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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 8 of 8  ·  146 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 EMR EMERSON ELECTRIC CO Industrials 1,497.0 $214K 0.03% NEW $143.15 +9.8%
142 MDY SPDR S&P MIDCAP 400 Financial Services 292.0 $205K 0.03% NEW $703.34 -0.5%
143 ORLY O'REILLY AUTOMOTIVE INC Consumer Cyclical 2,219.0 $204K 0.03% $92.09 -3.2%
144 ALC ALCON INC Healthcare 3,025.0 $203K 0.03% $67.10 +9.7%
145 IJR ISHARES CORE S&P SMALL CAP 1,367.0 $203K 0.03% -567.0 -29.3% $148.31 -0.7%
146 VEU VANGUARD FTSE ALL WORLD EX US 2,393.0 $200K 0.03% NEW $83.75 +2.3%
Page 8 of 8  ·  146 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%