Trust Co of the South has filed a Form 13F-HR report disclosing its equity holdings as of September 30, 2026. The filing lists 143 separate positions held by the firm during the quarter.
The portfolio includes a mix of individual equities and various exchange-traded funds (ETFs). Notable holdings in the equity section include Apple Computer Inc., with 93,734 shares; Berkshire Hathaway Inc. Class B, with 13,140 shares; and Duke Energy Corp. New, with 15,003 shares.
The filing also details significant allocations to ETFs, including the Vanguard S&P 500 Mutual Fund, which holds 72,892 shares, and the Vanguard Growth ETF, which holds 422,674 shares. Additionally, the firm holds shares in Dimensional U.S. Targeted Value Mutual Funds, with a total of 1,622,011 shares across two distinct classes.
