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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 7 of 7  ·  139 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 GLD SPDR GOLD TR Financial Services 600.0 $258K 0.07% $430.29 -14.0%
122 CIEN CIENA CORP Technology 665.0 $258K 0.07% NEW $388.23 +24.3%
123 MRK MERCK & CO INC Healthcare 2,142.0 $258K 0.07% -562.0 -20.8% $120.29 +2.8%
124 OXY OCCIDENTAL PETROLEUM Energy 3,900.0 $254K 0.07% NEW $65.00 -21.1%
125 VRP INVESCO VARIABLE RATE PREFERRED ETF 10,296.0 $247K 0.07% +190.0 +1.9% $23.98 +1.3%
126 LEN LENNAR CORP Consumer Cyclical 2,786.0 $242K 0.07% $86.84 +8.1%
127 MCK MCKESSON CORP Healthcare 277.0 $240K 0.07% NEW $865.36 -10.9%
128 MS MORGAN STANLEY Financial Services 1,426.0 $235K 0.07% $164.57 +35.1%
129 OGE OGE ENERGY CORPORATION Utilities 4,850.0 $233K 0.07% NEW $47.96 +1.9%
130 MO ALTRIA GROUP Consumer Defensive 3,495.0 $231K 0.07% $65.99 +10.5%
131 ALLY ALLY FINANCIAL INC Financial Services 5,800.0 $228K 0.07% $39.23 +18.3%
132 AON AON PLC Financial Services 692.0 $223K 0.07% -60.0 -8.0% $322.78 -0.8%
133 EHAB ENHABIT INC Healthcare 15,832.0 $223K 0.07% NEW $14.09 -2.1%
134 BEPC BROOKFIELD RENEWABLE CORP CL A Utilities 5,600.0 $223K 0.07% $39.83 -5.0%
135 CAT CATERPILLAR TRACTOR Industrials 308.0 $218K 0.06% NEW $708.46 +48.3%
136 LOW LOWES Consumer Cyclical 897.0 $212K 0.06% $236.28 -6.2%
137 VZ VERIZON COMMUNICATIONS Communication Services 4,220.0 $212K 0.06% NEW $50.20 -8.3%
138 VALE VALE SA SPONS ADR Basic Materials 10,000.0 $159K 0.05% $15.91 -4.1%
139 HYT BLACKROCK CORPORATE HIGH YIELD Financial Services 15,000.0 $128K 0.04% +2K +20.0% $8.52 +0.2%
Page 7 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%