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Portfolio (Quarterly) Guide ↗

Towne Trust Company, N.A

· CIK 0001102256
13F Portfolio $329M AUM 354 positions Filed Jul 30, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 35 New 86 Added 57 Reduced 30 Exited
Page 2 of 5  ·  86 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VCIT VANGUARD INTERMED TRM CORP BD 29,006.0 $2.4M 0.73% +5K +21.5% $82.65 -2.0%
22 PM PHILIP MORRIS INTERNATIONAL IN Consumer Defensive 13,186.0 $2.4M 0.72% +257.0 +2.0% $180.91 +2.0%
23 KO COCA-COLA CO Consumer Defensive 27,023.0 $2.2M 0.67% +646.0 +2.5% $81.27 +7.0%
24 CB CHUBB CORP Financial Services 5,926.0 $2.0M 0.61% +720.0 +13.8% $340.74 +0.0%
25 GLD SPDR GOLD TRUST Financial Services 4,964.0 $1.8M 0.56% +584.0 +13.3% $368.38 +10.1%
26 SPEM SPDR INDEX SHARES EMERG 34,251.0 $1.8M 0.54% +2K +7.5% $51.78 +1.3%
27 WRB WR BERKLEY CORP Financial Services 24,474.0 $1.7M 0.52% +2K +6.9% $70.53 -1.1%
28 HL HECLA MINING CO Basic Materials 110,800.0 $1.7M 0.52% +11K +11.4% $15.43 +22.0%
29 PAAS PAN AMERN SILVER CORP Basic Materials 33,700.0 $1.5M 0.46% +4K +12.0% $44.79 +7.4%
30 CBRE CBRE GROUP INC Real Estate 10,688.0 $1.4M 0.44% +2K +21.1% $134.69 +9.9%
31 A AGILENT TECHNOLOGIES INC Healthcare 10,750.0 $1.4M 0.43% +1K +15.4% $132.83 +11.8%
32 BSCS INVESCO BULLETSHARES 2028 66,495.0 $1.4M 0.41% +3K +4.7% $20.36 +0.1%
33 BSCR INVESCO BULLETSHARES 2027 68,458.0 $1.3M 0.41% +3K +4.4% $19.61 +0.2%
34 QCOM QUALCOMM INC Technology 7,180.0 $1.3M 0.40% +1K +20.9% $184.79 -12.2%
35 LOW LOWES COMPANIES Consumer Cyclical 5,856.0 $1.3M 0.39% +2K +47.4% $220.49 -2.1%
36 ADP AUTOMATIC DATA PROCESSING INC Industrials 5,021.0 $1.1M 0.34% +3K +112.3% $223.95 +18.8%
37 BSCT INVESCO BULLETSHARES 2029 59,117.0 $1.1M 0.33% +8K +16.7% $18.57 -0.1%
38 MDY SPDR S&P MIDCAP 400 ETF TRUST Financial Services 1,482.0 $1.0M 0.32% +112.0 +8.2% $703.34 +1.7%
39 PGR PROGRESSIVE CORP Financial Services 4,649.0 $1.0M 0.31% +901.0 +24.0% $218.45 -6.7%
40 IWF ISHARES RUSSELL 1000 GROWTH ET 7,825.0 $972K 0.29% +6K +308.6% $124.17 +0.7%
Page 2 of 5  ·  86 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 21.4%
Financial Services 14.3%
Energy 11.4%
Industrials 11.1%
Healthcare 10.1%
Consumer Defensive 10.1%
Consumer Cyclical 6.6%
Utilities 6.0%
Communication Services 4.4%
Basic Materials 3.8%