Thomasville National Bank portfolio
Bank or trading deskPortfolio as of Jun 30, 2026 (Q2 2026) · filed with the SEC on Jul 20, 2026 · data updated on Nov 6, 2026 · Q2 2026 13F (filing) ↗ · all its 13F filings ↗
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Thomasville National Bank reported a $1.8 bn portfolio of 239 companies (241 positions, counting each share class separately) to the SEC as of the end of Q2 2026. Its largest positions are GOOG, TSM, AMZN.
Sections with a free account
What changed this quarter
No prior 13F to compare: this quarter's changes cannot be calculated.
The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight: what it bought or sold, excluding price effects.
Top holdings
- AlphabetGOOG · GOOGL5.3%
- Taiwan Semiconductor ManufacturingTSM5.2%
- Amazon.comAMZN5.1%
- Palo Alto NetworksPANW4.6%
- ASML HoldingASML3.9%
- MicrosoftMSFT3.9%
- AppleAAPL3.5%
- Berkshire HathawayBRK/B3.5%
- Booking HoldingsBKNG2.8%
- EnbridgeENB2.6%
- CrowdStrike HoldingsCRWD2.5%
- GSKGSK2.5%
- US Bancorp \de\USB2.5%
- VisaV2.3%
- RTXRTX2.1%
Portfolio by sector
- ● Information Technology 30%
- ● Financials 15%
- ● Consumer Discretionary 9%
- ● No sector 9%
- ● Health Care 8%
- ● Industrials 8%
- ● Communication Services 7%
- ● Energy 7%
- ● Utilities 5%
- ● Consumer Staples 3%
Stakes above 5% (13D/13G)
Companies where this filer reported holding 5% or more of the shares. It is the figure from its latest filing on each one; history since December 2024.
How we classify it
Not counted as a concentrated manager: its portfolio is not within 5 to 100 positions; its top 10 positions are under 45%; it is a bank or trading desk; its positions are usually hedges or inventory. Its portfolio is shown all the same, but it is left out of manager counts, the consensus and the ranking. How this is decided
Managers of a similar size
A 13F portfolio value between a third and three times this one, whatever the type of filer. It is not a comparison of what they hold.
- Saratoga Research & Investment Management$1.8 bn
- Kynam Capital ManagementInvestment firm · $1.8 bn
- Standard Investments$1.8 bn
- Spyglass Capital ManagementInvestment firm · $1.8 bn
- Black Creek Investment ManagementInvestment firm · $1.8 bn
- Keystone Investors PTEInvestment firm · $1.9 bn