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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
Page 3 of 3  ·  50 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 DIS DISNEY WALT CO NEW Communication Services 4,328.0 $417K 0.11% -1K -22.7% $96.25 +11.0%
42 ABT ABBOTT LABORATORIES Healthcare 4,469.0 $406K 0.10% -253.0 -5.4% $90.74 +22.9%
43 XLP SS CNSMER STPLS SLCT SECT SPDR ETF 4,700.0 $390K 0.10% -32.0 -0.7% $83.07 +2.4%
44 INGERSOLL-RAND INC 4,441.0 $364K 0.09% -155.0 -3.4% $81.99
45 ADP AUTOMATIC DATA PROCESSING Industrials 1,620.0 $363K 0.09% -91.0 -5.3% $223.95 +27.1%
46 DHI D R HORTON INC Consumer Cyclical 2,043.0 $333K 0.09% -85.0 -4.0% $162.88 -10.8%
47 ABBV ABBVIE INC Healthcare 1,099.0 $277K 0.07% -238.0 -17.8% $251.64 +2.5%
48 MKC MCCORMICK & COMPANY Consumer Defensive 5,259.0 $265K 0.07% -260.0 -4.7% $50.42 +8.2%
49 OGE OGE ENERGY CORPORATION Utilities 4,524.0 $220K 0.06% -326.0 -6.7% $48.66 -5.4%
50 AON AON PLC Financial Services 618.0 $205K 0.05% -74.0 -10.7% $331.69 +5.4%
Page 3 of 3  ·  50 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 33.0%
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%