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CIK: 0002025098
Total reported value
$572.3M
$572.3M
8 檔
92.6%
According to the latest 13F quarterly dataset, Trust Co of Tennessee managed an equity portfolio of $572.3M at the end of Q1 2026, spanning 8 distinct U.S. exchange-listed positions.
In Q1 2026, Trust Co of Tennessee displayed an active expansion posture, initiating 1 new positions and adding to 3 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 35.43% | +1.30% | +24.28% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 18.58% | -0.60% | -3.09% | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 17.32% | -1.45% | -1.52% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 13.70% | +0.42% | +0.96% | |
| 5 | USRT | Ishares Core US Reit ETF | ETF-Other | 13.61% | +0.27% | +11.49% | |
| 6 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.71% | +0.05% | — | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.42% | -0.03% | -12.43% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.24% | +0.03% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | RSP | Invesco S&p 500 Equal Weight | +5.1% | +24.28% | Add |
| 2 | USRT | Ishares Core US Reit ETF | +1.1% | +11.49% | Add |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | — | Unchanged |
| 4 | IVV | Ishares Core S&p 500 ETF | -0.1% | -12.43% | Trim |
| 5 | VTV | Vanguard Value ETF | -0.9% | -1.52% | Trim |
| 6 | VOO | Vanguard S&p 500 ETF | -1.5% | +0.96% | Add |
| 7 | VUG | Vanguard Growth ETF | -4.3% | -3.09% | Trim |
| 8 | IWB | Ishares Russell 1000 ETF | — | NEW | New buy |
According to official SEC Form 13F filings, Trust Co of Tennessee reported a total U.S. public equity portfolio value of $572.3M across 8 disclosed positions in Q1 2026.
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In terms of portfolio concentration, the top 5 core holdings (including RSP, VUG, VTV) accounted for 92.6% of total reported equity market value during Q1 2026.
Top New Position Initiated
IWB
市值: $3.8M
Top Position Liquidated / Trimmed
VUG
前期市值: $115.0M
During Q1 2026, Trust Co of Tennessee's top holdings by market value included RSP (35.4%)、VUG (18.6%)、VTV (17.3%). The largest single position, RSP, represented 35.4% of total portfolio value.
In Q1 2026, Trust Co of Tennessee made 7 total portfolio adjustments, initiating 1 new buys, adding to 3 positions, trimming 3 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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