Steve McQuade

@Trust Co Of Oklahoma

Latest period2024 - Q4

Reported1d ago

Managed Assets$312.896M

Total holdings125

Assets growth rate1.53%

Assets growth rate (2-Q avg)4.89%

Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Trust Co Of Oklahoma's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 125 positions.

Assets under management

The assets under management (AUM) of Trust Co Of Oklahoma 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 312.896M in assets, with a quarterly growth rate of 1.53% and a 2-quarter average growth rate of 4.89%. The portfolio is managed by Steve McQuade, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
BLKBlackrock Inc Recent Activity New Position	0.67%	$2.088M 2,037 shares@ $1025.11 avg price	New Position
LRCXLam Research Corporation Recent Activity New Position	0.6%	$1.862M 25,778 shares@ $72.24 avg price	New Position
ABCBAmeris Bancorp Recent Activity New Position	0.2%	$600,109 9,591 shares@ $62.58 avg price	New Position
PHMPultegroup Inc Recent Activity New Position	0.09%	$277,259 2,546 shares@ $108.9 avg price	New Position
BEPCBrookfield Renewable Corp Cl A Recent Activity New Position	0.09%	$267,611 9,675 shares@ $27.67 avg price	New Position
FTNTFortinet Inc Recent Activity New Position	0.07%	$209,746 2,220 shares@ $94.49 avg price	New Position
MESAMesa Air Group Inc Recent Activity New Position	0.01%	$14,120 12,172 shares@ $1.17 avg price	New Position