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. For more information on Central Securities stock, visit the Central Securities stock profile here.Investment ActivityCentral Securities has $1.21 billion in total holdings as of March 31, 2026.Central Securities owns shares of 30 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 5.87% of the portfolio was purchased this quarter.About 4.53% of the portfolio was sold this quarter.This quarter, Central Securities has purchased 29 new stocks and bought additional shares in 4 stocks.Central Securities sold shares of 5 stocks and completely divested from 1 stock this quarter.Largest Holdings Alphabet $115,024,000Analog Devices $111,349,000Progressive $79,296,000Charles Schwab $65,786,000Capital One Financial $63,850,500 Largest New Holdings this Quarter 866966104 - SUNBELT RENTALS HOLDINGS INC $39,054,000 Holding294429105 - Equifax $18,007,000 Holding Largest Purchases this Quarter SUNBELT RENTALS HOLDINGS INC 600,000 shares (about $39.05M)Equifax 100,000 shares (about $18.01M)Arthur J. Gallagher & Co. 30,000 shares (about $6.50M)MercadoLibre 2,500 shares (about $4.32M)Capital One Financial 15,000 shares (about $2.74M) Largest Sales this Quarter Charles Schwab 100,000 shares (about $9.40M)AON 20,000 shares (about $6.46M)Alphabet 20,000 shares (about $5.75M)Analog Devices 10,000 shares (about $3.18M)Johnson & Johnson 10,000 shares (about $2.44M) 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$115,024,000$5,751,200 â–¼-4.8%400,0009.5%Computer and TechnologyADIAnalog Devices$111,349,000$3,181,400 â–¼-2.8%350,0009.2%Computer and TechnologyPGRProgressive$79,296,0000.0%400,0006.5%FinanceSCHWCharles Schwab$65,786,000$9,398,000 â–¼-12.5%700,0005.4%FinanceCOFCapital One Financial$63,850,500$2,736,450 â–²4.5%350,0005.3%FinanceMSIMotorola Solutions$60,755,8000.0%140,0005.0%Computer and TechnologyKEYSKeysight Technologies$56,474,0000.0%200,0004.7%Computer and TechnologyAMZNAmazon.com$54,150,2000.0%260,0004.5%Retail/WholesaleCVXChevron$53,018,1250.0%256,2504.4%EnergyMETAMeta Platforms$51,491,7000.0%90,0004.3%Computer and TechnologyTDYTeledyne Technologies$42,350,7000.0%70,0003.5%AerospaceAXPAmerican Express$42,347,2000.0%140,0003.5%FinanceJPMJPMorgan Chase & Co.$41,182,4000.0%140,0003.4%FinanceSUNBELT RENTALS HOLDINGS INC$39,054,000$39,054,000 â–²New Holding600,0003.2%CommonMSFTMicrosoft$29,613,6000.0%80,0002.4%Computer and TechnologyAJGArthur J. Gallagher & Co.$29,238,300$6,497,400 â–²28.6%135,0002.4%FinanceTSMTaiwan Semiconductor Manufacturing$27,036,0000.0%80,0002.2%Computer and TechnologyMELIMercadoLibre$26,799,810$4,322,550 â–²19.2%15,5002.2%Retail/WholesaleNKENIKE$26,410,0000.0%500,0002.2%Consumer DiscretionaryRYNRayonier$25,983,8810.0%1,260,1302.1%ConstructionAONAON$25,822,400$6,455,600 â–¼-20.0%80,0002.1%FinanceVVisa$22,668,0000.0%75,0001.9%Business ServicesMDTMedtronic$21,662,5000.0%250,0001.8%MedicalMRKMerck & Co., Inc.$18,043,5000.0%150,0001.5%MedicalEFXEquifax$18,007,000$18,007,000 â–²New Holding100,0001.5%Business ServicesROPER TECHNOLOGIES INC$17,693,0000.0%50,0001.5%CommonJNJJohnson & Johnson$17,110,800$2,444,400 â–¼-12.5%70,0001.4%MedicalBRCBrady$16,248,0000.0%200,0001.3%IndustrialsTWFG INC$9,195,000$459,750 â–²5.3%500,0000.8%Class AWSCWillScot$3,906,0000.0%225,0000.3%FinanceCOHRCoherent$0$27,685,500 â–¼-100.0%00.0%Business ServicesShowing 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 Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial 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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