account_balance
Investment manager · 13F filer · SEC CIK 1102256
Towne Trust Company, N.A
Reported value$341Mas of Sep 30, 2026
Positions320 22 new, 26 sold out
Top 10 weight32.7%MSFT alone is 5%
FiledOct 2828 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
MSFTMicrosoft Corp
4.9%
AAPLApple Inc.
4.3%
XOMExxonMobil Holdings Corp
4.0%Added +5%
JNJJohnson & Johnson
3.4%
FNDFSchwab Fundamental Intl L/C
3.3%Added +4%
RTXRTX Corp
2.8%Trimmed −2%
CSCOCisco Systems, Inc.
2.7%Trimmed −15%
PLTRPalantir Technologies Inc.
2.5%Trimmed −8%
AMZNAmazon.com Inc
2.4%
AMGNAmgen Inc
2.4%Trimmed −3%
PGProcter & Gamble Co
2.2%Trimmed −6%
VBRVanguard Small-Cap Value ETF
2.2%
MSFTMicrosoft Corp
4.9%
AAPLApple Inc.
4.3%
XOMExxonMobil Holdings Corp
4.0%
JNJJohnson & Johnson
3.4%
FNDFSchwab Fundamental Intl L/C
3.3%
RTXRTX Corp
2.8%−2%
CSCOCisco Systems, Inc.
2.7%−15%
PLTRPalantir Technologies Inc.
2.5%
AMZNAmazon.com Inc
2.4%
AMGN2.4%PG2.2%VBR2.2%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
MSFT Microsoft Corp 4.9% HeldAAPL Apple Inc. 4.3% HeldXOM ExxonMobil Holdings Corp 4.0% Added +5%JNJ Johnson & Johnson 3.4% Held
FNDF Schwab Fundamental Intl L/C 3.3% Added +4%
RTX RTX Corp 2.8% Trimmed −2%CSCO Cisco Systems, Inc. 2.7% Trimmed −15%PLTR Palantir Technologies Inc. 2.5% Trimmed −8%AMZN Amazon.com Inc 2.4% HeldAMGN Amgen Inc 2.4% Trimmed −3%PG Procter & Gamble Co 2.2% Trimmed −6%VBR Vanguard Small-Cap Value ETF 2.2% Held
What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.