Fund Holdings

Cetera Trust Company, N.A

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
NETFLIX INC.(NFLX)14015,915+15,77513,1261,530,2270.87%+1,517,101
BOOKING HOLDINGS INC(BKNG)0301+30101,267,3060.72%+1,267,306
NEXTERA ENERGY INC(NEE)5,62917,520+11,891451,8961,627,2580.92%+1,175,362
LAM RESEARCH CORP(LRCX)39,91036,760-3,1506,831,7947,854,1424.44%+1,022,348
CONOCOPHILLIPS(COP)9758,215+7,24091,2701,084,3800.61%+993,110
FEDEX CORP(FDX)7,9957,645-3502,309,4362,722,9961.54%+413,560
TOTALENERGIES SE(TTE)04,340+4,3400394,8530.22%+394,853
WALMART INC(WMT)41,89040,315-1,5754,666,9655,010,3482.83%+343,383
UNILEVER PLC(UL)05,930+5,9300337,8320.19%+337,832
MASTEC INC(MTZ)2,9352,910-25637,981936,2630.53%+298,282
BAKER HUGHES COMPANY(BKR)25,99124,091-1,9001,183,6301,470,7560.83%+287,126
HONEYWELL INTL INC(HON)11,16010,735-4252,177,2042,426,4321.37%+249,228
COHERENT CORP(COHR)4,8354,785-50892,3961,139,8350.64%+247,439
CUSHMAN AND WAKEFIELD LTD
COMMON SHARES
017,910+17,9100219,5770.12%+219,577
MKS INC.(MKSI)2,9152,9150465,817669,8960.38%+204,079
ATI INC(ATI)6,4736,4730742,841941,5630.53%+198,722
CURTISS WRIGHT CORP(CW)1,4251,415-10785,560963,7850.54%+178,225
ASML HLDG NV
N Y REGISTRY SHS
5355350572,375706,6440.40%+134,269
EXXON MOBIL CORP2,6332,6330316,855446,7150.25%+129,860
GOLAR LNG LTD
SHS
6,9356,9350258,051375,2530.21%+117,202
TAIWAN SEMICONDUCTOR MANUFAC(TSM)3,3803,38001,027,1481,142,2710.65%+115,123
COSTCO WHOLESALE CORPORATION(COST)999974-25861,478970,5230.55%+109,045
MERCK & CO INC(MRK)7,0547,0540742,504848,5260.48%+106,022
COCA COLA CO(KO)31,77130,596-1,1752,221,1112,326,8261.32%+105,715
NEWMONT CORP(NEM)19,43318,883-5501,940,3852,044,0851.16%+103,700
MATADOR RES CO(MTDR)4,5204,5200191,829285,5740.16%+93,745
SHELL PLC(SHEL)4,4154,4150324,414410,5950.23%+86,181
APPLIED MATLS INC9989980256,476341,1060.19%+84,630
ALBEMARLE CORP(ALB)1,9601,9600277,222351,8790.20%+74,657
AMERICAN CENTY ETF TR29,43729,43702,423,2542,497,4351.41%+74,181
PULTE GROUP INC(PHM)9,2629,847+5851,086,0621,158,1060.65%+72,044
CVS HEALTH CORP(CVS)15,11817,693+2,5751,199,7641,270,7110.72%+70,947
GE VERNOVA INC(GEV)3093090201,953269,7260.15%+67,773
AMGEN INC(AMGN)9,5089,033-4753,112,0633,178,2611.80%+66,198
JOHNSON & JOHNSON(JNJ)1,6941,6940350,573414,0810.23%+63,508
ALEXANDRIA REAL ESTATE EQ IN3251,675+1,35015,90677,7540.04%+61,848
SPDR SERIES TRUST
ST STR SP DIV
0414+414060,4190.03%+60,419
NEXTPOWER INC1,7411,7410151,659209,8780.12%+58,219
AMERICAN CENTY ETF TR15,35715,35701,182,7961,237,4670.70%+54,671
TARGET CORP(TGT)2,3032,3030225,118279,1240.16%+54,006
TD SYNNEX CORPORATION(SNX)2,6902,6900404,119453,8300.26%+49,711
CATERPILLAR INC(CAT)3593590205,660254,3370.14%+48,677
GSK PLC(GSK)7,8457,8450384,719432,9660.24%+48,247
VODAFONE GROUP PLC(VOD)24,35024,3500321,664365,7370.21%+44,073
PALANTIR TECHNOLOGIES INC(PLTR)0300+300043,8840.02%+43,884
NVIDIA CORPORATION(NVDA)8201,120+300152,930195,3280.11%+42,398
IRON MTN INC DEL(IRM)3,5853,285-300297,376335,5300.19%+38,154
EQUINIX INC(EQIX)380335-45291,141328,3800.19%+37,239
MITSUBISHI UFJ FINANCIAL GRO(MUFG)33,02033,0200523,697560,3490.32%+36,652
KT CORP(KT)14,72514,7250279,333315,8510.18%+36,518
NOVARTIS AG(NVS)3,4523,352-100475,927512,0180.29%+36,091
QUANTA SVCS INC2662660112,268146,0390.08%+33,771
LIGAND PHARMACEUTICALS INC(LGND)2,8802,8800544,522574,9920.33%+30,470
DEERE & CO(DE)3103100144,327174,6230.10%+30,296
ACADEMY SPORTS & OUTDOORS IN(ASO)4,6254,6250231,065261,0810.15%+30,016
LINDE PLC(LIN)4264260181,642211,1940.12%+29,552
CHUBB LTD SWITZ
COM
2,0502,0500639,846668,1570.38%+28,311
PLEXUS CORP(PLXS)500500073,500101,2700.06%+27,770
WILLIAMS COS INC(WMB)2,1912,1910131,701159,4610.09%+27,760
ANHEUSER BUSCH INBEV SA NV(BUD)4,8504,8500310,594336,4450.19%+25,851
MCKESSON CORP(MCK)6,3256,025-3005,188,3345,213,7942.95%+25,460
EXTRA SPACE STORAGE INC(EXR)1,6211,796+175211,087235,5090.13%+24,422
EATON CORP PLC(ETN)5735730182,506204,9450.12%+22,439
PEPSICO INC(PEP)1,8721,8720268,669290,7030.16%+22,034
RTX CORPORATION(RTX)18,92718,102-8253,471,2123,491,8761.97%+20,664
AVIENT CORPORATION(AVNT)3,9953,9950124,804145,0190.08%+20,215
INVITATION HOMES INC(INVH)3,6054,830+1,225100,183120,0260.07%+19,843
SOLSTICE ADVANCED MATLS INC(SOLS)0250+250019,0400.01%+19,040
AMERICOLD REALTY TRUST INC(COLD)5,9258,275+2,35076,19694,8320.05%+18,636
SBA COMMUNICATIONS CORP(SBAC)540715+175104,452123,0590.07%+18,607
SM ENERGY COMPANY(SM)1,4351,435026,83544,7430.03%+17,908
PUBLIC STORAGE OPER CO(PSA)680715+35176,460193,6790.11%+17,219
DIGITAL RLTY TR INC(DLR)2,0401,840-200315,608331,5860.19%+15,978
KIMCO REALTY CORP(KIM)8,7658,615-150177,667193,5790.11%+15,912
CORNING INC(GLW)321321028,10743,6460.02%+15,539
INVESCO QQQ TR602667+65369,815384,9790.22%+15,164
T-MOBILE US INC(TMUS)11,85011,525-3252,406,0242,420,5961.37%+14,572
ESSENTIAL UTILS INC(WTRG)7,2357,2350277,535291,3530.16%+13,818
ECOLAB INC(ECL)3,9423,94201,034,8541,048,6510.59%+13,797
UNION PAC CORP(UNP)1,1181,1180258,616271,2490.15%+12,633
FLEXTRONICS INTL LTD(FLEX)9,6009,050-550580,032592,4130.33%+12,381
CONSOLIDATED EDISON INC(ED)867867086,11098,1270.06%+12,017
SLB LIMITED(SLB)892892034,23545,8400.03%+11,605
MARATHON PETE CORP(MPC)137137022,28033,4530.02%+11,173
CACI INTL INC(CACI)8958950476,865486,7640.28%+9,899
REALTY INCOME CORP(O)4,2104,035-175237,318246,8610.14%+9,543
ENTERGY CORP NEW(ETR)446446041,22450,1130.03%+8,889
INTEL CORP(INTC)1,0001,000036,90044,1300.02%+7,230
HEALTHPEAK PROPERTIES INC(DOC)9,0459,270+225145,444152,3060.09%+6,862
ANALOG DEVICES INC(ADI)146146039,59546,4480.03%+6,853
COLGATE PALMOLIVE CO(CL)1,0001,000079,02085,2300.05%+6,210
MICROCHIP TECHNOLOGY INC.(MCHP)22,96922,744-2251,463,5851,469,4900.83%+5,905
AIR PRODUCTS AND CHEMICALS I128128031,61937,1830.02%+5,564
KLA CORP(KLAC)2121025,51730,9210.02%+5,404
VALERO ENERGY CORP(VLO)606009,76714,8250.01%+5,058
MICRON TECHNOLOGY INC(MU)8787024,83129,3920.02%+4,561
DIAMONDBACK ENERGY INC(FANG)9393013,98118,3940.01%+4,413
ATMOS ENERGY CORP(ATO)250250041,90846,1800.03%+4,272
SOUTHERN CO(SO)450450039,24043,4340.02%+4,194
KONINKLIJKE PHILIPS N V(PHG)12,78712,7870346,272350,3640.20%+4,092
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