TCV Trust & Wealth Management, Inc.
Top Portfolio Positions
155 positions ·
$810,727,049 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AVGO |
Broadcom Inc.
Technology
|
212,235 | $65,688,853 | 8.10% | |
| MSFT |
Microsoft Corp
Technology
|
114,539 | $42,398,901 | 5.23% | |
| AAPL |
Apple Inc.
Technology
|
159,713 | $40,533,561 | 5.00% | |
| SPY |
Spdr S&P 500 ETF Trust
|
54,201 | $35,249,077 | 4.35% | |
| GLW |
Corning Inc /Ny
Technology
|
192,578 | $26,184,830 | 3.23% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
84,750 | $24,930,059 | 3.08% | |
| JNJ |
Johnson & Johnson
Healthcare
|
99,613 | $24,349,401 | 3.00% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
132,775 | $21,204,166 | 2.62% | |
| LLY |
ELI LILLY & Co
Healthcare
|
23,025 | $21,177,704 | 2.61% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
266,357 | $20,666,639 | 2.55% |
Portfolio Trend
25 quarters · across all stocks
Holdings in LCGMF
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2023-03-31 | $1,307 | 16,345 | Shares | Other | 2023-04-21 | |
| 2021-12-31 | $1,797 | 16,345 | Shares | Other | 2022-01-26 | |
| No 13F history on record for this holder in this stock. | ||||||