§ 13F · FUND PROFILE
Towne Trust Company, N.A.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $309.5T (13F)Positions · 337Turnover · — · Q3Filed · Apr 22, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q3 2025
FILED APR 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q3 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | 34K | $17.4T | 5.6% | — |
| 2 | PLTR | PALANTIR TECHNOLOGIES INC - A | 73K | $13.3T | 4.3% | — |
| 3 | AAPL | APPLE INC | 46K | $11.6T | 3.8% | — |
| 4 | RTX | RTX CORPORATION | 58K | $9.8T | 3.2% | — |
| 5 | XOM | EXXON MOBIL CORPORATION | 85K | $9.6T | 3.1% | — |
| 6 | COP | CONOCOPHILLIPS | 95K | $9.0T | 2.9% | — |
| 7 | JNJ | JOHNSON & JOHNSON | 47K | $8.8T | 2.8% | — |
| 8 | PG | PROCTER & GAMBLE CO. | 57K | $8.7T | 2.8% | — |
| 9 | CSCO | CISCO SYSTEMS | 122K | $8.3T | 2.7% | — |
| 10 | AMZN | AMAZON.COM INC | 34K | $7.5T | 2.4% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE TOWNE SIGNAL
AC read
Towne Trust Company, N.A is a Other fund managing $309540.8 trillion in assets. The fund runs a broad portfolio of 337 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed