Sarah Heimbach Wood

Tctc Holdings, Llc

Assets Managed

$3.514B

Holdings

220

Last Quarter

2026 - Q1

Filed Date

19d ago

Growth Rate

4.99%(2Q avg: 2.15%)

Sustained Growth

1 quarters

Portfolio positions

This chart displays the top 10 holdings in Tctc Holdings, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 220 positions.

Assets under management

The assets under management (AUM) of Tctc Holdings, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 3.514B in assets, with a quarterly growth rate of 4.99% and a 2-quarter average growth rate of 2.15%. The portfolio is managed by Sarah Heimbach Wood, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
DINO Hf Sinclair Corp Recent Activity	21.9%	$769.348M 12.331M shares@ $62.4 avg price
MSFT Microsoft Corp Recent Activity Increased 1.41%	3.59%	$125.879M 340,058 shares@ $370.18 avg price	Increased 1.41%
JPM Jpmorgan Chase & Co Recent Activity Increased 0.51%	3.25%	$114.154M 388,069 shares@ $294.16 avg price	Increased 0.51%
BRK.B Berkshire Hathaway Inc-cl B Recent Activity Decreased -0.26%	3.2%	$112.181M 234,101 shares@ $479.2 avg price	Decreased -0.26%
WM Waste Management Inc Recent Activity Decreased -0.04%	3%	$105.123M 457,475 shares@ $229.79 avg price	Decreased -0.04%
AFL Aflac Inc Recent Activity	2.53%	$88.788M 809,298 shares@ $109.72 avg price
IBM Intl Business Machines Corp Recent Activity Decreased -0.02%	2.44%	$85.705M 353,583 shares@ $242.4 avg price	Decreased -0.02%
CB Chubb Ltd Recent Activity Decreased -0.23%	2.24%	$78.465M 240,743 shares@ $325.93 avg price	Decreased -0.23%
GOOG Alphabet Inc-cl C Recent Activity Decreased -0.76%	2.23%	$78.195M 272,590 shares@ $286.86 avg price	Decreased -0.76%
AAPL Apple Inc Recent Activity Decreased -1.39%	2.2%	$77.125M 303,893 shares@ $253.79 avg price	Decreased -1.39%

1-10 of 220