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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 7 of 11  ·  218 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 LIN Linde PLC Basic Materials 1,092.0 $567K 0.05% +57.0 +5.5% $518.94 -6.0%
122 BND Vanguard Total Bond Market ETF 7,320.0 $537K 0.04% +5K +196.5% $73.41 -1.6%
123 VLUE iShares Edge MSCI USA Value ETF 2,669.0 $533K 0.04% +65.0 +2.5% $199.81 +1.4%
124 EEM iShares MSCI Emerging Markets Index ETF 7,517.0 $514K 0.04% +526.0 +7.5% $68.41 -1.9%
125 BDX Becton Dickinson & Co Healthcare 3,250.0 $492K 0.04% +213.0 +7.0% $151.33 +26.9%
126 CEG Constellation Energy Corp Utilities 1,950.0 $484K 0.04% +27.0 +1.4% $248.37 +9.9%
127 ADC Agree Realty Corp Real Estate 6,068.0 $460K 0.04% +205.0 +3.5% $75.74 -2.5%
128 CEF Sprott Physical Gold Silver Trust Financial Services 11,418.0 $459K 0.04% +575.0 +5.3% $40.23 +17.4%
129 CRWD CrowdStrike Hldgs Inc Technology 591.0 $451K 0.04% +6.0 +1.0% $190.79 +0.6%
130 BK Bank of New York Mellon Corp Financial Services 3,044.0 $440K 0.04% +231.0 +8.2% $144.61 -1.9%
131 STX Seagate Technology Hldngs PLC Technology 435.0 $420K 0.04% +40.0 +10.1% $965.00 -11.9%
132 VIG Vanguard Dividend Appreciation Index ETF 1,690.0 $400K 0.03% +485.0 +40.2% $236.62 +3.1%
133 INTU Intuit Inc Technology 1,350.0 $352K 0.03% +381.0 +39.3% $261.00 +40.6%
134 DVN Devon Energy Corp Energy 8,372.0 $346K 0.03% +8K +1932.0% $41.32 +18.8%
135 XLE SPDR Energy Select Sector ETF 6,442.0 $342K 0.03% +1K +22.9% $53.11 +19.8%
136 TMO Thermo Fisher Scientific Inc Healthcare 661.0 $331K 0.03% +32.0 +5.1% $501.36 +25.5%
137 TMUS T-Mobile US Inc Communication Services 1,870.0 $314K 0.03% +97.0 +5.5% $167.73 +9.1%
138 DRI Darden Restaurants Inc Consumer Cyclical 1,493.0 $308K 0.03% +42.0 +2.9% $206.01 +7.6%
139 CTVA Corteva Inc Basic Materials 3,446.0 $292K 0.02% +87.0 +2.6% $84.69 -3.4%
140 CMS CMS Energy Corp Utilities 3,804.0 $291K 0.02% +266.0 +7.5% $76.50 -10.8%
Page 7 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%