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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 15 of 16  ·  318 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 PRLB PROTO LABS INC Industrials 100.0 $6K 0.00% $57.02 +41.5%
282 PYPL PAYPAL HOLDINGS INC Financial Services 123.0 $6K 0.00% $45.23 -2.1%
283 MRSH MARSH Financial Services 32.0 $6K 0.00% $173.44 -2.5%
284 PNC PNC FINANCIAL SERVICES GROUP Financial Services 25.0 $5K 0.00% $208.08 +17.7%
285 SLB SCHLUMBERGER LTD Energy 100.0 $5K 0.00% $51.39 -8.5%
286 BA BOEING CO. Industrials 25.0 $5K 0.00% $199.04 +9.1%
287 PPL PPL CORPORATION Utilities 129.0 $5K 0.00% $38.20 -3.1%
288 SRE SEMPRA Utilities 50.0 $5K 0.00% $97.18 -3.0%
289 IDXX IDEXX LABORATORIES INC Healthcare 8.0 $4K 0.00% $561.88 -1.8%
290 CME CME GROUP INC Financial Services 15.0 $4K 0.00% $295.33 -25.2%
291 USHY MFC ISHARES TR BROAD USD HI YL 120.0 $4K 0.00% $36.84 +0.3%
292 IEF ISHARES 7-10 YR TREAS BD ETF 41.0 $4K 0.00% $95.44 -0.4%
293 SCHM CHARLES SCHWAB US MC 126.0 $4K 0.00% $30.96 +16.9%
294 ABNB AIRBNB INC-CLASS A Consumer Cyclical 29.0 $4K 0.00% $126.28 +15.3%
295 NOW SERVICENOW INC Technology 35.0 $4K 0.00% $104.54 -5.9%
296 HIG HARTFORD FINANCIAL SERVICES GR Financial Services 26.0 $4K 0.00% $135.23 -1.0%
297 WEC WEC ENERGY GROUP INC Utilities 25.0 $3K 0.00% $115.76 +2.7%
298 PAYX PAYCHEX INC Industrials 31.0 $3K 0.00% $92.13 +8.4%
299 NWS NEWS CORP - CLASS B (NEW) Communication Services 100.0 $3K 0.00% $28.51 +0.8%
300 WAT WATERS CORP Healthcare 9.0 $3K 0.00% NEW $297.78 +25.7%
Page 15 of 16  ·  318 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%