Chad Beaty

Trust Co Of Toledo Na Oh

Assets Managed

$1.201B

Holdings

865

Last Quarter

2026 - Q2

Filed Date

5d ago

Growth Rate

14.04%(2Q avg: 9%)

Sustained Growth

5 quarters

Portfolio positions

This chart displays the top 10 holdings in Trust Co Of Toledo Na Oh's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 865 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 2026 - Q2, they manage 1.201B in assets, with a quarterly growth rate of 14.04% and a 2-quarter average growth rate of 9%. The portfolio is managed by Chad Beaty, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
AAPL Apple Inc Recent Activity Decreased -0.94%	6.09%	$73.039M 252,416 shares@ $289.37 avg price	Decreased -0.94%
MSFT Microsoft Corp Recent Activity Increased 0.32%	5.21%	$62.518M 167,600 shares@ $373.02 avg price	Increased 0.32%
GOOGL Alphabet Inc-cl A Recent Activity Increased 0.81%	3.88%	$46.564M 130,295 shares@ $357.37 avg price	Increased 0.81%
LLY Eli Lilly & Co Recent Activity Increased 0.56%	3.23%	$38.714M 32,277 shares@ $1199.43 avg price	Increased 0.56%
NVDA Nvidia Corp Recent Activity Increased 1.96%	2.87%	$34.382M 171,834 shares@ $200.09 avg price	Increased 1.96%
JPM Jpmorgan Chase & Co Recent Activity Decreased -0.89%	2.6%	$31.215M 95,364 shares@ $327.33 avg price	Decreased -0.89%
PANW Palo Alto Networks Inc Recent Activity Increased 0.06%	2.22%	$26.632M 78,094 shares@ $341.03 avg price	Increased 0.06%
AMZN Amazon.com Inc Recent Activity Increased 1.42%	1.99%	$23.793M 99,830 shares@ $238.34 avg price	Increased 1.42%
GOOG Alphabet Inc-cl C Recent Activity Decreased -0.55%	1.98%	$23.739M 67,186 shares@ $353.33 avg price	Decreased -0.55%
AMD Advanced Micro Devices Recent Activity Decreased -0.82%	1.8%	$21.542M 37,083 shares@ $580.92 avg price	Decreased -0.82%

1-10 of 865