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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 3 of 5  ·  86 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 HST Host Hotels & Resorts Inc Real Estate 746.0 $18K 0.00% NEW $23.71 -2.1%
42 Qiagen Nv 419.0 $16K 0.00% NEW $39.10
43 ARES Ares Management Corp Financial Services 137.0 $15K 0.00% NEW $111.31 +26.9%
44 WEX Wex Inc Technology 108.0 $15K 0.00% NEW $141.09 +41.7%
45 MBC MasterBrand Inc Consumer Cyclical 1,416.0 $15K 0.00% NEW $10.29 -11.5%
46 NSP Insperity Inc Industrials 324.0 $13K 0.00% NEW $41.31 +27.8%
47 HR Healthcare Realty Trust Inc Real Estate 654.0 $13K 0.00% NEW $20.17 -3.9%
48 MRVL Marvell Technology Inc Technology 43.0 $13K 0.00% NEW $297.88 -20.4%
49 Canadian Pacific Kansas City Ltd 141.0 $12K 0.00% NEW $86.65
50 INVH Invitation Homes Inc Real Estate 389.0 $12K 0.00% NEW $30.21 -0.3%
51 TR Tootsie Roll Industries Inc Consumer Defensive 293.0 $12K 0.00% NEW $39.55 +3.6%
52 PZZA Papa Johns Intl Inc Consumer Cyclical 298.0 $11K 0.00% NEW $36.77 -34.9%
53 AIN Albany International Corp Consumer Cyclical 146.0 $11K 0.00% NEW $74.50 -20.7%
54 KRG Kite Realty Group Trust Real Estate 383.0 $11K 0.00% NEW $28.38 -7.9%
55 AVTR Avantor Inc Healthcare 1,062.0 $11K 0.00% NEW $9.90 +46.1%
56 DGX Quest Diagnostics Inc Healthcare 48.0 $10K 0.00% NEW $211.96 +15.3%
57 RKLB Rocket Lab Corp Industrials 100.0 $10K 0.00% NEW $101.65 -28.6%
58 WDAY Workday Inc-A Technology 75.0 $9K 0.00% NEW $122.43 +63.4%
59 PENN Penn National Gaming Inc Consumer Cyclical 418.0 $9K 0.00% NEW $21.36 -12.7%
60 SPOT Spotify Technology S A Communication Services 19.0 $9K 0.00% NEW $459.11 +16.3%
Page 3 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%