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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 40 of 46  ·  908 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 INCY INCYTE CORP COM Healthcare 4.0 $453.0 NEW $113.25 +12.9%
782 MCO MOODYS CORP COM Financial Services 1.0 $453.0 NEW $453.00 +11.1%
783 EW EDWARDS LIFESCIENCES CORP COM Healthcare 5.0 $452.0 NEW $90.40 -0.7%
784 RBCAA REPUBLIC BANCORP INC KY CL A Financial Services 5.0 $452.0 NEW $90.40 +4.4%
785 DOV DOVER CORP COM Industrials 2.0 $449.0 NEW $224.50 -10.1%
786 SAFT SAFETY INS GROUP INC COM Financial Services 6.0 $449.0 NEW $74.83 +38.4%
787 ARES ARES MANAGEMENT CORPORATION CL A COM STK Financial Services 4.0 $445.0 NEW $111.25 +27.0%
788 SM SM ENERGY COMPANY COM Energy 17.0 $444.0 NEW $26.12 +42.4%
789 NU NU HLDGS LTD ORD SHS CL A Financial Services 33.0 $441.0 NEW $13.36 +9.1%
790 LIBERTY MEDIA CORP DEL COM LBTY ONE S A 5.0 $438.0 NEW $87.60
791 AAL AMERICAN AIRLINES GROUP INC COM Industrials 24.0 $434.0 NEW $18.08 -23.6%
792 GNTX GENTEX CORP COM Consumer Cyclical 17.0 $430.0 NEW $25.29 -6.5%
793 JBSS SANFILIPPO JOHN B & SON INC COM Consumer Defensive 5.0 $430.0 NEW $86.00 -14.3%
794 TMHC TAYLOR MORRISON HOME CORP COM Consumer Cyclical 6.0 $430.0 NEW $71.67 +1.1%
795 INSM INSMED INC COM PAR $.01 Healthcare 4.0 $426.0 NEW $106.50 +18.1%
796 ROST ROSS STORES INC COM Consumer Cyclical 2.0 $426.0 NEW $213.00 +12.2%
797 E ENI SPA SPONSORED ADR Energy 9.0 $422.0 NEW $46.89 +20.4%
798 MTH MERITAGE HOMES CORP COM Consumer Cyclical 5.0 $419.0 NEW $83.80 -14.5%
799 NNN NNN REIT INC COM Real Estate 9.0 $419.0 NEW $46.56 -1.6%
800 SF STIFEL FINL CORP COM Financial Services 6.0 $419.0 NEW $69.83 +15.9%
Page 40 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%