Thomasville National Bank holds a diversified book of 241 stocks worth $1.8B as of Q2 2026 (disclosed Jul 20, 2026, a ~20-day 13F lag). This quarter Suncrete Inc-A became 13F-reportable for the first time, a listing rather than a purchase; they opened Uber Technologies Inc and trimmed Taiwan Semiconductor-SP ADR. Their largest long position is Taiwan Semiconductor-SP ADR at 5% of the equity book.
Thomasville National Bank files as a bank or broker: much of this book is custody and client positions, not a proprietary portfolio.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
92% mapped to company sectors
+4 sectors below the cut, 4% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Thomasville National Bank
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Swiss Re Ltd | 51 / 80 | $1.0B |
| United American Securities Inc. (d/b/a UAS Asset Management) | 9 / 80 | $420.3M |
| Draper Asset Management, LLC | 9 / 80 | $168.9M |
| Ketron Financial | 15 / 80 | $271.5M |
| Ardent Capital Management, Inc. | 18 / 80 | $197.4M |
| Capital & Planning, LLC | 21 / 80 | $157.5M |
| Independent Investors Inc | 27 / 80 | $418.5M |
| Westchester Capital Management, Inc. | 28 / 80 | $443.0M |
Ranked by the share of each fund's own book sitting in the names it shares with Thomasville National Bank: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Taiwan Semiconductor MFG Ltdsponsored ADR Int'l Common Stock | $95.0M | 199.0K | 5.2% | ▼−16% Reduced · −38K sh | |
| 2 | Amazon Com Inc Com Common Stock | $93.3M | 391.6K | 5.1% | ▲+2.8% Added · +11K sh | |
| 3 | Alphabet Inc Cap STK CL C Common Stock | $92.8M | 262.6K | 5.1% | ▼−2.4% Reduced · −6K sh | |
| 4 | Palo Alto Networks Inc Common Stock | $82.8M | 242.8K | 4.6% | ▲+1.3% Added · +3K sh | |
| 5 | ASML Holding N V Int'l Common Stock | $71.7M | 36.0K | 3.9% | ▼−15% Reduced · −6K sh | |
| 6 | Microsoft Corp Common Stock | $70.4M | 188.7K | 3.9% | ▲+5.8% Added · +10K sh | |
| 7 | Apple, Inc Common Stock | $64.5M | 222.8K | 3.5% | ▼−1.5% Reduced · −3K sh | |
| 8 | Berkshire Hathaway Inc Del CL B New Common Stock | $64.2M | 128.2K | 3.5% | ▲+3.9% Added · +5K sh | |
| 9 | Booking Hldgs Inc Common Stock | $51.6M | 289.3K | 2.8% | ▲27× Added · +279K sh | |
| 10 | Enbridge Inc Com Int'l Common Stock | $47.7M | 880.6K | 2.6% | ▲+1.4% Added · +13K sh | |
| 11 | Crowdstrike Hldgs Inc Common Stock | $45.9M | 60.1K | 2.5% | ▲86× Added · +59K sh | |
| 12 | GSK PLC Int'l Common Stock | $45.7M | 871.5K | 2.5% | ▼−2.1% Reduced · −19K sh | |
| 13 | US Bancorp Common Stock | $44.7M | 739.2K | 2.5% | ▲+2.0% Added · +15K sh | |
| 14 | Visa Inc Com CL A Common Stock | $41.6M | 121.2K | 2.3% | ▲+5.2% Added · +6K sh | |
| 15 | RTX Corporation Common Stock | $39.0M | 205.7K | 2.1% | ▼−2.1% Reduced · −4K sh | |
| 16 | Nvidia Corp Com Common Stock | $37.2M | 186.1K | 2.0% | ▲+1.2% Added · +2K sh | |
| 17 | Shell PLC Int'l Common Stock | $33.6M | 433.6K | 1.8% | ▲+3.9% Added · +16K sh | |
| 18 | JP Morgan Chase & Co Common Stock | $33.3M | 101.6K | 1.8% | ▼−0.6% Reduced · −655 sh | |
| 19 | Duke Energy Corp New Com New Common Stock | $31.1M | 245.6K | 1.7% | ▲+2.3% Added · +6K sh | |
| 20 | Exxon Mobil Corp Common Stock | $29.9M | 219.0K | 1.6% | ▲~0% Added · +8 sh | |
| 21 | Nisource Inc Com Common Stock | $28.2M | 592.3K | 1.5% | ▲+0.1% Added · +437 sh | |
| 22 | General Dynamics Corp Com Common Stock | $28.1M | 79.3K | 1.5% | ▲+2.4% Added · +2K sh | |
| 23 | Philip Morris Intl Inc Com Common Stock | $26.6M | 147.1K | 1.5% | ▲+3.2% Added · +5K sh | |
| 24 | Gallagher Arthur J & Co Common Stock | $26.2M | 114.3K | 1.4% | ▲+4.8% Added · +5K sh | |
| 25 | Meta Platforms, Inc. Common Stock | $25.6M | 45.4K | 1.4% | ▲+4.3% Added · +2K sh | |
| 26 | Core & Main Inc Common Stock | $24.1M | 499.7K | 1.3% | ▲+134% Added · +286K sh | |
| 27 | Wec Energy Group Inc Com Common Stock | $23.5M | 201.1K | 1.3% | ▲+2.0% Added · +4K sh | |
| 28 | Ishares TR Exchange Traded Fund | $21.9M | 29.3K | 1.2% | ▼−1.9% Reduced · −578 sh | |
| 29 | JP Morgan Exchange Traded FD Fixed Income ETF | $21.3M | 421.4K | 1.2% | ▼−0.6% Reduced · −3K sh | |
| 30 | Thermo Fisher Scientific Inc Common Stock | $20.2M | 40.2K | 1.1% | ▲+8.2% Added · +3K sh | |
| 31 | Salesforce Com Inc Com Common Stock | $19.9M | 126.8K | 1.1% | ▲+17% Added · +19K sh | |
| 32 | Uber Technologies Inc Common Stock | $17.3M | 239.8K | 1.0% | ▲New New position | |
| 33 | Veeva Sys Inc Common Stock | $17.3M | 97.2K | 0.9% | ▲+13% Added · +11K sh | |
| 34 | American Express Co Common Stock | $16.6M | 49.0K | 0.9% | ▲+2.5% Added · +1K sh | |
| 35 | Autodesk Inc Common Stock | $15.2M | 78.3K | 0.8% | ▲+10% Added · +7K sh | |
| 36 | Servicenow Inc Common Stock | $14.5M | 146.0K | 0.8% | ▲+70% Added · +60K sh | |
| 37 | Aflac Inc Common Stock | $12.7M | 108.0K | 0.7% | ▲+75% Added · +46K sh | |
| 38 | Vanguard Specialized Portfoldiv App ETF Exchange Traded Fund | $11.8M | 50.0K | 0.7% | ▲+2.8% Added · +1K sh | |
| 39 | Gilead Sciences Inc Com Common Stock | $11.6M | 91.8K | 0.6% | ▼−16% Reduced · −18K sh | |
| 40 | Coca Cola Co Common Stock | $10.2M | 124.9K | 0.6% | ▲+2.2% Added · +3K sh | |
| 41 | Valero Energy Corp New Common Stock | $9.3M | 35.6K | 0.5% | ▲+2.7% Added · +928 sh | |
| 42 | Southern Company Common Stock | $8.4M | 88.2K | 0.5% | ▲+2.3% Added · +2K sh | |
| 43 | Ventas Inc Com Common Stock | $7.8M | 88.3K | 0.4% | ▲+0.6% Added · +538 sh | |
| 44 | SPDR Select Sector Fund - Energy Sector Exchange Traded Fund | $7.6M | 143.2K | 0.4% | ▼−1.8% Reduced · −3K sh | |
| 45 | Kraneshares TR Exchange Traded Fund | $7.2M | 136.6K | 0.4% | ▼−2.2% Reduced · −3K sh | |
| 46 | Citigroup Inc Common Stock | $6.9M | 49.0K | 0.4% | ▲+2.2% Added · +1K sh | |
| 47 | Abbvie Inc Common Stock | $6.7M | 26.6K | 0.4% | ▼−4.0% Reduced · −1K sh | |
| 48 | McDonalds Corp Common Stock | $6.3M | 23.2K | 0.3% | ▼−3.4% Reduced · −820 sh | |
| 49 | Becton Dickinson & Co Common Stock | $6.2M | 41.2K | 0.3% | ▲+14% Added · +5K sh | |
| 50 | Emerson Electric Co. Common Stock | $6.2M | 43.0K | 0.3% | ▼−2.0% Reduced · −861 sh |
This bank page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1561790/holdings"
Use Arkolith to show Thomasville National Bank's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 20, 2026 | 20d | 311 | $1.8B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 26, 2026 | 26d | 299 | $1.6B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 10, 2025 | 10d | 319 | $1.6B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 11, 2025 | 11d | 291 | $1.5B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 16, 2025 | 16d | 299 | $1.4B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 13, 2025 | 13d | 298 | $1.4B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 11, 2024 | 11d | 303 | $1.3B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Jul 10, 2024 | 10d | 311 | $1.2B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.