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Portfolio (Quarterly) Guide ↗

Trust Co

· CIK 0001632554
13F Portfolio $1.1B AUM 908 positions Filed Jul 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 908 New
Page 33 of 46  ·  908 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 CASY CASEYS GEN STORES INC COM Consumer Cyclical 1.0 $795.0 NEW $795.00 +5.1%
642 BY BYLINE BANCORP INC COM Financial Services 21.0 $791.0 NEW $37.67 +1.5%
643 EQNR EQUINOR ASA SPONSORED ADR Energy 25.0 $785.0 NEW $31.40 +36.5%
644 PSMT PRICESMART INC COM Consumer Defensive 4.0 $785.0 NEW $196.25 -11.9%
645 CARG CARGURUS INC COM CL A Consumer Cyclical 23.0 $784.0 NEW $34.09 +8.1%
646 HCA HCA HEALTHCARE INC COM Healthcare 2.0 $780.0 NEW $390.00 +10.0%
647 BAP CREDICORP LTD COM Financial Services 2.0 $779.0 NEW $389.50 -2.7%
648 IQVIA HLDGS INC COM 4.0 $773.0 NEW $193.25
649 GM GENERAL MTRS CO COM Consumer Cyclical 10.0 $771.0 NEW $77.10 +14.0%
650 CW CURTISS WRIGHT CORP COM Industrials 1.0 $758.0 NEW $758.00 -16.2%
651 FLMI FRANKLIN DYNAMIC MUNICIPAL BOND ETF 30.0 $757.0 NEW $25.23 -2.5%
652 MUR MURPHY OIL CORP COM Energy 23.0 $757.0 NEW $32.91 +13.7%
653 SD SANDRIDGE ENERGY INC COM NEW Energy 55.0 $754.0 NEW $13.71 +4.7%
654 CDNS CADENCE DESIGN SYSTEM INC COM Technology 2.0 $751.0 NEW $375.50 -15.0%
655 BAX BAXTER INTL INC COM Healthcare 35.0 $746.0 NEW $21.31 +23.6%
656 IDYA IDEAYA BIOSCIENCES INC COM Healthcare 20.0 $745.0 NEW $37.25 +6.5%
657 FTS FORTIS INC COM Utilities 13.0 $744.0 NEW $57.23 -4.1%
658 KRYS KRYSTAL BIOTECH INC COM Healthcare 2.0 $743.0 NEW $371.50 -6.7%
659 MAR MARRIOTT INTL INC NEW CL A Consumer Cyclical 2.0 $741.0 NEW $370.50 -3.8%
660 JCI JOHNSON CTLS INTL PLC SHS Industrials 5.0 $731.0 NEW $146.20 -2.2%
Page 33 of 46  ·  908 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 28.0%
Financial Services 24.6%
Healthcare 11.5%
Industrials 10.7%
Consumer Defensive 6.9%
Communication Services 6.2%
Consumer Cyclical 5.8%
Utilities 2.8%
Energy 1.7%
Basic Materials 0.9%