Thomasville National Bank
Sector Allocation
- Technology38.1%$694.2M
- Financials15.8%$286.5M
- Consumer Discretionary10.0%$182.1M
- Other8.0%$145.0M
- Energy6.9%$125.1M
- Healthcare6.6%$120.2M
- Utilities5.5%$99.7M
- Industrials5.1%$93.3M
- Consumer Staples3.1%$55.9M
- Real Estate0.5%$8.3M
AUM History
13fpro.ai/research/fund/thomasville-national-bank-1561790
Conviction and streaks
Stable · top 10 = 40.3%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
TSM
$95.0MAMZN
$93.3MGOOG
$92.8MPANW
$82.8MASML
$71.7MMSFT
$70.4MAAPL
$64.5MBRK.B
$64.2MBKNG
$51.6MENB
$47.7MCRWD
$45.9MGSK
$45.7MUSB
$44.7MV
$41.6MRTX
$39.0MNVDA
$37.2MSHEL
$33.6MJPM
$33.3MDUK
$31.1MXOM.R34088
$29.9M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/thomasville-national-bank-1561790
Thomasville National Bank 13F holdings — Q2 2026
$1.8B portfolio (+12.8% QoQ) · 241 holdings · Q2 2026 13F · top 10 are 40% of the stock portfolio
$95.0M
5.2% of stocks
-16%This quarter+5.5%Since filed9+ qtrsHeld$93.3M
5.1% of stocks
+3%This quarter-0.4%Since filed9+ qtrsHeld$92.8M
5.1% of stocks
-2%This quarter-10.6%Since filed9+ qtrsHeld$82.8M
4.5% of stocks
+1%This quarter+12.0%Since filed9+ qtrsHeld$71.7M
3.9% of stocks
-15%This quarter-8.5%Since filed9+ qtrsHeld$70.4M
3.9% of stocks
+6%This quarter+32.4%Since filed9+ qtrsHeld$64.5M
3.5% of stocks
-2%This quarter+5.3%Since filed9+ qtrsHeld$64.2M
3.5% of stocks
+4%This quarter—Since filed9+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 3 qtrs in a row$51.6M
2.8% of stocks
+2599%This quarter-14.7%Since filed9+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row$47.7M
2.6% of stocks
+1%This quarter-13.4%Since filed9+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 3 qtrs in a row
All holdings — Thomasville National Bank (Q2 2026)
241 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | CrowdStrike Holdings, Inc. | Technology | $45.9M | 2.5% | 60K | +8475% | 9+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | GSK plc | Healthcare | $45.7M | 2.5% | 871K | -2% | 9+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | US BANCORP DE | Financials | $44.7M | 2.5% | 739K | +2% | 9+ qtrsAdded 8 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | VISA INC. | Financials | $41.6M | 2.3% | 121K | +5% | 9+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | RTX Corp | Industrials | $39.0M | 2.1% | 206K | -2% | 9+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | NVIDIA CORP | Technology | $37.2M | 2.0% | 186K | +1% | 9+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | Shell plc | Energy | $33.6M | 1.9% | 434K | +4% | 9+ qtrsAdded 8 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | JPMORGAN CHASE & CO | Financials | $33.3M | 1.8% | 102K | -0.6% | 9+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | Duke Energy CORP | Utilities | $31.1M | 1.7% | 246K | +2% | 9+ qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | EXXON MOBIL CORP | Energy | $29.9M | 1.6% | 219K | +0.0% | 9+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | NISOURCE INC. | Utilities | $28.2M | 1.6% | 592K | +0.1% | 9+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | GENERAL DYNAMICS CORP | Industrials | $28.1M | 1.5% | 79K | +2% | 9+ qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | Philip Morris International Inc. | Consumer Staples | $26.6M | 1.5% | 147K | +3% | 9+ qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | Arthur J. Gallagher & Co. | Financials | $26.2M | 1.4% | 114K | +5% | 9+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | Meta Platforms, Inc. | Technology | $25.6M | 1.4% | 45K | +4% | 9+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $CNM | Core & Main, Inc. | Consumer Discretionary | $24.1M | 1.3% | 500K | +134% | |||
| 27 | $WEC | WEC ENERGY GROUP, INC. | Utilities | $23.5M | 1.3% | 201K | +2% | |||
| 28 | — | ISHARES TR - Exchange Traded Fund | — | $21.9M | 1.2% | 29K | -2% | |||
| 29 | — | JP MORGAN EXCHANGE TRADED FD - Fixed Income ETF | — | $21.3M | 1.2% | 421K | -0.6% | |||
| 30 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $20.2M | 1.1% | 40K | +8% | |||
| 31 | $CRM | Salesforce, Inc. | Technology | $19.9M | 1.1% | 127K | +17% | |||
| 32 | $UBER | Uber Technologies, Inc | Technology | $17.3M | 0.9% | 240K | New | |||
| 33 | $VEEV | VEEVA SYSTEMS INC | Technology | $17.3M | 0.9% | 97K | +13% | |||
| 34 | $AXP | AMERICAN EXPRESS CO | Financials | $16.6M | 0.9% | 49K | +3% | |||
| 35 | $ADSK | Autodesk, Inc. | Technology | $15.2M | 0.8% | 78K | +10% | |||
| 36 | $NOW | ServiceNow, Inc. | Technology | $14.5M | 0.8% | 146K | +70% | |||
| 37 | $AFL | AFLAC INC | Financials | $12.7M | 0.7% | 108K | +75% | |||
| 38 | — | VANGUARD SPECIALIZED PORTFOLDIV APP ETF - Exchange Traded Fund | — | $11.8M | 0.7% | 50K | +3% | |||
| 39 | $GILD | GILEAD SCIENCES, INC. | Healthcare | $11.6M | 0.6% | 92K | -16% | |||
| 40 | $KO | COCA COLA CO | Consumer Staples | $10.2M | 0.6% | 125K | +2% | |||
| 41 | $VLO | VALERO ENERGY CORP/TX | Energy | $9.3M | 0.5% | 36K | +3% | |||
| 42 | $SO | SOUTHERN CO | Utilities | $8.4M | 0.5% | 88K | +2% | |||
| 43 | $VTR | Ventas, Inc. | Real Estate | $7.8M | 0.4% | 88K | +0.6% | |||
| 44 | — | SPDR SELECT SECTOR FUND - ENERGY SECTOR - Exchange Traded Fund | — | $7.6M | 0.4% | 143K | -2% | |||
| 45 | — | KRANESHARES TR - Exchange Traded Fund | — | $7.2M | 0.4% | 137K | -2% | |||
| 46 | $C | CITIGROUP INC | Financials | $6.9M | 0.4% | 49K | +2% | |||
| 47 | $ABBV | AbbVie Inc. | Healthcare | $6.7M | 0.4% | 27K | -4% | |||
| 48 | $MCD | MCDONALDS CORP | Consumer Discretionary | $6.3M | 0.3% | 23K | -3% | |||
| 49 | $BDX | BECTON DICKINSON & CO | Healthcare | $6.2M | 0.3% | 41K | +14% | |||
| 50 | $EMR | EMERSON ELECTRIC CO | Industrials | $6.2M | 0.3% | 43K | -2% | |||
| 51 | — | ISHARES S&P 500 GROWTH INDEX - Exchange Traded Fund | — | $6.1M | 0.3% | 44K | -0.8% | |||
| 52 | $WT | WisdomTree, Inc. | Financials | $6.0M | 0.3% | 63K | +3% | |||
| 53 | $WMT | Walmart Inc. | Consumer Staples | $5.6M | 0.3% | 49K | -0.9% | |||
| 54 | — | VANGUARD WORLD FDS INF TECH ETF - Exchange Traded Fund | — | $5.5M | 0.3% | 46K | +748% | |||
| 55 | $MRK | Merck & Co., Inc. | Healthcare | $5.5M | 0.3% | 43K | -3% | |||
| 56 | — | JPMORGAN EQUITY PREMIUM INCOME ETF - Exchange Traded Fund | — | $5.5M | 0.3% | 97K | +8% | |||
| 57 | $CB | Chubb Ltd | Financials | $5.1M | 0.3% | 15K | -0.1% | |||
| 58 | — | FRANKLIN TEMPLETON ETF TR - Exchange Traded Fund | — | $4.9M | 0.3% | 85K | +5% | |||
| 59 | $LMT | LOCKHEED MARTIN CORP | Industrials | $4.9M | 0.3% | 9,612 | +3% | |||
| 60 | $TFC | TRUIST FINANCIAL CORP | Financials | $4.5M | 0.3% | 90K | +3% | |||
| 61 | $JNJ | JOHNSON & JOHNSON | Healthcare | $4.4M | 0.2% | 17K | -5% | |||
| 62 | $SNY | Sanofi | Healthcare | $4.3M | 0.2% | 100K | +16% | |||
| 63 | $LLY | ELI LILLY & Co | Healthcare | $4.0M | 0.2% | 3,349 | -2% | |||
| 64 | $FLO | FLOWERS FOODS INC | Consumer Staples | $3.9M | 0.2% | 498K | -15% | |||
| 65 | — | VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD - Fixed Income ETF | — | $3.9M | 0.2% | 50K | -3% | |||
| 66 | $ETR | ENTERGY CORP /DE/ | Utilities | $3.8M | 0.2% | 33K | +0.0% | |||
| 67 | $GOOGL | Alphabet Inc. | Technology | $3.8M | 0.2% | 11K | -0.1% | |||
| 68 | $CAT | CATERPILLAR INC | Industrials | $3.7M | 0.2% | 3,437 | -2% | |||
| 69 | — | UNIFIED SER TR - Exchange Traded Fund | — | $3.6M | 0.2% | 71K | +2% | |||
| 70 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $3.6M | 0.2% | 85K | +0.9% | |||
| 71 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $3.5M | 0.2% | 62K | -1% | |||
| 72 | $LRCX | LAM RESEARCH CORP | Technology | $3.5M | 0.2% | 8,000 | — | |||
| 73 | $COF | CAPITAL ONE FINANCIAL CORP | Financials | $3.1M | 0.2% | 15K | -11% | |||
| 74 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $3.0M | 0.2% | 52K | +196% | |||
| 75 | $CSCO | CISCO SYSTEMS, INC. | Technology | $2.9M | 0.2% | 24K | -0.9% | |||
| 76 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $2.8M | 0.1% | 7,845 | +4% | |||
| 77 | $AVGO | Broadcom Inc. | Technology | $2.5M | 0.1% | 6,748 | +1% | |||
| 78 | $ETN | Eaton Corp plc | Industrials | $2.5M | 0.1% | 5,773 | -1% | |||
| 79 | $PFE | PFIZER INC | Healthcare | $2.4M | 0.1% | 101K | +11% | |||
| 80 | $NEE | NEXTERA ENERGY INC | Utilities | $2.4M | 0.1% | 27K | +0.2% | |||
| 81 | — | ISHARES S&P SMALLCAP 600 GROWTH INDEX - Exchange Traded Fund | — | $2.3M | 0.1% | 13K | -9% | |||
| 82 | — | ISHARES RUSSELL 1000 GROWTH - Exchange Traded Fund | — | $2.3M | 0.1% | 18K | +300% | |||
| 83 | $ORCL | ORACLE CORP | Technology | $2.2M | 0.1% | 15K | -1% | |||
| 84 | $META | Meta Platforms, Inc. | Technology | $2.0M | 0.1% | 26K | -2% | |||
| 85 | $APD | Air Products & Chemicals, Inc. | Materials | $2.0M | 0.1% | 6,879 | +17% | |||
| 86 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $2.0M | 0.1% | 14K | +4% | |||
| 87 | — | VANGUARD RUSSELL 1000 GROWTH ETF - Exchange Traded Fund | — | $1.9M | 0.1% | 15K | +2% | |||
| 88 | — | ISHARES DJ US INDEX FUND - Exchange Traded Fund | — | $1.9M | 0.1% | 10K | -0.2% | |||
| 89 | $CCBG | CAPITAL CITY BANK GROUP INC | Financials | $1.9M | 0.1% | 38K | +0.6% | |||
| 90 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $1.8M | 0.1% | 8,286 | -22% | |||
| 91 | — | VANGUARD INDEX FDS - Exchange Traded Fund | — | $1.8M | 0.1% | 5,251 | — | |||
| 92 | $ABT | ABBOTT LABORATORIES | Healthcare | $1.7M | 0.1% | 19K | -4% | |||
| 93 | $GPN | GLOBAL PAYMENTS INC | Financials | $1.7M | 0.1% | 24K | +26% | |||
| 94 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $1.7M | 0.1% | 2,332 | -1% | |||
| 95 | $PEP | PEPSICO INC | Consumer Staples | $1.7M | 0.1% | 12K | -3% | |||
| 96 | — | VANGUARD INDEX FDS S&P 500 ETF SHS - Exchange Traded Fund | — | $1.7M | 0.1% | 2,431 | +19% | |||
| 97 | — | HEALTHCARE SELECT SECTR SPDR - Exchange Traded Fund | — | $1.6M | 0.1% | 10K | -0.1% | |||
| 98 | $CME | CME GROUP INC. | Financials | $1.6M | 0.1% | 7,062 | -4% | |||
| 99 | — | ISHARE RUSSELL MIDCAP GROWTH - Exchange Traded Fund | — | $1.5M | 0.1% | 11K | -13% | |||
| 100 | $CAH | CARDINAL HEALTH INC | Consumer Staples | $1.5M | 0.1% | 6,490 | -1% | |||
| 101 | $BRK.A | BERKSHIRE HATHAWAY INC | Financials | $1.5M | 0.1% | 2 | — | |||
| 102 | $PNFP | Pinnacle Financial Partners, Inc. | Financials | $1.5M | 0.1% | 15K | New | |||
| 103 | $UPS | UNITED PARCEL SERVICE INC | Industrials | $1.5M | 0.1% | 14K | +4% | |||
| 104 | — | THOMASVILLE BANCSHARES, INC.SER A PFD STOCK - Common Stock | — | $1.5M | 0.1% | 14K | — | |||
| 105 | — | ISHARES TR RUSSELL1000VAL - Exchange Traded Fund | — | $1.4M | 0.1% | 5,761 | — | |||
| 106 | — | SELECT SECTOR INDUSTRIAL SPDR TR - Exchange Traded Fund | — | $1.4M | 0.1% | 7,494 | -0.0% | |||
| 107 | — | VANGUARD WHITEHALL FDS INC HIGH DIV YLD - Exchange Traded Fund | — | $1.4M | 0.1% | 8,773 | -11% | |||
| 108 | — | ISHARES S&P SMALLCAP 600 VALUE INDEX - Exchange Traded Fund | — | $1.3M | 0.1% | 9,486 | -6% | |||
| 109 | $GLD | SPDR GOLD TRUST | Financials | $1.3M | 0.1% | 3,505 | +24% | |||
| 110 | $CBAN | COLONY BANKCORP INC | Financials | $1.3M | 0.1% | 64K | +13% | |||
| 111 | $MCK | MCKESSON CORP | Consumer Staples | $1.2M | 0.1% | 1,630 | — | |||
| 112 | $CVX | CHEVRON CORP | Energy | $1.2M | 0.1% | 7,231 | -3% | |||
| 113 | — | STATE STREET SPDR S&P DIVID ETF - Exchange Traded Fund | — | $1.2M | 0.1% | 7,855 | — | |||
| 114 | $DE | DEERE & CO | Industrials | $1.2M | 0.1% | 1,846 | +0.3% | |||
| 115 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $1.2M | 0.1% | 14K | -6% | |||
| 116 | — | ISHARES S&P MIDCAP 400 - Exchange Traded Fund | — | $1.1M | 0.1% | 15K | -4% | |||
| 117 | $SPGI | S&P Global Inc. | Financials | $1.1M | 0.1% | 2,788 | -0.7% | |||
| 118 | — | ISHARES RUSSELL 2000 INDEX - Exchange Traded Fund | — | $1.0M | 0.1% | 3,485 | +2% | |||
| 119 | $SCHW | SCHWAB CHARLES CORP | Financials | $1.0M | 0.1% | 11K | +0.9% | |||
| 120 | $COP | CONOCOPHILLIPS | Energy | $1.0M | 0.1% | 9,746 | -0.6% | |||
| 121 | $UNP | UNION PACIFIC CORP | Industrials | $1.0M | 0.1% | 3,694 | -0.4% | |||
| 122 | — | SELECT SECTOR SPDR TR SBI CONS DISCR - Exchange Traded Fund | — | $1.0M | 0.1% | 8,548 | -0.3% | |||
| 123 | — | ISHARES MSCI EAFE INDEX - Exchange Traded Fund | — | $984K | 0.1% | 9,477 | -1% | |||
| 124 | — | ISHARES DOW JONES SELECT DIVIDEND INDEX - Exchange Traded Fund | — | $978K | 0.1% | 6,258 | -4% | |||
| 125 | $AMGN | AMGEN INC | Healthcare | $932K | 0.1% | 2,573 | -5% | |||
| 126 | — | ISHARES RUSSELL MIDCAP INDEX - Exchange Traded Fund | — | $931K | 0.1% | 5,657 | -6% | |||
| 127 | — | ISHARES S&P 500 VALUE - Exchange Traded Fund | — | $908K | 0.1% | 4,000 | +5% | |||
| 128 | — | CEF SELECT SECTOR SPDR FUND FINANCIAL - Exchange Traded Fund | — | $894K | 0.1% | 17K | — | |||
| 129 | $TSLA | Tesla, Inc. | Consumer Discretionary | $840K | 0.1% | 1,996 | -0.5% | |||
| 130 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $820K | 0.1% | 2,915 | -14% | |||
| 131 | — | ISHARES TR S&P MIDCP VALU - Exchange Traded Fund | — | $800K | 0.0% | 5,414 | -0.7% | |||
| 132 | $WM | WASTE MANAGEMENT INC | Utilities | $795K | 0.0% | 3,565 | — | |||
| 133 | $LIN | LINDE PLC | Materials | $756K | 0.0% | 1,457 | -45% | |||
| 134 | $DAL | DELTA AIR LINES, INC. | Industrials | $746K | 0.0% | 7,960 | -6% | |||
| 135 | — | VANGUARD MID-CAP ETF - Exchange Traded Fund | — | $745K | 0.0% | 9,247 | +293% | |||
| 136 | — | GREENFIELD BANKING CO. - Common Stock | — | $744K | 0.0% | 5,200 | — | |||
| 137 | — | VANGUARD INDEX FDS GROWTH ETF - Exchange Traded Fund | — | $690K | 0.0% | 8,016 | +502% | |||
| 138 | $STX | Seagate Technology Holdings plc | Technology | $680K | 0.0% | 705 | New | |||
| 139 | $EXPE | Expedia Group, Inc. | Consumer Discretionary | $676K | 0.0% | 2,643 | — | |||
| 140 | $WMB | WILLIAMS COMPANIES, INC. | Energy | $667K | 0.0% | 8,975 | +2% | |||
| 141 | — | ISHARES RUS MID-CAP ETF - Exchange Traded Fund | — | $663K | 0.0% | 6,009 | — | |||
| 142 | — | VANGUARD TOTAL STOCK MARKET ETF - Exchange Traded Fund | — | $662K | 0.0% | 1,790 | -3% | |||
| 143 | — | VANGUARD INDEX FDS SMALL CP ETF - Exchange Traded Fund | — | $647K | 0.0% | 2,133 | -1% | |||
| 144 | $CL | COLGATE PALMOLIVE CO | Consumer Staples | $640K | 0.0% | 6,980 | -8% | |||
| 145 | $BA | BOEING CO | Industrials | $635K | 0.0% | 2,934 | -14% | |||
| 146 | $PLTR | Palantir Technologies Inc. | Technology | $628K | 0.0% | 5,386 | +25% | |||
| 147 | — | ISHARES DOW JONES US HEALTHCARE - Exchange Traded Fund | — | $622K | 0.0% | 9,275 | — | |||
| 148 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $618K | 0.0% | 1,488 | -10% | |||
| 149 | $TRV | TRAVELERS COMPANIES, INC. | Financials | $612K | 0.0% | 1,853 | +0.7% | |||
| 150 | $DOV | DOVER Corp | Industrials | $611K | 0.0% | 2,724 | — |
What changed in Q2 2026
Against the previous quarter's 13F: 17 new, 74 added to, 105 trimmed, 11 sold out. Share-count changes; largest moves by dollar size first.
New positions (17)
$UBERUber Technologies, Inc$17.3M
first bought this quarter
$PNFPPinnacle Financial Partners, Inc.$1.5M
first bought this quarter
$STXSeagate Technology Holdings plc$680K
first bought this quarter
$INTCINTEL CORP$535K
first bought this quarter
$AMDADVANCED MICRO DEVICES INC$454K
first bought this quarter
$RMIXSuncrete, Inc.$439K
first bought this quarter
+11 more in the Excel export
Added to (74)
now $51.6M · held 9+ qtrs, 2 adds in a row
now $45.9M · held 9+ qtrs
$CNMCore & Main, Inc.+134%
now $24.1M · held 2 qtrs, 2 adds in a row
$NOWServiceNow, Inc.+70%
now $14.5M · held 8 qtrs, 8 adds in a row
$AFLAFLAC INC+75%
now $12.7M · held 9+ qtrs
- VANGUARD WORLD FDS INF TECH ETF - Exchange Traded Fund+748%
now $5.5M
+68 more in the Excel export
Trimmed (105)
now $95.0M · held 9+ qtrs, 2 trims in a row
now $71.7M · held 9+ qtrs
now $92.8M · held 9+ qtrs, 2 trims in a row
$GILDGILEAD SCIENCES, INC.-16%
now $11.6M · held 9+ qtrs
now $64.5M · held 9+ qtrs
now $45.7M · held 9+ qtrs
+99 more in the Excel export
Holdings by quarter
Every 13F Thomasville National Bank has filed, 38 earlier quarters. Pick one to see what it held then.
Is it too late to follow Thomasville National Bank?
Q2 2026 13F filed with the SEC on Jul 20, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Thomasville National Bank's top 20 holdings: 72/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)
Top 10 since filing
+1.7%
Value-weighted move of the 10 largest stock positions
Turnover
3%
Last quarter; 11% over the last 4
Top 10 weight
40%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
97%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Thomasville National Bank disclosed 241 positions worth $1.8B in its Form 13F-HR for Q2 2026, led by $TSM (TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD) at 5.2% of the equity portfolio, followed by $AMZN and $GOOG. During the quarter the fund opened 17 new positions and exited 11 — including a new stake in $UBER and a full exit from $ZTS. The portfolio is most concentrated in Technology (38.1% of disclosed assets). All figures are sourced directly from Thomasville National Bank’s Form 13F-HR filing with the SEC under CIK 1561790.
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