Towne Trust Company, N.A
BankTop Portfolio Positions
263 positions ·
$248,839,774 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| XOM |
Exxon Mobil Corp
Energy
|
80,652 | $13,683,418 | 5.50% | |
| MSFT |
Microsoft Corp
Technology
|
32,251 | $11,938,351 | 4.80% | |
| AAPL |
Apple Inc.
Technology
|
44,895 | $11,393,901 | 4.58% | |
| JNJ |
Johnson & Johnson
Healthcare
|
44,664 | $10,917,667 | 4.39% | |
| RTX |
RTX Corp
Industrials
|
52,493 | $10,125,899 | 4.07% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
105,766 | $8,206,383 | 3.30% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
54,473 | $7,868,079 | 3.16% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
51,401 | $7,518,938 | 3.02% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
48,181 | $7,482,027 | 3.01% | |
| AMGN |
Amgen Inc
Healthcare
|
19,700 | $6,931,445 | 2.79% |
Portfolio Trend
25 quarters · across all stocks
Holdings in MVCO
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2024-09-30 | $84 | 140,310 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $70 | 140,310 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $71 | 142,310 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $99 | 142,310 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $71 | 142,310 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $12 | 14,231 | Shares | Sole | 2023-08-11 | |
| No 13F history on record for this holder in this stock. | ||||||