CIK 1632554
Trust Co
Institutional 13F holdings & portfolio
Holdings
889
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 101–150 of 889
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | 11K | $500K+ | SH |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | 12K | $500K+ | SH |
| GE | GE AEROSPACE COM NEW | 2K | $500K+ | SH |
| XLB | STATE STREET MATERIALS SELECT SECTOR SPDR ETF | 14K | $500K+ | SH |
| BLK | BLACKROCK INC COM | 565 | $500K+ | SH |
| DE | DEERE & CO COM | 1K | $500K+ | SH |
| IJR | ISHARES CORE S&P SMALL CAP ETF | 5K | $500K+ | SH |
| HDV | ISHARES CORE HIGH DIVIDEND ETF | 5K | $500K+ | SH |
| VGIT | VANGUARD INTERMEDIATE-TERM TREASURY ETF | 9K | $500K+ | SH |
| ARKK | ARK INNOVATION ETF | 7K | $500K+ | SH |
| CSCO | CISCO SYS INC COM | 7K | $500K+ | SH |
| COST | COSTCO WHSL CORP NEW COM | 607 | $500K+ | SH |
| MCO | MOODYS CORP COM | 1K | $500K+ | SH |
| GD | GENERAL DYNAMICS CORP COM | 1K | $100K–$500K | SH |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | 7K | $100K–$500K | SH |
| SHY | ISHARES 1-3 YEAR TREASURY BOND ETF | 6K | $100K–$500K | SH |
| IWR | ISHARES RUSSELL MIDCAP ETF | 5K | $100K–$500K | SH |
| IEFA | ISHARES CORE MSCI EAFE ETF | 5K | $100K–$500K | SH |
| CVX | CHEVRON CORP NEW COM | 3K | $100K–$500K | SH |
| GILD | GILEAD SCIENCES INC COM | 4K | $100K–$500K | SH |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | 2K | $100K–$500K | SH |
| PG | PROCTER AND GAMBLE CO COM | 3K | $100K–$500K | SH |
| MMC | MARSH COM | 2K | $100K–$500K | SH |
| IBM | INTERNATIONAL BUSINESS MACHS COM | 1K | $100K–$500K | SH |
| HWKN | HAWKINS INC COM | 3K | $100K–$500K | SH |
| NUMV | NUVEEN ESG MID-CAP VALUE ETF | 11K | $100K–$500K | SH |
| MDLZ | MONDELEZ INTL INC CL A | 8K | $100K–$500K | SH |
| NULV | NUVEEN ESG LARGE-CAP VALUE ETF | 9K | $100K–$500K | SH |
| NULG | NUVEEN ESG LARGE-CAP GROWTH ETF | 4K | $100K–$500K | SH |
| RRX | REGAL REXNORD CORPORATION COM | 3K | $100K–$500K | SH |
| JCPB | JPMORGAN CORE PLUS BOND ETF | 8K | $100K–$500K | SH |
| NUSC | NUVEEN ESG SMALL-CAP ETF | 8K | $100K–$500K | SH |
| HON | HONEYWELL INTL INC COM | 2K | $100K–$500K | SH |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | 5K | $100K–$500K | SH |
| IBMO | ISHARES IBONDS DEC 2026 TERM MUNI BOND ETF | 14K | $100K–$500K | SH |
| IBMR | ISHARES IBONDS DEC 2029 TERM MUNI BOND ETF | 14K | $100K–$500K | SH |
| IBMQ | ISHARES IBONDS DEC 2028 TERM MUNI BOND ETF | 14K | $100K–$500K | SH |
| ESML | ISHARES ESG AWARE MSCI USA SMALL-CAP ETF | 8K | $100K–$500K | SH |
| IBMP | ISHARES IBONDS DEC 2027 TERM MUNI BOND ETF | 14K | $100K–$500K | SH |
| SO | SOUTHERN CO COM | 4K | $100K–$500K | SH |
| VO | VANGUARD MID-CAP ETF | 1K | $100K–$500K | SH |
| VGK | VANGUARD FTSE EUROPE ETF | 4K | $100K–$500K | SH |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | 2K | $100K–$500K | SH |
| SUB | ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | 3K | $100K–$500K | SH |
| NUMG | NUVEEN ESG MID-CAP GROWTH ETF | 7K | $100K–$500K | SH |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | 674 | $100K–$500K | SH |
| OMC | OMNICOM GROUP INC COM | 4K | $100K–$500K | SH |
| META | META PLATFORMS INC CL A | 475 | $100K–$500K | SH |
| NEE | NEXTERA ENERGY INC COM | 4K | $100K–$500K | SH |
| NHI | NATIONAL HEALTH INVS INC COM | 4K | $100K–$500K | SH |