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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 5 of 7  ·  139 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 XLK STE ST TECH SELECT SECTOR SPDR ETF 4,321.0 $574K 0.17% +319.0 +8.0% $132.90 +38.9%
82 EPU ISHARES MSCI PERU AND GLOBAL EXP ETF 7,065.0 $570K 0.17% NEW $80.71 +2.6%
83 EWI ISHARES MSCI ITALY ETF 10,572.0 $565K 0.17% +7K +169.7% $53.42 +10.4%
84 VLO VALERO ENERGY CORP NEW Energy 2,257.0 $558K 0.16% NEW $247.08 +3.2%
85 CASY CASEY'S GENERAL STORES INC Consumer Cyclical 750.0 $546K 0.16% $727.86 +7.8%
86 ITT ITT INC Industrials 2,856.0 $544K 0.16% -28.0 -1.0% $190.53 +5.0%
87 DIS DISNEY WALT CO NEW Communication Services 5,601.0 $540K 0.16% -5K -45.2% $96.38 +1.7%
88 VIG VANGUARD DIVIDEND APPRECIATION ETF 2,475.0 $532K 0.15% -437.0 -15.0% $215.06 +9.4%
89 NEE NEXTERA ENERGY INC Utilities 5,691.0 $529K 0.15% +1K +22.2% $92.88 -5.6%
90 VTI VANGUARD TOTAL STOCK MKT ETF 1,577.0 $506K 0.15% -70.0 -4.2% $320.81 +13.5%
91 MPC MARATHON PETE CORP Energy 2,062.0 $503K 0.15% NEW $244.18 +3.8%
92 LLY ELI LILLY Healthcare 546.0 $502K 0.15% $919.77 +22.8%
93 ASML ASML HOLDING NV SPONS ADR Technology 380.0 $502K 0.15% +44.0 +13.1% $1320.83 +39.4%
94 EEM ISHARES MSCI EMG MKTS INDEX FD 8,600.0 $488K 0.14% $56.79 +19.7%
95 ABT ABBOTT LABORATORIES Healthcare 4,722.0 $485K 0.14% +300.0 +6.8% $102.67 -9.2%
96 IWM ISHARES RUSSELL 2000 INDEX FUND 1,872.0 $464K 0.14% +22.0 +1.2% $248.00 +20.5%
97 PSX PHILLIPS 66 Energy 2,524.0 $460K 0.13% -41.0 -1.6% $182.18 -5.7%
98 VNQ VANGUARD REAL ESTATE ETF 5,108.0 $453K 0.13% $88.70 +9.6%
99 EPOL ISHARES MSCI POLAND ETF 12,167.0 $443K 0.13% +6K +93.6% $36.41 +5.9%
100 SMMD ISHARES RUSSELL 2500 ETF 5,785.0 $442K 0.13% NEW $76.35 +19.5%
Page 5 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%