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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 7  ·  140 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VDE VANGUARD ENERGY ETF 12,493.0 $1.9M 0.48% -434.0 -3.4% $150.13 +17.1%
42 BLK BLACKROCK INC Financial Services 1,859.0 $1.8M 0.46% -11.0 -0.6% $961.56 +21.4%
43 XLF ST STRT FINNCIAL SLCT SCTOR SPDR ETF 31,956.0 $1.7M 0.44% +521.0 +1.7% $53.61 +8.0%
44 ETN EATON CORP PLC Industrials 3,950.0 $1.7M 0.43% +110.0 +2.9% $426.12 -2.4%
45 NVS NOVARTIS AG SPONSORED ADR Healthcare 10,723.0 $1.7M 0.43% -604.0 -5.3% $156.72 -1.3%
46 CB CHUBB LTD Financial Services 4,904.0 $1.7M 0.43% -366.0 -6.9% $340.74 -0.7%
47 AMD ADVANCED MICRO DEVICES INC Technology 2,805.0 $1.6M 0.42% -58.0 -2.0% $580.91 -17.9%
48 FIDU FIDELITY MSCI INDUSTRIAL INDEX ETF 15,975.0 $1.6M 0.41% $99.61 -4.7%
49 FTXL FIRST TRUST NASDAQ SEMICONDUCTOR ETF 5,560.0 $1.6M 0.41% +851.0 +18.1% $284.95 -19.9%
50 JPM JPMORGAN CHASE & CO Financial Services 4,803.0 $1.6M 0.40% +549.0 +12.9% $327.33 +8.2%
51 SOXX ISHARES SEMICONDUCTOR ETF 2,405.0 $1.5M 0.40% +217.0 +9.9% $640.76 -18.0%
52 XLRE STE ST REAL ESTATE SLCT SCT SPDR ETF 33,122.0 $1.5M 0.38% -2K -4.7% $44.03 +1.4%
53 HONEYWELL INTERNATIONAL INC 6,395.0 $1.4M 0.37% NEW $223.90
54 HONEYWELL AEROSPACE INC 6,438.0 $1.4M 0.37% NEW $221.08
55 FXL FIRST TRUST TECHNOLOGY ALPHA 5,973.0 $1.3M 0.33% NEW $217.22 +1.1%
56 QTEC FIRST TRUST NASDQ 100 TECH I 3,869.0 $1.3M 0.33% NEW $334.69 -3.9%
57 FBT FIRST TRUST NYSE ARCA BIOTECH ETF 5,177.0 $1.3M 0.33% +2K +42.7% $247.89 +10.5%
58 META META PLATFORMS, INC. Communication Services 2,259.0 $1.3M 0.33% $563.29 +1.4%
59 ICE INTERCONTINENTAL EXCHANGE Financial Services 9,681.0 $1.2M 0.31% -195.0 -2.0% $123.11 +31.0%
60 LHX L3 HARRIS TECHNOLOGIES INC Industrials 4,088.0 $1.2M 0.30% +23.0 +0.6% $290.59 -9.8%
Page 3 of 7  ·  140 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%