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CIK: 0002025098
Total reported value
$572.3M
$572.3M
7 檔
74.3%
As reported in its official Q2 2025 Form 13F filing, Trust Co of Tennessee's tracked investment portfolio stood at $572.3M with 7 total positions.
During Q2 2025, Trust Co of Tennessee's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including RSP, VUG, VTV) accounted for 74.3% of total reported equity market value during Q2 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 30.39% | +1.30% | +1.80% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 24.12% | -0.60% | -0.26% | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 19.67% | -1.45% | -0.11% | |
| 4 | USRT | Ishares Core US Reit ETF | ETF-Other | 13.14% | +0.27% | +0.46% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 11.79% | +0.42% | -0.21% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.58% | -0.03% | -0.49% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.31% | +0.03% | -1.61% |
According to official SEC Form 13F filings, Trust Co of Tennessee reported a total U.S. public equity portfolio value of $572.3M across 7 disclosed positions in Q2 2025.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
During Q2 2025, Trust Co of Tennessee's top holdings by market value included RSP (30.4%)、VUG (24.1%)、VTV (19.7%). The largest single position, RSP, represented 30.4% of total portfolio value.
In Q2 2025, Trust Co of Tennessee made 0 total portfolio adjustments, initiating 0 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.
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