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CIK: 0001008937
Total reported value
$1.2B
$1.2B
237 檔
16.6%
As reported in its official Q4 2024 Form 13F filing, Trust Co Of Toledo NA /oh/'s tracked investment portfolio stood at $1.2B with 237 total positions.
In Q4 2024, Trust Co Of Toledo NA /oh/ displayed an active expansion posture, initiating 0 new positions and adding to 34 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 237 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 8.93% | -0.06% | +23.39% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 8.36% | -0.67% | +3.14% | |
| 3 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.20% | -0.09% | +0.06% | |
| 4 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.88% | +0.42% | -1.12% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.79% | +0.35% | +18.35% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 2.55% | +0.07% | +5.46% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.48% | +0.03% | +3.22% | |
| 8 | ORCL | Oracle CORP | Stock-Tech | 2.45% | -0.19% | +0.11% | |
| 9 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.90% | -0.11% | +0.06% | |
| 10 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.62% | +1.03% | +103.96% | |
| 11 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.41% | -0.26% | +1.77% | |
| 12 | CVX | Chevron CORP | Stock-Energy | 1.37% | -0.41% | -0.33% | |
| 13 | WELL | Welltower Inc | Stock-Real Estate | 1.33% | — | -3.27% | |
| 14 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.31% | +0.14% | +27.97% | |
| 15 | HD | Home Depot Inc | Stock-Consumer Disc | 1.21% | -0.07% | +2.20% | |
| 16 | DE | Deere & Co | Stock-Industrials | 1.20% | +0.03% | +14.41% | |
| 17 | DHR | Danaher CORP | Stock-Healthcare | 1.09% | -0.06% | +3.03% | |
| 18 | ABT | Abbott Laboratories | Stock-Healthcare | 1.08% | -0.17% | +0.19% | |
| 19 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.07% | -0.16% | -1.81% | |
| 20 | XOM | Exxon Mobil CORP | Stock-Energy | 1.04% | -1.25% | EXIT | |
| 21 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.03% | -0.14% | +3.75% | |
| 22 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.03% | -0.05% | +7.43% | |
| 23 | AMGN | Amgen Inc | Stock-Healthcare | 1.01% | -0.07% | +8.61% | |
| 24 | ABBV | Abbvie Inc | Stock-Healthcare | 0.99% | +0.04% | -0.04% | |
| 25 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.99% | -0.11% | +0.58% | |
| 26 | QCOM | Qualcomm Inc | Stock-Tech | 0.96% | +0.18% | +0.83% | |
| 27 | CSCO | Cisco Systems Inc | Stock-Tech | 0.95% | +0.28% | +6.98% | |
| 28 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.95% | -0.03% | -0.58% | |
| 29 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.84% | -0.08% | +8.52% | |
| 30 | MA | Mastercard Inc - A | Stock-Financials | 0.80% | -0.07% | +4.27% | |
| 31 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.77% | — | +1.54% | |
| 32 | MCK | Mckesson CORP | Stock-Healthcare | 0.76% | -0.19% | — | |
| 33 | ETN | Eaton Corporation plc | Stock-Industrials | 0.71% | +0.04% | +2.57% | |
| 34 | V | Visa Inc-class A Shares | Stock-Financials | 0.70% | — | +3.35% | |
| 35 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.70% | -0.15% | +10.16% | |
| 36 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.67% | -0.11% | +7.55% | |
| 37 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.66% | -0.06% | -0.11% | |
| 38 | CRM | Salesforce Inc | Stock-Tech | 0.65% | -0.07% | +2.54% | |
| 39 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.65% | +0.11% | +3.47% | |
| 40 | ICE | Intercontinental Exchange In | Stock-Financials | 0.63% | -0.15% | +6.20% | |
| 41 | HON | Honeywell International Inc | Stock-Industrials | 0.62% | -0.38% | EXIT | |
| 42 | AVGO | Broadcom Inc | Stock-Tech | 0.62% | +0.12% | +11.01% | |
| 43 | NEE | Nextera Energy Inc | Stock-Utilities | 0.61% | -0.09% | -0.89% | |
| 44 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.60% | -0.01% | — | |
| 45 | MCHP | Microchip Technology Inc | Stock-Tech | 0.59% | +0.07% | -4.01% | |
| 46 | WM | Waste Management Inc | Stock-Industrials | 0.59% | -0.06% | +0.06% | |
| 47 | CAT | Caterpillar Inc | Stock-Industrials | 0.55% | +0.32% | +9.53% | |
| 48 | RTX | Rtx CORP | Stock-Industrials | 0.55% | -0.09% | -0.96% | |
| 49 | ADI | Analog Devices Inc | Stock-Tech | 0.52% | +0.06% | +1.58% | |
| 50 | GD | General Dynamics CORP | Stock-Industrials | 0.52% | -0.01% | +12.57% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +2% | +23.39% | Add |
| 2 | GOOGL | Alphabet Inc-cl A | +0.7% | +18.35% | Add |
| 3 | GOOG | Alphabet Inc-cl C | +0.4% | +27.97% | Add |
| 4 | AMZN | Amazon.com Inc | +0.4% | +3.22% | Add |
| 5 | JPM | Jpmorgan Chase & Co | +0.3% | +0.06% | Add |
| 6 | NVDA | Nvidia CORP | +0.3% | +5.46% | Add |
| 7 | AVGO | Broadcom Inc | +0.2% | +11.01% | Add |
| 8 | GWW | Ww Grainger Inc | +0.2% | +313.32% | Add |
| 9 | DE | Deere & Co | +0.1% | +14.41% | Add |
| 10 | CSCO | Cisco Systems Inc | +0.1% | +6.98% | Add |
| 11 | CRM | Salesforce Inc | +0.1% | +2.54% | Add |
| 12 | HON | Honeywell International Inc | +0.1% | +16.40% | Add |
| 13 | V | Visa Inc-class A Shares | +0.1% | +3.35% | Add |
| 14 | PANW | Palo Alto Networks Inc | +0.1% | +103.96% | Add |
| 15 | MCK | Mckesson CORP | +0.1% | — | Unchanged |
| 16 | BMY | Bristol-myers Squibb Co | +0.1% | +21.76% | Add |
| 17 | VOO | Vanguard S&p 500 ETF | +0.1% | +41.53% | Add |
| 18 | DIS | Walt Disney Co/the | +0.1% | -0.11% | Trim |
| 19 | MS | Morgan Stanley | +0.1% | +4.22% | Add |
| 20 | BX | Blackstone Inc | +0.1% | +7.46% | Add |
| 21 | BA | Boeing Co/the | +0.1% | +14.99% | Add |
| 22 | NFLX | Netflix Inc | +0.1% | +4.10% | Add |
| 23 | AEP | American Electric Power | +0.1% | +61.89% | Add |
| 24 | MA | Mastercard Inc - A | +0.1% | +4.27% | Add |
| 25 | T | At&t Inc | +0.1% | +14.90% | Add |
| 26 | COST | Costco Wholesale CORP | 0% | +3.75% | Add |
| 27 | GIS | General Mills Inc | -0.1% | -6.57% | Trim |
| 28 | FCX | Freeport-mcmoran Inc | -0.1% | -26.78% | Trim |
| 29 | LMT | Lockheed Martin CORP | -0.1% | +10.16% | Add |
| 30 | INTC | Intel CORP | -0.1% | -16.42% | Trim |
| 31 | MDLZ | Mondelez International Inc-a | -0.1% | -4.99% | Trim |
| 32 | MRK | Merck & Co. Inc. | -0.1% | +7.43% | Add |
| 33 | NKE | Nike Inc -cl B | -0.1% | -4.58% | Trim |
| 34 | WELL | Welltower Inc | -0.1% | -3.27% | Trim |
| 35 | LOW | Lowe's Cos Inc | -0.1% | +0.58% | Add |
| 36 | NEE | Nextera Energy Inc | -0.1% | -0.89% | Trim |
| 37 | CVS | Cvs Health CORP | -0.1% | -8.94% | Trim |
| 38 | KO | Coca-cola Co/the | -0.1% | +1.54% | Add |
| 39 | QCOM | Qualcomm Inc | -0.1% | +0.83% | Add |
| 40 | PG | Procter & Gamble Co/the | -0.1% | +0.06% | Add |
| 41 | ABBV | Abbvie Inc | -0.2% | -0.04% | Trim |
| 42 | MSFT | Microsoft CORP | -0.2% | +3.14% | Add |
| 43 | AMGN | Amgen Inc | -0.2% | +8.61% | Add |
| 44 | PEP | Pepsico Inc | -0.2% | -1.81% | Trim |
| 45 | AMD | Advanced Micro Devices | -0.2% | +1.01% | Add |
| 46 | LRCXEUR | Lam Research CORP | -0.2% | EXIT | Sold out |
| 47 | DHR | Danaher CORP | -0.2% | +3.03% | Add |
| 48 | BLKCHF | Blackrock Inc | -0.3% | EXIT | Sold out |
| 49 | MCHP | Microchip Technology Inc | -0.3% | -4.01% | Trim |
| 50 | LLY | Eli Lilly & Co | -0.6% | -1.12% | Trim |
According to official SEC Form 13F filings, Trust Co Of Toledo NA /oh/ reported a total U.S. public equity portfolio value of $1.2B across 237 disclosed positions in Q4 2024.
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 AAPL, MSFT, JPM) accounted for 16.6% of total reported equity market value during Q4 2024.
Top Position Liquidated / Trimmed
BLKCHF
前期市值: $1.9M
During Q4 2024, Trust Co Of Toledo NA /oh/'s top holdings by market value included AAPL (8.9%)、MSFT (8.4%)、JPM (3.2%). The largest single position, AAPL, represented 8.9% of total portfolio value.
In Q4 2024, Trust Co Of Toledo NA /oh/ made 49 total portfolio adjustments, initiating 0 new buys, adding to 34 positions, trimming 13 holdings, and fully liquidating 2 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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