Thomasville National Bank
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 11, 2025), Thomasville National Bank reported 223 stock positions worth $1.5 billion. Its top holding was Microsoft (MSFT) at 6.0% of the portfolio, followed by Amazon.com (AMZN, 5.6%) and Booking (BKNG, 4.2%). Compared with Q1 2025, it opened 5 new positions, sold out of 15, added to 38 and reduced 131. The biggest buy was Taiwan Semiconductor-SP ADR (TSM, shares +24%) and the biggest sale Apple (AAPL, shares −9%).
- Most Recent 13F
- Q2 2026
- Location
- THOMASVILLE, GA
- CIK
- 0001561790
- Portfolio Value
- $1.5B (Q2 2025)
- SEC Filing
- 0001561790-25-000007 ↗ filed Jul 11, 2025
Holdings Value
Holdings 223 stocks · $1.5B
| MSFT Microsoft Corp. | 5.99% | 176,809 | $87.9M | Reduce -4.2% |
| AMZN Amazon.com Inc. | 5.55% | 371,562 | $81.5M | Reduce -0.8% |
| BKNG Booking Holdings Inc. | 4.18% | 10,610 | $61.4M | Reduce -3.9% |
| TSM Taiwan Semiconductor-SP ADR | 4.03% | 261,286 | $59.2M | Add +24.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 3.94% | 119,135 | $57.9M | Reduce -3.3% |
| GOOG Alphabet Inc. Class C | 3.62% | 299,622 | $53.1M | Reduce -1.3% |
| PANW Palo Alto Networks Inc. | 3.35% | 240,422 | $49.2M | Reduce -3.8% |
| AAPL Apple Inc. | 3.26% | 233,005 | $47.8M | Reduce -8.5% |
| V Visa Inc. Class A | 2.73% | 112,833 | $40.1M | Reduce -2.7% |
| ENB Enbridge Inc. | 2.56% | 829,916 | $37.6M | Reduce -0.7% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 2.34% | 107,222 | $34.3M | Reduce -4.2% |
| GSK GSK PLC-Spon ADR | 2.28% | 871,653 | $33.5M | Reduce -0.6% |
| ASML ASML Holding NV-NY Reg SHS | 2.25% | 41,121 | $33.0M | Add +47.5% |
| USB US Bancorp | 2.14% | 694,114 | $31.4M | Add +1.8% |
| RTX RTX Corp. | 2.07% | 208,499 | $30.4M | Reduce -1.3% |
| JPM JPMorgan Chase & Co. | 2.02% | 102,110 | $29.6M | Reduce -2.1% |
| META Meta Platforms Inc. Class A | 1.97% | 39,224 | $29.0M | Reduce -1.2% |
| NVDA Nvidia Corp. | 1.96% | 181,677 | $28.7M | Add +88.6% |
| CRM Salesforce Inc. | 1.90% | 102,176 | $27.9M | Reduce -0.1% |
| SHEL Shell PLC-ADR | 1.87% | 389,595 | $27.4M | Add +3.8% |
| DUK Duke Energy Corp. | 1.84% | 228,634 | $27.0M | Reduce -0.1% |
| VEEV Veeva Systems Inc. Class A | 1.64% | 83,395 | $24.0M | Reduce -1.4% |
| NI Nisource Inc. | 1.57% | 572,044 | $23.1M | Reduce -1.7% |
| XOM Exxon Mobil Corp. | 1.50% | 203,788 | $22.0M | Reduce -0.6% |
| GD General Dynamics Corp. | 1.49% | 74,776 | $21.8M | Add +0.0% |
| ADSK Autodesk Inc. | 1.43% | 67,992 | $21.0M | Reduce -1.3% |
| JPST JPMorgan Ultra-Short Income | 1.42% | 411,196 | $20.8M | Reduce -3.3% |
| WEC WEC Energy Group Inc. | 1.33% | 187,065 | $19.5M | Reduce -1.7% |
| IVV iShares Core S&P 500 ETF | 1.29% | 30,390 | $18.9M | Reduce -2.2% |
| NOW ServiceNow Inc. | 1.14% | 16,265 | $16.7M | Add +2.0% |
| KVUE Kenvue Inc. | 1.07% | 747,307 | $15.6M | Add +0.8% |
| AXP American Express Co. | 1.02% | 47,006 | $15.0M | Reduce -0.2% |
| TMO Thermo Fisher Scientific Inc. | 0.95% | 34,529 | $14.0M | Add +73.0% |
| ZTS Zoetis Inc. | 0.93% | 87,472 | $13.6M | Add +3.8% |
| GILD Gilead Sciences Inc. | 0.80% | 105,495 | $11.7M | Reduce -1.5% |
| VIG Vanguard Dividend Apprec ETF | 0.67% | 47,787 | $9.8M | Reduce -8.4% |
| ZBH Zimmer Biomet Holdings Inc. | 0.66% | 105,805 | $9.7M | Add +3.0% |
| KO The Coca-Cola Co. | 0.57% | 118,117 | $8.4M | Reduce -5.3% |
| SO The Southern Co. | 0.53% | 84,492 | $7.8M | Reduce -1.5% |
| PM Philip Morris International | 0.49% | 39,858 | $7.3M | Reduce -8.5% |
| MCD McDonald's Corp. | 0.47% | 23,750 | $6.9M | Reduce -3.9% |
| FLO Flowers Foods Inc. | 0.47% | 427,329 | $6.8M | Add +0.9% |
| AFL Aflac Inc. | 0.46% | 64,280 | $6.8M | Reduce -2.1% |
| XLE SS Energy Select Sector | 0.43% | 74,162 | $6.3M | Reduce -6.5% |
| BDX Becton Dickinson and Co. | 0.41% | 35,084 | $6.0M | Add +0.9% |
| EMR Emerson Electric Co. | 0.40% | 43,980 | $5.9M | Reduce -3.4% |
| VTR Ventas Inc. | 0.38% | 87,758 | $5.5M | Reduce -2.0% |
| ABBV Abbvie Inc. | 0.35% | 27,518 | $5.1M | Reduce -8.5% |
| DGRW Wisdomtree U.S. Quality Divi | 0.34% | 59,616 | $5.0M | Reduce -11.7% |
| IVW iShares S&P 500 Growth ETF | 0.34% | 45,048 | $5.0M | Reduce -11.1% |
| JEPI JPMorgan Equity Premium Inco | 0.33% | 86,061 | $4.9M | Reduce -17.0% |
| VLO Valero Energy Corp. | 0.32% | 35,206 | $4.7M | Add +1.0% |
| WMT Walmart Inc. | 0.32% | 48,019 | $4.7M | Reduce -7.2% |
| KEMX Kraneshares MSCI E-MKT Ex-CH | 0.31% | 140,229 | $4.5M | Reduce -13.4% |
| CB Chubb Ltd. | 0.29% | 14,904 | $4.3M | Reduce -1.0% |
| FLQM Franklin U.S. Mid Cap Multif | 0.29% | 78,915 | $4.3M | Reduce -13.7% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.29% | 53,388 | $4.2M | Reduce -1.3% |
| K Kellanova | 0.29% | 52,712 | $4.2M | Reduce -1.0% |
| LMT Lockheed Martin Corp. | 0.28% | 8,998 | $4.2M | Add +0.0% |
| C Citigroup Inc. | 0.26% | 45,672 | $3.9M | Add +0.8% |
| SNY Sanofi-ADR | 0.26% | 80,440 | $3.9M | Add +0.3% |
| COF Capital One Financial Corp. | 0.26% | 17,708 | $3.8M | Reduce -14.6% |
| TFC Truist Financial Corp. | 0.25% | 86,411 | $3.7M | Add +11.5% |
| VZ Verizon Communications Inc. | 0.25% | 85,147 | $3.7M | Reduce -5.7% |
| MRK Merck & Co. Inc. | 0.24% | 44,452 | $3.5M | Reduce -3.7% |
| VGT Vanguard Info Tech ETF | 0.24% | 5,234 | $3.5M | No change |
| ORCL Oracle Corp. | 0.22% | 14,954 | $3.3M | Add +0.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.19% | 59,235 | $2.8M | Add +0.1% |
| ETR Entergy Corp. | 0.19% | 33,521 | $2.8M | Reduce -2.7% |
| LLY Eli Lilly & Co. | 0.18% | 3,451 | $2.7M | Reduce -14.3% |
| MGMT Ballast Small/Mid Cap ETF | 0.18% | 67,620 | $2.7M | Reduce -11.9% |
| JNJ Johnson & Johnson | 0.18% | 17,465 | $2.7M | Reduce -9.6% |
| HD Home Depot Inc. | 0.16% | 6,511 | $2.4M | Reduce -9.0% |
| LOW Lowe's Cos Inc. | 0.16% | 10,602 | $2.4M | Reduce -1.2% |
| ABT Abbott Laboratories | 0.16% | 17,024 | $2.3M | Reduce -4.6% |
| PG The Procter & Gamble Co. | 0.15% | 13,944 | $2.2M | Reduce -9.1% |
| BSV Vanguard Short-Term Bond ETF | 0.15% | 27,834 | $2.2M | Reduce -7.0% |
| PFE Pfizer Inc. | 0.14% | 87,554 | $2.1M | Add +2.6% |
| ETN Eaton Corp. PLC | 0.14% | 5,807 | $2.1M | Add +6.5% |
| CME Cme Group Inc. | 0.14% | 7,435 | $2.0M | No change |
| IJT iShares S&P Small-Cap 600 GR | 0.14% | 15,000 | $2.0M | Reduce -2.4% |
| IWF iShares Russell 1000 Growth | 0.13% | 4,664 | $2.0M | Reduce -4.9% |
| NEE Nextera Energy Inc. | 0.13% | 26,559 | $1.8M | Add +0.7% |
| GOOGL Alphabet Inc. Class A | 0.12% | 10,219 | $1.8M | Reduce -10.9% |
| VONG Vanguard Russell 1000 Growth | 0.11% | 15,158 | $1.7M | Reduce -10.0% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.11% | 5,751 | $1.6M | No change |
| IYY iShares Dow Jones U.S. ETF | 0.11% | 10,811 | $1.6M | Reduce -12.6% |
| IWP iShares Russell Mid-Cap Grow | 0.11% | 11,755 | $1.6M | Reduce -8.9% |
| SPGI S&P Global Inc. | 0.11% | 3,058 | $1.6M | Reduce -2.5% |
| APD Air Products & Chemicals Inc. | 0.11% | 5,688 | $1.6M | Add +4.2% |
| PEP Pepsico Inc. | 0.11% | 11,872 | $1.6M | Reduce -3.8% |
| CCBG Capital City Bank Group Inc. | 0.11% | 39,250 | $1.5M | No change |
| CAT Caterpillar Inc. | 0.10% | 3,862 | $1.5M | No change |
| BRK.A Berkshire Hathaway Inc. Class A | 0.10% | 2 | $1.5M | No change |
| GPN Global Payments Inc. | 0.10% | 17,723 | $1.4M | Reduce -2.1% |
| CSCO Cisco Systems Inc. | 0.10% | 20,263 | $1.4M | Reduce -10.6% |
| VYM Vanguard High DVD Yield ETF | 0.10% | 10,508 | $1.4M | Reduce -0.1% |
| LIN Linde PLC | 0.09% | 2,867 | $1.3M | No change |
| XLV SS Health Care Select Sector | 0.09% | 9,725 | $1.3M | Reduce -0.2% |
| UPS United Parcel Service Class B | 0.09% | 12,607 | $1.3M | Add +367.1% |
Portfolio Sells Q1 2025 → Q2 2025
| AAPL Apple Inc. | Reduce -8.5% | 3.26% | −0.88 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -3.3% | 3.94% | −0.86 |
| AJG Arthur J Gallagher & Co. | Reduce -4.2% | 2.34% | −0.49 |
| XOM Exxon Mobil Corp. | Reduce -0.6% | 1.50% | −0.29 |
| V Visa Inc. Class A | Reduce -2.7% | 2.73% | −0.24 |
| GSK GSK PLC-Spon ADR | Reduce -0.6% | 2.28% | −0.20 |
| DUK Duke Energy Corp. | Reduce -0.1% | 1.84% | −0.20 |
| WEC WEC Energy Group Inc. | Reduce -1.7% | 1.33% | −0.19 |
| JPST JPMorgan Ultra-Short Income | Reduce -3.3% | 1.42% | −0.15 |
| ENB Enbridge Inc. | Reduce -0.7% | 2.56% | −0.15 |
| NI Nisource Inc. | Reduce -1.7% | 1.57% | −0.13 |
| XLE SS Energy Select Sector | Reduce -6.5% | 0.43% | −0.11 |
| ABBV Abbvie Inc. | Reduce -8.5% | 0.35% | −0.11 |
| CRM Salesforce Inc. | Reduce -0.1% | 1.90% | −0.11 |
| SDY SS SPDR S&P Dividend ETF | Reduce -55.8% | 0.07% | −0.10 |
| JEPI JPMorgan Equity Premium Inco | Reduce -17.0% | 0.33% | −0.10 |
| MCD McDonald's Corp. | Reduce -3.9% | 0.47% | −0.09 |
| KO The Coca-Cola Co. | Reduce -5.3% | 0.57% | −0.08 |
| GILD Gilead Sciences Inc. | Reduce -1.5% | 0.80% | −0.08 |
| VIG Vanguard Dividend Apprec ETF | Reduce -8.4% | 0.67% | −0.07 |
| VTR Ventas Inc. | Reduce -2.0% | 0.38% | −0.07 |
| AFL Aflac Inc. | Reduce -2.1% | 0.46% | −0.07 |
| MRK Merck & Co. Inc. | Reduce -3.7% | 0.24% | −0.06 |
| FLQM Franklin U.S. Mid Cap Multif | Reduce -13.7% | 0.29% | −0.06 |
| LLY Eli Lilly & Co. | Reduce -14.3% | 0.18% | −0.06 |
| DGRW Wisdomtree U.S. Quality Divi | Reduce -11.7% | 0.34% | −0.05 |
| JNJ Johnson & Johnson | Reduce -9.6% | 0.18% | −0.05 |
| VZ Verizon Communications Inc. | Reduce -5.7% | 0.25% | −0.05 |
| SO The Southern Co. | Reduce -1.5% | 0.53% | −0.05 |
| PG The Procter & Gamble Co. | Reduce -9.1% | 0.15% | −0.04 |
| CB Chubb Ltd. | Reduce -1.0% | 0.29% | −0.04 |
| K Kellanova | Reduce -1.0% | 0.29% | −0.04 |
| MGMT Ballast Small/Mid Cap ETF | Reduce -11.9% | 0.18% | −0.03 |
| IVE iShares S&P 500 Value ETF | Reduce -35.0% | 0.06% | −0.03 |
| GPN Global Payments Inc. | Reduce -2.1% | 0.10% | −0.03 |
| UNH Unitedhealth Group Inc. | Reduce -26.6% | 0.02% | −0.03 |
| VT Vanguard Tot World STK ETF | Sold out | 0.00% | −0.03 |
| BMY Bristol-Myers Squibb Co. | Reduce -9.2% | 0.05% | −0.03 |
| HD Home Depot Inc. | Reduce -9.0% | 0.16% | −0.03 |
| PEP Pepsico Inc. | Reduce -3.8% | 0.11% | −0.03 |
| VTV Vanguard Mrngstr Val ETF-Aui | Sold out | 0.00% | −0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -60.8% | 0.02% | −0.03 |
| ETR Entergy Corp. | Reduce -2.7% | 0.19% | −0.03 |
| SHW The Sherwin-Williams Co. | Sold out | 0.00% | −0.03 |
| ED Consolidated Edison Inc. | Sold out | 0.00% | −0.02 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -1.3% | 0.29% | −0.02 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -40.9% | 0.04% | −0.02 |
| LOW Lowe's Cos Inc. | Reduce -1.2% | 0.16% | −0.02 |
| KEMX Kraneshares MSCI E-MKT Ex-CH | Reduce -13.4% | 0.31% | −0.02 |
| BSV Vanguard Short-Term Bond ETF | Reduce -7.0% | 0.15% | −0.02 |
Portfolio Buys Q1 2025 → Q2 2025
| TSM Taiwan Semiconductor-SP ADR | Add +24.0% | 4.03% | +1.47 |
| NVDA Nvidia Corp. | Add +88.6% | 1.96% | +1.19 |
| ASML ASML Holding NV-NY Reg SHS | Add +47.5% | 2.25% | +0.89 |
| TMO Thermo Fisher Scientific Inc. | Add +73.0% | 0.95% | +0.23 |
| NOW ServiceNow Inc. | Add +2.0% | 1.14% | +0.21 |
| ORCL Oracle Corp. | Add +0.2% | 0.22% | +0.07 |
| UPS United Parcel Service Class B | Add +367.1% | 0.09% | +0.07 |
| USB US Bancorp | Add +1.8% | 2.14% | +0.03 |
| ETN Eaton Corp. PLC | Add +6.5% | 0.14% | +0.03 |
| C Citigroup Inc. | Add +0.8% | 0.26% | +0.03 |
| VMC Vulcan Materials Co. | New | 0.03% | +0.03 |
| TFC Truist Financial Corp. | Add +11.5% | 0.25% | +0.02 |
| PLTR Palantir Technologies Inc. Class A | Add +3.9% | 0.05% | +0.02 |
| IJH iShares Core S&P Midcap ETF | Add +34.4% | 0.07% | +0.02 |
| GS Goldman Sachs Group Inc. | New | 0.02% | +0.02 |
| MA Mastercard Inc. Class A | New | 0.02% | +0.02 |
| GE General Electric | New | 0.01% | +0.01 |
| DAR Darling Ingredients Inc. | New | 0.01% | +0.01 |
| IWM iShares Russell 2000 ETF | Add +25.6% | 0.05% | +0.01 |
| BAC Bank of America Corp. | Add +0.1% | 0.19% | +0.01 |
| BA The Boeing Co. | Add +2.8% | 0.05% | +0.01 |
| WFC Wells Fargo & Co. | Add +4.0% | 0.08% | +0.01 |
| TRV The Travelers Cos Inc. | Add +13.3% | 0.03% | +0.00 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +1.7% | 0.04% | +0.00 |
| GLD SPDR Gold Shares | Add +1.4% | 0.05% | 0.00 |
| PSX Phillips 66 | Add +10.5% | 0.02% | −0.00 |
| IJR iShares Core S&P Small-Cap E | Add +0.8% | 0.03% | −0.00 |
| IYH iShares U.S. Healthcare ETF | Add +10.6% | 0.04% | −0.00 |
| UNP Union Pacific Corp. | Add +2.9% | 0.05% | −0.00 |
| CL Colgate-Palmolive Co. | Add +2.3% | 0.05% | −0.00 |
| GD General Dynamics Corp. | Add +0.0% | 1.49% | −0.00 |
| APD Air Products & Chemicals Inc. | Add +4.2% | 0.11% | −0.01 |
| LMT Lockheed Martin Corp. | Add +0.0% | 0.28% | −0.01 |
| NEE Nextera Energy Inc. | Add +0.7% | 0.13% | −0.01 |
| PFE Pfizer Inc. | Add +2.6% | 0.14% | −0.01 |
| VLO Valero Energy Corp. | Add +1.0% | 0.32% | −0.01 |
| SNY Sanofi-ADR | Add +0.3% | 0.26% | −0.06 |
| ZTS Zoetis Inc. | Add +3.8% | 0.93% | −0.09 |
| FLO Flowers Foods Inc. | Add +0.9% | 0.47% | −0.12 |
| SHEL Shell PLC-ADR | Add +3.8% | 1.87% | −0.14 |
| BDX Becton Dickinson and Co. | Add +0.9% | 0.41% | −0.17 |
| ZBH Zimmer Biomet Holdings Inc. | Add +3.0% | 0.66% | −0.19 |
| KVUE Kenvue Inc. | Add +0.8% | 1.07% | −0.24 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 241 | $1.8B | TSM, AMZN, GOOG, PANW, ASML |
| Q4 2025 | 235 | $1.6B | AMZN, MSFT, GOOG, TSM, BRK.B |
| Q3 2025 | 251 | $1.6B | MSFT, AMZN, TSM, GOOG, BRK.B |
| Q2 2025 | 223 | $1.5B | MSFT, AMZN, BKNG, TSM, BRK.B |
| Q1 2025 | 233 | $1.4B | AMZN, MSFT, BRK.B, AAPL, BKNG |
| Q4 2024 | 233 | $1.4B | AMZN, MSFT, AAPL, GOOG, BRK.B |
| Q3 2024 | 237 | $1.3B | MSFT, AMZN, AAPL, BRK.B, GOOG |
| Q2 2024 | 236 | $1.2B | MSFT, AMZN, GOOG, AAPL, BRK.B |
| Q1 2024 | 237 | $1.2B | MSFT, AMZN, AAPL, BRK.B, GOOG |