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CIK: 0001008937
Total reported value
$1.2B
$1.2B
780 檔
17.2%
At the close of Q2 2025, Trust Co Of Toledo NA /oh/ disclosed equity holdings valued at approximately $1.2B, spread across 780 reported holdings.
In Q2 2025, Trust Co Of Toledo NA /oh/ displayed an active expansion posture, initiating 22 new positions and adding to 12 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 780 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 8.24% | -0.67% | -1.29% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 6.02% | -0.06% | -2.16% | |
| 3 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.17% | -0.09% | -2.86% | |
| 4 | ORCL | Oracle CORP | Stock-Tech | 2.73% | -0.19% | -0.17% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 2.64% | +0.07% | +2.44% | |
| 6 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.40% | +0.42% | -1.69% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.27% | +0.35% | +2.66% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.13% | +0.03% | -0.04% | |
| 9 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 1.74% | — | — | |
| 10 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.57% | +1.03% | +1.45% | |
| 11 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.52% | -0.11% | +0.06% | |
| 12 | WELL | Welltower Inc | Stock-Real Estate | 1.29% | — | -3.08% | |
| 13 | DE | Deere & Co | Stock-Industrials | 1.22% | +0.03% | +0.12% | |
| 14 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.20% | -0.26% | +0.19% | |
| 15 | CVX | Chevron CORP | Stock-Energy | 1.14% | -0.41% | +0.54% | |
| 16 | WTV | Wisdomtree U.s. Value Fund | ETF-Other | 1.13% | +0.18% | — | |
| 17 | ABT | Abbott Laboratories | Stock-Healthcare | 1.11% | -0.17% | +0.67% | |
| 18 | HD | Home Depot Inc | Stock-Consumer Disc | 0.99% | -0.07% | +1.77% | |
| 19 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.98% | +0.14% | -3.24% | |
| 20 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.96% | -0.14% | +1.91% | |
| 21 | CSCO | Cisco Systems Inc | Stock-Tech | 0.95% | +0.28% | -0.86% | |
| 22 | XOM | Exxon Mobil CORP | Stock-Energy | 0.95% | -1.25% | EXIT | |
| 23 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.94% | +0.05% | — | |
| 24 | AMGN | Amgen Inc | Stock-Healthcare | 0.88% | -0.07% | -0.95% | |
| 25 | ABBV | Abbvie Inc | Stock-Healthcare | 0.87% | +0.04% | +0.21% | |
| 26 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.86% | -0.03% | -2.54% | |
| 27 | AVGO | Broadcom Inc | Stock-Tech | 0.83% | +0.12% | +24.50% | |
| 28 | QCOM | Qualcomm Inc | Stock-Tech | 0.82% | +0.18% | -1.36% | |
| 29 | MCK | Mckesson CORP | Stock-Healthcare | 0.79% | -0.19% | -3.93% | |
| 30 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.78% | -0.11% | +1.82% | |
| 31 | MA | Mastercard Inc - A | Stock-Financials | 0.78% | -0.07% | +2.67% | |
| 32 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.77% | -0.08% | +0.64% | |
| 33 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.76% | -0.16% | -1.18% | |
| 34 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.75% | -0.11% | +1.04% | |
| 35 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.73% | — | -0.54% | |
| 36 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.67% | +0.11% | -15.24% | |
| 37 | V | Visa Inc-class A Shares | Stock-Financials | 0.67% | — | -0.12% | |
| 38 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.66% | -0.05% | -2.15% | |
| 39 | ICE | Intercontinental Exchange In | Stock-Financials | 0.64% | -0.15% | +0.89% | |
| 40 | DHR | Danaher CORP | Stock-Healthcare | 0.63% | -0.06% | -17.27% | |
| 41 | RTX | Rtx CORP | Stock-Industrials | 0.63% | -0.09% | +5.10% | |
| 42 | ETN | Eaton Corporation plc | Stock-Industrials | 0.63% | +0.04% | -2.54% | |
| 43 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.63% | -0.06% | -0.29% | |
| 44 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.57% | -0.15% | +1.34% | |
| 45 | IBM | Intl Business Machines CORP | Stock-Tech | 0.57% | +0.04% | -2.62% | |
| 46 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.55% | +0.03% | — | |
| 47 | CAT | Caterpillar Inc | Stock-Industrials | 0.54% | +0.32% | +10.01% | |
| 48 | HON | Honeywell International Inc | Stock-Industrials | 0.53% | -0.38% | EXIT | |
| 49 | WM | Waste Management Inc | Stock-Industrials | 0.53% | -0.06% | -5.46% | |
| 50 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.53% | -0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | XMHQ | Invesco S&p Midcap Qual ETF | +1.7% | NEW | New buy |
| 2 | WTV | Wisdomtree U.s. Value Fund | +1.1% | NEW | New buy |
| 3 | EFG | Ishares Msci Eafe Growth ETF | +0.9% | NEW | New buy |
| 4 | MSFT | Microsoft CORP | +0.7% | -1.29% | Trim |
| 5 | ORCL | Oracle CORP | +0.6% | -0.17% | Trim |
| 6 | IWM | Ishares Russell 2000 ETF | +0.6% | NEW | New buy |
| 7 | NVDA | Nvidia CORP | +0.5% | +2.44% | Add |
| 8 | EPD | Enterprise Products Partners | +0.4% | NEW | New buy |
| 9 | VUG | Vanguard Growth ETF | +0.4% | NEW | New buy |
| 10 | AVGO | Broadcom Inc | +0.4% | +24.50% | Add |
| 11 | CATH | Global X S&p 500 Ca Val ETF | +0.4% | NEW | New buy |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | NEW | New buy |
| 13 | EFA | Ishares Msci Eafe ETF | +0.3% | NEW | New buy |
| 14 | VEA | Vanguard Ftse Developed ETF | +0.2% | NEW | New buy |
| 15 | ET | Energy Transfer LP | +0.2% | NEW | New buy |
| 16 | TIP | Ishares Tips Bond ETF | +0.2% | NEW | New buy |
| 17 | VWO | Vanguard Ftse Emerging Marke | +0.2% | NEW | New buy |
| 18 | IVE | Ishares S&p 500 Value ETF | +0.2% | NEW | New buy |
| 19 | XMMO | Invesco S&p Midcap Momentum | +0.1% | NEW | New buy |
| 20 | NFLX | Netflix Inc | +0.1% | +12.69% | Add |
| 21 | VBR | Vanguard Small-cap Value ETF | +0.1% | NEW | New buy |
| 22 | VTV | Vanguard Value ETF | +0.1% | NEW | New buy |
| 23 | EAGG | Ishares Esg Aware US Aggrega | +0.1% | NEW | New buy |
| 24 | QUAL | Ishares Msci USA Quality Fac | +0.1% | NEW | New buy |
| 25 | PAA | Plains All Amer Pipeline LP | +0.1% | NEW | New buy |
| 26 | VGT | Vanguard Info Tech ETF | +0.1% | NEW | New buy |
| 27 | AMD | Advanced Micro Devices | +0.1% | +3.86% | Add |
| 28 | IWF | Ishares Russell 1000 Growth | +0.1% | NEW | New buy |
| 29 | MCHP | Microchip Technology Inc | +0.1% | -3.36% | Trim |
| 30 | META | Meta Platforms Inc-class A | +0.1% | +1.04% | Add |
| 31 | ETN | Eaton Corporation plc | 0% | -2.54% | Trim |
| 32 | CAT | Caterpillar Inc | 0% | +10.01% | Add |
| 33 | DIS | Walt Disney Co/the | 0% | -0.29% | Trim |
| 34 | PANW | Palo Alto Networks Inc | 0% | +1.45% | Add |
| 35 | GOOGL | Alphabet Inc-cl A | -0.1% | +2.66% | Add |
| 36 | CSCO | Cisco Systems Inc | -0.1% | -0.86% | Trim |
| 37 | AMZN | Amazon.com Inc | -0.1% | -0.04% | Trim |
| 38 | DE | Deere & Co | -0.1% | +0.12% | Add |
| 39 | JPM | Jpmorgan Chase & Co | -0.1% | -2.86% | Trim |
| 40 | GWW | Ww Grainger Inc | -0.1% | -88.06% | Trim |
| 41 | UNH | Unitedhealth Group Inc | -0.2% | -6.06% | Trim |
| 42 | MRK | Merck & Co. Inc. | -0.3% | -2.15% | Trim |
| 43 | PEP | Pepsico Inc | -0.3% | -1.18% | Trim |
| 44 | ABBV | Abbvie Inc | -0.3% | +0.21% | Add |
| 45 | DHR | Danaher CORP | -0.3% | -17.27% | Trim |
| 46 | AMGN | Amgen Inc | -0.3% | -0.95% | Trim |
| 47 | PG | Procter & Gamble Co/the | -0.4% | +0.06% | Add |
| 48 | CVX | Chevron CORP | -0.5% | +0.54% | Add |
| 49 | LLY | Eli Lilly & Co | -0.7% | -1.69% | Trim |
| 50 | AAPL | Apple Inc | -2% | -2.16% | 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 780 disclosed positions in Q2 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 MSFT, AAPL, JPM) accounted for 17.2% of total reported equity market value during Q2 2025.
Top New Position Initiated
XMHQ
市值: $15.7M
Top Position Liquidated / Trimmed
AAPL
前期市值: $60.4M
During Q2 2025, Trust Co Of Toledo NA /oh/'s top holdings by market value included MSFT (8.2%)、AAPL (6.0%)、JPM (3.2%). The largest single position, MSFT, represented 8.2% of total portfolio value.
In Q2 2025, Trust Co Of Toledo NA /oh/ made 50 total portfolio adjustments, initiating 22 new buys, adding to 12 positions, trimming 16 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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