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CIK: 0001008937
Total reported value
$1.2B
$1.2B
784 檔
19.8%
As reported in its official Q3 2025 Form 13F filing, Trust Co Of Toledo NA /oh/'s tracked investment portfolio stood at $1.2B with 784 total positions.
In Q3 2025, Trust Co Of Toledo NA /oh/ displayed an active expansion posture, initiating 19 new positions and adding to 18 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 784 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 7.84% | -0.67% | +0.54% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 6.70% | -0.06% | -1.21% | |
| 3 | ORCL | Oracle CORP | Stock-Tech | 3.21% | -0.19% | +0.56% | |
| 4 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.14% | -0.09% | +0.31% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 2.94% | +0.07% | +3.72% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.86% | +0.35% | +0.71% | |
| 7 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.10% | +0.42% | -1.48% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.96% | +0.03% | +1.07% | |
| 9 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 1.84% | — | +9.05% | |
| 10 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.46% | +1.03% | +2.34% | |
| 11 | WELL | Welltower Inc | Stock-Real Estate | 1.34% | — | -0.98% | |
| 12 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.32% | -0.11% | -0.90% | |
| 13 | WTV | Wisdomtree U.s. Value Fund | ETF-Other | 1.23% | +0.18% | +14.46% | |
| 14 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.21% | +0.14% | -1.44% | |
| 15 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.14% | -0.26% | +0.59% | |
| 16 | CVX | Chevron CORP | Stock-Energy | 1.13% | -0.41% | +0.71% | |
| 17 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 1.04% | +0.05% | +20.23% | |
| 18 | HD | Home Depot Inc | Stock-Consumer Disc | 1.00% | -0.07% | +0.85% | |
| 19 | ABT | Abbott Laboratories | Stock-Healthcare | 1.00% | -0.17% | +0.35% | |
| 20 | DE | Deere & Co | Stock-Industrials | 0.99% | +0.03% | +0.05% | |
| 21 | ABBV | Abbvie Inc | Stock-Healthcare | 0.99% | +0.04% | +0.09% | |
| 22 | AVGO | Broadcom Inc | Stock-Tech | 0.94% | +0.12% | +5.08% | |
| 23 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.93% | -0.03% | +1.32% | |
| 24 | XOM | Exxon Mobil CORP | Stock-Energy | 0.90% | -1.25% | EXIT | |
| 25 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.88% | -0.08% | +3.43% | |
| 26 | CSCO | Cisco Systems Inc | Stock-Tech | 0.86% | +0.28% | +0.62% | |
| 27 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.83% | -0.14% | +1.17% | |
| 28 | AMGN | Amgen Inc | Stock-Healthcare | 0.81% | -0.07% | -0.44% | |
| 29 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.80% | -0.11% | -0.04% | |
| 30 | QCOM | Qualcomm Inc | Stock-Tech | 0.78% | +0.18% | +0.01% | |
| 31 | MCK | Mckesson CORP | Stock-Healthcare | 0.75% | -0.19% | -0.97% | |
| 32 | MA | Mastercard Inc - A | Stock-Financials | 0.73% | -0.07% | +2.68% | |
| 33 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.72% | -0.16% | -1.95% | |
| 34 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.72% | -0.10% | +231.18% | |
| 35 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.70% | -0.11% | +2.44% | |
| 36 | RTX | Rtx CORP | Stock-Industrials | 0.68% | -0.09% | +2.99% | |
| 37 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.67% | +0.11% | +0.41% | |
| 38 | CAT | Caterpillar Inc | Stock-Industrials | 0.63% | +0.32% | +4.85% | |
| 39 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.63% | — | +0.79% | |
| 40 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.62% | -0.05% | -1.67% | |
| 41 | AMD | Advanced Micro Devices | Stock-Tech | 0.61% | +1.07% | +11.80% | |
| 42 | ETN | Eaton Corporation plc | Stock-Industrials | 0.61% | +0.04% | +1.57% | |
| 43 | V | Visa Inc-class A Shares | Stock-Financials | 0.60% | — | +3.53% | |
| 44 | DHR | Danaher CORP | Stock-Healthcare | 0.57% | -0.06% | -1.52% | |
| 45 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.56% | -0.15% | +0.96% | |
| 46 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.56% | +0.03% | -0.09% | |
| 47 | ICE | Intercontinental Exchange In | Stock-Financials | 0.54% | -0.15% | +0.92% | |
| 48 | NEE | Nextera Energy Inc | Stock-Utilities | 0.53% | -0.09% | +2.06% | |
| 49 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.53% | -0.06% | +0.02% | |
| 50 | GD | General Dynamics CORP | Stock-Industrials | 0.52% | -0.01% | +3.19% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ORCL | Oracle CORP | +1.1% | +0.56% | Add |
| 2 | NVDA | Nvidia CORP | +0.8% | +3.72% | Add |
| 3 | GOOGL | Alphabet Inc-cl A | +0.5% | +0.71% | Add |
| 4 | AVGO | Broadcom Inc | +0.5% | +5.08% | Add |
| 5 | BMY | Bristol-myers Squibb Co | +0.3% | +231.18% | Add |
| 6 | MSFT | Microsoft CORP | +0.3% | +0.54% | Trim |
| 7 | AMD | Advanced Micro Devices | +0.2% | +11.80% | Add |
| 8 | GOOG | Alphabet Inc-cl C | +0.1% | -1.44% | Trim |
| 9 | CAT | Caterpillar Inc | +0.1% | +4.85% | Add |
| 10 | EQT | Eqt CORP | +0.1% | +138.83% | Add |
| 11 | C | Citigroup Inc | +0.1% | +8.11% | Add |
| 12 | LRCX | Lam Research CORP | +0.1% | -2.58% | Trim |
| 13 | NFLX | Netflix Inc | +0.1% | +6.99% | Add |
| 14 | RTX | Rtx CORP | 0% | +2.99% | Add |
| 15 | ETN | Eaton Corporation plc | 0% | +1.57% | Trim |
| 16 | MS | Morgan Stanley | 0% | +0.94% | Add |
| 17 | META | Meta Platforms Inc-class A | — | +2.44% | Add |
| 18 | GD | General Dynamics CORP | 0% | +3.19% | Add |
| 19 | NSC | Norfolk Southern CORP | -0.1% | +1.32% | Trim |
| 20 | PANW | Palo Alto Networks Inc | -0.1% | +2.34% | Add |
| 21 | JNJ | Johnson & Johnson | -0.1% | +3.43% | Add |
| 22 | GWW | Ww Grainger Inc | -0.2% | -9.72% | Trim |
| 23 | HD | Home Depot Inc | -0.2% | +0.85% | Add |
| 24 | JPM | Jpmorgan Chase & Co | -0.2% | +0.31% | Trim |
| 25 | UNH | Unitedhealth Group Inc | -0.2% | — | Trim |
| 26 | WELL | Welltower Inc | -0.3% | -0.98% | Trim |
| 27 | AMZN | Amazon.com Inc | -0.3% | +1.07% | Add |
| 28 | DHR | Danaher CORP | -0.4% | -1.52% | Trim |
| 29 | PG | Procter & Gamble Co/the | -0.6% | -0.90% | Trim |
| 30 | LLY | Eli Lilly & Co | -1% | -1.48% | Trim |
| 31 | AAPL | Apple Inc | -1.3% | -1.21% | Trim |
| 32 | XMHQ | Invesco S&p Midcap Qual ETF | — | NEW | New buy |
| 33 | WTV | Wisdomtree U.s. Value Fund | — | NEW | New buy |
| 34 | EFG | Ishares Msci Eafe Growth ETF | — | NEW | New buy |
| 35 | IWM | Ishares Russell 2000 ETF | — | NEW | New buy |
| 36 | VUG | Vanguard Growth ETF | — | NEW | New buy |
| 37 | EPD | Enterprise Products Partners | — | NEW | New buy |
| 38 | CATH | Global X S&p 500 Ca Val ETF | — | NEW | New buy |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 40 | EFA | Ishares Msci Eafe ETF | — | NEW | New buy |
| 41 | VEA | Vanguard Ftse Developed ETF | — | NEW | New buy |
| 42 | XMMO | Invesco S&p Midcap Momentum | — | NEW | New buy |
| 43 | ET | Energy Transfer LP | — | NEW | New buy |
| 44 | TIP | Ishares Tips Bond ETF | — | NEW | New buy |
| 45 | VWO | Vanguard Ftse Emerging Marke | — | NEW | New buy |
| 46 | DOC | Healthpeak Properties Inc | — | NEW | New buy |
| 47 | IVE | Ishares S&p 500 Value ETF | — | NEW | New buy |
| 48 | EAGG | Ishares Esg Aware US Aggrega | — | NEW | New buy |
| 49 | VTV | Vanguard Value ETF | — | NEW | New buy |
| 50 | VBR | Vanguard Small-cap Value ETF | — | NEW | New buy |
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 784 disclosed positions in Q3 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, ORCL) accounted for 19.8% of total reported equity market value during Q3 2025.
Top New Position Initiated
XMHQ
市值: $18.3M
Top Position Liquidated / Trimmed
AAPL
前期市值: $60.4M
During Q3 2025, Trust Co Of Toledo NA /oh/'s top holdings by market value included MSFT (7.8%)、AAPL (6.7%)、ORCL (3.2%). The largest single position, MSFT, represented 7.8% of total portfolio value.
In Q3 2025, Trust Co Of Toledo NA /oh/ made 50 total portfolio adjustments, initiating 19 new buys, adding to 18 positions, trimming 13 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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