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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 9 of 17  ·  323 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 ENTERGY CORP NEW 700.0 $80K 0.02% $114.86
162 GOVT ISHARES US TREASURY BD FD ETF 3,417.0 $78K 0.02% +2K +205.6% $22.78 -1.5%
163 WM WASTE MANAGEMENT INC Industrials 347.0 $77K 0.02% $222.88 +0.3%
164 SOLS SOLSTICE ADVANCED MATLS INC CO Basic Materials 863.0 $76K 0.02% $88.60 -32.2%
165 ROK ROCKWELL INTL CORP Industrials 154.0 $76K 0.02% $495.08 -12.4%
166 CEG CONSTELLATION ENERGY CORPORATI Utilities 301.0 $75K 0.02% $248.37 +7.5%
167 VGT VANGUARD INFORMATION TECH ETF 616.0 $74K 0.02% NEW $119.52 +0.2%
168 COF CAPITAL ONE FINANCIAL CORP Financial Services 344.0 $69K 0.02% $200.62 +10.4%
169 NOC NORTHROP GRUMMAN CORP COM Industrials 135.0 $69K 0.02% $509.31 +15.8%
170 TXN TEXAS INSTRUMENTS,INC. Technology 230.0 $69K 0.02% +217.0 +1669.2% $298.07 -8.7%
171 SPG SIMON PROPERTY GROUP INC Real Estate 300.0 $67K 0.02% $223.65 -1.3%
172 VB VANGUARD SMALL-CAP ETF 210.0 $64K 0.02% NEW $303.12 +0.1%
173 FDX FEDEX CORPORATION Industrials 200.0 $63K 0.02% $313.13 +4.9%
174 GLW CORNING INC Technology 237.0 $61K 0.02% $255.43 -37.4%
175 MTB M & T BANK CORP Financial Services 250.0 $60K 0.02% $238.01 +5.7%
176 NMAI Nuveen Multi-Asset Income Fund Financial Services 4,100.0 $58K 0.02% $14.17 +1.3%
177 SJM SMUCKER J M CO NEW Consumer Defensive 516.0 $58K 0.02% $112.50 +5.3%
178 SYK STRYKER CORP Healthcare 182.0 $57K 0.02% $314.84 +5.3%
179 VRT Vertiv Holdings Co. Industrials 170.0 $57K 0.02% -80.0 -32.0% $334.82 -18.6%
180 FE FIRSTENERGY CORP Utilities 1,191.0 $57K 0.02% +928.0 +352.9% $47.54 -0.6%
Page 9 of 17  ·  323 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%