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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 16  ·  318 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BSCR INVESCO BULLETSHARES 2027 65,552.0 $1.3M 0.41% +3K +4.5% $19.62 -0.1%
62 UPS UNITED PARCEL SERVICE CL B Industrials 12,899.0 $1.3M 0.41% -2K -12.9% $98.38 +9.9%
63 CVX CHEVRON CORP Energy 5,800.0 $1.2M 0.39% -803.0 -12.2% $206.90 -17.3%
64 CBRE CBRE GROUP INC Real Estate 8,822.0 $1.2M 0.38% +2K +33.9% $135.46 +1.4%
65 TGT TARGET CORP Consumer Defensive 9,832.0 $1.2M 0.38% -725.0 -6.9% $121.20 +15.8%
66 ULTA ULTA BEAUTY INC Consumer Cyclical 2,220.0 $1.2M 0.37% -638.0 -22.3% $522.71 -6.6%
67 A AGILENT TECHNOLOGIES INC Healthcare 9,315.0 $1.1M 0.34% -244.0 -2.5% $113.98 +19.3%
68 CRM SALESFORCE INC Technology 5,371.0 $1.0M 0.32% -136.0 -2.5% $186.67 -15.2%
69 HON HONEYWELL INTERNATIONAL INC Industrials 4,420.0 $999K 0.32% $226.03 +2.7%
70 BMY BRISTOL-MYERS SQUIBB CO. Healthcare 16,091.0 $976K 0.31% -2K -10.4% $60.65 -5.2%
71 BSCT INVESCO BULLETSHARES 2029 50,660.0 $945K 0.30% +3K +7.2% $18.66 -0.4%
72 LOW LOWES COMPANIES Consumer Cyclical 3,974.0 $939K 0.30% +906.0 +29.5% $236.28 -5.8%
73 PFE PFIZER, INC Healthcare 32,161.0 $903K 0.29% -11K -26.1% $28.08 -13.5%
74 NVDA NVIDIA CORP Technology 4,888.0 $852K 0.27% -550.0 -10.1% $174.40 +10.4%
75 MO ALTRIA GROUP INC Consumer Defensive 12,889.0 $851K 0.27% $65.99 +11.8%
76 MDY SPDR S&P MIDCAP 400 ETF TRUST Financial Services 1,370.0 $845K 0.27% $616.76 +12.7%
77 DE DEERE & CO Industrials 1,461.0 $823K 0.26% -280.0 -16.1% $563.30 +8.9%
78 IWF ISHARES RUSSELL 1000 GROWTH ET 1,915.0 $817K 0.26% $426.40 -72.1%
79 IAU ISHARES GOLD TRUST NEW Financial Services 9,250.0 $815K 0.26% -450.0 -4.6% $88.16 -13.2%
80 CAT CATERPILLAR INC Industrials 1,120.0 $793K 0.26% -147.0 -11.6% $708.46 +40.8%
Page 4 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%