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Portfolio (Quarterly) Guide ↗

TRUST CO OF OKLAHOMA

· CIK 0001083323
13F Portfolio $343M AUM Filed Jan 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 133 New
Page 4 of 7  ·  133 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 XLF ST STRT FINNCIAL SLCT SCTOR SPDR ETF 20,860.0 $1.1M 0.33% NEW $54.77 -0.7%
62 ETN EATON CORP PLC Industrials 3,570.0 $1.1M 0.33% NEW $318.51 +33.3%
63 FDN FIRST TR DOW JONES INTERNET INDEX FD 3,840.0 $1.0M 0.30% NEW $269.18 -4.4%
64 RTX RTX CORPORATION Industrials 5,257.0 $964K 0.28% NEW $183.40 +2.7%
65 SHW SHERWIN WILLIAMS CO Basic Materials 2,944.0 $954K 0.28% NEW $324.03 +5.4%
66 COP CONOCOPHILLIPS Energy 10,035.0 $939K 0.27% NEW $93.61 +13.7%
67 KMI KINDER MORGAN INC Energy 31,926.0 $878K 0.26% NEW $27.49 +20.5%
68 EFA ISHARES MSCI EAFE INDEX FUND 8,921.0 $857K 0.25% NEW $96.03 +7.7%
69 BKNG BOOKING HOLDINGS INC Consumer Cyclical 155.0 $830K 0.24% NEW $5355.33 -96.6%
70 NSC NORFOLK SOUTHERN Industrials 2,717.0 $784K 0.23% NEW $288.72 +7.1%
71 CSCO CISCO SYSTEMS Technology 9,637.0 $742K 0.22% NEW $77.03 +55.8%
72 JNJ JOHNSON & JOHNSON Healthcare 3,468.0 $718K 0.21% NEW $206.95 +19.6%
73 ABCB AMERIS BANCORP Financial Services 9,312.0 $692K 0.20% NEW $74.27 +21.8%
74 SOXX ISHARES SEMICONDUCTOR ETF 2,284.0 $688K 0.20% NEW $301.15 +104.6%
75 BAC BANK OF AMERICA CORP Financial Services 12,104.0 $666K 0.19% NEW $55.00 +7.3%
76 FSMB FIRST TRUST SHORT DUR MANAG 33,043.0 $662K 0.19% NEW $20.05 -0.2%
77 VIG VANGUARD DIVIDEND APPRECIATION ETF 2,912.0 $640K 0.19% NEW $219.78 +7.7%
78 AMD ADVANCED MICRO DEVICES INC Technology 2,936.0 $629K 0.18% NEW $214.16 +142.6%
79 PWR QUANTA SVCS INC Industrials 1,406.0 $593K 0.17% NEW $422.06 +66.4%
80 USB US BANCORP DEL Financial Services 11,047.0 $589K 0.17% NEW $53.36 +15.6%
Page 4 of 7  ·  133 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 30.0%
Financial Services 24.2%
Communication Services 10.2%
Consumer Defensive 8.7%
Healthcare 8.3%
Consumer Cyclical 6.8%
Industrials 5.9%
Energy 4.9%
Basic Materials 0.6%
Utilities 0.3%