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Portfolio (Quarterly) Guide ↗

Towne Trust Company, N.A

· CIK 0001102256
13F Portfolio $329M AUM 354 positions Filed Jul 30, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 35 New 86 Added 57 Reduced 30 Exited
Page 13 of 17  ·  323 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 NAD NUVEEN QUALITY MUNICIPAL INC Financial Services 1,446.0 $18K 0.01% $12.12 -3.3%
242 NEA NUVEEN AMT-FREE MUNICIPAL INCO Financial Services 1,486.0 $17K 0.01% $11.74 -3.8%
243 APOS APOLLO GLOBAL MANAGEMENT INC Financial Services 145.0 $17K 0.01% $118.31 -78.5%
244 NZF NUVEEN ENHANCED MUNICIPAL CRED Financial Services 1,351.0 $17K 0.01% $12.68 -3.1%
245 EMN EASTMAN CHEM CO Basic Materials 250.0 $17K 0.01% NEW $66.98 +9.5%
246 DOW DOW INC Basic Materials 591.0 $16K 0.01% $27.36 +14.3%
247 VST VISTRA CORP Utilities 100.0 $16K 0.01% $158.63 -11.3%
248 FITBO FIFTH THIRD BANCORP DEPOSITARY Financial Services 871.0 $16K 0.01% NEW $17.90 +0.7%
249 FEDEX FGHT HLDG CO INC 100.0 $15K 0.01% NEW $151.00
250 KHC KRAFT HEINZ CO Consumer Defensive 634.0 $15K 0.01% $23.62 +5.6%
251 STZ CONSTELLATION BRANDS INC-A Consumer Defensive 100.0 $14K 0.00% $139.09 -5.1%
252 VCSH VANGUARD-S/T COR 174.0 $14K 0.00% NEW $79.03 -0.5%
253 IJS ISHARES S&P SMALL-CAP 600 VALU 100.0 $14K 0.00% $136.68 +1.3%
254 SOLV SOLVENTUM CORP COM Healthcare 175.0 $14K 0.00% $77.15 +14.2%
255 USHY MFC ISHARES TR BROAD USD HI YL 362.0 $13K 0.00% +242.0 +201.7% $37.02 -0.6%
256 BHP BHP BILLITON LTD SPON ADR Basic Materials 143.0 $12K 0.00% $83.31 +7.0%
257 CSV CARRIAGE SERVICES INC Consumer Cyclical 300.0 $12K 0.00% $38.34 -9.1%
258 BCE BCE INC NEW Communication Services 500.0 $11K 0.00% $21.51 +9.3%
259 BLK BLACKROCK INC NEW COM Financial Services 11.0 $11K 0.00% $961.55 +20.7%
260 VMC VULCAN MATERIALS CO Basic Materials 35.0 $10K 0.00% $295.00 -7.5%
Page 13 of 17  ·  323 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 21.4%
Financial Services 14.3%
Energy 11.4%
Industrials 11.1%
Healthcare 10.1%
Consumer Defensive 10.1%
Consumer Cyclical 6.6%
Utilities 6.0%
Communication Services 4.4%
Basic Materials 3.8%