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.
TCV Trust & Wealth Management, Inc. (CIK 1135439) reported $1.19B across 214 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AVGO ($65.7M, 5.51%), SPIB ($52.4M, 4.39%), GVI ($49.3M, 4.14%), VO ($44.9M, 3.77%), VB ($44.6M, 3.74%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AVGO | BROADCOM INC | $65.7M | 5.51% | 212,235 | Trimmed |
| 2 | SPIB | SPDR SERIES TRUST | $52.4M | 4.39% | 1.6M | Added |
| 3 | GVI | ISHARES TR | $49.3M | 4.14% | 462,586 | Added |
| 4 | VO | VANGUARD INDEX FDS | $44.9M | 3.77% | 156,490 | Trimmed |
| 5 | VB | VANGUARD INDEX FDS | $44.6M | 3.74% | 170,397 | Trimmed |
| 6 | MSFT | MICROSOFT CORP | $42.4M | 3.55% | 114,539 | Trimmed |
| 7 | AAPL | APPLE INC | $40.5M | 3.40% | 159,713 | Trimmed |
| 8 | SPY | STATE STR SPDR S&P 500 ETF T | $35.2M | 2.95% | 54,201 | Trimmed |
| 9 | GLW | CORNING INC | $26.2M | 2.19% | 192,578 | Trimmed |
| 10 | JPM | JPMORGAN CHASE & CO | $24.9M | 2.09% | 84,750 | Trimmed |
| 11 | JNJ | JOHNSON & JOHNSON | $24.3M | 2.04% | 99,613 | Trimmed |
| 12 | XLC | SELECT SECTOR SPDR TR | $21.9M | 1.84% | 197,919 | Trimmed |
| 13 | TJX | TJX COS INC NEW | $21.2M | 1.78% | 132,775 | Trimmed |
| 14 | LLY | ELI LILLY & CO | $21.2M | 1.77% | 23,025 | Trimmed |
| 15 | CSCO | CISCO SYS INC | $20.7M | 1.73% | 266,357 | Trimmed |
| 16 | AMGN | AMGEN INC | $20.2M | 1.69% | 57,303 | Trimmed |
| 17 | V | VISA INC | $20.0M | 1.67% | 66,093 | Trimmed |
| 18 | CVX | CHEVRON CORPORATION | $19.2M | 1.61% | 92,750 | Trimmed |
| 19 | AMZN | AMAZON COM INC | $18.9M | 1.59% | 90,890 | Trimmed |
| 20 | BLK | BLACKROCK INC | $18.0M | 1.50% | 18,667 | Trimmed |
| 21 | CB | CHUBB LTD SWITZ | $17.7M | 1.49% | 54,368 | Trimmed |
| 22 | VIOO | VANGUARD ADMIRAL FDS INC | $17.2M | 1.44% | 149,822 | Trimmed |
| 23 | VNQ | VANGUARD INDEX FDS | $16.9M | 1.42% | 190,395 | Added |
| 24 | FAST | FASTENAL CO | $15.4M | 1.29% | 332,168 | Trimmed |
| 25 | HD | HOME DEPOT INC | $15.1M | 1.27% | 46,028 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31