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Portfolio (Quarterly) Guide ↗

TRUST CO OF OKLAHOMA

· CIK 0001083323
13F Portfolio $343M AUM 184 positions Filed Apr 20, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 18 New 53 Added 43 Reduced 12 Exited
Page 3 of 3  ·  43 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MKC MCCORMICK & COMPANY Consumer Defensive 5,519.0 $278K 0.08% -3K -32.1% $50.44 -4.1%
42 MRK MERCK & CO INC Healthcare 2,142.0 $258K 0.07% -562.0 -20.8% $120.29 +4.3%
43 AON AON PLC Financial Services 692.0 $223K 0.07% -60.0 -8.0% $322.78 -2.1%
Page 3 of 3  ·  43 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 27.2%
Financial Services 22.1%
Industrials 9.7%
Consumer Defensive 9.5%
Communication Services 8.9%
Energy 7.8%
Healthcare 7.6%
Consumer Cyclical 6.0%
Basic Materials 0.6%
Utilities 0.5%