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 51–100 of 326
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| WRB | WR BERKLEY CORP | 24K | $1M+ | SH |
| IDEV | iShares Core MSCI Internationa | 20K | $1M+ | SH |
| QQQ | INVESCO QQQ TRUST SERIES 1 | 3K | $1M+ | SH |
| VCIT | VANGUARD INTERMED TRM CORP BD | 19K | $1M+ | SH |
| D | DOMINION ENERGY INC | 27K | $1M+ | SH |
| GLD | SPDR GOLD TRUST | 4K | $1M+ | SH |
| UPS | UNITED PARCEL SERVICE CL B | 15K | $1M+ | SH |
| CRM | SALESFORCE INC | 6K | $1M+ | SH |
| HL | HECLA MINING CO | 74K | $1M+ | SH |
| A | AGILENT TECHNOLOGIES INC | 10K | $1M+ | SH |
| BSCR | INVESCO BULLETSHARES 2027 | 63K | $1M+ | SH |
| BSCS | INVESCO BULLETSHARES 2028 | 60K | $1M+ | SH |
| PAAS | PAN AMERN SILVER CORP | 21K | $1M+ | SH |
| CBRE | CBRE GROUP INC | 7K | $1M+ | SH |
| PFE | PFIZER, INC | 42K | $1M+ | SH |
| ELV | ELEVANCE HEALTH INC | 3K | $1M+ | SH |
| SPEM | SPDR INDEX SHARES EMERG | 22K | $1M+ | SH |
| NVDA | NVIDIA CORP | 5K | $1M+ | SH |
| CVX | CHEVRON CORP | 7K | $1M+ | SH |
| TGT | TARGET CORP | 10K | $500K+ | SH |
| BMY | BRISTOL-MYERS SQUIBB CO. | 18K | $500K+ | SH |
| WY | WEYERHAEUSER CO | 39K | $500K+ | SH |
| IWF | ISHARES RUSSELL 1000 GROWTH ET | 2K | $500K+ | SH |
| QCOM | QUALCOMM INC | 5K | $500K+ | SH |
| BSCT | INVESCO BULLETSHARES 2029 | 47K | $500K+ | SH |
| MPC | MARATHON PETROLEUM CORP | 5K | $500K+ | SH |
| BAC | BANK OF AMERICA CORP | 16K | $500K+ | SH |
| HON | HONEYWELL INTERNATIONAL INC | 4K | $500K+ | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TRUST | 1K | $500K+ | SH |
| DE | DEERE & CO | 2K | $500K+ | SH |
| B | BARRICK MINING CORPORATION | 18K | $500K+ | SH |
| IAU | ISHARES GOLD TRUST NEW | 10K | $500K+ | SH |
| MO | ALTRIA GROUP INC | 13K | $500K+ | SH |
| LOW | LOWES COMPANIES | 3K | $500K+ | SH |
| DIS | WALT DISNEY CO/THE | 6K | $500K+ | SH |
| CAT | CATERPILLAR INC | 1K | $500K+ | SH |
| KMB | KIMBERLY CLARK CORP | 7K | $500K+ | SH |
| NEM | NEWMONT MINING | 7K | $500K+ | SH |
| BSCQ | INVESCO BULLETSHARES 2026 | 34K | $500K+ | SH |
| PGR | PROGRESSIVE CORP | 3K | $500K+ | SH |
| T | AT&T INC | 24K | $500K+ | SH |
| RY | ROYAL BK CDA MONTREAL QUE COM | 4K | $500K+ | SH |
| TROW | T ROWE PRICE GROUP INC | 5K | $500K+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 588 | $500K+ | SH |
| PSX | PHILLIPS 66 | 4K | $100K–$500K | SH |
| FOX | FOX CORP - CLASS B | 7K | $100K–$500K | SH |
| GEV | GE VERNOVA LLC COM | 706 | $100K–$500K | SH |
| WMT | WALMART INC | 4K | $100K–$500K | SH |
| MMM | 3M CO | 3K | $100K–$500K | SH |
| GPC | GENUINE PARTS CO | 3K | $100K–$500K | SH |