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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 6 of 17  ·  323 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 IEFA ISHARES TR CORE MSCI EAFE ETF 4,511.0 $436K 0.13% +956.0 +26.9% $96.58 +3.4%
102 MS MORGAN STANLEY Financial Services 1,930.0 $403K 0.12% +163.0 +9.2% $209.04 +4.1%
103 MDLZ MONDELEZ INTERNATIONAL, INC Consumer Defensive 6,938.0 $401K 0.12% $57.84 +8.3%
104 TROW T ROWE PRICE GROUP INC Financial Services 3,525.0 $401K 0.12% -560.0 -13.7% $113.69 -3.0%
105 VLO VALERO ENERGY CORP Energy 1,500.0 $391K 0.12% -100.0 -6.2% $260.44 +34.4%
106 PPG PPG INDUSTRIES, INC. Basic Materials 3,200.0 $388K 0.12% $121.29 -7.0%
107 IVV ISHARES S&P 500 INDEX FUND ETF 501.0 $375K 0.11% +86.0 +20.7% $748.89 +2.9%
108 iShares iBonds Dec 2029 Term T 16,486.0 $357K 0.11% +8K +95.4% $21.65
109 iShares iBonds Dec 2026 Term T 14,500.0 $332K 0.10% -2K -12.7% $22.89
110 ADI ANALOG DEVICES INC Technology 823.0 $327K 0.10% +102.0 +14.2% $397.17 -5.2%
111 iShares iBonds Dec 2027 Term T 14,570.0 $326K 0.10% +1K +7.4% $22.37
112 iShares ibonds Dec 2028 Term T 14,695.0 $325K 0.10% +2K +18.5% $22.14
113 META META PLATFORMS INC Communication Services 550.0 $310K 0.09% $563.29 -3.5%
114 HD HOME DEPOT INC. Consumer Cyclical 858.0 $303K 0.09% +10.0 +1.2% $352.68 -4.3%
115 AMD ADVANCED MICRO DEVICS Technology 520.0 $302K 0.09% +20.0 +4.0% $580.91 -16.6%
116 ABBV ABBVIE INC Healthcare 1,193.0 $300K 0.09% +461.0 +63.0% $251.64 +2.9%
117 AEP AMERICAN ELECTRIC POWER CO INC Utilities 2,139.0 $293K 0.09% +1K +142.0% $136.81 -7.6%
118 MCD MCDONALDS CORP Consumer Cyclical 1,016.0 $275K 0.08% +129.0 +14.5% $270.31 -1.2%
119 LLY LILLY (ELI) & CO. Healthcare 224.0 $269K 0.08% $1199.43 +2.2%
120 IWM ISHARES RUSSELL 2000 ETF 887.0 $266K 0.08% +48.0 +5.7% $300.45 -0.1%
Page 6 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%