Filed: 1/13/2025ACC: 0001008937-25-000001
📋 What this filing means
TRUST CO OF TOLEDO NA /OH/ filed this quarterly 13F‑HR report disclosing 237 equity positions with a total reported market value of $762.69M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
237
Positions
$762.69M
Total AUM (reported)
5.52M
Total Shares
Allocation by class
COM$762.69M100.0%
Portfolio Concentration
Top 3$156.27M20.5%
4–10$127.08M16.7%
11–25$130.83M17.2%
Rest$348.52M45.7%
Top 3 weight
20.5%
Top 10 weight
37.2%
Voting Authority Distribution
Total shares with voting rights: 5.52M
Sole
Full voting authority
5.24M
shares
% of voting shares94.8%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
287.02K
shares
% of voting shares5.2%
Investment Discretion (by position count)
Sole236
Shared0
Other1
Dominant voting typeSole · 94.8% of voting shares
Institutional Holdings237
Rows:
Apple Inc
SOLEShares272.01K
TypeSH
Market value$68.12M
8.93%
Sole
267.18K
Shared
0.00
None
4.83K
Microsoft Corp
SOLEShares151.18K
TypeSH
Market value$63.72M
8.36%
Sole
148.91K
Shared
0.00
None
2.27K
JP Morgan Chase & Co
SOLEShares101.90K
TypeSH
Market value$24.43M
3.20%
Sole
101.82K
Shared
0.00
None
77.00
Lilly Eli & Co
SOLEShares28.40K
TypeSH
Market value$21.93M
2.88%
Sole
28.15K
Shared
0.00
None
258.00
Alphabet Inc-A
SOLEShares112.29K
TypeSH
Market value$21.26M
2.79%
Sole
112.07K
Shared
0.00
None
221.00
NVIDIA Corp
SOLEShares144.77K
TypeSH
Market value$19.44M
2.55%
Sole
141.17K
Shared
0.00
None
3.60K
Amazon.com Inc
SOLEShares86.25K
TypeSH
Market value$18.92M
2.48%
Sole
85.65K
Shared
0.00
None
600.00
Oracle Corporation
SOLEShares112.06K
TypeSH
Market value$18.67M
2.45%
Sole
112.06K
Shared
0.00
None
0.00
Procter & Gamble Co
SOLEShares86.47K
TypeSH
Market value$14.50M
1.90%
Sole
83.50K
Shared
0.00
None
2.96K
Palo Alto Networks Inc
SOLEShares67.93K
TypeSH
Market value$12.36M
1.62%
Sole
67.93K
Shared
0.00
None
0.00
McDonalds Corp
SOLEShares37.04K
TypeSH
Market value$10.74M
1.41%
Sole
37.04K
Shared
0.00
None
0.00
Chevron Corp
SOLEShares71.89K
TypeSH
Market value$10.41M
1.37%
Sole
71.38K
Shared
0.00
None
510.00
Welltower Inc
SOLEShares80.56K
TypeSH
Market value$10.15M
1.33%
Sole
75.70K
Shared
0.00
None
4.85K
Alphabet Inc-C
SOLEShares52.59K
TypeSH
Market value$10.02M
1.31%
Sole
52.59K
Shared
0.00
None
0.00
Home Depot Inc
SOLEShares23.67K
TypeSH
Market value$9.21M
1.21%
Sole
20.35K
Shared
0.00
None
3.33K
Deere & Co
SOLEShares21.61K
TypeSH
Market value$9.16M
1.20%
Sole
9.18K
Shared
0.00
None
12.43K
Danaher Corp
SOLEShares36.12K
TypeSH
Market value$8.29M
1.09%
Sole
36.12K
Shared
0.00
None
0.00
Abbott Laboratories
SOLEShares72.86K
TypeSH
Market value$8.24M
1.08%
Sole
67.46K
Shared
0.00
None
5.40K
PepsiCo Inc
SOLEShares53.89K
TypeSH
Market value$8.19M
1.07%
Sole
53.74K
Shared
0.00
None
147.00
Exxon Mobil Corp
SOLEShares73.59K
TypeSH
Market value$7.92M
1.04%
Sole
63.47K
Shared
0.00
None
10.12K
Costco Wholesale Corp
SOLEShares8.58K
TypeSH
Market value$7.86M
1.03%
Sole
8.58K
Shared
0.00
None
0.00
Merck & Co Inc
SOLEShares79.03K
TypeSH
Market value$7.86M
1.03%
Sole
79K
Shared
0.00
None
29.00
Amgen Inc
SOLEShares29.53K
TypeSH
Market value$7.70M
1.01%
Sole
17.47K
Shared
0.00
None
12.05K
AbbVie Inc
SOLEShares42.52K
TypeSH
Market value$7.55M
0.99%
Sole
42.32K
Shared
0.00
None
191.00
Lowe's Companies Inc
SOLEShares30.49K
TypeSH
Market value$7.53M
0.99%
Sole
30.49K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Apple IncSOLE | Com | 272.01K | SH | $68.12M 8.93% | 267.18K | 0.00 | 4.83K |
Microsoft CorpSOLE | Com | 151.18K | SH | $63.72M 8.36% | 148.91K | 0.00 | 2.27K |
JP Morgan Chase & CoSOLE | Com | 101.90K | SH | $24.43M 3.20% | 101.82K | 0.00 | 77.00 |
Lilly Eli & CoSOLE | Com | 28.40K | SH | $21.93M 2.88% | 28.15K | 0.00 | 258.00 |
Alphabet Inc-ASOLE | Com | 112.29K | SH | $21.26M 2.79% | 112.07K | 0.00 | 221.00 |
NVIDIA CorpSOLE | Com | 144.77K | SH | $19.44M 2.55% | 141.17K | 0.00 | 3.60K |
Amazon.com IncSOLE | Com | 86.25K | SH | $18.92M 2.48% | 85.65K | 0.00 | 600.00 |
Oracle CorporationSOLE | Com | 112.06K | SH | $18.67M 2.45% | 112.06K | 0.00 | 0.00 |
Procter & Gamble CoSOLE | Com | 86.47K | SH | $14.50M 1.90% | 83.50K | 0.00 | 2.96K |
Palo Alto Networks IncSOLE | Com | 67.93K | SH | $12.36M 1.62% | 67.93K | 0.00 | 0.00 |
McDonalds CorpSOLE | Com | 37.04K | SH | $10.74M 1.41% | 37.04K | 0.00 | 0.00 |
Chevron CorpSOLE | Com | 71.89K | SH | $10.41M 1.37% | 71.38K | 0.00 | 510.00 |
Welltower IncSOLE | Com | 80.56K | SH | $10.15M 1.33% | 75.70K | 0.00 | 4.85K |
Alphabet Inc-CSOLE | Com | 52.59K | SH | $10.02M 1.31% | 52.59K | 0.00 | 0.00 |
Home Depot IncSOLE | Com | 23.67K | SH | $9.21M 1.21% | 20.35K | 0.00 | 3.33K |
Deere & CoSOLE | Com | 21.61K | SH | $9.16M 1.20% | 9.18K | 0.00 | 12.43K |
Danaher CorpSOLE | Com | 36.12K | SH | $8.29M 1.09% | 36.12K | 0.00 | 0.00 |
Abbott LaboratoriesSOLE | Com | 72.86K | SH | $8.24M 1.08% | 67.46K | 0.00 | 5.40K |
PepsiCo IncSOLE | Com | 53.89K | SH | $8.19M 1.07% | 53.74K | 0.00 | 147.00 |
Exxon Mobil CorpSOLE | Com | 73.59K | SH | $7.92M 1.04% | 63.47K | 0.00 | 10.12K |
Costco Wholesale CorpSOLE | Com | 8.58K | SH | $7.86M 1.03% | 8.58K | 0.00 | 0.00 |
Merck & Co IncSOLE | Com | 79.03K | SH | $7.86M 1.03% | 79K | 0.00 | 29.00 |
Amgen IncSOLE | Com | 29.53K | SH | $7.70M 1.01% | 17.47K | 0.00 | 12.05K |
AbbVie IncSOLE | Com | 42.52K | SH | $7.55M 0.99% | 42.32K | 0.00 | 191.00 |
Lowe's Companies IncSOLE | Com | 30.49K | SH | $7.53M 0.99% | 30.49K | 0.00 | 0.00 |
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