Central Securities Top Holdings and 13F Report (2026) About Central SecuritiesCentral Securities NYSEAMERICAN: CET has filed 13-F forms with the SEC as an investor. Central Securities is itself a publicly traded company. Central Securities Corp. is a publicly owned investment manager. The firm invests in the public equity markets of the United States. It also invests on bonds, convertible bonds, preferred stocks, convertible preferred stocks, warrants, options real estate, or short-term obligations of governments, banks and corporations. For more information on Central Securities stock, visit the Central Securities stock profile here.Investment ActivityCentral Securities has $1.34 billion in total holdings as of June 30, 2026.Central Securities owns shares of 29 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 4.32% of the portfolio was purchased this quarter.About 2.78% of the portfolio was sold this quarter.This quarter, Central Securities has purchased 30 new stocks and bought additional shares in 3 stocks.Central Securities sold shares of 1 stock and completely divested from 2 stocks this quarter.Largest Holdings Alphabet $142,948,000Analog Devices $139,009,500Progressive $87,380,000Capital One Financial $70,217,000Keysight Technologies $70,014,000 Largest New Holdings this Quarter M2197Q107 - Cellebrite DI $18,980,000 Holding Largest Purchases this Quarter Arthur J. Gallagher & Co. 120,000 shares (about $27.55M)Cellebrite DI 1,300,000 shares (about $18.98M)Equifax 45,000 shares (about $7.14M)MercadoLibre 2,500 shares (about $4.24M) Largest Sales this Quarter SUNBELT RENTALS HOLDINGS INC 100,000 shares (about $7.48M) Sector Allocation Over TimeMap of 500 Largest Holdings ofCentral Securities Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorGOOGLAlphabet$142,948,0000.0%400,00010.7%Communication ServicesADIAnalog Devices$139,009,5000.0%350,00010.4%TechnologyPGRProgressive$87,380,0000.0%400,0006.5%FinanceCOFCapital One Financial$70,217,0000.0%350,0005.2%FinanceKEYSKeysight Technologies$70,014,0000.0%200,0005.2%TechnologySCHWCharles Schwab$64,589,0000.0%700,0004.8%FinanceAMZNAmazon.com$61,968,4000.0%260,0004.6%Consumer DiscretionaryAJGArthur J. Gallagher & Co.$58,540,350$27,548,400 â–²88.9%255,0004.4%FinanceMSIMotorola Solutions$58,140,6000.0%140,0004.3%TechnologyMETAMeta Platforms$50,696,1000.0%90,0003.8%Communication ServicesAXPAmerican Express$47,355,0000.0%140,0003.5%FinanceTDYTeledyne Technologies$46,683,0000.0%70,0003.5%TechnologyJPMJPMorgan Chase & Co.$45,826,2000.0%140,0003.4%FinanceCVXChevron$42,476,0000.0%256,2503.2%EnergyTSMTaiwan Semiconductor Manufacturing$38,205,6000.0%80,0002.8%TechnologySUNBELT RENTALS HOLDINGS INC$37,405,000$7,481,000 â–¼-16.7%500,0002.8%CommonMELIMercadoLibre$30,553,020$4,243,475 â–²16.1%18,0002.3%Consumer DiscretionaryMSFTMicrosoft$29,841,6000.0%80,0002.2%TechnologyRYNRayonier$26,815,5670.0%1,260,1302.0%Real EstateVVisa$25,731,7500.0%75,0001.9%FinanceEFXEquifax$23,014,400$7,142,400 â–²45.0%145,0001.7%IndustrialsNKENIKE$20,525,0000.0%500,0001.5%Consumer DiscretionaryMDTMedtronic$19,557,5000.0%250,0001.5%HealthcareMRKMerck & Co., Inc.$19,275,0000.0%150,0001.4%HealthcareCLBTCellebrite DI$18,980,000$18,980,000 â–²New Holding1,300,0001.4%TechnologyBRCBrady$18,314,0000.0%200,0001.4%IndustrialsJNJJohnson & Johnson$17,777,9000.0%70,0001.3%HealthcareROPER TECHNOLOGIES INC$16,919,5000.0%50,0001.3%CommonTWFG INC$12,025,0000.0%500,0000.9%Class AAONAON$0$25,822,400 â–¼-100.0%00.0%FinanceWSCWillScot$0$3,906,000 â–¼-100.0%00.0%IndustrialsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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