13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001083323
Total reported value
$389.2M
$389.2M
131 檔
24.6%
During the Q1 2025 filing period, Trust Co Of Oklahoma (CIK: 0001083323) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $389.2M across 131 reported positions.
In Q1 2025, Trust Co Of Oklahoma displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VGT | Vanguard Info Tech ETF | ETF-Tech | 11.47% | +2.52% | -1.12% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 7.08% | +0.08% | -2.50% | |
| 3 | VFH | Vanguard Financials ETF | ETF-Other | 5.69% | -0.22% | -1.98% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 5.06% | +0.01% | -4.64% | |
| 5 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 3.75% | -0.15% | +0.21% | |
| 6 | V | Visa Inc-class A Shares | Stock-Financials | 3.34% | -0.06% | -4.14% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 3.26% | -0.41% | -11.03% | |
| 8 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.84% | -0.48% | -1.83% | |
| 9 | VHT | Vanguard Health Care ETF | ETF-Other | 2.67% | -0.08% | +2.23% | |
| 10 | XLI | Ss Industrial Select Sector | ETF-Other | 2.39% | +0.15% | -0.94% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.08% | +0.36% | -2.08% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.81% | +0.09% | -6.82% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.77% | +0.04% | +5.00% | |
| 14 | DHR | Danaher CORP | Stock-Healthcare | 1.70% | -0.17% | -3.73% | |
| 15 | FISV | Fiserv Inc | Stock-Other | 1.59% | — | -4.19% | |
| 16 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.57% | -0.23% | +1.02% | |
| 17 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.55% | +0.06% | +0.66% | |
| 18 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.51% | -0.11% | -2.19% | |
| 19 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.41% | -0.29% | -3.68% | |
| 20 | HON | Honeywell International Inc | Stock-Industrials | 1.30% | -1.03% | EXIT | |
| 21 | ACN | Accenture plc | Stock-Tech | 1.26% | -0.41% | EXIT | |
| 22 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 1.23% | -0.17% | +0.94% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.20% | -0.04% | -0.34% | |
| 24 | WMT | Walmart Inc | Stock-Consumer Staples | 1.08% | -0.22% | +5.71% | |
| 25 | XOM | Exxon Mobil CORP | Stock-Energy | 1.01% | -0.30% | -1.17% | |
| 26 | HD | Home Depot Inc | Stock-Consumer Disc | 0.96% | -0.03% | -3.11% | |
| 27 | XLB | Ss Materials Select Sector | ETF-Other | 0.96% | -0.11% | -0.02% | |
| 28 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 0.92% | -0.11% | -0.54% | |
| 29 | XLE | Ss Energy Select Sector | ETF-Other | 0.88% | -0.28% | -3.33% | |
| 30 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.80% | -0.06% | -1.73% | |
| 31 | SGI | Somnigroup International Inc | Stock-Consumer Disc | 0.79% | -0.66% | — | |
| 32 | AVGO | Broadcom Inc | Stock-Tech | 0.75% | +0.15% | +13.73% | |
| 33 | CVX | Chevron CORP | Stock-Energy | 0.74% | -0.34% | -0.93% | |
| 34 | UNP | Union Pacific CORP | Stock-Industrials | 0.70% | -0.11% | +1.05% | |
| 35 | BLK | Blackrock Inc | Stock-Financials | 0.66% | -0.06% | -1.18% | |
| 36 | VOX | Vanguard Communication Servi | ETF-Other | 0.65% | -0.10% | +1.05% | |
| 37 | LRCX | Lam Research CORP | Stock-Tech | 0.65% | +0.73% | — | |
| 38 | NVDA | Nvidia CORP | Stock-Tech | 0.63% | +0.05% | +51.51% | |
| 39 | VDE | Vanguard Energy ETF | ETF-Other | 0.61% | -0.17% | -1.51% | |
| 40 | ICE | Intercontinental Exchange In | Stock-Financials | 0.59% | -0.14% | -4.14% | |
| 41 | CB | Chubb Limited | Stock-Financials | 0.57% | -0.07% | -3.31% | |
| 42 | WMB | Williams Cos Inc | Stock-Energy | 0.56% | -0.06% | -1.73% | |
| 43 | AMAT | Applied Materials Inc | Stock-Tech | 0.55% | +0.88% | -5.17% | |
| 44 | CI | THE Cigna Group | Stock-Healthcare | 0.53% | -0.04% | -0.28% | |
| 45 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.51% | +0.07% | -10.27% | |
| 46 | SPGI | S&p Global Inc | Stock-Financials | 0.51% | -0.09% | +1.76% | |
| 47 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.48% | -0.05% | +0.82% | |
| 48 | MKC | Mccormick & Co-non Vtg Shrs | Stock-Consumer Staples | 0.47% | -0.01% | -28.25% | |
| 49 | XTN | Ss Spdr S&p Transport ETF | ETF-Other | 0.46% | -0.43% | EXIT | |
| 50 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.45% | -0.07% | -1.25% |
According to official SEC Form 13F filings, Trust Co Of Oklahoma reported a total U.S. public equity portfolio value of $389.2M across 131 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VGT, SPY, VFH) accounted for 24.6% of total reported equity market value during Q1 2025.
Top New Position Initiated
VGT
市值: $33.2M
During Q1 2025, Trust Co Of Oklahoma's top holdings by market value included VGT (11.5%)、SPY (7.1%)、VFH (5.7%). The largest single position, VGT, represented 11.5% of total portfolio value.
In Q1 2025, Trust Co Of Oklahoma made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.