Thomasville National Bank holds a diversified book of 241 stocks worth $1.8B as of Q2 2026 (disclosed Jul 20, 2026, a ~45-day 13F lag). This quarter 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. Cloning the disclosed picks since 2024 would be +46% (+20.6%/yr). That is a simulation of the disclosed long book, not audited returns.
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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.
Following at the filing date actually beat the quarter-end book by 3.9 points over this window.
Growth of $10,000 cloning Thomasville National Bank's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
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
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, no cost basis
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 |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 20, 2026 | 311 | $1.8B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 26, 2026 | 299 | $1.6B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 10, 2025 | 319 | $1.6B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 11, 2025 | 291 | $1.5B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 16, 2025 | 299 | $1.4B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 13, 2025 | 298 | $1.4B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 11, 2024 | 303 | $1.3B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Jul 10, 2024 | 311 | $1.2B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~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. The performance line is a simulation of the disclosed long book, not an audited return.