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Trust Co of the South

· CIK 0002008165
13F Portfolio $621.9B AUM 146 positions Filed Apr 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 12 New 47 Added 30 Reduced 6 Exited
Page 3 of 8  ·  142 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PG PROCTER & GAMBLE CO Consumer Defensive 10,509.0 $1.5M 0.24% +524.0 +5.2% $144.44 -1.2%
42 HD HOME DEPOT, INC. Consumer Cyclical 4,522.0 $1.5M 0.24% +25.0 +0.6% $328.89 -7.5%
43 TFC TRUIST FINANCIAL ORD SHS Financial Services 32,290.0 $1.5M 0.24% $45.97 +2.5%
44 IWD ISHARES RUSSELL 1000 VALUE 6,000.0 $1.3M 0.21% $213.67 +8.7%
45 MRK MERCK & CO INC NEWCOM Healthcare 10,563.0 $1.3M 0.20% +225.0 +2.2% $120.29 -5.7%
46 META META PLATFORMS INC. CL A Communication Services 2,220.0 $1.3M 0.20% -83.0 -3.6% $572.13 +8.1%
47 MCD MCDONALDS CORP Consumer Cyclical 3,952.0 $1.2M 0.20% +346.0 +9.6% $310.79 -11.5%
48 WM WASTE MANAGEMENT INC Industrials 5,327.0 $1.2M 0.20% +3K +171.8% $229.79 -4.8%
49 BAC BANK OF AMERICA CORP Financial Services 24,624.0 $1.2M 0.19% +13K +106.7% $48.75 +2.1%
50 NCNO NCINO INC COM Technology 77,722.0 $1.2M 0.19% $14.98 -2.5%
51 ADI ANALOG DEVICES INC Technology 3,583.0 $1.1M 0.18% $318.14 +31.2%
52 LLY LILLY ELI & CO. Healthcare 1,167.0 $1.1M 0.17% +371.0 +46.6% $919.77 +9.5%
53 KO COCA COLA CO Consumer Defensive 14,107.0 $1.1M 0.17% +2K +12.8% $76.05 +5.8%
54 KLAC KLA TENCOR CORP Technology 698.0 $1.0M 0.17% NEW $1472.41 +28.6%
55 SON SONOCO PRODUCTS CO Consumer Cyclical 18,161.0 $982K 0.16% +4K +31.8% $54.09 -8.6%
56 ABT ABBOTT LABORATORIES Healthcare 9,439.0 $969K 0.16% -1K -11.4% $102.67 -17.7%
57 COST COSTCO WHSL CORP NEW Consumer Defensive 961.0 $958K 0.15% +224.0 +30.4% $996.43 +4.5%
58 ORCL ORACLE CORP Technology 6,210.0 $914K 0.15% +4K +171.9% $147.11 +33.0%
59 GE GENERAL ELEC CO Industrials 3,117.0 $884K 0.14% +187.0 +6.4% $283.68 +2.8%
60 EFA ISHARES MSCI EAFE 8,270.0 $803K 0.13% $97.13 +4.7%
Page 3 of 8  ·  142 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 36.8%
Financial Services 21.2%
Healthcare 8.6%
Consumer Cyclical 8.3%
Consumer Defensive 7.2%
Industrials 6.4%
Communication Services 5.0%
Utilities 2.7%
Energy 2.4%
Basic Materials 1.4%