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Trust Co Of Oklahoma 13F Filings, Portfolio & Analysis

CIK: 0001083323
Tulsa 6120 South Yale Suite 1900
Zip Code: 74136
Latest Portfolio Value
$343.26 M
+0.09%
Total Holdings
139
6
Latest Report Date
Q1 2026
Top 10 Concentration
46.09%

Trust Co Of Oklahoma — Portfolio Overview & Company Profile

Trust Co Of Oklahoma (CIK: 0001083323) is a financial institution headquartered at 6120 South Yale, Suite 1900, Tulsa, Oklahoma 74136. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2026-03-31), the institution manages a portfolio valued at $343.26 M, comprising 139 distinct securities. Over its filing history, it has submitted 52 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q1 2026 — Top-10 concentration: 46.1%. Quarterly turnover: 3.9%. ▲ 18 new, +58 added, −49 reduced, ×12 exited.

Portfolio Summary (Q1 2026)

Asset Allocation

Stocks/ETFs
+0.09%
$343.26 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q1 2026)

Name Shares Market Value Weight Change Activity
60,663 $42.33 M 12.33% ▼ 570 Reduce -0.9%
33,809 $21.99 M 6.41% ▼ 983 Reduce -2.8%
69,173 $17.56 M 5.11% ▲ 3,336 Add 5.1%
143,602 $17.35 M 5.05% ▲ 2,570 Add 1.8%
32,277 $11.59 M 3.38% ▼ 537 Reduce -1.6%
38,581 $11.09 M 3.23% ▼ 1,025 Reduce -2.6%
25,798 $9.55 M 2.78% ▲ 177 Add 0.7%
33,643 $9.16 M 2.67% ▲ 1,025 Add 3.1%
55,938 $9.05 M 2.64% ▲ 1,041 Add 1.9%
8,567 $8.54 M 2.49% ▲ 146 Add 1.7%

Historical Portfolio Charts