Thomasville National Bank

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 16, 2025), Thomasville National Bank reported 233 stock positions worth $1.4 billion. Its top holding was Amazon.com (AMZN) at 5.2% of the portfolio, followed by Microsoft (MSFT, 5.1%) and Berkshire Hathaway Class B (BRK.B, 4.8%). Compared with Q4 2024, it opened 8 new positions, sold out of 8, added to 84 and reduced 91. The biggest buy was GSK PLC-Spon ADR (GSK, shares +78%) and the biggest sale JPMorgan Chase (JPM, shares −44%).

Most Recent 13F
Q2 2026
Location
THOMASVILLE, GA
CIK
0001561790
Portfolio Value
$1.4B (Q1 2025)
SEC Filing
0001561790-25-000005 ↗ filed Apr 16, 2025

Holdings Value

0$500.0M$1.0B$1.5B$2.0B Q1 2024: $1.2B Q1 2024 Q2 2024: $1.2B Q2 2024 Q3 2024: $1.3B Q3 2024 Q4 2024: $1.4B Q4 2024 Q1 2025: $1.4B $1.4B Q1 2025 Q2 2025: $1.5B Q2 2025 Q3 2025: $1.6B Q3 2025 Q4 2025: $1.6B Q4 2025 Q2 2026: $1.8B Q2 2026

Holdings 233 stocks · $1.4B

AMZN Amazon.com Inc. 5.21% 374,627 $71.3M Add +0.9%
MSFT Microsoft Corp. 5.07% 184,599 $69.3M Add +1.9%
BRK.B Berkshire Hathaway Inc. Class B 4.80% 123,171 $65.6M Add +1.0%
AAPL Apple Inc. 4.14% 254,775 $56.6M Reduce -3.4%
BKNG Booking Holdings Inc. 3.72% 11,041 $50.9M Add +0.3%
GOOG Alphabet Inc. Class C 3.47% 303,573 $47.4M Add +0.8%
PANW Palo Alto Networks Inc. 3.12% 249,908 $42.6M Reduce -2.6%
V Visa Inc. Class A 2.97% 115,963 $40.6M Add +1.1%
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 2.83% 111,931 $38.6M Reduce -6.0%
ENB Enbridge Inc. 2.71% 835,823 $37.0M Add +3.0%
TSM Taiwan Semiconductor-SP ADR 2.56% 210,676 $35.0M Add +11.3%
GSK GSK PLC-Spon ADR 2.48% 876,997 $34.0M Add +78.5%
USB US Bancorp 2.11% 682,144 $28.8M Add +3.0%
RTX RTX Corp. 2.05% 211,190 $28.0M Add +1.3%
DUK Duke Energy Corp. 2.04% 228,856 $27.9M Add +2.6%
SHEL Shell PLC-ADR 2.01% 375,480 $27.5M Add +7.3%
CRM Salesforce Inc. 2.01% 102,231 $27.4M Add +1.2%
JPM JPMorgan Chase & Co. 1.87% 104,304 $25.6M Reduce -44.4%
XOM Exxon Mobil Corp. 1.78% 205,088 $24.4M Add +4.2%
NI Nisource Inc. 1.71% 581,823 $23.3M Add +2.6%
META Meta Platforms Inc. Class A 1.67% 39,704 $22.9M Add +1.0%
JPST JPMorgan Ultra-Short Income 1.57% 425,126 $21.5M Reduce -6.7%
WEC WEC Energy Group Inc. 1.52% 190,251 $20.7M Add +3.2%
GD General Dynamics Corp. 1.49% 74,754 $20.4M Add +3.3%
VEEV Veeva Systems Inc. Class A 1.43% 84,586 $19.6M Add +2.0%
ASML ASML Holding NV-NY Reg SHS 1.35% 27,870 $18.5M Add +34.0%
ADSK Autodesk Inc. 1.32% 68,850 $18.0M Add +1.8%
KVUE Kenvue Inc. 1.30% 741,597 $17.8M Add +3.0%
IVV iShares Core S&P 500 ETF 1.28% 31,062 $17.5M Add +0.0%
ZTS Zoetis Inc. 1.02% 84,289 $13.9M Add +6.4%
NOW ServiceNow Inc. 0.93% 15,952 $12.7M Add +3.0%
AXP American Express Co. 0.93% 47,114 $12.7M Reduce -56.1%
GILD Gilead Sciences Inc. 0.88% 107,139 $12.0M Reduce -45.5%
ZBH Zimmer Biomet Holdings Inc. 0.85% 102,752 $11.6M Add +6.0%
NVDA Nvidia Corp. 0.76% 96,349 $10.4M Add +12.2%
VIG Vanguard Dividend Apprec ETF 0.74% 52,185 $10.1M Reduce -1.0%
TMO Thermo Fisher Scientific Inc. 0.73% 19,956 $9.9M Add +554.1%
KO The Coca-Cola Co. 0.65% 124,693 $8.9M Reduce -0.2%
FLO Flowers Foods Inc. 0.59% 423,303 $8.0M Reduce -0.3%
BDX Becton Dickinson and Co. 0.58% 34,753 $8.0M Add +4.6%
SO The Southern Co. 0.58% 85,762 $7.9M Reduce -1.7%
MCD McDonald's Corp. 0.56% 24,714 $7.7M Reduce -1.8%
XLE SS Energy Select Sector 0.54% 79,307 $7.4M Reduce -0.9%
AFL Aflac Inc. 0.53% 65,644 $7.3M Reduce -1.2%
PM Philip Morris International 0.51% 43,574 $6.9M Reduce -0.1%
ABBV Abbvie Inc. 0.46% 30,080 $6.3M Add +0.6%
VTR Ventas Inc. 0.45% 89,568 $6.2M Reduce -1.3%
JEPI JPMorgan Equity Premium Inco 0.43% 103,741 $5.9M Add +0.9%
DGRW Wisdomtree U.S. Quality Divi 0.39% 67,535 $5.4M Reduce -1.0%
EMR Emerson Electric Co. 0.37% 45,539 $5.0M Reduce -1.0%
FLQM Franklin U.S. Mid Cap Multif 0.35% 91,455 $4.8M Reduce -1.0%
IVW iShares S&P 500 Growth ETF 0.34% 50,695 $4.7M Reduce -0.7%
VLO Valero Energy Corp. 0.34% 34,842 $4.6M Add +1.0%
CB Chubb Ltd. 0.33% 15,056 $4.5M Add +2.7%
WMT Walmart Inc. 0.33% 51,750 $4.5M Reduce -6.1%
KEMX Kraneshares MSCI E-MKT Ex-CH 0.33% 161,951 $4.5M Add +0.2%
SNY Sanofi-ADR 0.33% 80,229 $4.4M Add +0.2%
K Kellanova 0.32% 53,257 $4.4M Reduce -0.9%
VCSH Vanguard S/T Corp. Bond ETF 0.31% 54,093 $4.3M Reduce -3.4%
MRK Merck & Co. Inc. 0.30% 46,162 $4.1M Reduce -1.5%
VZ Verizon Communications Inc. 0.30% 90,277 $4.1M Reduce -3.4%
LMT Lockheed Martin Corp. 0.29% 8,996 $4.0M Add +0.2%
COF Capital One Financial Corp. 0.27% 20,743 $3.7M Reduce -3.0%
LLY Eli Lilly & Co. 0.24% 4,028 $3.3M Reduce -1.8%
C Citigroup Inc. 0.24% 45,322 $3.2M Add +1.2%
JNJ Johnson & Johnson 0.23% 19,328 $3.2M Reduce -4.5%
TFC Truist Financial Corp. 0.23% 77,470 $3.2M Add +1.2%
MGMT Ballast Small/Mid Cap ETF 0.22% 76,794 $3.0M Reduce -2.0%
ETR Entergy Corp. 0.22% 34,450 $2.9M Reduce -2.5%
VGT Vanguard Info Tech ETF 0.21% 5,234 $2.8M No change
HD Home Depot Inc. 0.19% 7,155 $2.6M Add +3.2%
PG The Procter & Gamble Co. 0.19% 15,336 $2.6M Add +1.2%
LOW Lowe's Cos Inc. 0.18% 10,728 $2.5M Reduce -2.4%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.18% 59,201 $2.5M Reduce -6.9%
SDY SS SPDR S&P Dividend ETF 0.18% 17,755 $2.4M Reduce -0.0%
ABT Abbott Laboratories 0.17% 17,851 $2.4M Reduce -1.2%
BSV Vanguard Short-Term Bond ETF 0.17% 29,917 $2.3M Reduce -1.4%
PFE Pfizer Inc. 0.16% 85,372 $2.2M Add +5.4%
ORCL Oracle Corp. 0.15% 14,924 $2.1M Reduce -2.1%
CME Cme Group Inc. 0.14% 7,435 $2.0M Reduce -2.9%
IJT iShares S&P Small-Cap 600 GR 0.14% 15,374 $1.9M Reduce -2.0%
NEE Nextera Energy Inc. 0.14% 26,378 $1.9M Add +0.1%
PEP Pepsico Inc. 0.14% 12,344 $1.9M Reduce -2.2%
GOOGL Alphabet Inc. Class A 0.13% 11,475 $1.8M Add +15.5%
GPN Global Payments Inc. 0.13% 18,096 $1.8M Reduce -2.4%
IWF iShares Russell 1000 Growth 0.13% 4,906 $1.8M Reduce -0.8%
IYY iShares Dow Jones U.S. ETF 0.12% 12,362 $1.7M Reduce -1.6%
APD Air Products & Chemicals Inc. 0.12% 5,457 $1.6M Reduce -0.2%
BRK.A Berkshire Hathaway Inc. Class A 0.12% 2 $1.6M No change
SPGI S&P Global Inc. 0.12% 3,138 $1.6M Add +0.5%
VONG Vanguard Russell 1000 Growth 0.11% 16,841 $1.6M Reduce -5.5%
IWP iShares Russell Mid-Cap Grow 0.11% 12,899 $1.5M Reduce -3.7%
ETN Eaton Corp. PLC 0.11% 5,452 $1.5M Add +13.9%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.11% 5,751 $1.5M No change
XLV SS Health Care Select Sector 0.10% 9,745 $1.4M Reduce -3.6%
CCBG Capital City Bank Group Inc. 0.10% 39,250 $1.4M No change
CSCO Cisco Systems Inc. 0.10% 22,653 $1.4M Add +5.8%
VYM Vanguard High DVD Yield ETF 0.10% 10,513 $1.4M Add +2.2%
LIN Linde PLC 0.10% 2,867 $1.3M Add +5.4%
CAT Caterpillar Inc. 0.09% 3,862 $1.3M Add +7.7%

Show all 233 holdings

Portfolio Sells Q4 2024 → Q1 2025

JPM JPMorgan Chase & Co. Reduce -44.4% 1.87% −1.36
AXP American Express Co. Reduce -56.1% 0.93% −1.36
AAPL Apple Inc. Reduce -3.4% 4.14% −0.61
GILD Gilead Sciences Inc. Reduce -45.5% 0.88% −0.43
PANW Palo Alto Networks Inc. Reduce -2.6% 3.12% −0.24
JPST JPMorgan Ultra-Short Income Reduce -6.7% 1.57% −0.08
CVS CVS Health Corp. Sold out 0.00% −0.06
EMR Emerson Electric Co. Reduce -1.0% 0.37% −0.04
FLO Flowers Foods Inc. Reduce -0.3% 0.59% −0.04
MRK Merck & Co. Inc. Reduce -1.5% 0.30% −0.03
ORCL Oracle Corp. Reduce -2.1% 0.15% −0.03
IVW iShares S&P 500 Growth ETF Reduce -0.7% 0.34% −0.03
WMT Walmart Inc. Reduce -6.1% 0.33% −0.03
BAC Bank of America Corp. Reduce -6.9% 0.18% −0.02
GPN Global Payments Inc. Reduce -2.4% 0.13% −0.02
QCOM Qualcomm Inc. Sold out 0.00% −0.02
DYNF Ishrs US E F R A ETF-Usd Inc. Sold out 0.00% −0.02
CEG Constellation Energy Sold out 0.00% −0.02
NVO Novo-Nordisk A/S-Spons ADR Sold out 0.00% −0.02
VONG Vanguard Russell 1000 Growth Reduce -5.5% 0.11% −0.02
MGMT Ballast Small/Mid Cap ETF Reduce -2.0% 0.22% −0.02
IJS iShares S&P Small-Cap 600 Va Reduce -6.6% 0.09% −0.02
MOAT Vaneck Morningstar Wide Moat Sold out 0.00% −0.01
SCHK Schwab 1000 Index ETF Sold out 0.00% −0.01
SPY SS SPDR S&P 500 ETF Trust-US Reduce -21.8% 0.04% −0.01
IWF iShares Russell 1000 Growth Reduce -0.8% 0.13% −0.01
IJT iShares S&P Small-Cap 600 GR Reduce -2.0% 0.14% −0.01
LOW Lowe's Cos Inc. Reduce -2.4% 0.18% −0.01
SNV Synovus Financial Corp. Reduce -9.2% 0.06% −0.01
VUG Vanguard Mrngstar GR ETF-Sui Reduce -7.1% 0.07% −0.01
IWP iShares Russell Mid-Cap Grow Reduce -3.7% 0.11% −0.01
BGC BGC Group Inc. Class A Sold out 0.00% −0.01
IXN iShares Global Tech ETF Reduce -26.2% 0.02% −0.01
IWS iShares Russell Mid-Cap Valu Reduce -12.0% 0.06% −0.01
HON Honeywell International Inc. Reduce -4.3% 0.07% −0.01
QQQ Invesco QQQ Trust Series 1 Reduce -18.6% 0.02% −0.01
FLQM Franklin U.S. Mid Cap Multif Reduce -1.0% 0.35% −0.01
IYY iShares Dow Jones U.S. ETF Reduce -1.6% 0.12% −0.01
DHR Danaher Corp. Reduce -1.9% 0.05% −0.01
ROST Ross Stores Inc. Reduce -9.2% 0.02% −0.01
IVE iShares S&P 500 Value ETF Reduce -5.9% 0.09% −0.00
CLX Clorox Company Reduce -1.4% 0.04% −0.00
IJR iShares Core S&P Small-Cap E Reduce -2.3% 0.03% −0.00
UPS United Parcel Service Class B Reduce -2.7% 0.02% −0.00
VTV Vanguard Mrngstr Val ETF-Aui Reduce -12.6% 0.03% −0.00
IOO iShares Global 100 ETF Reduce -8.8% 0.02% −0.00
PEP Pepsico Inc. Reduce -2.2% 0.14% −0.00
DGRW Wisdomtree U.S. Quality Divi Reduce -1.0% 0.39% −0.00
FDX FedEx Corp. Reduce -1.0% 0.02% −0.00
COF Capital One Financial Corp. Reduce -3.0% 0.27% −0.00

Portfolio Buys Q4 2024 → Q1 2025

GSK GSK PLC-Spon ADR Add +78.5% 2.48% +1.29
BRK.B Berkshire Hathaway Inc. Class B Add +1.0% 4.80% +0.82
TMO Thermo Fisher Scientific Inc. Add +554.1% 0.73% +0.61
SHEL Shell PLC-ADR Add +7.3% 2.01% +0.44
V Visa Inc. Class A Add +1.1% 2.97% +0.37
DUK Duke Energy Corp. Add +2.6% 2.04% +0.31
ASML ASML Holding NV-NY Reg SHS Add +34.0% 1.35% +0.31
RTX RTX Corp. Add +1.3% 2.05% +0.31
WEC WEC Energy Group Inc. Add +3.2% 1.52% +0.27
XOM Exxon Mobil Corp. Add +4.2% 1.78% +0.26
ENB Enbridge Inc. Add +3.0% 2.71% +0.23
NI Nisource Inc. Add +2.6% 1.71% +0.21
KVUE Kenvue Inc. Add +3.0% 1.30% +0.20
VEEV Veeva Systems Inc. Class A Add +2.0% 1.43% +0.18
GD General Dynamics Corp. Add +3.3% 1.49% +0.12
ZBH Zimmer Biomet Holdings Inc. Add +6.0% 0.85% +0.11
ZTS Zoetis Inc. Add +6.4% 1.02% +0.09
ABBV Abbvie Inc. Add +0.6% 0.46% +0.08
SNY Sanofi-ADR Add +0.2% 0.33% +0.05
CB Chubb Ltd. Add +2.7% 0.33% +0.04
BDX Becton Dickinson and Co. Add +4.6% 0.58% +0.04
CDNS Cadence Design SYS Inc. New 0.04% +0.04
VLO Valero Energy Corp. Add +1.0% 0.34% +0.03
WMB Williams Cos Inc. New 0.02% +0.02
CTAS Cintas Corp. New 0.02% +0.02
META Meta Platforms Inc. Class A Add +1.0% 1.67% +0.02
AON Aon PLC Class A Add +43.4% 0.05% +0.02
FISV Fiserv Inc. New 0.02% +0.02
FTSM First Trust Enh Short Mat FD New 0.02% +0.02
LIN Linde PLC Add +5.4% 0.10% +0.02
CVX Chevron Corp. Add +7.7% 0.07% +0.02
TDY Teledyne Technologies Inc. New 0.02% +0.02
SLB SLB Ltd. New 0.01% +0.01
CI The Cigna Group New 0.01% +0.01
THOMASVILLE BANCSHARES, INC.SER A PFD STOCK Add +7.8% 0.08% +0.01
NFLX Netflix Inc. Add +60.3% 0.03% +0.01
CSCO Cisco Systems Inc. Add +5.8% 0.10% +0.01
BMY Bristol-Myers Squibb Co. Add +1.8% 0.08% +0.01
C Citigroup Inc. Add +1.2% 0.24% +0.01
PG The Procter & Gamble Co. Add +1.2% 0.19% +0.01
ELV Elevance Health Inc. Add +0.3% 0.05% +0.01
JEPI JPMorgan Equity Premium Inco Add +0.9% 0.43% +0.01
KEMX Kraneshares MSCI E-MKT Ex-CH Add +0.2% 0.33% +0.01
PLTR Palantir Technologies Inc. Class A Add +12.8% 0.03% +0.01
VTI VG Morningstar TS MKT ETF-US Add +18.1% 0.05% +0.01
MO Altria Group Inc. Add +1.3% 0.04% +0.01
UNH Unitedhealth Group Inc. Add +7.4% 0.05% +0.01
ED Consolidated Edison Inc. Add +4.8% 0.02% +0.01
SHW The Sherwin-Williams Co. Add +23.6% 0.03% +0.01
AMAT Applied Materials Inc. Add +50.6% 0.02% +0.01

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 241$1.8BTSM, AMZN, GOOG, PANW, ASML
Q4 2025 235$1.6BAMZN, MSFT, GOOG, TSM, BRK.B
Q3 2025 251$1.6BMSFT, AMZN, TSM, GOOG, BRK.B
Q2 2025 223$1.5BMSFT, AMZN, BKNG, TSM, BRK.B
Q1 2025 233$1.4BAMZN, MSFT, BRK.B, AAPL, BKNG
Q4 2024 233$1.4BAMZN, MSFT, AAPL, GOOG, BRK.B
Q3 2024 237$1.3BMSFT, AMZN, AAPL, BRK.B, GOOG
Q2 2024 236$1.2BMSFT, AMZN, GOOG, AAPL, BRK.B
Q1 2024 237$1.2BMSFT, AMZN, AAPL, BRK.B, GOOG