Filed: 7/24/2025ACC: 0001008937-25-000003
π What this filing means
TRUST CO OF TOLEDO NA /OH/ filed this quarterly 13FβHR report disclosing 780 equity positions with a total reported market value of $906.65M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
780
Positions
$906.65M
Total AUM (reported)
6.69M
Total Shares
Allocation by class
COM$906.65M100.0%
Portfolio Concentration
Top 3$157.94M17.4%
4β10$140.34M15.5%
11β25$146.17M16.1%
Rest$462.20M51.0%
Top 3 weight
17.4%
Top 10 weight
32.9%
Voting Authority Distribution
Total shares with voting rights: 6.69M
Sole
Full voting authority
6.34M
shares
% of voting shares94.8%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
350.20K
shares
% of voting shares5.2%
Investment Discretion (by position count)
Sole772
Shared0
Other8
Dominant voting typeSole Β· 94.8% of voting shares
Institutional Holdings780
Rows:
Microsoft Corp
SOLEShares150.18K
TypeSH
Market value$74.70M
8.24%
Sole
147.92K
Shared
0.00
None
2.26K
Apple Inc
SOLEShares265.83K
TypeSH
Market value$54.54M
6.02%
Sole
261.01K
Shared
0.00
None
4.82K
JP Morgan Chase & Co
SOLEShares99K
TypeSH
Market value$28.70M
3.17%
Sole
99K
Shared
0.00
None
0.00
Oracle Corporation
SOLEShares113.22K
TypeSH
Market value$24.75M
2.73%
Sole
113.22K
Shared
0.00
None
0.00
NVIDIA Corp
SOLEShares151.73K
TypeSH
Market value$23.97M
2.64%
Sole
148.13K
Shared
0.00
None
3.60K
Lilly Eli & Co
SOLEShares27.89K
TypeSH
Market value$21.74M
2.40%
Sole
27.64K
Shared
0.00
None
250.00
Alphabet Inc-A
SOLEShares116.56K
TypeSH
Market value$20.54M
2.27%
Sole
116.39K
Shared
0.00
None
172.00
Amazon.com Inc
SOLEShares88.10K
TypeSH
Market value$19.33M
2.13%
Sole
87.50K
Shared
0.00
None
600.00
Invesco S&P Mid Cap Quality ETF
SOLEShares160.28K
TypeSH
Market value$15.75M
1.74%
Sole
156.73K
Shared
0.00
None
3.55K
Palo Alto Networks Inc
SOLEShares69.66K
TypeSH
Market value$14.26M
1.57%
Sole
69.66K
Shared
0.00
None
0.00
Procter & Gamble Co
SOLEShares86.67K
TypeSH
Market value$13.81M
1.52%
Sole
83.71K
Shared
0.00
None
2.96K
Welltower Inc
SOLEShares75.90K
TypeSH
Market value$11.67M
1.29%
Sole
71.13K
Shared
0.00
None
4.77K
Deere & Co
SOLEShares21.69K
TypeSH
Market value$11.03M
1.22%
Sole
9.21K
Shared
0.00
None
12.48K
McDonalds Corp
SOLEShares37.31K
TypeSH
Market value$10.90M
1.20%
Sole
37.31K
Shared
0.00
None
0.00
Chevron Corp
SOLEShares72.38K
TypeSH
Market value$10.36M
1.14%
Sole
71.89K
Shared
0.00
None
488.00
Wisdom Tree Value ETF
SOLEShares118.25K
TypeSH
Market value$10.22M
1.13%
Sole
114.10K
Shared
0.00
None
4.15K
Abbott Laboratories
SOLEShares74.01K
TypeSH
Market value$10.07M
1.11%
Sole
68.61K
Shared
0.00
None
5.40K
Home Depot Inc
SOLEShares24.38K
TypeSH
Market value$8.94M
0.99%
Sole
21.05K
Shared
0.00
None
3.33K
Alphabet Inc-C
SOLEShares50.08K
TypeSH
Market value$8.88M
0.98%
Sole
50.08K
Shared
0.00
None
0.00
Costco Wholesale Corp
SOLEShares8.80K
TypeSH
Market value$8.71M
0.96%
Sole
8.80K
Shared
0.00
None
0.00
Cisco Systems Inc
SOLEShares124.08K
TypeSH
Market value$8.61M
0.95%
Sole
118.76K
Shared
0.00
None
5.32K
Exxon Mobil Corp
SOLEShares79.56K
TypeSH
Market value$8.58M
0.95%
Sole
69.44K
Shared
0.00
None
10.12K
iShares MSCI EAFE Growth ETF
SOLEShares75.73K
TypeSH
Market value$8.48M
0.94%
Sole
75.73K
Shared
0.00
None
0.00
Amgen Inc
SOLEShares28.72K
TypeSH
Market value$8.02M
0.88%
Sole
16.68K
Shared
0.00
None
12.04K
AbbVie Inc
SOLEShares42.55K
TypeSH
Market value$7.90M
0.87%
Sole
42.36K
Shared
0.00
None
191.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting β Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Microsoft CorpSOLE | Com | 150.18K | SH | $74.70M 8.24% | 147.92K | 0.00 | 2.26K |
Apple IncSOLE | Com | 265.83K | SH | $54.54M 6.02% | 261.01K | 0.00 | 4.82K |
JP Morgan Chase & CoSOLE | Com | 99K | SH | $28.70M 3.17% | 99K | 0.00 | 0.00 |
Oracle CorporationSOLE | Com | 113.22K | SH | $24.75M 2.73% | 113.22K | 0.00 | 0.00 |
NVIDIA CorpSOLE | Com | 151.73K | SH | $23.97M 2.64% | 148.13K | 0.00 | 3.60K |
Lilly Eli & CoSOLE | Com | 27.89K | SH | $21.74M 2.40% | 27.64K | 0.00 | 250.00 |
Alphabet Inc-ASOLE | Com | 116.56K | SH | $20.54M 2.27% | 116.39K | 0.00 | 172.00 |
Amazon.com IncSOLE | Com | 88.10K | SH | $19.33M 2.13% | 87.50K | 0.00 | 600.00 |
Invesco S&P Mid Cap Quality ETFSOLE | Com | 160.28K | SH | $15.75M 1.74% | 156.73K | 0.00 | 3.55K |
Palo Alto Networks IncSOLE | Com | 69.66K | SH | $14.26M 1.57% | 69.66K | 0.00 | 0.00 |
Procter & Gamble CoSOLE | Com | 86.67K | SH | $13.81M 1.52% | 83.71K | 0.00 | 2.96K |
Welltower IncSOLE | Com | 75.90K | SH | $11.67M 1.29% | 71.13K | 0.00 | 4.77K |
Deere & CoSOLE | Com | 21.69K | SH | $11.03M 1.22% | 9.21K | 0.00 | 12.48K |
McDonalds CorpSOLE | Com | 37.31K | SH | $10.90M 1.20% | 37.31K | 0.00 | 0.00 |
Chevron CorpSOLE | Com | 72.38K | SH | $10.36M 1.14% | 71.89K | 0.00 | 488.00 |
Wisdom Tree Value ETFSOLE | Com | 118.25K | SH | $10.22M 1.13% | 114.10K | 0.00 | 4.15K |
Abbott LaboratoriesSOLE | Com | 74.01K | SH | $10.07M 1.11% | 68.61K | 0.00 | 5.40K |
Home Depot IncSOLE | Com | 24.38K | SH | $8.94M 0.99% | 21.05K | 0.00 | 3.33K |
Alphabet Inc-CSOLE | Com | 50.08K | SH | $8.88M 0.98% | 50.08K | 0.00 | 0.00 |
Costco Wholesale CorpSOLE | Com | 8.80K | SH | $8.71M 0.96% | 8.80K | 0.00 | 0.00 |
Cisco Systems IncSOLE | Com | 124.08K | SH | $8.61M 0.95% | 118.76K | 0.00 | 5.32K |
Exxon Mobil CorpSOLE | Com | 79.56K | SH | $8.58M 0.95% | 69.44K | 0.00 | 10.12K |
iShares MSCI EAFE Growth ETFSOLE | Com | 75.73K | SH | $8.48M 0.94% | 75.73K | 0.00 | 0.00 |
Amgen IncSOLE | Com | 28.72K | SH | $8.02M 0.88% | 16.68K | 0.00 | 12.04K |
AbbVie IncSOLE | Com | 42.55K | SH | $7.90M 0.87% | 42.36K | 0.00 | 191.00 |
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