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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 7  ·  139 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 WMB WILLIAMS COMPANIES Energy 27,186.0 $2.0M 0.58% -329.0 -1.2% $72.78 +6.5%
42 BLK BLACKROCK INC Financial Services 1,870.0 $1.8M 0.52% $961.71 +1.1%
43 NVS NOVARTIS AG SPONSORED ADR Healthcare 11,327.0 $1.7M 0.50% -153.0 -1.3% $152.75 +1.6%
44 CB CHUBB LTD Financial Services 5,270.0 $1.7M 0.50% +133.0 +2.6% $325.93 +1.5%
45 PDBC INVESCO OPTIMUM YIELD DIVERS ETF 99,134.0 $1.7M 0.50% NEW $17.32 -7.0%
46 ICE INTERCONTINENTAL EXCHANGE Financial Services 9,876.0 $1.6M 0.45% $157.28 -20.8%
47 XLF ST STRT FINNCIAL SLCT SCTOR SPDR ETF 31,435.0 $1.6M 0.45% +11K +50.7% $49.37 +8.3%
48 XTN SPDR S&P TRANS ETF 15,857.0 $1.5M 0.43% -900.0 -5.4% $93.00 +24.4%
49 XLRE STE ST REAL ESTATE SLCT SCT SPDR ETF 34,741.0 $1.4M 0.41% +3K +8.2% $40.83 +9.2%
50 LHX L3 HARRIS TECHNOLOGIES INC Industrials 4,065.0 $1.4M 0.41% $345.15 -16.4%
51 ACN ACCENTURE PLC IRELAND SHS CLASS A Technology 7,031.0 $1.4M 0.41% -1K -16.1% $198.29 -36.5%
52 FIDU FIDELITY MSCI INDUSTRIAL INDEX ETF 16,001.0 $1.4M 0.40% $86.52 +14.4%
53 ETN EATON CORP PLC Industrials 3,840.0 $1.4M 0.40% +270.0 +7.6% $357.67 +17.4%
54 MCD MCDONALD'S CORP Consumer Cyclical 4,413.0 $1.4M 0.40% +279.0 +6.8% $310.79 -14.9%
55 COP CONOCOPHILLIPS Energy 9,965.0 $1.3M 0.38% -70.0 -0.7% $132.00 -19.4%
56 SPGI S&P GLOBAL INC Financial Services 3,089.0 $1.3M 0.38% +325.0 +11.8% $425.34 -7.1%
57 META META PLATFORMS, INC. Communication Services 2,259.0 $1.3M 0.38% +113.0 +5.3% $572.13 -5.1%
58 JPM JPMORGAN CHASE & CO Financial Services 4,254.0 $1.3M 0.36% +685.0 +19.2% $294.16 +13.9%
59 KMI KINDER MORGAN INC Energy 31,860.0 $1.1M 0.31% $33.53 -1.6%
60 CI THE CIGNA GROUP Healthcare 3,991.0 $1.1M 0.31% -237.0 -5.6% $266.75 +5.7%
Page 3 of 7  ·  139 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%