Long-term investor
Towne Trust Company, N.a @townetrustcompanyna
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001102256).
Record
- Tracked since 2025-06-30 (479 days), 90 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months -2.1% · 1 year -1.5% · all -1.5%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 3.9% · long · since 2025-06-30
- MSFT · 3.7% · long · since 2025-06-30
- CSCO · 3.6% · long · since 2025-06-30
- JNJ · 3.4% · long · since 2025-06-30
- 30231G102 · 3.3% · long · since 2025-06-30
- 808524755 · 3.2% · long · since 2025-06-30
- RTX · 3.0% · long · since 2025-06-30
- PG · 2.4% · long · since 2025-06-30
- 922908611 · 2.4% · long · since 2025-06-30
- AMZN · 2.4% · long · since 2025-06-30
- 89214P109 · 2.2% · long · since 2025-06-30
- AMGN · 2.2% · long · since 2025-06-30