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Portfolio (Quarterly) Guide ↗

Towne Trust Company, N.A

· CIK 0001102256
13F Portfolio $311M AUM 349 positions Filed Apr 22, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 5 New 28 Added 85 Reduced 13 Exited
Page 4 of 5  ·  85 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 TROW T ROWE PRICE GROUP INC Financial Services 4,085.0 $368K 0.12% -1K -25.1% $90.14 +22.3%
62 iShares iBonds Dec 2027 Term T 13,570.0 $304K 0.10% -2K -12.8% $22.43
63 DUK DUKE ENERGY CORP NEW COM Utilities 2,274.0 $298K 0.10% -99.0 -4.2% $130.94 -1.9%
64 FOX FOX CORP - CLASS B Communication Services 5,549.0 $295K 0.10% -2K -24.1% $53.10 -13.5%
65 DVN DEVON ENERGY CORPORATION NEW Energy 5,675.0 $286K 0.09% -3K -31.3% $50.32 -16.1%
66 HD HOME DEPOT INC. Consumer Cyclical 848.0 $279K 0.09% -40.0 -4.5% $328.89 +6.1%
67 IVV ISHARES S&P 500 INDEX FUND ETF 415.0 $271K 0.09% -50.0 -10.8% $653.21 +12.2%
68 CSX CSX CORP Industrials 5,700.0 $234K 0.07% -3K -38.0% $41.05 +16.1%
69 ADI ANALOG DEVICES INC Technology 721.0 $229K 0.07% -40.0 -5.3% $318.14 +21.6%
70 CL COLGATE PALMOLIVE CO. Consumer Defensive 2,600.0 $222K 0.07% -250.0 -8.8% $85.23 +8.0%
71 ITW ILLINOIS TOOL WORKS Industrials 830.0 $216K 0.07% -65.0 -7.3% $260.29 +2.9%
72 INTC INTEL CORP Technology 4,550.0 $201K 0.06% -2K -24.8% $44.13 +190.8%
73 DHR DANAHER CORP Healthcare 900.0 $171K 0.06% -200.0 -18.2% $189.60 +3.2%
74 HSY HERSHEY COMPANY Consumer Defensive 765.0 $159K 0.05% -760.0 -49.8% $207.89 -13.8%
75 NKE NIKE, INC. Consumer Cyclical 2,666.0 $141K 0.04% -750.0 -22.0% $52.82 -22.9%
76 COST COSTCO WHOLESALE CORP Consumer Defensive 138.0 $138K 0.04% -100.0 -42.0% $996.43 -4.4%
77 AMD ADVANCED MICRO DEVICS Technology 500.0 $102K 0.03% -198.0 -28.4% $203.43 +156.4%
78 VICI VICI PROPERTIES INC Real Estate 3,150.0 $86K 0.03% -2K -38.8% $27.32 -0.4%
79 CEG CONSTELLATION ENERGY CORPORATI Utilities 301.0 $84K 0.03% -65.0 -17.8% $279.25 -5.5%
80 SOLS SOLSTICE ADVANCED MATLS INC CO Basic Materials 863.0 $66K 0.02% -42.0 -4.6% $76.16 +8.6%
Page 4 of 5  ·  85 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 20.1%
Energy 14.5%
Financial Services 13.2%
Industrials 11.2%
Consumer Defensive 10.2%
Healthcare 9.8%
Consumer Cyclical 6.0%
Utilities 6.0%
Communication Services 4.2%
Basic Materials 3.9%