test

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
MCDMcdonalds Corp
Recent Activity
Increased 1.77%
1.41%
$10.737M
37,039 shares@ $289.9 avg price
CVXChevron Corp
Recent Activity
Decreased -0.32%
1.37%
$10.413M
71,892 shares@ $144.84 avg price
WELLWelltower Inc
Recent Activity
Decreased -3.26%
1.34%
$10.153M
80,558 shares@ $126.04 avg price
GOOGAlphabet Inc-c
Recent Activity
Increased 27.97%
1.32%
$10.015M
52,590 shares@ $190.45 avg price
HDHome Depot Inc
Recent Activity
Increased 2.2%
1.21%
$9.209M
23,674 shares@ $388.99 avg price
DEDeere & Co
Recent Activity
Increased 14.42%
1.21%
$9.158M
21,614 shares@ $423.71 avg price
DHRDanaher Corp
Recent Activity
Increased 3.03%
1.09%
$8.292M
36,121 shares@ $229.56 avg price
ABTAbbott Laboratories
Recent Activity
Increased 0.19%
1.09%
$8.241M
72,859 shares@ $113.12 avg price
PEPPepsico Inc
Recent Activity
Decreased -1.8%
1.08%
$8.194M
53,889 shares@ $152.07 avg price
XOMExxon Mobil Corp
Recent Activity
Increased 4.06%
1.04%
$7.916M
73,589 shares@ $107.58 avg price