Est. Cost $41.36 Unrealized 0.0%
HD HOME DEPOT INC 0.3%
Value ($000) $4,035 Shares 11,644 Est. Cost $254.32 Unrealized +15.5%
UNP UNION PACIFIC CORP 0.3%
Value ($000) $3,965 Shares 16,144 Est. Cost $195.26 Unrealized +7.2%
AMGN AMGEN INC 0.3%
Value ($000) $3,808 Shares 13,222 Est. Cost $198.20 Unrealized +28.7%
IEI ISHARES 3-7 YEAR TREASURY BOND 0.3%
Value ($000) $3,735 Shares 31,888 Est. Cost $116.78 Unrealized
ABBV ABBVIE INC 0.3%
Value ($000) $3,428 Shares 22,122 Est. Cost $133.71 Unrealized +1.5%
BX BLACKSTONE GROUP INC 0.3%
Value ($000) $3,361 Shares 25,674 Est. Cost $86.13 Unrealized +18.5%
QCOM QUALCOMM INC 0.3%
Value ($000) $3,355 Shares 23,196 Est. Cost $129.10 Unrealized -8.3%
AMT AMERICAN TOWER CORP 0.3%
Value ($000) $3,343 Shares 15,484 Est. Cost $167.65 Unrealized +4.5%
MET METLIFE INC 0.2%
Value ($000) $3,246 Shares 49,083 Est. Cost $55.25 Unrealized +6.4%
XLRE THE REAL ESTATE SELECT 0.2%
Value ($000) $3,191 Shares 79,646 Est. Cost $42.47 Unrealized
MRK MERCK & CO INC 0.2%
Value ($000) $3,181 Shares 29,176 Est. Cost $69.59 Unrealized +39.1%
O REALTY INCOME CORP 0.2%
Value ($000) $3,087 Shares 53,753 Est. Cost $52.90 Unrealized -12.1%
PLD PROLOGIS INC 0.2%
Value ($000) $3,076 Shares 23,074 Est. Cost $100.32 Unrealized +5.3%
TMUS T MOBILE US INC COM 0.2%
Value ($000) $3,075 Shares 19,179 Est. Cost $143.16 Unrealized 0.0%
ARCC ARES CAPITAL CORP 0.2%
Value ($000) $3,011 Shares 150,336 Est. Cost $13.96 Unrealized +14.3%
MS MORGAN STANLEY 0.2%
Value ($000) $2,990 Shares 32,060 Est. Cost $78.57 Unrealized -4.8%
AEP AMERICAN ELECTRIC POWER CO INC 0.2%
Value ($000) $2,978 Shares 36,664 Est. Cost $84.73 Unrealized -15.3%
CMCSA COMCAST CORP 0.2%
Value ($000) $2,972 Shares 67,767 Est. Cost $45.54 Unrealized -12.0%
MCD MCDONALDS CORP 0.2%
Value ($000) $2,963 Shares 9,992 Est. Cost $213.00 Unrealized +21.4%
CSCO CISCO SYSTEMS INC 0.2%
Value ($000) $2,874 Shares 56,887 Est. Cost $36.90 Unrealized +30.0%
BP BP PLC 0.2%
Value ($000) $2,843 Shares 80,297 Est. Cost $30.27 Unrealized
KO COCA-COLA CO 0.2%
Value ($000) $2,829 Shares 48,012 Est. Cost $51.49 Unrealized +3.4%
NI NISOURCE INC 0.2%
Value ($000) $2,826 Shares 106,450 Est. Cost $25.04 Unrealized -4.0%
PM PHILIP MORRIS INTERNATIONAL INC 0.2%
Value ($000) $2,780 Shares 29,548 Est. Cost $78.58 Unrealized +6.5%
VICI VICI PPTYS INC 0.2%
Value ($000) $2,754 Shares 86,383 Est. Cost $27.60 Unrealized -6.1%
MDT MEDTRONIC PLC 0.2%
Value ($000) $2,725 Shares 33,076 Est. Cost $86.90 Unrealized -17.8%
VLO VALERO ENERGY CORP NEW 0.2%
Value ($000) $2,559 Shares 19,685 Est. Cost $66.85 Unrealized +78.5%
GSIE GOLDMAN SACHS ACTIVEBETA 0.2%
Value ($000) $2,302 Shares 70,498 Est. Cost $32.00 Unrealized
SHY ISHARES 1-3 YEAR TREASURY BOND 0.2%
Value ($000) $2,190 Shares 26,694 Est. Cost $81.32 Unrealized
PFE PFIZER INC 0.2%
Value ($000) $2,161 Shares 75,048 Est. Cost $32.10 Unrealized -17.8%
DIA SPDR DOW JONES INDUSTRIAL 0.1%
Value ($000) $1,470 Shares 3,900 Est. Cost $167.95 Unrealized
CSX CSX CORP 0.1%
Value ($000) $1,108 Shares 31,965 Est. Cost $31.71 Unrealized -2.7%
LLY ELI LILLY & CO 0.1%
Value ($000) $849 Shares 1,457 Est. Cost $236.66 Unrealized +143.0%
UPS UNITED PARCEL SERVICE 0.1%
Value ($000) $802 Shares 5,101 Est. Cost $86.03 Unrealized +56.0%
XLE ENERGY SELECT SECTOR SPDRR (MKT) 0.1%
Value ($000) $798 Shares 9,521 Est. Cost $42.37 Unrealized
FDVV FIDELITY HIGH DIVID 0.0%
Value ($000) $636 Shares 15,041 Est. Cost $38.59 Unrealized
IVV ISHARES CORE S&P 500 (MKT) 0.0%
Value ($000) $557 Shares 1,166 Est. Cost $477.63 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD 0.0%
Value ($000) $545 Shares 4,883 Est. Cost $103.32 Unrealized
TFC TRUIST FINL CORP 0.0%
Value ($000) $530 Shares 14,343 Est. Cost $35.74 Unrealized -21.1%
GOOGL ALPHABET INC 0.0%
Value ($000) $519 Shares 3,713 Est. Cost $109.65 Unrealized +21.6%
ARLP ALLIANCE RESOURCE PARTNERS LP 0.0%
Value ($000) $445 Shares 21,000 Est. Cost $18.24 Unrealized
USMV ISHARES MSCI USA MINIMUM 0.0%
Value ($000) $423 Shares 5,424 Est. Cost $59.61 Unrealized
LPX LOUISIANA-PACIFIC CORP 0.0%
Value ($000) $366 Shares 5,174 Est. Cost $45.32 Unrealized +31.8%
WY WEYERHAEUSER CO 0.0%
Value ($000) $335 Shares 9,635 Est. Cost $16.44 Unrealized +77.1%
DIS WALT DISNEY CO 0.0%
Value ($000) $328 Shares 3,634 Est. Cost $121.97 Unrealized -29.3%
BF/A BROWN-FORMAN CORP 0.0%
Value ($000) $328 Shares 5,500 Est. Cost $21.59 Unrealized +158.8%
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $296 Shares 8,795 Est. Cost $30.41 Unrealized -9.2%
BA BOEING CO 0.0%
Value ($000) $288 Shares 1,106 Est. Cost $166.36 Unrealized +28.6%
MO ALTRIA GROUP INC 0.0%
Value ($000) $288 Shares 7,130 Est. Cost $38.45 Unrealized -9.5%
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $278 Shares 1,177 Est. Cost $205.84 Unrealized -2.8%
DGRO ISHARES CORE DIVIDEND GROWTH 0.0%
Value ($000) $273 Shares 5,064 Est. Cost $49.53 Unrealized
XOM EXXON MOBIL CORP 0.0%
Value ($000) $265 Shares 2,653 Est. Cost $82.81 Unrealized +17.9%
GSSC GOLDMAN SACHS ACTIVEBETA 0.0%
Value ($000) $244 Shares 3,866 Est. Cost $54.61 Unrealized
WFC WELLS FARGO & CO NEW 0.0%
Value ($000) $227 Shares 4,619 Est. Cost $41.03 Unrealized 0.0%
FGBI FIRST GTY BANCSHARES INC 0.0%
Value ($000) $193 Shares 17,383 Est. Cost $13.79 Unrealized -29.0%
KFFB KENTUCKY FIRST FED BANCORP 0.0%
Value ($000) $88 Shares 19,961 Est. Cost $6.37 Unrealized -28.0%
LIBERTY ALL-STAR GROWTH FUND INC 0.0%
Value ($000) $71 Shares 13,475 Est. Cost $4.94 Unrealized