Fund Holdings

Cetera Trust Company, N.A

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Change
NETFLIX INC.015,915+15,91501,530,227+1,530,227
BOOKING HOLDINGS INC0301+30101,267,306+1,267,306
NEXTERA ENERGY INC017,520+17,52001,627,258+1,627,258
LAM RESEARCH CORP036,760+36,76007,854,142+7,854,142
CONOCOPHILLIPS9758,215+7,24091,2701,084,380+993,110
FEDEX CORP7,9957,645-3502,309,4362,722,996+413,560
TOTALENERGIES SE04,340+4,3400394,853+394,853
WALMART INC040,315+40,31505,010,348+5,010,348
UNILEVER PLC05,930+5,9300337,832+337,832
MASTEC INC02,910+2,9100936,263+936,263
BAKER HUGHES COMPANY25,99124,091-1,9001,183,6301,470,756+287,126
HONEYWELL INTL INC11,16010,735-4252,177,2042,426,432+249,228
COHERENT CORP4,8354,785-50892,3961,139,835+247,439
CUSHMAN AND WAKEFIELD LTD017,910+17,9100219,577+219,577
MKS INC.02,915+2,9150669,896+669,896
ATI INC6,4736,4730742,841941,563+198,722
CURTISS WRIGHT CORP1,4251,415-10785,560963,785+178,225
ASML HLDG NV5355350572,375706,644+134,269
EXXON MOBIL CORP2,6332,6330316,855446,715+129,860
GOLAR LNG LTD6,9356,9350258,051375,253+117,202
TAIWAN SEMICONDUCTOR MANUFAC03,380+3,38001,142,271+1,142,271
COSTCO WHOLESALE CORPORATION999974-25861,478970,523+109,045
MERCK & CO INC07,054+7,0540848,526+848,526
COCA COLA CO31,77130,596-1,1752,221,1112,326,826+105,715
NEWMONT CORP018,883+18,88302,044,085+2,044,085
MATADOR RES CO04,520+4,5200285,574+285,574
SHELL PLC04,415+4,4150410,595+410,595
APPLIED MATLS INC9989980256,476341,106+84,630
ALBEMARLE CORP1,9601,9600277,222351,879+74,657
AMERICAN CENTY ETF TR29,43729,43702,423,2542,497,435+74,181
PULTE GROUP INC09,847+9,84701,158,106+1,158,106
CVS HEALTH CORP15,11817,693+2,5751,199,7641,270,711+70,947
GE VERNOVA INC3093090201,953269,726+67,773
AMGEN INC9,5089,033-4753,112,0633,178,261+66,198
JOHNSON & JOHNSON1,6941,6940350,573414,081+63,508
ALEXANDRIA REAL ESTATE EQ IN3251,675+1,35015,90677,754+61,848
SPDR SERIES TRUST0414+414060,419+60,419
NEXTPOWER INC01,741+1,7410209,878+209,878
AMERICAN CENTY ETF TR15,35715,35701,182,7961,237,467+54,671
TARGET CORP02,303+2,3030279,124+279,124
TD SYNNEX CORPORATION02,690+2,6900453,830+453,830
CATERPILLAR INC3593590205,660254,337+48,677
GSK PLC7,8457,8450384,719432,966+48,247
VODAFONE GROUP PLC024,350+24,3500365,737+365,737
PALANTIR TECHNOLOGIES INC0300+300043,884+43,884
NVIDIA CORPORATION01,120+1,1200195,328+195,328
IRON MTN INC DEL3,5853,285-300297,376335,530+38,154
EQUINIX INC380335-45291,141328,380+37,239
MITSUBISHI UFJ FINANCIAL GRO033,020+33,0200560,349+560,349
KT CORP014,725+14,7250315,851+315,851
NOVARTIS AG03,352+3,3520512,018+512,018
QUANTA SVCS INC0266+2660146,039+146,039
LIGAND PHARMACEUTICALS INC02,880+2,8800574,992+574,992
DEERE & CO3103100144,327174,623+30,296
ACADEMY SPORTS & OUTDOORS IN4,6254,6250231,065261,081+30,016
LINDE PLC0426+4260211,194+211,194
CHUBB LTD SWITZ2,0502,0500639,846668,157+28,311
PLEXUS CORP0500+5000101,270+101,270
WILLIAMS COS INC02,191+2,1910159,461+159,461
ANHEUSER BUSCH INBEV SA NV4,8504,8500310,594336,445+25,851
MCKESSON CORP06,025+6,02505,213,794+5,213,794
EXTRA SPACE STORAGE INC1,6211,796+175211,087235,509+24,422
EATON CORP PLC5735730182,506204,945+22,439
PEPSICO INC01,872+1,8720290,703+290,703
RTX CORPORATION018,102+18,10203,491,876+3,491,876
AVIENT CORPORATION3,9953,9950124,804145,019+20,215
INVITATION HOMES INC3,6054,830+1,225100,183120,026+19,843
SOLSTICE ADVANCED MATLS INC0250+250019,040+19,040
AMERICOLD REALTY TRUST INC5,9258,275+2,35076,19694,832+18,636
SBA COMMUNICATIONS CORP0715+7150123,059+123,059
SM ENERGY COMPANY01,435+1,435044,743+44,743
PUBLIC STORAGE OPER CO0715+7150193,679+193,679
DIGITAL RLTY TR INC2,0401,840-200315,608331,586+15,978
KIMCO REALTY CORP08,615+8,6150193,579+193,579
CORNING INC321321028,10743,646+15,539
INVESCO QQQ TR602667+65369,815384,979+15,164
T-MOBILE US INC011,525+11,52502,420,596+2,420,596
ESSENTIAL UTILS INC7,2357,2350277,535291,353+13,818
ECOLAB INC3,9423,94201,034,8541,048,651+13,797
UNION PAC CORP01,118+1,1180271,249+271,249
FLEXTRONICS INTL LTD9,6009,050-550580,032592,413+12,381
CONSOLIDATED EDISON INC867867086,11098,127+12,017
SLB LIMITED0892+892045,840+45,840
MARATHON PETE CORP0137+137033,453+33,453
CACI INTL INC8958950476,865486,764+9,899
REALTY INCOME CORP04,035+4,0350246,861+246,861
ENTERGY CORP NEW446446041,22450,113+8,889
INTEL CORP1,0001,000036,90044,130+7,230
HEALTHPEAK PROPERTIES INC9,0459,270+225145,444152,306+6,862
ANALOG DEVICES INC146146039,59546,448+6,853
COLGATE PALMOLIVE CO1,0001,000079,02085,230+6,210
MICROCHIP TECHNOLOGY INC.022,744+22,74401,469,490+1,469,490
AIR PRODUCTS AND CHEMICALS I128128031,61937,183+5,564
KLA CORP021+21030,921+30,921
VALERO ENERGY CORP060+60014,825+14,825
MICRON TECHNOLOGY INC087+87029,392+29,392
DIAMONDBACK ENERGY INC9393013,98118,394+4,413
ATMOS ENERGY CORP250250041,90846,180+4,272
SOUTHERN CO0450+450043,434+43,434
KONINKLIJKE PHILIPS N V012,787+12,7870350,364+350,364
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