Institutional Investor · CIK 0001632554
TRUST CO
Portfolio data for the last 6 months — sourced from SEC 13F filings
Stocks Held
948
Total Value
$1.12B
Total Shares
12.98M
Latest Filing
Jul 10, 2026
CIK
0001632554
Current Holdings
| Company↕ | Sector↕ | Industry | Period↕ | Filed↓ | Shares↕ | Value ($)↕ | Ownership↕ | Type | P/C/S | SEC Filing |
|---|---|---|---|---|---|---|---|---|---|---|
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 806,478 | $88.99M | 0.4238% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-10 | 980,793 | $72.00M | 0.0178% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 800,723 | $68.97M | 0.0180% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 314,768 | $68.60M | 0.0272% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 675,092 | $66.82M | 0.0479% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 1,115,088 | $58.83M | 0.2523% | SH | — | View | |
State Street SPDR S&P…(EDIV) | Financial Services | Asset Management - Income | 2026-06-30 | 2026-07-10 | 1,400,471 | $57.36M | 4.7784% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 796,341 | $56.74M | 0.0178% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 260,508 | $51.48M | 0.1432% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 121,730 | $49.85M | 0.1044% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 158,490 | $48.55M | 0.1346% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 420,100 | $41.42M | 0.3853% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-10 | 317,842 | $34.21M | 0.0730% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 532,294 | $27.15M | 0.3811% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-10 | 290,017 | $23.19M | 0.1343% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 280,735 | $18.88M | 0.2731% | SH | — | View | |
iShares MSCI ACWI ex…(ACWX) | Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 159,412 | $12.13M | 0.1040% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 61,025 | $11.63M | 0.0093% | SH | — | View | |
iShares iBonds Dec 2028…(IBTI) | Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 511,055 | $11.31M | 0.6334% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 215,988 | $10.46M | 0.0084% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 27,312 | $10.11M | 0.0005% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-10 | 198,357 | $9.96M | 0.0138% | SH | — | View | |
iShares iBonds Dec 2030…(IBTK) | Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-10 | 490,577 | $9.59M | 1.6235% | SH | — | View |
Apple Inc.(AAPL) | Technology | Consumer Electronics | 2026-06-30 | 2026-07-10 | 28,739 | $8.32M | 0.0002% | SH | — | View |
Apple Inc.(APC.DE) | Technology | Consumer Electronics | 2026-06-30 | 2026-07-10 | 28,739 | $8.32M | 0.0002% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 9,130 | $6.84M | 0.0008% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 108,515 | $6.48M | 0.0039% | SH | — | View | |
SPDR S&P 500 ETF…(1557.T) | Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 8,320 | $6.21M | 0.0008% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 7,538 | $5.55M | 0.0011% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 7,538 | $5.55M | 0.7737% | SH | — | View | |
Microsoft Corporation(MSFT) | Technology | Software - Infrastructure | 2026-06-30 | 2026-07-10 | 14,607 | $5.45M | 0.0002% | SH | — | View |
| Financial Services | Asset Management - Income | 2026-06-30 | 2026-07-10 | 30,599 | $4.84M | 0.0052% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 12,548 | $4.32M | 0.0059% | SH | — | View | |
Berkshire Hathaway Inc.(BRK-B) | Financial Services | Insurance - Diversified | 2026-06-30 | 2026-07-10 | 7,977 | $3.99M | 0.0004% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 69,794 | $3.74M | 0.0069% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-10 | 72,009 | $3.52M | 0.1062% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 65,676 | $3.29M | 0.0906% | SH | — | View | |
Alphabet Inc.(GOOGL.SW) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-07-10 | 8,663 | $3.10M | 0.0001% | SH | — | View |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-10 | 59,421 | $3.01M | 0.0060% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 15,276 | $2.83M | 0.0084% | SH | — | View | |
Amazon.com, Inc.(AMZ.DE) | Consumer Cyclical | Specialty Retail | 2026-06-30 | 2026-07-10 | 11,851 | $2.82M | 0.0001% | SH | — | View |
Amazon.com, Inc.(AMZN) | Consumer Cyclical | Specialty Retail | 2026-06-30 | 2026-07-10 | 11,851 | $2.82M | 0.0001% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 23,752 | $2.79M | 0.0123% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 10,782 | $2.62M | 0.0039% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-10 | 24,015 | $2.57M | 0.0117% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 15,602 | $2.48M | 0.0061% | SH | — | View | |
| Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-10 | 41,125 | $2.37M | 0.0020% | SH | — | View | |
Bristol-Myers Squibb Company(BMY.SW) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-10 | 41,125 | $2.37M | 0.0025% | SH | — | View |
JPMorgan Chase & Co.(JPM) | Financial Services | Banks - Diversified | 2026-06-30 | 2026-07-10 | 7,156 | $2.34M | 0.0003% | SH | — | View |
JPMorgan Chase & Co.(CMC.DE) | Financial Services | Banks - Diversified | 2026-06-30 | 2026-07-10 | 7,156 | $2.34M | 0.0003% | SH | — | View |
NVIDIA Corporation(NVDA) | Technology | Semiconductors | 2026-06-30 | 2026-07-10 | 10,229 | $2.05M | 0.0000% | SH | — | View |
NVIDIA Corporation(NVD.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-10 | 10,229 | $2.05M | 0.0000% | SH | — | View |
Adobe Inc.(ADBE.SW) | Technology | Software - Application | 2026-06-30 | 2026-07-10 | 9,900 | $2.03M | 0.0025% | SH | — | View |
Caterpillar Inc.(CAT) | Industrials | Agricultural - Machinery | 2026-06-30 | 2026-07-10 | 1,904 | $2.03M | 0.0004% | SH | — | View |
Johnson & Johnson(JNJ) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-10 | 7,211 | $1.83M | 0.0003% | SH | — | View |
Johnson & Johnson(JNJ.DE) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-10 | 7,211 | $1.83M | 0.0003% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 11,857 | $1.83M | 0.0455% | SH | — | View | |
Walmart Inc.(WMT) | Consumer Defensive | Discount Stores | 2026-06-30 | 2026-07-10 | 15,740 | $1.78M | 0.0002% | SH | — | View |
Walmart Inc.(WMT.DE) | Consumer Defensive | Discount Stores | 2026-06-30 | 2026-07-10 | 15,740 | $1.78M | 0.0002% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 25,075 | $1.73M | 0.0898% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 4,212 | $1.54M | 0.0030% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-10 | 27,632 | $1.49M | 0.1058% | SH | — | View | |
iShares iBonds Dec 2026…(IBTG) | Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-10 | 60,343 | $1.38M | 0.0597% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 15,284 | $1.27M | 0.0095% | SH | — | View | |
Visa Inc.(3V64.DE) | Financial Services | Financial - Credit Services | 2026-06-30 | 2026-07-10 | 3,690 | $1.27M | 0.0002% | SH | — | View |
Visa Inc.(V) | Financial Services | Financial - Credit Services | 2026-06-30 | 2026-07-10 | 3,690 | $1.27M | 0.0002% | SH | — | View |
| Financial Services | Asset Management - Income | 2026-06-30 | 2026-07-10 | 39,354 | $1.25M | 0.0014% | SH | — | View | |
Alphabet Inc.(ABEC.DE) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-07-10 | 3,384 | $1.20M | 0.0000% | SH | — | View |
iShares ESG Aware MSCI…(ESGE) | Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 20,775 | $1.14M | 0.0157% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 22,544 | $1.12M | 0.0083% | SH | — | View | |
Salesforce, Inc.(FOO.DE) | Technology | Software - Application | 2026-06-30 | 2026-07-10 | 6,837 | $1.07M | 0.0008% | SH | — | View |
Salesforce, Inc.(CRM) | Technology | Software - Application | 2026-06-30 | 2026-07-10 | 6,837 | $1.07M | 0.0008% | SH | — | View |
Merck & Co., Inc.(6MK.DE) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-10 | 8,184 | $1.05M | 0.0003% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 22,968 | $1.04M | 0.0044% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 10,478 | $1.01M | 0.0015% | SH | — | View | |
Kimberly-Clark Corporation(KMY.DE) | Consumer Defensive | Household & Personal Products | 2026-06-30 | 2026-07-10 | 9,171 | $1.01M | 0.0028% | SH | — | View |
| Consumer Defensive | Household & Personal Products | 2026-06-30 | 2026-07-10 | 9,171 | $1.01M | 0.0028% | SH | — | View | |
Landmark Bancorp, Inc.(LARK) | Financial Services | Banks - Regional | 2026-06-30 | 2026-07-10 | 32,073 | $984.95K | 0.5260% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 17,086 | $907.44K | 0.0026% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 13,149 | $899.52K | 0.0028% | SH | — | View | |
Union Pacific Corporation(UNP.DE) | Industrials | Railroads | 2026-06-30 | 2026-07-10 | 3,120 | $848.64K | 0.0005% | SH | — | View |
Evergy, Inc.(EVRG) | Utilities | Regulated Electric | 2026-06-30 | 2026-07-10 | 9,695 | $837.94K | 0.0042% | SH | — | View |
General Dynamics Corporation(GDX.DE) | Industrials | Aerospace & Defense | 2026-06-30 | 2026-07-10 | 2,312 | $819.00K | 0.0009% | SH | — | View |
Vanguard S&P 500 ETF(VOO) | Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 1,181 | $811.02K | 0.0000% | SH | — | View |
Lockheed Martin Corporation(LMT.SW) | Industrials | Aerospace & Defense | 2026-06-30 | 2026-07-10 | 1,591 | $810.56K | 0.0007% | SH | — | View |
iShares Digital Security UCITS…(L0CK.DE) | Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 1,591 | $810.56K | 0.0011% | SH | — | View |
| Technology | Computer Hardware | 2026-06-30 | 2026-07-10 | 835 | $805.77K | 0.0004% | SH | — | View | |
iShares ESG Aware U.S.…(EAGG) | Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-10 | 16,472 | $780.94K | 0.0157% | SH | — | View |
Verizon Communications Inc.(BAC.DE) | Communication Services | Telecommunications Services | 2026-06-30 | 2026-07-10 | 18,005 | $762.34K | 0.0004% | SH | — | View |
| Technology | Software - Application | 2026-06-30 | 2026-07-10 | 3,307 | $740.60K | 0.0008% | SH | — | View | |
| Consumer Cyclical | Restaurants | 2026-06-30 | 2026-07-10 | 2,721 | $735.51K | 0.0004% | SH | — | View | |
McDonald's Corporation(MDO.DE) | Consumer Cyclical | Restaurants | 2026-06-30 | 2026-07-10 | 2,721 | $735.51K | 0.0004% | SH | — | View |
Gilead Sciences, Inc.(GIS.DE) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-10 | 5,572 | $703.97K | 0.0004% | SH | — | View |
Gilead Sciences, Inc.(GILD.SW) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-10 | 5,572 | $703.97K | 0.0004% | SH | — | View |
Cisco Systems, Inc.(4333.HK) | Technology | Communication Equipment | 2026-06-30 | 2026-07-10 | 5,849 | $687.02K | 0.0001% | SH | — | View |
Cisco Systems, Inc.(CIS.DE) | Technology | Communication Equipment | 2026-06-30 | 2026-07-10 | 5,849 | $687.02K | 0.0001% | SH | — | View |
| Industrials | Waste Management | 2026-06-30 | 2026-07-10 | 3,051 | $680.01K | 0.0008% | SH | — | View | |
Waste Management, Inc.(UWS.DE) | Industrials | Waste Management | 2026-06-30 | 2026-07-10 | 3,051 | $680.01K | 0.0008% | SH | — | View |
AbbVie Inc.(4AB.DU) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-10 | 2,680 | $674.27K | 0.0002% | SH | — | View |
AbbVie Inc.(ABBV) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-10 | 2,680 | $674.27K | 0.0002% | SH | — | View |
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