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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 Chg Shares Chg % Period Price ① Since Period ①
1 FFBC FIRST FINANCIAL BANCORP OHIO Financial Services 116,821.0 $4.0M 0.56% NEW $33.83 -2.4%
2 SOXX ISHARES SEMICONDUCTOR ETF 543.0 $348K 0.05% NEW $640.76 -18.8%
3 INTC INTEL CORP Technology 2,077.0 $290K 0.04% NEW $139.63 -35.5%
4 IWM ISHARES RUSSELL 2000 834.0 $251K 0.04% NEW $300.45 -0.2%
5 EBAY EBAY INC. Consumer Cyclical 2,160.0 $241K 0.03% NEW $111.75 -6.8%
6 IWP ISHARES RUSSELL MIDCAP GROWTH F 1,563.0 $229K 0.03% NEW $146.41 -1.9%
7 ETN EATON CORP NEW Industrials 533.0 $227K 0.03% NEW $426.12 -1.6%
8 PWR QUANTA SERVICES Industrials 302.0 $217K 0.03% NEW $720.04 -11.2%
9 EMR EMERSON ELECTRIC CO Industrials 1,497.0 $214K 0.03% NEW $143.15 +9.8%
10 MDY SPDR S&P MIDCAP 400 Financial Services 292.0 $205K 0.03% NEW $703.34 -0.5%
11 VEU VANGUARD FTSE ALL WORLD EX US 2,393.0 $200K 0.03% NEW $83.75 +2.3%

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 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%