§ 13F · FUND PROFILE
Thomasville National Bank.
AUM · $1.8B (13F)Positions · 311Turnover · n/a · Q2Filed · Jul 20, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$1.8B deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 20, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MFG LTDSPONSORED ADR | 198K | $95M | 5.2% | NEW |
| 2 | AMZN | AMAZON COM INC COM | 391K | $93M | 5.1% | NEW |
| 3 | GOOG | ALPHABET INC CAP STK CL C | 262K | $93M | 5.1% | NEW |
| 4 | PANW | PALO ALTO NETWORKS INC | 242K | $83M | 4.5% | NEW |
| 5 | ASML | ASML HOLDING N V | 36K | $72M | 3.9% | NEW |
| 6 | MSFT | MICROSOFT CORP | 188K | $70M | 3.8% | NEW |
| 7 | BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 128K | $64M | 3.5% | NEW |
| 8 | AAPL | APPLE, INC | 220K | $64M | 3.5% | NEW |
| 9 | BKNG | BOOKING HLDGS INC | 289K | $51M | 2.8% | NEW |
| 10 | ENB | ENBRIDGE INC COM | 877K | $48M | 2.6% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE THOMASVILLE SIGNAL
AC read
Thomasville National Bank is a Dealer / Bank fund managing $1.8 billion in assets. The fund runs a broad portfolio of 311 positions.
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