Fund Holdings — Trust Co of the South

Total Portfolio Value
$621.90M
Total Bought
$21.57M
Total Sold
$19.24M
Net Transaction
+$2.33M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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DIMENSIONAL U.S. TARGETED VALUE
US TARGETED VLU
1,820,7381,790,490-30,248108,407111,81617.98%+3,410
DIMENSIONAL U.S. MARKETWIDE VAL
US MKTWIDE VALUE
1,762,0731,727,175-34,89882,09583,69913.46%+1,604
DFA DIMENSIONAL INTL CORE EQUIT
INTL CORE EQUITY
1,010,7771,012,932+2,15534,83135,9905.79%+1,158
KLA TENCOR CORP(KLAC)0698+69801,0280.17%+1,028
DFA U.S. SMALL CAP VALUE ETF
US SMALL CAP ETF
446,272444,932-1,34014,67815,5902.51%+913
WASTE MANAGEMENT INC(WM)1,9605,327+3,3674311,2240.20%+793
DFA DIMENSIONAL EMERGING MKTS C
EMERGING MKTS CO
329,869338,197+8,32810,91211,6851.88%+773
EXXON MOBIL CORP10,36611,826+1,4601,2472,0060.32%+759
LOWES COMPANIES(LOW)5,5458,681+3,1361,3372,0510.33%+714
LINDE PLC SHS(LIN)01,217+1,21706030.10%+603
BANK OF AMERICA CORP11,91624,624+12,7086551,2000.19%+545
DIMENSIONAL WORLD EX U.S. CORE
WORLD EX US CORE
364,272365,715+1,44311,92312,4232.00%+501
ORACLE CORP(ORCL)2,2846,210+3,9264459140.15%+468
NVIDIA CORP(NVDA)8,78111,652+2,8711,6382,0320.33%+394
SONOCO PRODUCTS CO(SON)13,77818,161+4,3836019820.16%+381
COPART INC(CPRT)011,144+11,14403700.06%+370
ZOETIS INC(ZTS)03,024+3,02403570.06%+357
WAL-MART STORES INC(WMT)27,91527,642-2733,1103,4350.55%+325
COSTCO WHSL CORP NEW(COST)737961+2246369580.15%+322
JOHNSON & JOHNSON(JNJ)9,3709,222-1481,9392,2540.36%+315
GALLAGHER ARTHUR J & CO(AJG)01,439+1,43903120.05%+312
DUKE ENERGY CORP NEW(DUK)15,39716,093+6961,8052,1070.34%+303
PFIZER INC(PFE)13,26222,166+8,9043306220.10%+292
MASTERCARD INC(MA)8341,488+6544767430.12%+267
TAIWAN SEMICONDUCTOR ADR(TSM)7,9147,894-202,4052,6680.43%+263
ALTRIA GROUP(MO)03,931+3,93102590.04%+259
VERIZON COMM INC(VZ)04,878+4,87802450.04%+245
CELANESE CORP(CE)03,686+3,68602420.04%+242
PEPSICO, INC.(PEP)2,6433,939+1,2963796120.10%+232
HONEYWELL INTL INC(HON)01,026+1,02602320.04%+232
ALCON INC(ALC)03,025+3,02502280.04%+228
FREEPORT MCMORAN COPPER & GOLD(FCX)03,755+3,75502210.04%+221
LILLY ELI & CO.(LLY)7961,167+3718551,0730.17%+218
ASML HOLDING NV NY REG SHS
N Y REGISTRY SHS
0157+15702070.03%+207
VANGUARD S&P 50067,91071,613+3,70342,58842,7926.88%+204
COCA COLA CO(KO)12,50314,107+1,6048741,0730.17%+199
CHEVRON CORP(CVX)3,0753,154+794696530.10%+184
MERCK & CO INC NEWCOM(MRK)10,33810,563+2251,0881,2710.20%+182
IBM CORP.(IBM)2,0693,231+1,1626137830.13%+170
ANALOG DEVICES INC(ADI)3,5833,58309721,1400.18%+168
SOUTHERN CO.(SO)3,9325,060+1,1283434880.08%+146
CORNING INC(GLW)3,0003,00002634080.07%+145
MARATHON PETROLEUM CORPORATION(MPC)1,6171,61702633950.06%+132
MCDONALDS CORP(MCD)3,6063,952+3461,1021,2280.20%+126
NEXTERA ENERGY INCCOM(NEE)4,3955,115+7203534750.08%+122
RAYTHEON TECHNOLOGIES CORP COM(RTX)2,6943,169+4754946110.10%+117
L3HARRIS TECHNOLOGIES INC(LHX)2,2252,22506537680.12%+115
PROCTER & GAMBLE CO(PG)9,98510,509+5241,4311,5180.24%+87
THERMO FISHER SCIENTIFIC, INC(TMO)382617+2352213030.05%+82
APPLIED MATERIALS791824+332032820.05%+78
VANGUARD SMALL CAP VALUE ETF12,40212,427+252,6272,7000.43%+73
VANGUARD SMALL CAP GROWTH ETF28,06328,288+2258,4788,5501.37%+72
TARGET CORP.(TGT)2,9042,90402843520.06%+68
ALPHABET INC CL C(GOOG)9,06110,113+1,0522,8432,9010.47%+58
AIR PRODS & CHEMS1,3191,299-203263770.06%+52
AFLAC INCORPORATED(AFL)2,6473,047+4002923340.05%+42
PHILIP MORRIS INTL INC(PM)1,5561,756+2002502900.05%+41
VERTEX PHARMACEUTICALS INC(VRTX)834934+1003784170.07%+39
CMS ENERGY CORP(CMS)4,4044,40403083420.05%+34
GENERAL DYNAMICS(GD)1,4771,527+504975240.08%+27
AMGEN INC(AMGN)1,0651,06503493750.06%+26
MOTOROLA SOLUTIONS INC COM NEW(MSI)831788-433193420.05%+23
ISHARES CORE MSCI EMERGING MARK
CORE MSCI EMKT
9,0169,01606066290.10%+23
ILLINOIS TOOL WORKS(ITW)1,5701,57003874090.07%+22
HILTON WORLDWIDE HLDGS WI(HLT)1,2371,23703553760.06%+21
ISHARES RUSSELL 1000 VALUE6,0006,00001,2621,2820.21%+20
DOVER CORP.(DOV)1,5061,50602943140.05%+20
ISHARES MSCI EAFE SMALL CAP21,03521,03501,6311,6490.27%+19
CANADIAN NATL RR(CNI)4,9414,928-134885060.08%+18
ISHARES MSCI EMERGING MKTS SMAL10,39510,39507017190.12%+18
TJX COS INC(TJX)3,0823,053-294734880.08%+14
UNION PACIFIC CORP(UNP)1,1671,16702702830.05%+13
D B A CHUBB LIMITED
COM
1,2721,258-143974100.07%+13
VANGUARD FTSE ALL WORLD SC ETF4,2704,27006126230.10%+11
CISCO SYSTEMS INC(CSCO)4,8964,996+1003773880.06%+11
ISHARES MSCI EAFE8,2708,27007948030.13%+9
ISHARES S&P SMALL-CAP 600 VALUE1,9201,92002182270.04%+9
INVESCO FTSE RAFI US 1000 ETF
RAFI US 1000 ETF
12,65012,65005946010.10%+8
ISHARES RUSSELL MID-CAP ETF6,1456,14505925970.10%+6
PARKER HANNIFIN CORP(PH)524521-34614660.07%+6
ISHARES CORE S&P SMALL CAP1,9831,934-492382400.04%+2
O'REILLY AUTOMOTIVE INC(ORLY)2,2652,219-462072050.03%-2
ISHARES S&P MIDCAP 4005,1465,000-1463403380.05%-2
ISHARES RUSSELL 2000 GROWTH77577502502430.04%-7
SYSCO CORP(SYY)3,0293,02902232160.03%-7
ISHARES EDGE MSCI MIN VOL USA E
MSCI USA MIN ETF
5,1955,19504894820.08%-7
STATE STREET CORP(STT)4,1174,11705315210.08%-10
KIMBERLY-CLARK(KMB)2,4002,40002422320.04%-11
DISNEY WALT CO(DIS)2,7863,145+3593173030.05%-14
3M CORPORATION(MMM)1,9172,017+1003072930.05%-14
MANULIFE FINL CORP(MFC)8,7648,76403183020.05%-16
ISHARES EDGE MSCI USA MOMENTUM
MSCI USA MMENTM
1,6001,60004003840.06%-17
GENERAL ELEC CO(GE)2,9303,117+1879028840.14%-18
ADVANCED MICRO DEV(AMD)1,7211,72103693500.06%-18
CHARLES SCHWAB CORP(SCHW)2,3682,310-582372170.03%-19
SPDR PORTFOLIO LARGE CAP ETF
ST STR P500ETF
6,0796,07904884650.07%-22
VANGUARD LARGE CAP ETF1,6471,64705184920.08%-26
INVESCO QQQ TRUST SERIES 170970904364090.07%-26
VULCAN MATERIALS CO(VMC)1,1071,053-543162870.05%-29
WELLS FARGO & CO NEW(WFC)2,5302,53002362010.03%-34
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Trust Co of the South — 13F Holdings — Q1 2026 | TickerTrail