TRUST CO OF TOLEDO NA OH
Q3 2026 Form 13-F

HOLLAND, OHIO
CIK 0001008937 · Institutional investment manager
$1.2B Reported Value Total
Reported value
$1.2B
Quarter over quarter
+2.5%
Holdings
786
Top-10 concentration
34.2%

Key People

Named on the latest Form 13-F filing — not necessarily an owner
Chad Beaty
Principal

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Q3 2026 13F record

Q3 2026 13F filing summary

Q3 2026 Form 13F portfolio summary
Period of report September 30, 2026
Filed October 16, 2026
Form 13F-HR
Reported value $1.2B
Positions 786
Change in reported value +3.7%
New positions 28
Exited positions 107
Position turnover 15.1%
Top-10 concentration 34.2%

13F filings by quarter

Form 13F filings by quarter
Quarter Positions Value
Q3 2026 13F
Filed Oct 16, 2026
786 $1.2B
Q2 2026 13F
Filed Jul 16, 2026
864 $1.2B
Q1 2026 13F
Filed Apr 15, 2026
858 $1.1B
Q4 2025 13F
Filed Jan 20, 2026
771 $1.0B
Q3 2025 13F
Filed Oct 16, 2025
784 $997.6M
Q2 2025 13F
Filed Jul 24, 2025
780 $906.7M
Q1 2025 13F
Filed Apr 17, 2025
237 $755.4M
Q4 2024 13F
Filed Jan 13, 2025
237 $762.7M
Q3 2024 13F
Filed Oct 2, 2024
238 $739.0M
Q2 2024 13F
Filed Jul 8, 2024
232 $691.4M
Q1 2024 13F
Filed Apr 4, 2024
226 $639.6M
Q4 2023 13F
Filed Jan 4, 2024
218 $580.6M
Q3 2023 13F
Filed Oct 19, 2023
212 $508.6M
Q2 2023 13F
Filed Jul 10, 2023
206 $592.1M
Q1 2023 13F
Filed Apr 4, 2023
207 $560.6M
Q4 2022 13F
Filed Jan 5, 2023
184 $529.7M
Q3 2022 13F
Filed Oct 11, 2022
180 $515.3M
Q2 2022 13F
Filed Aug 22, 2022
186 $570.0M
Q1 2022 13F
Filed Apr 7, 2022
192 $650.8M
Q4 2021 13F
Filed Jan 7, 2022
191 $669.2M

34 earlier quarters on file — choose one from the quarter menu above.

Top 20 holdings · Q3 2026

Largest Q3 2026 13F positions by reported value
# Holding Reported value % of portfolio
1 MSFT Microsoft Corp $84.8M 6.81%
2 AAPL Apple Inc $83.1M 6.67%
3 GOOGL Alphabet Inc-A $44.2M 3.55%
4 NVDA NVIDIA Corp $40.4M 3.25%
5 LLY Lilly Eli & Co $37.1M 2.98%
6 PANW Palo Alto Networks Inc $31.0M 2.49%
7 JPM JP Morgan Chase & Co $30.9M 2.48%
8 WTV Wisdom Tree Value ETF $26.4M 2.12%
9 AMZN Amazon.com Inc $25.4M 2.04%
10 GOOG Alphabet Inc-C $22.6M 1.81%
11 AMD Advanced Micro Devices Inc $21.1M 1.69%
12 XMHQ Invesco S&P Mid Cap Quality ETF $17.1M 1.38%
13 WELL Welltower Inc $15.9M 1.28%
14 ORCL Oracle Corporation $15.6M 1.25%
15 EFG iShares MSCI EAFE Growth ETF $15.3M 1.23%
16 DE Deere & Co $14.8M 1.19%
17 CVX Chevron Corp $14.7M 1.18%
18 VTV Vanguard Value ETF $13.7M 1.1%
19 CSCO Cisco Systems Inc $12.9M 1.04%
20 XOMZZZZ Exxon Mobil Corp $12.7M 1.02%

Values as reported on the Q3 2026 Form 13F. Every position is in the holdings table below.

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