CIK 1102256
Towne Trust Company, N.A
Institutional 13F holdings & portfolio
Holdings
326
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 326
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 33K | $1M+ | SH |
| AAPL | APPLE INC | 45K | $1M+ | SH |
| RTX | RTX CORPORATION | 58K | $1M+ | SH |
| XOM | EXXON MOBIL CORPORATION | 84K | $1M+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC - A | 55K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 47K | $1M+ | SH |
| CSCO | CISCO SYSTEMS | 119K | $1M+ | SH |
| COP | CONOCOPHILLIPS | 93K | $1M+ | SH |
| FNDF | SCHWAB FUNDAMENTAL INTL L/C | 183K | $1M+ | SH |
| PG | PROCTER & GAMBLE CO. | 57K | $1M+ | SH |
| AMZN | AMAZON.COM INC | 34K | $1M+ | SH |
| PEP | PEPSICO INC | 51K | $1M+ | SH |
| AMGN | AMGEN INC | 22K | $1M+ | SH |
| TOWN | TOWNEBANK | 205K | $1M+ | SH |
| SO | SOUTHERN CO | 74K | $1M+ | SH |
| ACN | ACCENTURE PLC CL A | 23K | $1M+ | SH |
| TFC | TRUIST FINANCIAL CORP | 121K | $1M+ | SH |
| BX | BLACKSTONE INC | 39K | $1M+ | SH |
| VBR | VANGUARD SMALL-CAP VALUE ETF | 28K | $1M+ | SH |
| GOOGL | ALPHABET INC - CL A | 19K | $1M+ | SH |
| NEE | NEXTERA ENERGY INC | 66K | $1M+ | SH |
| KMI | KINDER MORGAN INC | 187K | $1M+ | SH |
| ENB | ENBRIDGE INC | 104K | $1M+ | SH |
| ECL | ECOLAB INC | 19K | $1M+ | SH |
| NSC | NORFOLK SOUTHERN CORP. | 13K | $1M+ | SH |
| LMT | LOCKHEED MARTIN CORP | 7K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHINE | 11K | $1M+ | SH |
| VZ | VERIZON COMMUNICATIONS | 82K | $1M+ | SH |
| IUSV | iShares Core S&P US Value ETF | 31K | $1M+ | SH |
| SPYG | SPDR Portfolio S&P 500 Growth | 29K | $1M+ | SH |
| ETN | EATON CORP PLC | 9K | $1M+ | SH |
| VOO | VANGUARD S&P 500 ETF | 4K | $1M+ | SH |
| SYY | SYSCO CORP | 37K | $1M+ | SH |
| V | VISA INC - CLASS A SHARES | 8K | $1M+ | SH |
| VGIT | VANGUARD INTERME | 44K | $1M+ | SH |
| YUM | YUM! BRANDS INC | 17K | $1M+ | SH |
| MRK | MERCK & CO INC NEW | 24K | $1M+ | SH |
| BSV | VANGUARD SHORT - TERM BOND ETF | 32K | $1M+ | SH |
| IMCG | iShares Morningstar Mid-Cap Gr | 32K | $1M+ | SH |
| MAR | MARRIOTT INTERNATIONAL INC NEW | 8K | $1M+ | SH |
| SPHY | SPDR Portfolio High Yield Bond | 96K | $1M+ | SH |
| PM | PHILIP MORRIS INTERNATIONAL IN | 14K | $1M+ | SH |
| JPM | JP MORGAN CHASE & CO | 7K | $1M+ | SH |
| JCPB | JPMorgan Core Plus Bond ETF | 42K | $1M+ | SH |
| KO | COCA-COLA CO | 28K | $1M+ | SH |
| BKR | BAKER HUGHES CO | 41K | $1M+ | SH |
| HPE | HEWLETT PACKARD ENTERPRISE CO | 78K | $1M+ | SH |
| GE | GE AEROSPACE | 6K | $1M+ | SH |
| ULTA | ULTA BEAUTY INC | 3K | $1M+ | SH |
| CB | CHUBB CORP | 6K | $1M+ | SH |