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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 6 of 7  ·  133 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 NEE NEXTERA ENERGY INC Utilities 4,657.0 $374K 0.11% NEW $80.28 +8.7%
102 ASML ASML HOLDING NV SPONS ADR Technology 336.0 $359K 0.10% NEW $1069.86 +71.8%
103 PAAA PGIM AAA CLO ETF 6,985.0 $358K 0.10% NEW $51.26 +0.4%
104 DHI D R HORTON INC Consumer Cyclical 2,371.0 $341K 0.10% NEW $144.03 +15.8%
105 OKE ONEOK Energy 4,569.0 $336K 0.10% NEW $73.50 +20.9%
106 PSX PHILLIPS 66 Energy 2,565.0 $331K 0.10% NEW $129.04 +33.0%
107 PANW PALO ALTO NETWORKS INC Technology 1,688.0 $311K 0.09% NEW $184.20 +58.0%
108 XLV STE ST HLTH CR SLCT SECTOR SPDR ETF 1,933.0 $299K 0.09% NEW $154.80 +0.7%
109 JAAA JANUS HENDERSON AAA CLO ETF 5,882.0 $298K 0.09% NEW $50.58 +0.1%
110 EW EDWARDS LIFESCIENCES CORP Healthcare 3,475.0 $296K 0.09% NEW $85.25 +5.9%
111 ADI ANALOG DEVICES INC Technology 1,087.0 $295K 0.09% NEW $271.20 +55.5%
112 BMY BRISTOL MYERS SQUIBB Healthcare 5,403.0 $291K 0.09% NEW $53.94 +3.3%
113 LEN LENNAR CORP Consumer Cyclical 2,786.0 $286K 0.08% NEW $102.80 -8.8%
114 MRK MERCK & CO INC Healthcare 2,704.0 $285K 0.08% NEW $105.26 +17.6%
115 CRM SALESFORCE, INC. Technology 1,022.0 $271K 0.08% NEW $264.91 -43.2%
116 AON AON PLC Financial Services 752.0 $265K 0.08% NEW $352.88 -8.6%
117 ALLY ALLY FINANCIAL INC Financial Services 5,800.0 $263K 0.08% NEW $45.29 +3.1%
118 VEEV VEEVA SYS INC Healthcare 1,154.0 $258K 0.07% NEW $223.23 -28.4%
119 MS MORGAN STANLEY Financial Services 1,426.0 $253K 0.07% NEW $177.53 +26.4%
120 XLP SS CNSMER STPLS SLCT SECT SPDR ETF 3,224.0 $250K 0.07% NEW $77.68 +8.2%
Page 6 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%