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Portfolio (Quarterly) Guide ↗

Trust Co of the South

· CIK 0002008165
13F Portfolio $622M AUM 146 positions Filed Apr 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 12 New 47 Added 30 Reduced
Page 8 of 8  ·  142 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 ORLY O'REILLY AUTOMOTIVE INC Consumer Cyclical 2,219.0 $205K 0.03% -46.0 -2.0% $92.31 -3.5%
142 WFC WELLS FARGO & CO NEW Financial Services 2,530.0 $201K 0.03% $79.61 +5.3%
Page 8 of 8  ·  142 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 37.7%
Financial Services 21.7%
Healthcare 8.8%
Consumer Cyclical 8.5%
Consumer Defensive 7.3%
Industrials 6.5%
Communication Services 2.8%
Utilities 2.8%
Energy 2.5%
Basic Materials 1.4%