Trust CO Of The South has filed its 13F form on April 01, 2025 for Q1 2025 where it was disclosed a total value porftolio of $479 Billion distributed in 128 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Target with a value of $91.4B, Dimensional ETF Tr Us Marketwi with a value of $74.1B, Dimensional ETF Tr U S Core Eq with a value of $41.5B, Vanguard Index Fds S&P 500 ETF with a value of $25.4B, and Dimensional ETF Tr Dimensional with a value of $21.6B.

Examining the 13F form we can see an decrease of $12.5B in the current position value, from $491B to 479B.

Trust CO Of The South is based out at Greensboro, NC

Below you can find more details about Trust CO Of The South portfolio as well as his latest detailed transactions.

Portfolio value $479 Billion
ETFs: $361 Billion
Technology: $36.4 Billion
Financial Services: $28.9 Billion
Healthcare: $10.5 Billion
Consumer Cyclical: $8.09 Billion
Consumer Defensive: $6.62 Billion
Industrials: $5.96 Billion
Communication Services: $3.63 Billion
Other: $4.96 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 128
  • Current Value $479 Billion
  • Prior Value $491 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 01, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 9 stocks
  • Additional Purchases 57 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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