Q2 2026 13F · SEC CIK 1561790

Thomasville National Bank

Bank & trustFiled 2026-07-20 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.8B
Reported positions: 241
Top holdings a year, 3 yrs: +24.2%
Average holding period: 8.7 yrs

Thomasville National Bank is a bank & trust that reported 241 positions worth $1.8B in its Q2 2026 13F, filed 2026-07-20. Its largest holdings were Taiwan Semiconductor Manufac (TSM, 5.2%), Amazon Com Inc Com (AMZN, 5.1%), Alphabet Inc (GOOG, 5.1%). A portfolio copying its top holdings returned 24.2% a year over the last 3 years, against 20.4% for the S&P 500.

Thomasville National Bank holdings largest 50 of 241 positions.

Weights are shares of the filer's total reported 13F value, compared with Q4 2025. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Thomasville National Bank 13F holdings
Stock	% of 13F value	Q4 2025	Shares	Share change	Reported value
TSMTaiwan Semiconductor Manufac	5.2%	4.5%	198,967	-15.9%	$95.0M
AMZNAmazon Com Inc Com	5.1%	5.4%	391,613	+2.8%	$93.3M
GOOGAlphabet Inc	5.1%	5.2%	262,647	-2.4%	$92.8M
PANWPalo Alto Networks Inc	4.6%	2.7%	242,809	+1.3%	$82.8M
ASMLAsml Hldg NV	3.9%	2.8%	36,050	-14.7%	$71.7M
MSFTMicrosoft Corp	3.9%	5.3%	188,684	+5.8%	$70.4M
AAPLApple Inc	3.5%	3.8%	222,766	-1.5%	$64.5M
BRK-BBerkshire Hathaway Inc Del	3.5%	3.8%	128,242	+3.9%	$64.2M
BKNGBooking Holdings Inc Com	2.8%	3.6%	289,313	+2598.8%	$51.6M
ENBEnbridge Inc Com	2.6%	2.6%	880,638	+1.5%	$47.7M
CRWDCrowdstrike Hldgs Inc Class A	2.5%	—	60,110	—	$45.9M
GSKGsk PLC	2.5%	2.7%	871,467	-2.1%	$45.7M
USBUS Bancorp Del	2.5%	2.4%	739,239	+2.0%	$44.7M
VVisa Inc Com Cl A	2.3%	2.5%	121,242	+5.2%	$41.6M
RTXRtx Corporation Com	2.1%	2.4%	205,711	-2.1%	$39.0M
NVDANvidia Corporation Com	2.0%	2.1%	186,146	+1.2%	$37.2M
SHELShell PLC	1.8%	1.9%	433,623	+3.9%	$33.6M
JPMJpmorgan Chase & Co	1.8%	2.0%	101,633	-0.6%	$33.3M
DUKDuke Energy	1.7%	1.7%	245,601	+2.3%	$31.1M
XOMExxon Mobil Corp	1.6%	1.6%	219,025	+0.0%	$29.9M
NINisource Inc	1.5%	1.5%	592,284	+0.1%	$28.2M
GDGeneral Dynamics Corp	1.5%	1.6%	79,329	+2.4%	$28.1M
PMPhilip Morris Intl Inc Com	1.5%	1.4%	147,111	+3.2%	$26.6M
AJGGallagher Arthur J & Co	1.4%	1.7%	114,282	+4.8%	$26.2M
METAMeta Platforms Inc Class A	1.4%	1.8%	45,384	+4.4%	$25.6M
CNMCore & Main Inc	1.3%	0.7%	499,731	+133.7%	$24.1M
WECWEC Energy Group Inc.	1.3%	1.3%	201,053	+2.0%	$23.5M
IVVIshares Core S&p 500 ETF	1.2%	1.3%	29,252	-1.9%	$21.9M
JPSTJ P Morgan Exchange Traded Fd	1.2%	1.3%	421,402	-0.6%	$21.3M
TMOThermo Fisher Scientific Inc	1.1%	1.3%	40,235	+8.2%	$20.2M
CRMSalesforce Inc Com	1.1%	1.8%	126,832	+17.2%	$19.9M
UBERUber Technologies Inc	1.0%	—	239,770	—	$17.3M
VEEVVeeva Sys Inc	0.9%	1.2%	97,231	+12.8%	$17.3M
AXPAmerican Express Co Com	0.9%	1.1%	49,015	+2.5%	$16.6M
ADSKAutodesk Inc	0.8%	1.3%	78,319	+10.5%	$15.2M
NOWServicenow Inc Com	0.8%	0.8%	145,960	+70.3%	$14.5M
AFLAflac Inc	0.7%	0.4%	108,002	+75.5%	$12.7M
VIGVanguard Dividend Appreciation ETF	0.7%	0.7%	50,024	+2.8%	$11.8M
GILDGilead Sciences	0.6%	0.8%	91,822	-16.3%	$11.6M
KOCoca Cola Co	0.6%	0.5%	124,936	+2.2%	$10.2M
VLOValero Energy Corp	0.5%	0.3%	35,625	+2.7%	$9.3M
SOSouthern Co.	0.5%	0.5%	88,204	+2.3%	$8.4M
VTRVentas Inc	0.4%	0.4%	88,345	+0.6%	$7.8M
XLEState Street Energy Select Sector Spdr E	0.4%	0.4%	143,201	-1.8%	$7.6M
KEMXKraneshares Trust	0.4%	—	136,613	—	$7.2M
CCitigroup Inc Com New	0.4%	0.3%	49,031	+2.2%	$6.9M
ABBVAbbvie Inc	0.4%	0.4%	26,575	-4.0%	$6.7M
MCDMcdonalds Corp Com	0.3%	0.5%	23,166	-3.4%	$6.3M
BDXBecton Dickinson & Co	0.3%	0.4%	41,248	+14.0%	$6.2M
EMREmerson Elec Co Com	0.3%	0.4%	43,047	-2.0%	$6.2M

What Thomasville National Bank bought and sold in Q2 2026, against Q4 2025.

New positions

Q4 2025's filing was too long to tell new positions apart.

Added to

BKNG Booking Holdings Inc Com+2598.8% shares
CNM Core & Main Inc+133.7% shares
AFL Aflac Inc+75.5% shares
NOW Servicenow Inc Com+70.3% shares
CRM Salesforce Inc Com+17.2% shares
BDX Becton Dickinson & Co+14.0% shares
VEEV Veeva Sys Inc+12.8% shares
ADSK Autodesk Inc+10.5% shares

Reduced

GILD Gilead Sciences-16.3% shares
TSM Taiwan Semiconductor Manufac-15.9% shares
ASML Asml Hldg NV-14.7% shares

Left the top 50

Share counts compared with the Q4 2025 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +29.0% /yr; S&P 500 +20.1%
3 years: +24.2% /yr; S&P 500 +20.4%
5 years: +15.4% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$1.8B	241
Q4 2025	$1.6B	235
Q3 2025	$1.6B	251
Q2 2025	$1.5B	223
Q1 2025	$1.4B	233
Q4 2024	$1.4B	233
Q3 2024	$1.3B	237
Q2 2024	$1.2B	236
Q1 2024	$1.2B	237
Q4 2023	$1.1B	235
Q3 2023	$1.0B	226
Q2 2023	$1.0B	229

Questions about Thomasville National Bank's portfolio

What stocks does Thomasville National Bank own?

Thomasville National Bank's latest 13F, for Q2 2026 and filed Jul 20, 2026, lists 241 positions worth $1.8B. The largest are Taiwan Semiconductor Manufac (TSM) at 5.2%, Amazon Com Inc Com (AMZN) at 5.1%, Alphabet Inc (GOOG) at 5.1%, Palo Alto Networks Inc (PANW) at 4.6% and Asml Hldg NV (ASML) at 3.9%.

What did Thomasville National Bank buy last quarter?

In Q2 2026, Thomasville National Bank added Booking Holdings Inc Com (BKNG) (+2598.8% shares), Core & Main Inc (CNM) (+133.7% shares) and Aflac Inc (AFL) (+75.5% shares), compared with its Q4 2025 filing.

What did Thomasville National Bank sell last quarter?

In Q2 2026, Thomasville National Bank cut from its top 50 Zoetis Inc (ZTS), cut from its top 50 Flowers Foods Inc (FLO), cut from its top 50 Walmart Inc (WMT), Gilead Sciences (GILD) (-16.3% shares), Taiwan Semiconductor Manufac (TSM) (-15.9% shares) and Asml Hldg NV (ASML) (-14.7% shares), compared with its Q4 2025 filing.

How has Thomasville National Bank's portfolio performed?

A portfolio copying Thomasville National Bank's 20 largest 13F holdings each quarter, from the day each filing was public, returned +24.2% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +29.0% against +20.1%. Over 5 years: +15.4% a year against +11.6%.

When is Thomasville National Bank's next 13F filing due?

13F filings are due 45 days after each quarter ends. Thomasville National Bank's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.