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Portfolio (Quarterly) Guide ↗

Towne Trust Company, N.A

· CIK 0001102256
13F Portfolio $321M AUM Filed Jan 26, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 326 New
Page 6 of 17  ·  326 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 GPC GENUINE PARTS CO Consumer Cyclical 3,385.0 $416K 0.13% NEW $122.96 -5.6%
102 MDLZ MONDELEZ INTERNATIONAL, INC Consumer Defensive 7,059.0 $380K 0.12% NEW $53.83 +12.9%
103 iShares iBonds Dec 2026 Term T 16,600.0 $380K 0.12% NEW $22.88
104 ABT ABBOTT LABORATORIES Healthcare 2,846.0 $357K 0.11% NEW $125.29 -24.9%
105 iShares iBonds Dec 2027 Term T 15,570.0 $350K 0.11% NEW $22.47
106 META META PLATFORMS INC Communication Services 527.0 $348K 0.11% NEW $660.09 -16.6%
107 CSX CSX CORP Industrials 9,198.0 $333K 0.10% NEW $36.25 +31.5%
108 VIG VANGUARD DIVIDEND APPRECIATION 1,496.0 $329K 0.10% NEW $219.78 +6.7%
109 PPG PPG INDUSTRIES, INC. Basic Materials 3,200.0 $328K 0.10% NEW $102.46 +20.3%
110 IVV ISHARES S&P 500 INDEX FUND ETF 465.0 $318K 0.10% NEW $684.94 +7.0%
111 IEFA ISHARES TR CORE MSCI EAFE ETF 3,555.0 $318K 0.10% NEW $89.46 +6.7%
112 MS MORGAN STANLEY Financial Services 1,767.0 $314K 0.10% NEW $177.53 +19.4%
113 HD HOME DEPOT INC. Consumer Cyclical 888.0 $306K 0.10% NEW $344.10 +1.4%
114 DVN DEVON ENERGY CORPORATION NEW Energy 8,265.0 $303K 0.09% NEW $36.63 +15.2%
115 ADBE ADOBE SYS INC Technology 853.0 $299K 0.09% NEW $349.99 -42.1%
116 TSLA TESLA INC Consumer Cyclical 625.0 $281K 0.09% NEW $449.72 -15.6%
117 DUK DUKE ENERGY CORP NEW COM Utilities 2,373.0 $278K 0.09% NEW $117.21 +9.5%
118 HSY HERSHEY COMPANY Consumer Defensive 1,525.0 $278K 0.09% NEW $181.98 -1.6%
119 MCD MCDONALDS CORP Consumer Cyclical 887.0 $271K 0.09% NEW $305.63 -11.7%
120 VLO VALERO ENERGY CORP Energy 1,600.0 $260K 0.08% NEW $162.79 +59.3%
Page 6 of 17  ·  326 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 23.7%
Financial Services 13.6%
Energy 12.5%
Industrials 10.4%
Consumer Defensive 9.9%
Healthcare 9.5%
Consumer Cyclical 6.5%
Utilities 5.4%
Communication Services 4.3%
Basic Materials 3.5%