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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 2 of 5  ·  86 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 FCFS Firstcash Holdings Inc Financial Services 152.0 $33K 0.00% NEW $216.32 +4.1%
22 BWA BorgWarner Inc Consumer Cyclical 492.0 $33K 0.00% NEW $66.40 +2.1%
23 CRUS Cirrus Logic Inc Technology 207.0 $31K 0.00% NEW $148.53 -22.4%
24 Thomson Reuters Corp 375.0 $31K 0.00% NEW $81.67
25 WBS Webster Financial Corp Financial Services 378.0 $29K 0.00% NEW $76.42 +1.5%
26 SBAC SBA Communications Corp Real Estate 159.0 $28K 0.00% NEW $176.46 +3.5%
27 OEF iShares S&P 100 Index Fund ETF 73.0 $27K 0.00% NEW $365.88 +3.3%
28 CRL Charles River Laboratories Intl Inc Healthcare 117.0 $27K 0.00% NEW $226.79 +30.2%
29 WTFC Wintrust Financial Corp Financial Services 158.0 $25K 0.00% NEW $160.72 -5.0%
30 EWBC East-West Bancorp Inc Financial Services 187.0 $24K 0.00% NEW $129.09 +0.7%
31 EME EMCOR Group Inc Industrials 29.0 $24K 0.00% NEW $829.90 -6.4%
32 AKAM Akamai Technologies Inc Technology 201.0 $24K 0.00% NEW $118.21 -6.6%
33 Standardaero Inc 776.0 $23K 0.00% NEW $29.91
34 MDU MDU Resources Group Inc Industrials 1,049.0 $22K 0.00% NEW $21.21 -5.9%
35 IRM Iron Mountain Inc Real Estate 172.0 $22K 0.00% NEW $126.31 -3.4%
36 ALB Albemarle Corporation Basic Materials 160.0 $22K 0.00% NEW $135.03 +6.1%
37 SUI Sun Communities Inc Real Estate 170.0 $20K 0.00% NEW $119.91 +1.5%
38 BOX Box Inc Technology 756.0 $20K 0.00% NEW $26.54 +24.0%
39 CBT Cabot Corp Basic Materials 217.0 $20K 0.00% NEW $90.82 -6.2%
40 CDP COPT Defense Properies Real Estate 499.0 $18K 0.00% NEW $36.39 +2.4%
Page 2 of 5  ·  86 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%