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Portfolio (Quarterly) Guide ↗

Trust Co of the South

· CIK 0002008165
13F Portfolio $622M AUM 140 positions Filed Jan 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 136 New
Page 6 of 7  ·  136 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SO SOUTHERN CO. Utilities 3,932.0 $343K 0.06% NEW $87.20 +7.4%
102 ITIC INVESTORS TITLE COMPANY Financial Services 1,362.0 $340K 0.06% NEW $249.64 -4.8%
103 IJH ISHARES S&P MIDCAP 400 5,146.0 $340K 0.06% NEW $66.00 +9.4%
104 PFE PFIZER INC Healthcare 13,262.0 $330K 0.05% NEW $24.90 +3.4%
105 APD AIR PRODS & CHEMS Basic Materials 1,319.0 $326K 0.05% NEW $247.02 +19.6%
106 SCHG SCHWAB US LARGE CAP GROWTH ETF 9,920.0 $324K 0.05% NEW $32.62 +5.0%
107 MSI MOTOROLA SOLUTIONS INC COM NEW Technology 831.0 $319K 0.05% NEW $383.32 +4.2%
108 MFC MANULIFE FINL CORP Financial Services 8,764.0 $318K 0.05% NEW $36.28 +3.5%
109 DIS DISNEY WALT CO Communication Services 2,786.0 $317K 0.05% NEW $113.77 -7.3%
110 TGTX TG THERAPEUTICS INC Healthcare 10,600.0 $316K 0.05% NEW $29.81 +36.8%
111 VMC VULCAN MATERIALS CO Basic Materials 1,107.0 $316K 0.05% NEW $285.22 -3.6%
112 CMS CMS ENERGY CORP Utilities 4,404.0 $308K 0.05% NEW $69.93 +4.8%
113 MMM 3M CORPORATION Industrials 1,917.0 $307K 0.05% NEW $160.10 -9.4%
114 DOV DOVER CORP. Industrials 1,506.0 $294K 0.05% NEW $195.24 +9.8%
115 AFL AFLAC INCORPORATED Financial Services 2,647.0 $292K 0.05% NEW $110.27 +5.9%
116 TGT TARGET CORP. Consumer Defensive 2,904.0 $284K 0.05% NEW $97.75 +25.9%
117 VIG VANGUARD DIVIDEND APPRECIATION 1,231.0 $271K 0.04% NEW $219.78 +4.4%
118 UNP UNION PACIFIC CORP Industrials 1,167.0 $270K 0.04% NEW $231.32 +16.4%
119 SPGI S&P GLOBAL INC COM Financial Services 505.0 $264K 0.04% NEW $522.59 -22.7%
120 MPC MARATHON PETROLEUM CORPORATION Energy 1,617.0 $263K 0.04% NEW $162.63 +53.0%
Page 6 of 7  ·  136 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 39.6%
Financial Services 22.6%
Consumer Cyclical 8.2%
Healthcare 8.0%
Consumer Defensive 6.2%
Industrials 5.6%
Communication Services 5.3%
Utilities 2.3%
Energy 1.6%
Basic Materials 0.5%