Thomasville National Bank

13F filer · CIK 0001561790

Reported Jul 20, 2026

13F portfolio value$1.82BU.S. long equity reported on 13F

Positions179Not reported new · Not reported closed

Net flow last quarterNot reportedBuys minus sells

Top 10 positions weight40.3%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 20, 2026179 positions
TSMTaiwan Semiconductor Manufacturing Co Ltd	$95M	5.22%	0.00%	-15.9%	Q2 2021
AMZNAmazon Com Inc	$93.3M	5.13%	0.00%	+2.8%	Q2 2014
GOOGAlphabet Inc.	$92.8M	5.10%	Not reported	-2.4%	Q4 2015
PANWPalo Alto Networks Inc	$82.8M	4.55%	0.03%	+1.3%	Q3 2020
ASMLAsml Holding NV	$71.7M	3.94%	0.01%	-14.7%	Q3 2022
MSFTMicrosoft Corp	$70.4M	3.87%	0.00%	+5.8%	Q2 2013
AAPLApple Inc.	$64.5M	3.54%	0.00%	-1.5%	Q3 2013
BRK.BBerkshire Hathaway Inc	$64.2M	3.53%	Not reported	+3.9%	Q2 2013
BKNGBooking Holdings Inc.	$51.6M	2.83%	0.04%	+8.0%	Q1 2018
ENBEnbridge Inc	$47.7M	2.62%	0.04%	+1.5%	Q1 2017
CRWDCrowdStrike Holdings, Inc.	$45.9M	2.52%	0.02%	+8474.9%	Q1 2024
GSKGSK plc	$45.7M	2.51%	0.02%	-2.1%	Q4 2014
USBUS Bancorp \de\	$44.7M	2.45%	0.05%	+2.0%	Q1 2015
VVisa Inc.	$41.6M	2.29%	0.01%	+5.2%	Q2 2013
RTXRTX Corp	$39M	2.14%	0.02%	-2.1%	Q2 2020
NVDANvidia Corp	$37.2M	2.05%	0.00%	+1.2%	Q3 2021
SHELShell plc	$33.6M	1.85%	0.01%	+3.9%	Q3 2022
JPMJPMorgan Chase & Co	$33.3M	1.83%	0.00%	-0.6%	Q2 2014
DUKDuke Energy CORP	$31.1M	1.71%	0.03%	+2.3%	Q2 2013
XOMExxonMobil Holdings Corp	$29.9M	1.65%	0.01%	0.0%	Q2 2013
NINisource Inc.	$28.2M	1.55%	0.12%	+0.1%	Q1 2023
GDGeneral Dynamics Corp	$28.1M	1.54%	0.03%	+2.4%	Q1 2015
PMPhilip Morris International Inc.	$26.6M	1.46%	0.01%	+3.2%	Q3 2013
AJGArthur J. Gallagher & Co.	$26.2M	1.44%	0.04%	+4.8%	Q2 2013
METAMeta Platforms, Inc.	$25.6M	1.40%	Not reported	+4.4%	Q3 2014
CNMCore & Main, Inc.	$24.1M	1.33%	Not reported	+133.7%	Q4 2025
WECWec Energy Group, Inc.	$23.5M	1.29%	0.06%	+2.0%	Q3 2024
TMOThermo Fisher Scientific Inc.	$20.2M	1.11%	0.01%	+8.2%	Q1 2015
CRMSalesforce, Inc.	$19.9M	1.09%	0.02%	+17.2%	Q2 2018
UBERUber Technologies, Inc	$17.3M	0.95%	0.01%	Not reported	Q3 2019
VEEVVeeva Systems Inc	$17.3M	0.95%	0.06%	+12.8%	Q2 2021
AXPAmerican Express Co	$16.6M	0.91%	0.01%	+2.5%	Q1 2015
ADSKAutodesk, Inc.	$15.2M	0.84%	0.04%	+10.5%	Q4 2023
NOWServiceNow, Inc.	$14.5M	0.80%	0.01%	+70.3%	Q2 2024
AFLAflac Inc	$12.7M	0.70%	0.02%	+75.5%	Q2 2013
GILDGilead Sciences, Inc.	$11.6M	0.64%	0.01%	-16.3%	Q3 2013
KOCoca Cola Co	$10.2M	0.56%	0.00%	+2.2%	Q2 2013
VLOValero Energy Corp	$9.28M	0.51%	0.01%	+2.7%	Q1 2015
SOSouthern Co	$8.44M	0.46%	0.01%	+2.3%	Q2 2013
VTRVentas, Inc.	$7.85M	0.43%	0.02%	+0.6%	Q3 2015
CCitigroup Inc	$6.86M	0.38%	0.00%	+2.2%	Q1 2015
ABBVAbbVie Inc.	$6.69M	0.37%	0.00%	-4.0%	Q2 2013
MCDMcdonalds Corp	$6.26M	0.34%	0.00%	-3.4%	Q2 2013
BDXBecton Dickinson & Co	$6.24M	0.34%	0.02%	+14.0%	Q1 2015
EMREmerson Electric Co	$6.16M	0.34%	0.01%	-2.0%	Q2 2014
WMTWalmart Inc.	$5.6M	0.31%	0.00%	-0.9%	Q4 2013
MRKMerck & Co., Inc.	$5.49M	0.30%	0.00%	-2.8%	Q2 2013
CBChubb Ltd	$5.08M	0.28%	0.00%	-0.1%	Q2 2013
LMTLockheed Martin Corp	$4.9M	0.27%	0.00%	+3.0%	Q3 2013
TFCTruist Financial Corp	$4.47M	0.25%	0.01%	+2.7%	Q4 2019

Q4 2025Reported Jan 26, 2026173 positions
AMZNAmazon Com Inc	$87.9M	5.45%	0.00%	+1.8%	Q2 2014
MSFTMicrosoft Corp	$86.2M	5.34%	0.00%	+0.5%	Q2 2013
GOOGAlphabet Inc.	$84.5M	5.23%	Not reported	-9.4%	Q4 2015
TSMTaiwan Semiconductor Manufacturing Co Ltd	$71.9M	4.46%	0.00%	-9.1%	Q2 2021
BRK.BBerkshire Hathaway Inc	$62.1M	3.85%	Not reported	+1.9%	Q2 2013
AAPLApple Inc.	$61.5M	3.81%	0.00%	-0.3%	Q3 2013
BKNGBooking Holdings Inc.	$57.4M	3.56%	0.03%	+1.2%	Q1 2018
ASMLAsml Holding NV	$45.2M	2.80%	0.01%	+0.5%	Q3 2022
PANWPalo Alto Networks Inc	$44.2M	2.74%	0.03%	+0.2%	Q3 2020
GSKGSK plc	$43.7M	2.71%	0.02%	+0.5%	Q4 2014
ENBEnbridge Inc	$41.5M	2.57%	0.04%	+3.0%	Q1 2017
VVisa Inc.	$40.4M	2.51%	0.01%	+0.6%	Q2 2013
USBUS Bancorp \de\	$38.7M	2.40%	0.05%	+2.4%	Q1 2015
RTXRTX Corp	$38.5M	2.39%	0.02%	+0.7%	Q2 2020
NVDANvidia Corp	$34.3M	2.13%	0.00%	-0.1%	Q3 2021
JPMJPMorgan Chase & Co	$33M	2.04%	0.00%	+0.7%	Q2 2014
SHELShell plc	$30.7M	1.90%	0.01%	+3.4%	Q3 2022
METAMeta Platforms, Inc.	$28.7M	1.78%	Not reported	+9.4%	Q3 2014
CRMSalesforce, Inc.	$28.7M	1.78%	0.01%	+2.5%	Q2 2018
AJGArthur J. Gallagher & Co.	$28.2M	1.75%	0.04%	+0.7%	Q2 2013
DUKDuke Energy CORP	$28.1M	1.74%	0.03%	+3.1%	Q2 2013
XOMExxonMobil Holdings Corp	$26.4M	1.63%	0.01%	+3.8%	Q2 2013
GDGeneral Dynamics Corp	$26.1M	1.62%	0.03%	+2.1%	Q1 2015
NINisource Inc.	$24.7M	1.53%	0.12%	+2.4%	Q1 2023
PMPhilip Morris International Inc.	$22.9M	1.42%	0.01%	+40.1%	Q3 2013
TMOThermo Fisher Scientific Inc.	$21.6M	1.34%	0.01%	+3.0%	Q1 2015
ADSKAutodesk, Inc.	$21M	1.30%	0.03%	+2.6%	Q4 2023
WECWec Energy Group, Inc.	$20.8M	1.29%	0.06%	+3.6%	Q3 2024
VEEVVeeva Systems Inc	$19.2M	1.19%	0.05%	+3.0%	Q2 2021
AXPAmerican Express Co	$17.7M	1.10%	0.01%	+1.2%	Q1 2015
GILDGilead Sciences, Inc.	$13.5M	0.83%	0.01%	+2.3%	Q3 2013
NOWServiceNow, Inc.	$13.1M	0.81%	0.01%	+3.2%	Q2 2024
CNMCore & Main, Inc.	$11.1M	0.69%	Not reported	New	Q4 2025
KOCoca Cola Co	$8.55M	0.53%	0.00%	+2.0%	Q2 2013
SOSouthern Co	$7.52M	0.47%	0.01%	+1.3%	Q2 2013
MCDMcdonalds Corp	$7.33M	0.45%	0.00%	+0.5%	Q2 2013
BDXBecton Dickinson & Co	$7.02M	0.44%	0.01%	-2.7%	Q1 2015
VTRVentas, Inc.	$6.79M	0.42%	0.02%	+0.3%	Q3 2015
AFLAflac Inc	$6.79M	0.42%	0.01%	-4.2%	Q2 2013
ZTSZoetis Inc.	$6.76M	0.42%	0.01%	-42.5%	Q4 2022
FLOFlowers Foods Inc	$6.41M	0.40%	0.28%	-16.3%	Q2 2013
ABBVAbbVie Inc.	$6.32M	0.39%	0.00%	+0.8%	Q2 2013
EMREmerson Electric Co	$5.83M	0.36%	0.01%	+0.2%	Q2 2014
VLOValero Energy Corp	$5.65M	0.35%	0.01%	+0.7%	Q1 2015
CCitigroup Inc	$5.6M	0.35%	0.00%	0.0%	Q1 2015
WMTWalmart Inc.	$5.56M	0.34%	0.00%	+0.6%	Q4 2013
CBChubb Ltd	$4.65M	0.29%	0.00%	Not reported	Q2 2013
MRKMerck & Co., Inc.	$4.63M	0.29%	0.00%	-2.0%	Q2 2013
LMTLockheed Martin Corp	$4.52M	0.28%	0.00%	+2.8%	Q3 2013
TFCTruist Financial Corp	$4.3M	0.27%	0.01%	+2.3%	Q4 2019

Q3 2025Reported Oct 10, 2025191 positions
MSFTMicrosoft Corp	$91.9M	5.79%	0.00%	+0.4%	Q2 2013
AMZNAmazon Com Inc	$82.1M	5.17%	0.00%	+0.7%	Q2 2014
TSMTaiwan Semiconductor Manufacturing Co Ltd	$72.7M	4.58%	0.00%	-0.4%	Q2 2021
GOOGAlphabet Inc.	$72.4M	4.56%	Not reported	-0.8%	Q4 2015
BRK.BBerkshire Hathaway Inc	$60.9M	3.84%	Not reported	+1.7%	Q2 2013
AAPLApple Inc.	$57.8M	3.64%	0.00%	-2.6%	Q3 2013
BKNGBooking Holdings Inc.	$57.2M	3.60%	0.03%	-0.2%	Q1 2018
PANWPalo Alto Networks Inc	$48.7M	3.07%	0.04%	-0.5%	Q3 2020
ENBEnbridge Inc	$42.5M	2.68%	0.04%	+1.6%	Q1 2017
ASMLAsml Holding NV	$40.7M	2.56%	0.01%	+2.3%	Q3 2022
VVisa Inc.	$39.1M	2.46%	0.01%	+1.5%	Q2 2013
GSKGSK plc	$38.2M	2.41%	0.02%	+1.6%	Q4 2014
RTXRTX Corp	$34.9M	2.20%	0.02%	+0.1%	Q2 2020
NVDANvidia Corp	$34.4M	2.16%	0.00%	+1.4%	Q3 2021
USBUS Bancorp \de\	$34.2M	2.15%	0.05%	+2.0%	Q1 2015
AJGArthur J. Gallagher & Co.	$33.6M	2.11%	0.04%	+1.1%	Q2 2013
JPMJPMorgan Chase & Co	$32.1M	2.02%	0.00%	-0.5%	Q2 2014
METAMeta Platforms, Inc.	$29.2M	1.84%	Not reported	+1.3%	Q3 2014
SHELShell plc	$28.9M	1.82%	0.01%	+3.5%	Q3 2022
DUKDuke Energy CORP	$28.8M	1.81%	0.03%	+1.8%	Q2 2013
GDGeneral Dynamics Corp	$25.9M	1.63%	0.03%	+1.5%	Q1 2015
NINisource Inc.	$25M	1.58%	0.12%	+1.1%	Q1 2023
CRMSalesforce, Inc.	$25M	1.58%	0.01%	+3.4%	Q2 2018
VEEVVeeva Systems Inc	$24.9M	1.57%	0.05%	+0.4%	Q2 2021
XOMExxonMobil Holdings Corp	$23.8M	1.50%	0.00%	+3.5%	Q2 2013
ADSKAutodesk, Inc.	$21.9M	1.38%	0.03%	+1.6%	Q4 2023
WECWec Energy Group, Inc.	$21.8M	1.37%	0.06%	+1.7%	Q3 2024
TMOThermo Fisher Scientific Inc.	$17.5M	1.10%	0.01%	+4.6%	Q1 2015
PMPhilip Morris International Inc.	$16.5M	1.04%	0.01%	+155.2%	Q3 2013
AXPAmerican Express Co	$15.7M	0.99%	0.01%	+0.6%	Q1 2015
NOWServiceNow, Inc.	$15.3M	0.96%	0.01%	+2.1%	Q2 2024
ZTSZoetis Inc.	$13.7M	0.86%	0.02%	+6.8%	Q4 2022
GILDGilead Sciences, Inc.	$11.9M	0.75%	0.01%	+1.7%	Q3 2013
ZBHZimmer Biomet Holdings, Inc.	$10.9M	0.69%	0.06%	+4.6%	Q3 2022
FLOFlowers Foods Inc	$9.18M	0.58%	0.33%	+64.7%	Q2 2013
SOSouthern Co	$8.07M	0.51%	0.01%	+0.7%	Q2 2013
KOCoca Cola Co	$7.95M	0.50%	0.00%	+1.5%	Q2 2013
MCDMcdonalds Corp	$7.25M	0.46%	0.00%	+0.5%	Q2 2013
AFLAflac Inc	$7.17M	0.45%	0.01%	-0.1%	Q2 2013
BDXBecton Dickinson & Co	$6.96M	0.44%	0.01%	+6.0%	Q1 2015
ABBVAbbVie Inc.	$6.36M	0.40%	0.00%	-0.2%	Q2 2013
VTRVentas, Inc.	$6.13M	0.39%	0.02%	-0.2%	Q3 2015
VLOValero Energy Corp	$5.87M	0.37%	0.01%	-2.1%	Q1 2015
EMREmerson Electric Co	$5.75M	0.36%	0.01%	-0.4%	Q2 2014
WMTWalmart Inc.	$5.11M	0.32%	0.00%	+3.2%	Q4 2013
CCitigroup Inc	$4.87M	0.31%	0.00%	+5.0%	Q1 2015
LMTLockheed Martin Corp	$4.53M	0.29%	0.00%	+0.9%	Q3 2013
ORCLOracle Corp	$4.29M	0.27%	0.00%	+2.0%	Q2 2013
CBChubb Ltd	$4.21M	0.26%	0.00%	Not reported	Q2 2013
SNYSanofi	$3.92M	0.25%	0.01%	+3.2%	Q2 2014

Q2 2025Reported Jul 11, 2025164 positions
MSFTMicrosoft Corp	$87.9M	5.99%	0.00%	-4.2%	Q2 2013
AMZNAmazon Com Inc	$81.5M	5.55%	0.00%	-0.8%	Q2 2014
BKNGBooking Holdings Inc.	$61.4M	4.18%	0.03%	-3.9%	Q1 2018
TSMTaiwan Semiconductor Manufacturing Co Ltd	$59.2M	4.03%	0.00%	+24.0%	Q2 2021
BRK.BBerkshire Hathaway Inc	$57.9M	3.94%	Not reported	-3.3%	Q2 2013
GOOGAlphabet Inc.	$53.1M	3.62%	Not reported	-1.3%	Q4 2015
PANWPalo Alto Networks Inc	$49.2M	3.35%	0.04%	-3.8%	Q3 2020
AAPLApple Inc.	$47.8M	3.26%	0.00%	-8.5%	Q3 2013
VVisa Inc.	$40.1M	2.73%	0.01%	-2.7%	Q2 2013
ENBEnbridge Inc	$37.6M	2.56%	0.04%	-0.7%	Q1 2017
AJGArthur J. Gallagher & Co.	$34.3M	2.34%	0.04%	-4.2%	Q2 2013
GSKGSK plc	$33.5M	2.28%	0.02%	-0.6%	Q4 2014
ASMLAsml Holding NV	$33M	2.25%	0.01%	+47.6%	Q3 2022
USBUS Bancorp \de\	$31.4M	2.14%	0.04%	+1.8%	Q1 2015
RTXRTX Corp	$30.4M	2.07%	0.02%	-1.3%	Q2 2020
JPMJPMorgan Chase & Co	$29.6M	2.02%	0.00%	-2.1%	Q2 2014
METAMeta Platforms, Inc.	$29M	1.97%	Not reported	-1.2%	Q3 2014
NVDANvidia Corp	$28.7M	1.96%	0.00%	+88.6%	Q3 2021
CRMSalesforce, Inc.	$27.9M	1.90%	0.01%	-0.1%	Q2 2018
SHELShell plc	$27.4M	1.87%	0.01%	+3.8%	Q3 2022
DUKDuke Energy CORP	$27M	1.84%	0.03%	-0.1%	Q2 2013
VEEVVeeva Systems Inc	$24M	1.64%	0.05%	-1.4%	Q2 2021
NINisource Inc.	$23.1M	1.57%	0.12%	-1.7%	Q1 2023
XOMExxonMobil Holdings Corp	$22M	1.50%	0.00%	-0.6%	Q2 2013
GDGeneral Dynamics Corp	$21.8M	1.49%	0.03%	0.0%	Q1 2015
ADSKAutodesk, Inc.	$21M	1.43%	0.03%	-1.3%	Q4 2023
WECWec Energy Group, Inc.	$19.5M	1.33%	0.06%	-1.7%	Q3 2024
NOWServiceNow, Inc.	$16.7M	1.14%	0.01%	+2.0%	Q2 2024
KVUEKenvue Inc.	$15.6M	1.07%	0.04%	+0.8%	Q4 2023
AXPAmerican Express Co	$15M	1.02%	0.01%	-0.2%	Q1 2015
TMOThermo Fisher Scientific Inc.	$14M	0.95%	0.01%	+73.0%	Q1 2015
ZTSZoetis Inc.	$13.6M	0.93%	0.02%	+3.8%	Q4 2022
GILDGilead Sciences, Inc.	$11.7M	0.80%	0.01%	-1.5%	Q3 2013
ZBHZimmer Biomet Holdings, Inc.	$9.65M	0.66%	0.05%	+3.0%	Q3 2022
KOCoca Cola Co	$8.36M	0.57%	0.00%	-5.3%	Q2 2013
SOSouthern Co	$7.76M	0.53%	0.01%	-1.5%	Q2 2013
PMPhilip Morris International Inc.	$7.26M	0.49%	0.00%	-8.5%	Q3 2013
MCDMcdonalds Corp	$6.94M	0.47%	0.00%	-3.9%	Q2 2013
FLOFlowers Foods Inc	$6.83M	0.47%	0.20%	+1.0%	Q2 2013
AFLAflac Inc	$6.78M	0.46%	0.01%	-2.1%	Q2 2013
BDXBecton Dickinson & Co	$6.04M	0.41%	0.01%	+1.0%	Q1 2015
EMREmerson Electric Co	$5.86M	0.40%	0.01%	-3.4%	Q2 2014
VTRVentas, Inc.	$5.54M	0.38%	0.02%	-2.0%	Q3 2015
ABBVAbbVie Inc.	$5.11M	0.35%	0.00%	-8.5%	Q2 2013
VLOValero Energy Corp	$4.73M	0.32%	0.01%	+1.0%	Q1 2015
WMTWalmart Inc.	$4.7M	0.32%	0.00%	-7.2%	Q4 2013
CBChubb Ltd	$4.32M	0.29%	0.00%	-1.0%	Q2 2013
LMTLockheed Martin Corp	$4.17M	0.28%	0.00%	0.0%	Q3 2013
CCitigroup Inc	$3.89M	0.26%	0.00%	+0.8%	Q1 2015
SNYSanofi	$3.89M	0.26%	0.01%	+0.3%	Q2 2014

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