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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 7 of 7  ·  140 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 NFLX NETFLIX INC Communication Services 4,109.0 $293K 0.07% +136.0 +3.4% $71.40 +11.8%
122 VRP INVESCO VARIABLE RATE PREFERRED ETF 11,949.0 $290K 0.07% +2K +16.1% $24.31 -0.6%
123 MRK MERCK & CO INC Healthcare 2,198.0 $282K 0.07% +56.0 +2.6% $128.50 +16.4%
124 AAON AAON INC Industrials 2,209.0 $280K 0.07% NEW $126.86 -38.4%
125 BMY BRISTOL MYERS SQUIBB Healthcare 4,849.0 $279K 0.07% +196.0 +4.2% $57.62 +16.2%
126 ABBV ABBVIE INC Healthcare 1,099.0 $277K 0.07% -238.0 -17.8% $251.64 +2.5%
127 ALLY ALLY FINANCIAL INC Financial Services 5,800.0 $267K 0.07% $45.95 -7.0%
128 MKC MCCORMICK & COMPANY Consumer Defensive 5,259.0 $265K 0.07% -260.0 -4.7% $50.42 +8.2%
129 MO ALTRIA GROUP Consumer Defensive 3,591.0 $258K 0.07% +96.0 +2.8% $71.95 -5.9%
130 LEN LENNAR CORP Consumer Cyclical 2,786.0 $252K 0.07% $90.49 -5.9%
131 CPAI COUNTERPOINT QUAN EQUITY ETF 4,560.0 $237K 0.06% NEW $51.96 +1.1%
132 CWB ST ST SPDR BLMBRG CNVRTBLE SCRTS ETF 2,154.0 $232K 0.06% NEW $107.82 -3.5%
133 GLD SPDR GOLD TR Financial Services 600.0 $221K 0.06% $368.38 +14.7%
134 OGE OGE ENERGY CORPORATION Utilities 4,524.0 $220K 0.06% -326.0 -6.7% $48.66 -5.4%
135 GNRC GENERAC HOLDINGS INC Industrials 750.0 $220K 0.06% NEW $292.81 -32.6%
136 IWR ISHARES TR RUSSELL MIDCAP 1,930.0 $213K 0.06% NEW $110.32 +2.7%
137 BEPC BROOKFIELD RENEWABLE CORP CL A Utilities 5,600.0 $208K 0.05% $37.12 -11.1%
138 CNC CENTENE CORP DEL Healthcare 3,211.0 $206K 0.05% NEW $64.19 +1.8%
139 AON AON PLC Financial Services 618.0 $205K 0.05% -74.0 -10.7% $331.69 +5.4%
140 VALE VALE SA SPONS ADR Basic Materials 10,000.0 $150K 0.04% $15.04 +1.8%
Page 7 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%