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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 1 of 2  ·  35 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 HONEYWELL INTERNATIONAL INC 4,420.0 $990K 0.30% NEW $223.90
2 TSCO TRACTOR SUPPLY COMPANY Consumer Cyclical 4,400.0 $139K 0.04% NEW $31.61 +9.7%
3 AMAT APPLIED MATERIALS INC Technology 175.0 $127K 0.04% NEW $723.00 -26.0%
4 VGT VANGUARD INFORMATION TECH ETF 616.0 $74K 0.02% NEW $119.52 +2.5%
5 VB VANGUARD SMALL-CAP ETF 210.0 $64K 0.02% NEW $303.12 +1.6%
6 XLU UTILITIES SELECT SECTOR SPDR F 1,100.0 $50K 0.01% NEW $45.34 -2.6%
7 USIG ISHARES TRUST BROAD INVT GRD B 885.0 $45K 0.01% NEW $51.29 -2.3%
8 XLE SPDR AMEX ENERGY SELECT 720.0 $38K 0.01% NEW $53.11 +17.9%
9 SOUTHERN COMPANY NOTES GLOBAL 1,950.0 $37K 0.01% NEW $19.23
10 APAM Artisan Partners Asset Managem Financial Services 757.0 $26K 0.01% NEW $34.53 +20.1%
11 WELL WELLTOWER INC COM Real Estate 100.0 $23K 0.01% NEW $226.97 +3.7%
12 SLF SUN LIFE FINANCIAL INC - ADR Financial Services 244.0 $19K 0.01% NEW $78.42 +2.9%
13 MRVL MARVELL TECHNOLOGY INC Technology 61.0 $18K 0.01% NEW $297.89 -21.3%
14 EMN EASTMAN CHEM CO Basic Materials 250.0 $17K 0.01% NEW $66.98 +10.4%
15 FITBO FIFTH THIRD BANCORP DEPOSITARY Financial Services 871.0 $16K 0.01% NEW $17.90 +0.3%
16 FEDEX FGHT HLDG CO INC 100.0 $15K 0.01% NEW $151.00
17 VCSH VANGUARD-S/T COR 174.0 $14K 0.00% NEW $79.03 -0.5%
18 BK BANK OF NEW YORK MELLON CORP Financial Services 64.0 $9K 0.00% NEW $144.61 -0.6%
19 EMB ISHARES JP MORGA 93.0 $9K 0.00% NEW $96.44 -1.8%
20 PWR QUANTA SERVICES INC Industrials 10.0 $7K 0.00% NEW $720.00 +0.3%
Page 1 of 2  ·  35 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%