Towne Trust Company, N.A Diversified Active

Location: Newport News, VA

CIK: 0001102256 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Nov 9, 2023

Total Value: $221M (100.0% shares, 0.0% debt)

Holdings (82)

MSFT MICROSOFT CORP 6.4%
Value $14.1M Shares 44,654 Est. Cost $35.99 Unrealized +801.9%
AAPL APPLE INC 4.8%
Value $10.6M Shares 61,930 Est. Cost $101.17 Unrealized +79.2%
XOM EXXON MOBIL CORPORATION 4.8%
Value $10.53M Shares 89,593 Est. Cost $55.30 Unrealized +82.6%
COP CONOCOPHILLIPS 4.7%
Value $10.37M Shares 86,586 Est. Cost $41.19 Unrealized +161.9%
PEP PEPSICO INC 4.2%
Value $9.341M Shares 55,127 Est. Cost $56.53 Unrealized +195.7%
PG PROCTER & GAMBLE CO. 4.2%
Value $9.242M Shares 63,361 Est. Cost $64.63 Unrealized +123.0%
ACN ACCENTURE PLC CL A 3.8%
Value $8.342M Shares 27,163 Est. Cost $68.21 Unrealized +346.2%
AMGN AMGEN INC 3.5%
Value $7.749M Shares 28,834 Est. Cost $105.48 Unrealized +119.8%
JNJ JOHNSON & JOHNSON 3.5%
Value $7.661M Shares 49,190 Est. Cost $70.28 Unrealized +118.1%
BX BLACKSTONE INC 3.4%
Value $7.508M Shares 70,080 Est. Cost $43.45 Unrealized +124.2%
CSCO CISCO SYSTEMS 3.3%
Value $7.342M Shares 136,571 Est. Cost $17.36 Unrealized +189.8%
RTX RTX CORPORATION 3.3%
Value $7.268M Shares 100,980 Est. Cost $55.60 Unrealized +46.1%
TFC TRUIST FINANCIAL CORP 2.9%
Value $6.446M Shares 225,305 Est. Cost $38.52 Unrealized -29.5%
SO SOUTHERN CO 2.4%
Value $5.268M Shares 81,391 Est. Cost $31.24 Unrealized +104.1%
ENB ENBRIDGE INC 2.3%
Value $5.117M Shares 154,178 Est. Cost $24.38 Unrealized +24.6%
OLD POINT FINANCIAL CORPORATIO 2.3%
Value $5.076M Shares 277,847 Est. Cost $7006.00 Unrealized
INTC INTEL CORP 2.3%
Value $5.037M Shares 141,700 Est. Cost $20.07 Unrealized +70.5%
ECL ECOLAB INC 2.2%
Value $4.955M Shares 29,248 Est. Cost $122.33 Unrealized +44.9%
LMT LOCKHEED MARTIN CORP 1.9%
Value $4.309M Shares 10,537 Est. Cost $120.08 Unrealized +245.7%
NEE NEXTERA ENERGY INC 1.9%
Value $4.184M Shares 73,032 Est. Cost $58.17 Unrealized +10.7%
KMI KINDER MORGAN INC 1.9%
Value $4.119M Shares 248,445 Est. Cost $12.48 Unrealized +22.3%
D DOMINION ENERGY INC 1.6%
Value $3.632M Shares 81,305 Est. Cost $49.96 Unrealized -11.9%
AMZN AMAZON.COM INC 1.6%
Value $3.539M Shares 27,842 Est. Cost $115.51 Unrealized +16.0%
MARATHON OIL CORP 1.5%
Value $3.351M Shares 125,285 Est. Cost $17812.16 Unrealized
NSC NORFOLK SOUTHERN CORP. 1.5%
Value $3.312M Shares 16,817 Est. Cost $70.82 Unrealized +189.5%
UPS UNITED PARCEL SERVICE CL B 1.4%
Value $3.148M Shares 20,194 Est. Cost $84.43 Unrealized +79.6%
IBM INTERNATIONAL BUSINESS MACHINE 1.2%
Value $2.689M Shares 19,169 Est. Cost $108.57 Unrealized +21.4%
PLTR PALANTIR TECHNOLOGIES INC - A 1.2%
Value $2.617M Shares 163,549 Est. Cost $17.53 Unrealized -9.2%
VZ VERIZON COMMUNICATIONS 1.2%
Value $2.612M Shares 80,605 Est. Cost $28.78 Unrealized +0.7%
SYY SYSCO CORP 1.0%
Value $2.205M Shares 33,389 Est. Cost $30.05 Unrealized +123.1%
YUM YUM! BRANDS INC 1.0%
Value $2.164M Shares 17,317 Est. Cost $53.55 Unrealized +134.5%
HPE HEWLETT PACKARD ENTERPRISE CO 1.0%
Value $2.141M Shares 123,230 Est. Cost $10.34 Unrealized +55.6%
WY WEYERHAEUSER CO 1.0%
Value $2.122M Shares 69,220 Est. Cost $22.43 Unrealized +36.5%
ETN EATON CORP PLC 0.9%
Value $1.997M Shares 9,364 Est. Cost $75.65 Unrealized +177.2%
PFE PFIZER, INC 0.8%
Value $1.848M Shares 55,727 Est. Cost $22.21 Unrealized +37.6%
MRK MERCK & CO INC NEW 0.8%
Value $1.804M Shares 17,520 Est. Cost $45.80 Unrealized +118.0%
TGT TARGET CORP 0.7%
Value $1.588M Shares 14,358 Est. Cost $61.04 Unrealized +90.7%
BKR BAKER HUGHES CO 0.6%
Value $1.427M Shares 40,400 Est. Cost $27.56 Unrealized +21.6%
TROW T ROWE PRICE GROUP INC 0.6%
Value $1.396M Shares 13,307 Est. Cost $72.68 Unrealized +38.0%
KO COCA-COLA CO 0.6%
Value $1.349M Shares 24,095 Est. Cost $35.87 Unrealized +55.4%
GE GENERAL ELECTRIC CO COM 0.6%
Value $1.336M Shares 12,088 Est. Cost $62.69 Unrealized +41.4%
PM PHILIP MORRIS INTERNATIONAL IN 0.5%
Value $1.184M Shares 12,789 Est. Cost $53.75 Unrealized +60.3%
HON HONEYWELL INTERNATIONAL INC 0.5%
Value $1.042M Shares 5,640 Est. Cost $97.44 Unrealized +78.4%
MPC MARATHON PETROLEUM CORP 0.5%
Value $1.014M Shares 6,700 Est. Cost $57.70 Unrealized +129.9%
KMB KIMBERLY CLARK CORP 0.5%
Value $1.008M Shares 8,341 Est. Cost $76.84 Unrealized +53.3%
CVX CHEVRON CORP 0.4%
Value $936K Shares 5,553 Est. Cost $83.14 Unrealized +75.3%
BAX BAXTER INTL INC 0.4%
Value $912K Shares 24,161 Est. Cost $38.78 Unrealized +3.5%
FOX FOX CORP - CLASS B 0.4%
Value $909K Shares 31,474 Est. Cost $28.96 Unrealized +2.3%
DIS WALT DISNEY CO/THE 0.4%
Value $826K Shares 10,189 Est. Cost $122.24 Unrealized -31.7%
DVN DEVON ENERGY CORPORATION NEW 0.4%
Value $785K Shares 16,450 Est. Cost $37.07 Unrealized +24.5%
FSLR FIRST SOLAR INC 0.4%
Value $776K Shares 4,800 Est. Cost $83.05 Unrealized +124.7%
ORCL ORACLE CORP 0.3%
Value $712K Shares 6,718 Est. Cost $70.41 Unrealized +60.2%
MO ALTRIA GROUP INC 0.3%
Value $585K Shares 13,916 Est. Cost $21.95 Unrealized +66.0%
WMT WALMART INC 0.3%
Value $563K Shares 3,520 Est. Cost $43.62 Unrealized +18.8%
PPG PPG INDUSTRIES, INC. 0.2%
Value $526K Shares 4,050 Est. Cost $77.91 Unrealized +70.7%
T AT&T INC 0.2%
Value $506K Shares 33,666 Est. Cost $11.95 Unrealized +8.4%
BRK/B BERKSHIRE HATHAWAY INC CL B NE 0.2%
Value $484K Shares 1,381 Est. Cost $180.96 Unrealized +96.0%
WALGREENS BOOTS ALLIANCE INC 0.2%
Value $482K Shares 21,653 Est. Cost $81.27 Unrealized
GLD SPDR GOLD TRUST 0.2%
Value $474K Shares 2,762 Est. Cost $178.27 Unrealized
MDLZ MONDELEZ INTERNATIONAL, INC 0.2%
Value $465K Shares 6,697 Est. Cost $33.38 Unrealized +101.3%
PSX PHILLIPS 66 0.2%
Value $445K Shares 3,703 Est. Cost $60.85 Unrealized +69.8%
ABT ABBOTT LABORATORIES 0.2%
Value $409K Shares 4,226 Est. Cost $104.57 Unrealized -3.9%
NKE NIKE, INC. 0.2%
Value $399K Shares 4,174 Est. Cost $51.50 Unrealized +90.8%
V VISA INC - CLASS A SHARES 0.2%
Value $389K Shares 1,693 Est. Cost $198.85 Unrealized +18.8%
HD HOME DEPOT INC. 0.2%
Value $388K Shares 1,284 Est. Cost $111.53 Unrealized +171.7%
BA BOEING CO. 0.2%
Value $373K Shares 1,946 Est. Cost $166.32 Unrealized +31.5%
MMM 3M CO 0.2%
Value $372K Shares 3,970 Est. Cost $71.73 Unrealized +10.9%
NVDA NVIDIA CORP 0.2%
Value $339K Shares 780 Est. Cost $35.40 Unrealized +26.5%
CAT CATERPILLAR INC 0.2%
Value $332K Shares 1,217 Est. Cost $209.62 Unrealized +24.7%
TOWN TOWNEBANK 0.1%
Value $318K Shares 13,862 Est. Cost $28.64 Unrealized -15.9%
MCD MCDONALDS CORP 0.1%
Value $307K Shares 1,164 Est. Cost $165.49 Unrealized +62.9%
ITW ILLINOIS TOOL WORKS 0.1%
Value $301K Shares 1,305 Est. Cost $146.38 Unrealized +57.2%
UNH UNITED HEALTH GROUP INC 0.1%
Value $300K Shares 595 Est. Cost $457.25 Unrealized +2.8%
ABBV ABBVIE INC 0.1%
Value $284K Shares 1,903 Est. Cost $106.82 Unrealized +26.7%
GOOGL ALPHABET INC - CL A 0.1%
Value $277K Shares 2,120 Est. Cost $115.84 Unrealized +10.8%
CLX CLOROX CO 0.1%
Value $252K Shares 1,919 Est. Cost $105.93 Unrealized +32.1%
VLO VALERO ENERGY CORP 0.1%
Value $247K Shares 1,743 Est. Cost $123.00 Unrealized -0.7%
ADI ANALOG DEVICES INC 0.1%
Value $225K Shares 1,285 Est. Cost $147.75 Unrealized +19.8%
BAC BANK OF AMERICA CORP 0.1%
Value $220K Shares 8,043 Est. Cost $31.50 Unrealized -11.7%
LOW LOWES COMPANIES 0.1%
Value $213K Shares 1,024 Est. Cost $188.18 Unrealized +14.2%
MVCO METAVESCO INC 0.0%
Value $7,542 Shares 142,310 Est. Cost $0.00 Unrealized +2.5%
BIEL BIOELECTRONICS CORP 0.0%
Value $220 Shares 550,000 Est. Cost $0.00 Unrealized -37.5%