Towne Trust Company, N.A Diversified Active

Location: Newport News, VA

CIK: 0001102256 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Feb 2, 2022

Total Value: $249M (100.0% shares, 0.0% debt)

Holdings (80)

MSFT MICROSOFT CORP 6.9%
Value $17.19M Shares 51,107 Est. Cost $35.99 Unrealized +770.9%
ACN ACCENTURE PLC CL A 5.5%
Value $13.74M Shares 33,147 Est. Cost $68.21 Unrealized +403.3%
PG PROCTER & GAMBLE CO. 4.7%
Value $11.64M Shares 71,134 Est. Cost $64.63 Unrealized +107.5%
PEP PEPSICO INC 4.2%
Value $10.51M Shares 60,518 Est. Cost $56.53 Unrealized +153.7%
AAPL APPLE INC 4.0%
Value $10.06M Shares 56,652 Est. Cost $94.40 Unrealized +63.9%
RTX RAYTHEON TECHNOLOGIES CORP 3.8%
Value $9.367M Shares 108,845 Est. Cost $55.12 Unrealized +43.9%
CSCO CISCO SYSTEMS 3.7%
Value $9.265M Shares 146,203 Est. Cost $17.36 Unrealized +190.8%
BX BLACKSTONE GROUP INC COM 3.7%
Value $9.225M Shares 71,295 Est. Cost $40.24 Unrealized +188.6%
JNJ JOHNSON & JOHNSON 3.6%
Value $8.942M Shares 52,268 Est. Cost $68.04 Unrealized +113.3%
INTC INTEL CORP 3.1%
Value $7.795M Shares 151,362 Est. Cost $19.97 Unrealized +136.8%
COP CONOCOPHILLIPS 2.8%
Value $6.86M Shares 95,043 Est. Cost $40.15 Unrealized +56.0%
ECL ECOLAB INC 2.7%
Value $6.725M Shares 28,669 Est. Cost $121.22 Unrealized +77.8%
AMGN AMGEN INC 2.7%
Value $6.683M Shares 29,706 Est. Cost $100.93 Unrealized +83.4%
ENB ENBRIDGE INC 2.6%
Value $6.506M Shares 166,479 Est. Cost $24.38 Unrealized +25.8%
D DOMINION ENERGY INC 2.4%
Value $6.029M Shares 76,735 Est. Cost $47.54 Unrealized +30.7%
NEE NEXTERA ENERGY INC 2.4%
Value $5.864M Shares 62,815 Est. Cost $56.21 Unrealized +37.6%
SO SOUTHERN CO 2.3%
Value $5.716M Shares 83,349 Est. Cost $30.28 Unrealized +80.7%
OLD POINT FINANCIAL CORPORATIO 2.2%
Value $5.485M Shares 234,686 Est. Cost $10781.57 Unrealized
NSC NORFOLK SOUTHERN CORP. 2.1%
Value $5.316M Shares 17,856 Est. Cost $64.30 Unrealized +296.9%
XOM EXXON MOBIL CORPORATION 2.1%
Value $5.194M Shares 84,883 Est. Cost $51.98 Unrealized +3.7%
VZ VERIZON COMMUNICATIONS 2.0%
Value $5.057M Shares 97,326 Est. Cost $28.39 Unrealized +42.3%
UPS UNITED PARCEL SERVICE CL B 1.8%
Value $4.451M Shares 20,765 Est. Cost $81.38 Unrealized +107.1%
LMT LOCKHEED MARTIN CORP 1.5%
Value $3.838M Shares 10,798 Est. Cost $108.46 Unrealized +184.9%
KMI KINDER MORGAN INC 1.5%
Value $3.722M Shares 234,624 Est. Cost $12.24 Unrealized +7.8%
YUM YUM! BRANDS INC 1.5%
Value $3.674M Shares 26,455 Est. Cost $51.21 Unrealized +130.8%
TFC TRUIST FINANCIAL CORP 1.5%
Value $3.638M Shares 62,139 Est. Cost $40.78 Unrealized +21.9%
TGT TARGET CORP 1.4%
Value $3.545M Shares 15,314 Est. Cost $59.46 Unrealized +260.2%
SYY SYSCO CORP 1.2%
Value $2.918M Shares 37,145 Est. Cost $25.01 Unrealized +175.0%
PFE PFIZER, INC 1.2%
Value $2.906M Shares 49,209 Est. Cost $19.29 Unrealized +108.5%
WY WEYERHAEUSER CO 1.1%
Value $2.828M Shares 68,680 Est. Cost $21.80 Unrealized +46.7%
BAX BAXTER INTL INC 1.0%
Value $2.596M Shares 30,239 Est. Cost $38.78 Unrealized +88.7%
HPE HEWLETT PACKARD ENTERPRISE CO 1.0%
Value $2.524M Shares 160,025 Est. Cost $9.96 Unrealized +34.1%
MARATHON OIL CORP 0.9%
Value $2.301M Shares 140,150 Est. Cost $17812.16 Unrealized
TROW T ROWE PRICE GROUP INC 0.9%
Value $2.26M Shares 11,492 Est. Cost $65.27 Unrealized +158.4%
IBM INTERNATIONAL BUSINESS MACHINE 0.8%
Value $2.033M Shares 15,213 Est. Cost $105.75 Unrealized +0.7%
WALGREENS BOOTS ALLIANCE INC 0.8%
Value $2.012M Shares 38,569 Est. Cost $81.27 Unrealized
T AT&T INC 0.7%
Value $1.817M Shares 73,879 Est. Cost $11.78 Unrealized +24.5%
PLTR PALANTIR TECHNOLOGIES INC - A 0.7%
Value $1.782M Shares 97,850 Est. Cost $23.20 Unrealized -4.8%
FOX FOX CORP - CLASS B 0.6%
Value $1.561M Shares 45,539 Est. Cost $28.96 Unrealized +19.4%
LUMN LUMEN TECHNOLOGIES INC 0.6%
Value $1.556M Shares 123,928 Est. Cost $10.83 Unrealized +8.6%
DIS DISNEY COM STOCK 0.6%
Value $1.485M Shares 9,590 Est. Cost $125.25 Unrealized +26.0%
KO COCA-COLA CO 0.6%
Value $1.441M Shares 24,341 Est. Cost $34.52 Unrealized +42.5%
ETN EATON CORP PLC 0.6%
Value $1.389M Shares 8,039 Est. Cost $48.28 Unrealized +222.0%
KMB KIMBERLY CLARK CORP 0.6%
Value $1.379M Shares 9,649 Est. Cost $74.91 Unrealized +53.9%
HON HONEYWELL INTERNATIONAL INC 0.5%
Value $1.297M Shares 6,219 Est. Cost $84.31 Unrealized +119.5%
PM PHILIP MORRIS INTERNATIONAL IN 0.5%
Value $1.292M Shares 13,598 Est. Cost $50.71 Unrealized +50.5%
MRK MERCK & CO INC NEW 0.5%
Value $1.203M Shares 15,699 Est. Cost $36.71 Unrealized +90.4%
GE GENERAL ELECTRIC CO COM 0.5%
Value $1.186M Shares 12,556 Est. Cost $62.95 Unrealized -2.2%
NKE NIKE, INC. 0.4%
Value $1.026M Shares 6,154 Est. Cost $50.45 Unrealized +206.3%
MMM 3M CO 0.4%
Value $1.024M Shares 5,766 Est. Cost $71.73 Unrealized +77.5%
BKR BAKER HUGHES CO 0.4%
Value $958K Shares 39,800 Est. Cost $27.66 Unrealized -19.2%
MO ALTRIA GROUP INC 0.3%
Value $724K Shares 15,271 Est. Cost $20.34 Unrealized +61.2%
DVN DEVON ENERGY CORPORATION NEW 0.3%
Value $692K Shares 15,700 Est. Cost $35.34 Unrealized -4.9%
PPG PPG INDUSTRIES, INC. 0.3%
Value $690K Shares 4,000 Est. Cost $77.00 Unrealized +91.5%
CVX CHEVRON CORP 0.3%
Value $642K Shares 5,474 Est. Cost $72.88 Unrealized +31.9%
HD HOME DEPOT INC. 0.2%
Value $562K Shares 1,355 Est. Cost $81.48 Unrealized +321.2%
MDLZ MONDELEZ INTERNATIONAL, INC 0.2%
Value $455K Shares 6,862 Est. Cost $25.05 Unrealized +120.8%
MPC MARATHON PETROLEUM CORP 0.2%
Value $388K Shares 6,066 Est. Cost $31.29 Unrealized +86.7%
ABT ABBOTT LABORATORIES 0.2%
Value $382K Shares 2,709 Est. Cost $107.28 Unrealized +10.6%
TOWN TOWNEBANK 0.2%
Value $382K Shares 12,109 Est. Cost $28.40 Unrealized +12.2%
CLX CLOROX CO 0.1%
Value $343K Shares 1,966 Est. Cost $105.15 Unrealized +38.5%
BRK/B BERKSHIRE HATHAWAY INC CL B NE 0.1%
Value $337K Shares 1,130 Est. Cost $153.96 Unrealized +86.0%
TEVA TEVA PHARMACEUTICAL SPONS ADR 0.1%
Value $336K Shares 41,950 Est. Cost $35.39 Unrealized
ITW ILLINOIS TOOL WORKS 0.1%
Value $333K Shares 1,349 Est. Cost $143.68 Unrealized +46.4%
MCD MCDONALDS CORP 0.1%
Value $328K Shares 1,223 Est. Cost $165.49 Unrealized +38.7%
FSLR FIRST SOLAR INC 0.1%
Value $301K Shares 3,450 Est. Cost $82.47 Unrealized +24.7%
LOW LOWES COMPANIES 0.1%
Value $297K Shares 1,148 Est. Cost $179.51 Unrealized +22.5%
COST COSTCO WHOLESALE CORP 0.1%
Value $297K Shares 523 Est. Cost $488.10 Unrealized 0.0%
CAT CATERPILLAR INC 0.1%
Value $294K Shares 1,420 Est. Cost $194.70 Unrealized -4.1%
CVS CVS HEALTH CORP 0.1%
Value $258K Shares 2,499 Est. Cost $80.49 Unrealized 0.0%
INTU INTUIT INC 0.1%
Value $257K Shares 399 Est. Cost $601.47 Unrealized 0.0%
EFA ISHARES MSCI EAFE INDEX FUND 0.1%
Value $247K Shares 3,135 Est. Cost $75.92 Unrealized
RPM RPM INC/OHIO 0.1%
Value $237K Shares 2,343 Est. Cost $91.01 Unrealized 0.0%
CL COLGATE PALMOLIVE CO. 0.1%
Value $226K Shares 2,647 Est. Cost $73.43 Unrealized -3.4%
WMT WAL-MART STORES INC 0.1%
Value $223K Shares 1,538 Est. Cost $45.47 Unrealized -0.6%
TRV TRAVELERS COMPANIES INC/THE 0.1%
Value $221K Shares 1,410 Est. Cost $143.90 Unrealized 0.0%
PSX PHILLIPS 66 0.1%
Value $219K Shares 3,023 Est. Cost $47.97 Unrealized +34.9%
CMCSA COMCAST CORP CL A 0.1%
Value $212K Shares 4,212 Est. Cost $49.06 Unrealized -6.0%
ABBV ABBVIE INC 0.1%
Value $206K Shares 1,520 Est. Cost $101.71 Unrealized 0.0%
BIEL BIOELECTRONICS CORP 0.0%
Value $1,000 Shares 550,000 Est. Cost $0.00 Unrealized +86.8%