Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
OLD POINT TRUST & FINANCIAL SERVICES N A (CIK 1102256) reported $311.4M across 315 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: XOM ($13.7M, 4.39%), MSFT ($11.9M, 3.83%), AAPL ($11.4M, 3.66%), JNJ ($10.9M, 3.51%), RTX ($10.1M, 3.25%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | XOM | EXXON MOBIL CORPORATION | $13.7M | 4.39% | 80,652 | Trimmed |
| 2 | MSFT | MICROSOFT CORP | $11.9M | 3.83% | 32,251 | Trimmed |
| 3 | AAPL | APPLE INC | $11.4M | 3.66% | 44,895 | Trimmed |
| 4 | JNJ | JOHNSON & JOHNSON | $10.9M | 3.51% | 44,664 | Trimmed |
| 5 | RTX | RTX CORPORATION | $10.1M | 3.25% | 52,493 | Trimmed |
| 6 | FNDF | SCHWAB FUNDAMENTAL INTL L/C | $9.3M | 2.99% | 190,489 | Added |
| 7 | CSCO | CISCO SYSTEMS | $8.2M | 2.64% | 105,766 | Trimmed |
| 8 | PG | PROCTER & GAMBLE CO. | $7.9M | 2.53% | 54,473 | Trimmed |
| 9 | PLTR | PALANTIR TECHNOLOGIES INC - A | $7.5M | 2.41% | 51,401 | Trimmed |
| 10 | PEP | PEPSICO INC | $7.5M | 2.40% | 48,181 | Trimmed |
| 11 | AMGN | AMGEN INC | $6.9M | 2.23% | 19,700 | Trimmed |
| 12 | AMZN | AMAZON.COM INC | $6.8M | 2.20% | 32,873 | Trimmed |
| 13 | SO | SOUTHERN CO | $6.8M | 2.19% | 70,708 | Trimmed |
| 14 | TOWN | TOWNEBANK | $6.8M | 2.18% | 201,876 | Trimmed |
| 15 | VBR | VANGUARD SMALL-CAP VALUE ETF | $6.6M | 2.13% | 30,494 | Added |
| 16 | COP | CONOCOPHILLIPS | $6.2M | 1.98% | 46,634 | Trimmed |
| 17 | NEE | NEXTERA ENERGY INC | $5.8M | 1.86% | 62,211 | Trimmed |
| 18 | TFC | TRUIST FINANCIAL CORP | $5.5M | 1.76% | 119,112 | Trimmed |
| 19 | KMI | KINDER MORGAN INC | $5.4M | 1.75% | 162,307 | Trimmed |
| 20 | ENB | ENBRIDGE INC | $5.1M | 1.65% | 94,674 | Trimmed |
| 21 | GOOGL | ALPHABET INC - CL A | $5.1M | 1.64% | 17,782 | Trimmed |
| 22 | ACN | ACCENTURE PLC CL A | $4.4M | 1.42% | 22,319 | Trimmed |
| 23 | ECL | ECOLAB INC | $4.3M | 1.39% | 16,292 | Trimmed |
| 24 | LMT | LOCKHEED MARTIN CORP | $4.3M | 1.37% | 7,045 | Trimmed |
| 25 | IUSV | iShares Core S&P US Value ETF | $4.0M | 1.28% | 39,026 | Added |
Source: SEC Form 13F filings · as of 2026-03-31