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Portfolio (Quarterly) Guide ↗

Trust Co of the South

· CIK 0002008165
13F Portfolio $710M AUM 150 positions Filed Jul 1, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 11 New 42 Added 42 Reduced 7 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 MFC MANULIFE FINL CORP Financial Services 8,764 $302K 0.05% SOLD
2 MO ALTRIA GROUP Consumer Defensive 3,931 $259K 0.04% SOLD
3 CME CME GROUP INC Financial Services 875 $258K 0.04% SOLD
4 VZ VERIZON COMM INC Communication Services 4,878 $245K 0.04% SOLD
5 CE CELANESE CORP Basic Materials 3,686 $242K 0.04% SOLD
6 HON HONEYWELL INTL INC Industrials 1,026 $232K 0.04% SOLD
7 SPGI S&P GLOBAL INC COM Financial Services 518 $220K 0.04% SOLD
Sector Allocation
Technology 39.2%
Financial Services 25.0%
Healthcare 8.1%
Consumer Cyclical 7.8%
Industrials 6.2%
Consumer Defensive 5.7%
Communication Services 2.9%
Utilities 2.2%
Energy 1.8%
Basic Materials 1.2%