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Portfolio (Quarterly) Guide ↗

TRUST CO OF TOLEDO NA /OH/

· CIK 0001008937
13F Portfolio $1.2B AUM 1,005 positions Filed Jul 16, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 86 New 218 Added 143 Reduced 79 Exited
Page 10 of 11  ·  218 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 ON ON Semiconductor Corp Technology 714.0 $68K 0.01% +334.0 +87.9% $94.54 -21.5%
182 VIGI Vanguard Intl DVD Apprec Index ETF 721.0 $67K 0.01% +181.0 +33.5% $93.38 +5.6%
183 SPSB SPDR Portf S-T Corp Bond ETF 2,200.0 $66K 0.01% +2K +214.3% $30.01 -0.2%
184 EQR Equity Residential Properties Trust Real Estate 945.0 $64K 0.01% +83.0 +9.6% $67.93 -6.3%
185 CF CF Industries Holdings Inc Basic Materials 577.0 $62K 0.01% +290.0 +101.0% $108.26 +19.8%
186 GATX GATX Corp Industrials 328.0 $58K 0.01% +176.0 +115.8% $177.19 -0.1%
187 SNA Snap-On Inc Industrials 144.0 $58K 0.01% +83.0 +136.1% $402.40 -2.2%
188 ESS Essex Property Trust Inc Real Estate 175.0 $51K 0.00% +55.0 +45.8% $291.59 -0.9%
189 VTRS Viatris Inc Healthcare 3,129.0 $50K 0.00% +89.0 +2.9% $15.88 +2.8%
190 NUE Nucor Corp Basic Materials 217.0 $48K 0.00% +57.0 +35.6% $222.75 +9.4%
191 NGG ADR National Grid PLC SpA Utilities 582.0 $48K 0.00% +16.0 +2.8% $82.87 -3.8%
192 HLI Houlihan Lokey Inc Financial Services 351.0 $47K 0.00% +160.0 +83.8% $134.13 -3.8%
193 SPG Simon Property Group Inc Real Estate 207.0 $46K 0.00% +52.0 +33.5% $223.65 -2.4%
194 DHI DR Horton Inc Consumer Cyclical 255.0 $42K 0.00% +121.0 +90.3% $162.88 -8.9%
195 HII Huntington Ingalls Industries Inc Industrials 146.0 $41K 0.00% +96.0 +192.0% $279.89 +6.5%
196 KIM Kimco Realty Corp Real Estate 1,541.0 $39K 0.00% +644.0 +71.8% $25.35 -5.2%
197 DDOG Datadog Inc-A Technology 150.0 $39K 0.00% +99.0 +194.1% $260.36 -9.5%
198 SNOW Snowflake Inc-A Technology 153.0 $39K 0.00% +43.0 +39.1% $254.50 +30.8%
199 BIO Bio-Rad Laboratories Inc Healthcare 118.0 $35K 0.00% +68.0 +136.0% $293.61 +29.4%
200 ANET Arista Networks Inc Technology 203.0 $34K 0.00% +35.0 +20.8% $169.88 +11.0%
Page 10 of 11  ·  218 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 33.6%
Healthcare 13.6%
Financial Services 13.1%
Industrials 10.6%
Communication Services 7.2%
Consumer Cyclical 6.9%
Consumer Defensive 5.4%
Energy 3.2%
Real Estate 2.8%
Utilities 2.3%