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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 4 of 17  ·  323 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BSCS INVESCO BULLETSHARES 2028 66,495.0 $1.4M 0.41% +3K +4.7% $20.36 +0.1%
62 BSCR INVESCO BULLETSHARES 2027 68,458.0 $1.3M 0.41% +3K +4.4% $19.61 +0.2%
63 QCOM QUALCOMM INC Technology 7,180.0 $1.3M 0.40% +1K +20.9% $184.79 -12.2%
64 LOW LOWES COMPANIES Consumer Cyclical 5,856.0 $1.3M 0.39% +2K +47.4% $220.49 -2.1%
65 UPS UNITED PARCEL SERVICE CL B Industrials 11,797.0 $1.3M 0.39% -1K -8.5% $107.50 -5.1%
66 MPC MARATHON PETROLEUM CORP Energy 4,800.0 $1.2M 0.37% -620.0 -11.4% $255.67 +40.1%
67 CAT CATERPILLAR INC Industrials 1,120.0 $1.2M 0.36% $1064.90 -17.2%
68 TGT TARGET CORP Consumer Defensive 8,819.0 $1.2M 0.35% -1K -10.3% $130.61 +15.6%
69 ADP AUTOMATIC DATA PROCESSING INC Industrials 5,021.0 $1.1M 0.34% +3K +112.3% $223.95 +18.8%
70 BSCT INVESCO BULLETSHARES 2029 59,117.0 $1.1M 0.33% +8K +16.7% $18.57 -0.1%
71 MDY SPDR S&P MIDCAP 400 ETF TRUST Financial Services 1,482.0 $1.0M 0.32% +112.0 +8.2% $703.34 +1.7%
72 PGR PROGRESSIVE CORP Financial Services 4,649.0 $1.0M 0.31% +901.0 +24.0% $218.45 -6.7%
73 HONEYWELL INTERNATIONAL INC 4,420.0 $990K 0.30% NEW $223.90
74 IWF ISHARES RUSSELL 1000 GROWTH ET 7,825.0 $972K 0.29% +6K +308.6% $124.17 +0.7%
75 NVDA NVIDIA CORP Technology 4,809.0 $962K 0.29% -79.0 -1.6% $200.09 +12.5%
76 BMY BRISTOL-MYERS SQUIBB CO. Healthcare 16,251.0 $936K 0.28% +160.0 +1.0% $57.62 +12.2%
77 MO ALTRIA GROUP INC Consumer Defensive 12,889.0 $927K 0.28% $71.95 -11.1%
78 DIS WALT DISNEY CO/THE Communication Services 9,583.0 $922K 0.28% +4K +69.5% $96.25 +7.5%
79 ULTA ULTA BEAUTY INC Consumer Cyclical 2,025.0 $913K 0.28% -195.0 -8.8% $450.98 +9.4%
80 BAC BANK OF AMERICA CORP Financial Services 15,786.0 $899K 0.27% $56.98 +12.1%
Page 4 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%