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Portfolio (Quarterly) Guide ↗

TRUST CO OF OKLAHOMA

· CIK 0001083323
13F Portfolio $389M AUM 185 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 15 New 41 Added 50 Reduced 14 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 HONEYWELL INTERNATIONAL INC 6,395.0 $1.4M 0.37% NEW $223.90
2 HONEYWELL AEROSPACE INC 6,438.0 $1.4M 0.37% NEW $221.08
3 FXL FIRST TRUST TECHNOLOGY ALPHA 5,973.0 $1.3M 0.33% NEW $217.22 +1.1%
4 QTEC FIRST TRUST NASDQ 100 TECH I 3,869.0 $1.3M 0.33% NEW $334.69 -3.9%
5 EWZ ISHARES MSCI BRAZIL ETF 11,611.0 $401K 0.10% NEW $34.50 +3.7%
6 PANW PALO ALTO NETWORKS INC Technology 1,096.0 $374K 0.10% NEW $341.02 +12.3%
7 FORTINET INC 2,220.0 $341K 0.09% NEW $153.62
8 COHR COHERENT CORP Technology 827.0 $326K 0.08% NEW $394.47 -25.1%
9 PULS PGIM ULTRA SHORT BOND ETF 6,227.0 $309K 0.08% NEW $49.55 +0.3%
10 AAON AAON INC Industrials 2,209.0 $280K 0.07% NEW $126.86 -38.4%
11 CPAI COUNTERPOINT QUAN EQUITY ETF 4,560.0 $237K 0.06% NEW $51.96 +1.1%
12 CWB ST ST SPDR BLMBRG CNVRTBLE SCRTS ETF 2,154.0 $232K 0.06% NEW $107.82 -3.5%
13 GNRC GENERAC HOLDINGS INC Industrials 750.0 $220K 0.06% NEW $292.81 -32.6%
14 IWR ISHARES TR RUSSELL MIDCAP 1,930.0 $213K 0.06% NEW $110.32 +2.7%
15 CNC CENTENE CORP DEL Healthcare 3,211.0 $206K 0.05% NEW $64.19 +1.8%

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 33.0%
Financial Services 22.6%
Industrials 8.1%
Consumer Defensive 8.0%
Communication Services 7.9%
Healthcare 6.9%
Energy 6.5%
Consumer Cyclical 6.0%
Utilities 0.5%
Basic Materials 0.5%