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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 4 of 5  ·  86 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ABBV ABBVIE INC Healthcare 1,193.0 $300K 0.09% +461.0 +63.0% $251.64 -0.5%
62 AEP AMERICAN ELECTRIC POWER CO INC Utilities 2,139.0 $293K 0.09% +1K +142.0% $136.81 -7.5%
63 MCD MCDONALDS CORP Consumer Cyclical 1,016.0 $275K 0.08% +129.0 +14.5% $270.31 -1.8%
64 IWM ISHARES RUSSELL 2000 ETF 887.0 $266K 0.08% +48.0 +5.7% $300.45 +1.2%
65 AVGO BROADCOM INC COM Technology 484.0 $183K 0.06% +181.0 +59.7% $377.75 +3.9%
66 ORCL ORACLE CORP Technology 1,218.0 $178K 0.05% +148.0 +13.8% $146.55 +0.1%
67 AT&T INC 8,000.0 $164K 0.05% +4K +100.0% $20.47
68 BANK OF AMERICA CORP 6,400.0 $158K 0.05% +2K +60.0% $24.64
69 JPMORGAN CHASE & CO 6,400.0 $153K 0.05% +2K +60.0% $23.96
70 NEXTERA ENERGY CAPITAL 6,500.0 $143K 0.04% +2K +62.5% $21.96
71 IEMG ISHARES CORE MSCI EMERGING MKT 1,672.0 $139K 0.04% +923.0 +123.2% $82.84 -1.1%
72 DUKE ENERGY CORP 5,200.0 $128K 0.04% +1K +30.0% $24.57
73 AXP AMERICAN EXPRESS CO Financial Services 372.0 $126K 0.04% +70.0 +23.2% $338.25 -0.6%
74 CTVA CORTEVA INC Basic Materials 1,341.0 $114K 0.03% +750.0 +126.9% $84.69 -10.2%
75 TSM TAIWAN SEMICONDUCTOR - SP ADR Technology 226.0 $108K 0.03% +142.0 +169.1% $477.57 -9.8%
76 GOVT ISHARES US TREASURY BD FD ETF 3,417.0 $78K 0.02% +2K +205.6% $22.78 -1.5%
77 TXN TEXAS INSTRUMENTS,INC. Technology 230.0 $69K 0.02% +217.0 +1669.2% $298.07 -5.1%
78 FE FIRSTENERGY CORP Utilities 1,191.0 $57K 0.02% +928.0 +352.9% $47.54 -0.2%
79 ASML ASML HOLDING NV-NY REG SHS Technology 25.0 $50K 0.01% +5.0 +25.0% $1989.44 -5.3%
80 TJX TJX COMPANIES INC Consumer Cyclical 300.0 $45K 0.01% +103.0 +52.3% $151.50 -0.4%
Page 4 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%