Trust Co of Tennessee holds a concentrated book of 8 stocks worth $572.3M as of Q2 2026 (disclosed Jul 30, 2026, a ~30-day 13F lag). This quarter they trimmed Invesco S&P 500 Equal Weight. Their largest long position is Invesco S&P 500 Equal Weight at 37% of the equity book.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
0% 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
Other tracked managers holding the same core names as Trust Co of Tennessee
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BANK OF AMERICA CORP /DE/ | 8 / 8 | $107.0B |
| MORGAN STANLEY | 8 / 8 | $76.6B |
| JPMORGAN CHASE & CO | 8 / 8 | $62.2B |
| BlackRock, Inc. | 8 / 8 | $59.9B |
| JONES FINANCIAL COMPANIES LLLP | 8 / 8 | $52.9B |
| GOLDMAN SACHS GROUP INC | 8 / 8 | $44.7B |
| ENVESTNET ASSET MANAGEMENT INC | 8 / 8 | $40.0B |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 8 / 8 | $35.8B |
Ranked by the share of each fund's own book sitting in the names it shares with Trust Co of Tennessee: 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 | Invesco S&P 500 Equal Weight ET Equities | $210.2M | 987.9K | 36.7% | ▼−0.3% Reduced · −4K sh | |
| 2 | Vanguard Growth Vipers ETF Equities | $102.9M | 1.19M | 18.0% | ▲+423% Added · +966K sh | |
| 3 | Vanguard Value Vipers ETF Equities | $90.8M | 416.7K | 15.9% | ▼−12% Reduced · −57K sh | |
| 4 | Vanguard Index Fd S&P 500 ETF Equities | $80.8M | 117.6K | 14.1% | ▼−4.4% Reduced · −5K sh | |
| 5 | IShares Core US REIT ETF Mutual Funds | $79.4M | 1.20M | 13.9% | ▼−3.2% Reduced · −40K sh | |
| 6 | Ishares Russell 1000 Index Fund Equities | $4.4M | 10.7K | 0.8% | —Held | |
| 7 | Ishares Core S&P 500 ETF Equities | $2.3M | 3.0K | 0.4% | ▼−13% Reduced · −462 sh | |
| 8 | SPDR S&P 500 ETF Equities | $1.5M | 2.1K | 0.3% | ▲+4.8% Added · +94 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund 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/2025098/holdings"
Use Arkolith to show Trust Co of Tennessee's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 30, 2026 | 8 | $572.3M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 9, 2026 | 8 | $537.0M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 30, 2026 | 7 | $503.3M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 17, 2025 | 7 | $474.3M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 24, 2025 | 7 | $429.1M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 6, 2025 | 7 | $399.0M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 22, 2025 | 6 | $300.5M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 4, 2024 | 6 | $299.8M | 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.