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Chad Beaty

@Trust Co Of Toledo Na Oh

Latest period2024 - Q4ReportedManaged Assets$762.692MTotal holdings237
Assets growth rate3.21%Assets growth rate (2-Q avg)5.05%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Trust Co Of Toledo Na Oh's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 237 positions.

Assets under management

The assets under management (AUM) of Trust Co Of Toledo Na Oh over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 762.692M in assets, with a quarterly growth rate of 3.21% and a 2-quarter average growth rate of 5.05%. The portfolio is managed by Chad Beaty, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
FUNSix Flags Entertainment Corp
Recent Activity
New Position
0.05%
$375,834
7,799 shares@ $48.2 avg price
GEVGe Vernova Inc
Recent Activity
New Position
0.05%
$346,692
1,054 shares@ $328.93 avg price
TSMAdr Taiwan Semiconductor Mfg Ltd-iii Sp
Recent Activity
New Position
0.04%
$276,289
1,399 shares@ $197.5 avg price
BSXBoston Scientific Corp
Recent Activity
New Position
0.04%
$229,463
2,569 shares@ $89.32 avg price
KKRKkr & Co Inc
Recent Activity
New Position
0.03%
$225,119
1,522 shares@ $147.91 avg price
CAHCardinal Health Inc
Recent Activity
New Position
0.03%
$208,628
1,764 shares@ $118.27 avg price
HFROHighland Oppys & Income Fund
Recent Activity
New Position
0.01%
$51,900
10,000 shares@ $5.19 avg price