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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
Page 3 of 3  ·  42 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SYY SYSCO CORP Consumer Defensive 2,951.0 $247K 0.04% -78.0 -2.6% $83.58 +0.6%
42 IJR ISHARES CORE S&P SMALL CAP 1,367.0 $203K 0.03% -567.0 -29.3% $148.31 -0.7%
Page 3 of 3  ·  42 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 39.2%
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%