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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 5 of 7  ·  140 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 LLY ELI LILLY Healthcare 569.0 $682K 0.17% +23.0 +4.2% $1199.43 -2.0%
82 FSMB FIRST TRUST SHORT DUR MANAG 33,343.0 $667K 0.17% $19.99 -0.6%
83 EWI ISHARES MSCI ITALY ETF 10,572.0 $626K 0.16% $59.24 +5.0%
84 EIS ISHARES MSCI ISRAEL ETF 5,036.0 $608K 0.16% $120.71 +3.7%
85 CASY CASEY'S GENERAL STORES INC Consumer Cyclical 750.0 $596K 0.15% $794.79 -4.0%
86 VLO VALERO ENERGY CORP NEW Energy 2,275.0 $593K 0.15% +18.0 +0.8% $260.44 +33.1%
87 EPU ISHARES MSCI PERU AND GLOBAL EXP ETF 7,065.0 $590K 0.15% $83.50 +13.1%
88 EEM ISHARES MSCI EMG MKTS INDEX FD 8,600.0 $588K 0.15% $68.41 -1.2%
89 VIG VANGUARD DIVIDEND APPRECIATION ETF 2,475.0 $586K 0.15% $236.62 +2.8%
90 ITT ITT INC Industrials 2,856.0 $565K 0.14% $197.76 +5.2%
91 ATI ATI INC Industrials 2,820.0 $556K 0.14% -191.0 -6.3% $197.10 +8.8%
92 GLW CORNING Technology 2,176.0 $556K 0.14% $255.43 -40.2%
93 VTI VANGUARD TOTAL STOCK MKT ETF 1,456.0 $539K 0.14% -121.0 -7.7% $370.04 +2.9%
94 NEE NEXTERA ENERGY INC Utilities 5,727.0 $503K 0.13% +36.0 +0.6% $87.77 -4.9%
95 EWY ISHARES MSCI SOUTH KOREA ETF 2,389.0 $482K 0.12% $201.90 -9.8%
96 VNQ VANGUARD REAL ESTATE ETF 4,831.0 $466K 0.12% -277.0 -5.4% $96.43 +1.3%
97 SOMNIGROUP INTERNATIONAL INC 5,898.0 $462K 0.12% -30K -83.8% $78.40
98 ADI ANALOG DEVICES INC Technology 1,136.0 $451K 0.12% -154.0 -11.9% $397.17 -5.7%
99 BN BROOKFIELD CORP CL A Financial Services 10,500.0 $447K 0.12% $42.59 -2.7%
100 PM PHILIP MORRIS INTL INC Consumer Defensive 2,459.0 $445K 0.11% $180.91 +5.3%
Page 5 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%