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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 6 of 7  ·  140 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 PSX PHILLIPS 66 Energy 2,483.0 $420K 0.11% -41.0 -1.6% $169.05 +41.9%
102 DIS DISNEY WALT CO NEW Communication Services 4,328.0 $417K 0.11% -1K -22.7% $96.25 +11.0%
103 SPLV INVESCO S&P 500 LOW VOLATILITY ETF 5,425.0 $406K 0.10% +185.0 +3.5% $74.90 +0.3%
104 ABT ABBOTT LABORATORIES Healthcare 4,469.0 $406K 0.10% -253.0 -5.4% $90.74 +23.0%
105 EWZ ISHARES MSCI BRAZIL ETF 11,611.0 $401K 0.10% NEW $34.50 +3.7%
106 XLP SS CNSMER STPLS SLCT SECT SPDR ETF 4,700.0 $390K 0.10% -32.0 -0.7% $83.07 +2.4%
107 PANW PALO ALTO NETWORKS INC Technology 1,096.0 $374K 0.10% NEW $341.02 +12.3%
108 INGERSOLL-RAND INC 4,441.0 $364K 0.09% -155.0 -3.4% $81.99
109 OKE ONEOK Energy 4,177.0 $363K 0.09% $86.94 +8.9%
110 ADP AUTOMATIC DATA PROCESSING Industrials 1,620.0 $363K 0.09% -91.0 -5.3% $223.95 +27.1%
111 PAAA PGIM AAA CLO ETF 7,033.0 $361K 0.09% $51.27 +0.4%
112 EW EDWARDS LIFESCIENCES CORP Healthcare 3,839.0 $347K 0.09% +337.0 +9.6% $90.46 -0.6%
113 CAT CATERPILLAR TRACTOR Industrials 321.0 $342K 0.09% +13.0 +4.2% $1064.90 -23.3%
114 FORTINET INC 2,220.0 $341K 0.09% NEW $153.62
115 DHI D R HORTON INC Consumer Cyclical 2,043.0 $333K 0.09% -85.0 -4.0% $162.88 -10.8%
116 COHR COHERENT CORP Technology 827.0 $326K 0.08% NEW $394.47 -25.1%
117 CIEN CIENA CORP Technology 665.0 $326K 0.08% $490.56 -18.5%
118 MS MORGAN STANLEY Financial Services 1,480.0 $309K 0.08% +54.0 +3.8% $209.04 +2.8%
119 PULS PGIM ULTRA SHORT BOND ETF 6,227.0 $309K 0.08% NEW $49.55 +0.3%
120 JAAA JANUS HENDERSON AAA CLO ETF 5,963.0 $301K 0.08% $50.49 +0.4%
Page 6 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%