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Portfolio (Quarterly) Guide ↗

Towne Trust Company, N.A

· CIK 0001102256
13F Portfolio $321M AUM Filed Jan 26, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 326 New
Page 9 of 17  ·  326 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 VT VANGUARD TOTAL WORLD STK ETF 589.0 $83K 0.03% NEW $141.06 +9.1%
162 BAX BAXTER INTL INC Healthcare 4,100.0 $78K 0.02% NEW $19.11 +15.3%
163 AFL AFLAC INC Financial Services 699.0 $77K 0.02% NEW $110.27 +9.0%
164 NOC NORTHROP GRUMMAN CORP COM Industrials 135.0 $77K 0.02% NEW $570.21 -12.3%
165 WM WASTE MANAGEMENT INC Industrials 347.0 $76K 0.02% NEW $219.71 +2.6%
166 TSCO TRACTOR SUPPLY COMPANY Consumer Cyclical 1,500.0 $75K 0.02% NEW $50.01 -37.6%
167 MOS MOSAIC CO/THE Basic Materials 3,100.0 $75K 0.02% NEW $24.09 -7.1%
168 CANADIAN PACIFIC KANSAS CITY L 1,000.0 $74K 0.02% NEW $73.63
169 CHD CHURCH & DWIGHT CO INC Consumer Defensive 850.0 $71K 0.02% NEW $83.85 +18.8%
170 HII HUNTINGTON INGALLS INDS INC Industrials 200.0 $68K 0.02% NEW $340.07 -17.1%
171 IWD ISHARES RUSSELL 1000 VALUE ETF 317.0 $67K 0.02% NEW $210.34 +15.4%
172 ENTERGY CORP NEW 700.0 $65K 0.02% NEW $92.43
173 SYK STRYKER CORP Healthcare 182.0 $64K 0.02% NEW $351.47 -5.3%
174 ROK ROCKWELL INTL CORP Industrials 154.0 $60K 0.02% NEW $389.07 +22.6%
175 FDX FEDEX CORPORATION Industrials 200.0 $58K 0.02% NEW $288.86 +10.3%
176 SPG SIMON PROPERTY GROUP INC Real Estate 300.0 $56K 0.02% NEW $185.11 +22.6%
177 TSM TAIWAN SEMICONDUCTOR - SP ADR Technology 181.0 $55K 0.02% NEW $303.89 +42.3%
178 NMAI Nuveen Multi-Asset Income Fund Financial Services 4,100.0 $53K 0.02% NEW $13.04 +5.4%
179 CFFI C & F FINANCIAL CORPORATION Financial Services 700.0 $51K 0.02% NEW $72.59 +18.7%
180 SJM SMUCKER J M CO NEW Consumer Defensive 516.0 $50K 0.02% NEW $97.81 +18.2%
Page 9 of 17  ·  326 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 23.7%
Financial Services 13.6%
Energy 12.5%
Industrials 10.4%
Consumer Defensive 9.9%
Healthcare 9.5%
Consumer Cyclical 6.5%
Utilities 5.4%
Communication Services 4.3%
Basic Materials 3.5%