Trust CO Of The South has filed its 13F form on October 02, 2025 for Q3 2025 where it was disclosed a total value porftolio of $603 Billion distributed in 137 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Target with a value of $104B, Dimensional ETF Tr Us Marketwi with a value of $79.2B, Dimensional ETF Tr U S Core Eq with a value of $50.6B, Vanguard Index Fds S&P 500 ETF with a value of $34.8B, and Dimensional ETF Tr Dimensional with a value of $33.2B.

Examining the 13F form we can see an increase of $39.5B in the current position value, from $563B to 603B.

Trust CO Of The South is based out at Greensboro, NC

Below you can find more details about Trust CO Of The South portfolio as well as his latest detailed transactions.

Portfolio value $603 Billion
ETFs: $465 Billion
Technology: $46.9 Billion
Financial Services: $34 Billion
Consumer Cyclical: $9.47 Billion
Healthcare: $9 Billion
Consumer Defensive: $7.62 Billion
Industrials: $6.52 Billion
Communication Services: $5.31 Billion
Other: $4.26 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 137
  • Current Value $603 Billion
  • Prior Value $563 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 02, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 8 stocks
  • Additional Purchases 49 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 33 stocks
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