Towne Trust Company, N.A - Portfolio overview

Towne Trust Company, N.A has 349 reported holdings in this dataset, with the latest filing dated 2026-04-22.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. MSFT - MICROSOFT CORP, 5.68%
2. JNJ - JOHNSON & JOHNSON, 5.17%
3. RTX - RTX CORPORATION, 4.88%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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