Thomasville National Bank
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 10, 2025), Thomasville National Bank reported 251 stock positions worth $1.6 billion. Its top holding was Microsoft (MSFT) at 5.8% of the portfolio, followed by Amazon.com (AMZN, 5.2%) and Taiwan Semiconductor-SP ADR (TSM, 4.6%). Compared with Q2 2025, it opened 31 new positions, sold out of 3, added to 96 and reduced 71. The biggest buy was Philip Morris International (PM, shares +155%) and the biggest sale Kenvue (KVUE, shares −95%).
- Most Recent 13F
- Q2 2026
- Location
- THOMASVILLE, GA
- CIK
- 0001561790
- Portfolio Value
- $1.6B (Q3 2025)
- SEC Filing
- 0001561790-25-000009 ↗ filed Oct 10, 2025
Holdings Value
Holdings 251 stocks · $1.6B
| MSFT Microsoft Corp. | 5.79% | 177,478 | $91.9M | Add +0.4% |
| AMZN Amazon.com Inc. | 5.17% | 374,020 | $82.1M | Add +0.7% |
| TSM Taiwan Semiconductor-SP ADR | 4.58% | 260,214 | $72.7M | Reduce -0.4% |
| GOOG Alphabet Inc. Class C | 4.56% | 297,196 | $72.4M | Reduce -0.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 3.84% | 121,206 | $60.9M | Add +1.7% |
| AAPL Apple Inc. | 3.64% | 226,961 | $57.8M | Reduce -2.6% |
| BKNG Booking Holdings Inc. | 3.60% | 10,594 | $57.2M | Reduce -0.1% |
| PANW Palo Alto Networks Inc. | 3.07% | 239,306 | $48.7M | Reduce -0.5% |
| ENB Enbridge Inc. | 2.68% | 843,010 | $42.5M | Add +1.6% |
| ASML ASML Holding NV-NY Reg SHS | 2.56% | 42,046 | $40.7M | Add +2.3% |
| V Visa Inc. Class A | 2.46% | 114,561 | $39.1M | Add +1.5% |
| GSK GSK PLC-Spon ADR | 2.41% | 885,838 | $38.2M | Add +1.6% |
| RTX RTX Corp. | 2.20% | 208,731 | $34.9M | Add +0.1% |
| NVDA Nvidia Corp. | 2.16% | 184,208 | $34.4M | Add +1.4% |
| USB US Bancorp | 2.15% | 707,721 | $34.2M | Add +2.0% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 2.11% | 108,348 | $33.6M | Add +1.1% |
| JPM JPMorgan Chase & Co. | 2.02% | 101,629 | $32.1M | Reduce -0.5% |
| META Meta Platforms Inc. Class A | 1.84% | 39,743 | $29.2M | Add +1.3% |
| SHEL Shell PLC-ADR | 1.82% | 403,387 | $28.9M | Add +3.5% |
| DUK Duke Energy Corp. | 1.81% | 232,789 | $28.8M | Add +1.8% |
| GD General Dynamics Corp. | 1.63% | 75,912 | $25.9M | Add +1.5% |
| NI Nisource Inc. | 1.58% | 578,082 | $25.0M | Add +1.1% |
| CRM Salesforce Inc. | 1.58% | 105,605 | $25.0M | Add +3.4% |
| VEEV Veeva Systems Inc. Class A | 1.57% | 83,709 | $24.9M | Add +0.4% |
| XOM Exxon Mobil Corp. | 1.50% | 210,982 | $23.8M | Add +3.5% |
| ADSK Autodesk Inc. | 1.38% | 69,075 | $21.9M | Add +1.6% |
| WEC WEC Energy Group Inc. | 1.37% | 190,264 | $21.8M | Add +1.7% |
| JPST JPMorgan Ultra-Short Income | 1.32% | 412,728 | $20.9M | Add +0.4% |
| IVV iShares Core S&P 500 ETF | 1.26% | 29,990 | $20.1M | Reduce -1.3% |
| TMO Thermo Fisher Scientific Inc. | 1.10% | 36,121 | $17.5M | Add +4.6% |
| PM Philip Morris International | 1.04% | 101,728 | $16.5M | Add +155.2% |
| AXP American Express Co. | 0.99% | 47,268 | $15.7M | Add +0.6% |
| NOW ServiceNow Inc. | 0.96% | 16,604 | $15.3M | Add +2.1% |
| ZTS Zoetis Inc. | 0.86% | 93,435 | $13.7M | Add +6.8% |
| GILD Gilead Sciences Inc. | 0.75% | 107,245 | $11.9M | Add +1.7% |
| ZBH Zimmer Biomet Holdings Inc. | 0.69% | 110,653 | $10.9M | Add +4.6% |
| VIG Vanguard Dividend Apprec ETF | 0.64% | 46,936 | $10.1M | Reduce -1.8% |
| FLO Flowers Foods Inc. | 0.58% | 703,740 | $9.2M | Add +64.7% |
| SO The Southern Co. | 0.51% | 85,119 | $8.1M | Add +0.7% |
| KO The Coca-Cola Co. | 0.50% | 119,845 | $7.9M | Add +1.5% |
| MCD McDonald's Corp. | 0.46% | 23,865 | $7.3M | Add +0.5% |
| AFL Aflac Inc. | 0.45% | 64,230 | $7.2M | Reduce -0.1% |
| BDX Becton Dickinson and Co. | 0.44% | 37,182 | $7.0M | Add +6.0% |
| XLE SS Energy Select Sector | 0.41% | 73,319 | $6.6M | Reduce -1.1% |
| ABBV Abbvie Inc. | 0.40% | 27,458 | $6.4M | Reduce -0.2% |
| VTR Ventas Inc. | 0.39% | 87,585 | $6.1M | Reduce -0.2% |
| VLO Valero Energy Corp. | 0.37% | 34,467 | $5.9M | Reduce -2.1% |
| EMR Emerson Electric Co. | 0.36% | 43,813 | $5.7M | Reduce -0.4% |
| IVW iShares S&P 500 Growth ETF | 0.34% | 44,776 | $5.4M | Reduce -0.6% |
| DGRW Wisdomtree U.S. Quality Divi | 0.33% | 58,515 | $5.2M | Reduce -1.9% |
| WMT Walmart Inc. | 0.32% | 49,558 | $5.1M | Add +3.2% |
| JEPI JPMorgan Equity Premium Inco | 0.31% | 86,285 | $4.9M | Add +0.3% |
| C Citigroup Inc. | 0.31% | 47,974 | $4.9M | Add +5.0% |
| KEMX Kraneshares MSCI E-MKT Ex-CH | 0.30% | 137,450 | $4.8M | Reduce -2.0% |
| LMT Lockheed Martin Corp. | 0.29% | 9,080 | $4.5M | Add +0.9% |
| FLQM Franklin U.S. Mid Cap Multif | 0.28% | 77,869 | $4.4M | Reduce -1.3% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.28% | 54,979 | $4.4M | Add +3.0% |
| K Kellanova | 0.27% | 52,498 | $4.3M | Reduce -0.4% |
| ORCL Oracle Corp. | 0.27% | 15,259 | $4.3M | Add +2.0% |
| CB Chubb Ltd. | 0.26% | 14,904 | $4.2M | No change |
| VGT Vanguard Info Tech ETF | 0.26% | 5,554 | $4.1M | Add +6.1% |
| SNY Sanofi-ADR | 0.25% | 83,045 | $3.9M | Add +3.2% |
| TFC Truist Financial Corp. | 0.25% | 85,367 | $3.9M | Reduce -1.2% |
| MRK Merck & Co. Inc. | 0.24% | 44,872 | $3.8M | Add +0.9% |
| COF Capital One Financial Corp. | 0.24% | 17,648 | $3.8M | Reduce -0.3% |
| VZ Verizon Communications Inc. | 0.24% | 85,321 | $3.7M | Add +0.2% |
| JNJ Johnson & Johnson | 0.20% | 17,530 | $3.3M | Add +0.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.20% | 62,467 | $3.2M | Add +5.5% |
| ETR Entergy Corp. | 0.20% | 33,396 | $3.1M | Reduce -0.4% |
| HD Home Depot Inc. | 0.19% | 7,578 | $3.1M | Add +16.4% |
| MGMT Ballast Small/Mid Cap ETF | 0.19% | 67,516 | $3.0M | Reduce -0.1% |
| ABT Abbott Laboratories | 0.18% | 21,264 | $2.8M | Add +24.9% |
| LOW Lowe's Cos Inc. | 0.17% | 10,727 | $2.7M | Add +1.2% |
| LLY Eli Lilly & Co. | 0.16% | 3,360 | $2.6M | Reduce -2.6% |
| GOOGL Alphabet Inc. Class A | 0.16% | 10,321 | $2.5M | Add +1.0% |
| PFE Pfizer Inc. | 0.14% | 88,231 | $2.2M | Add +0.8% |
| ETN Eaton Corp. PLC | 0.14% | 5,880 | $2.2M | Add +1.3% |
| IWF iShares Russell 1000 Growth | 0.14% | 4,589 | $2.1M | Reduce -1.6% |
| BSV Vanguard Short-Term Bond ETF | 0.14% | 27,217 | $2.1M | Reduce -2.2% |
| AVGO Broadcom Inc. | 0.13% | 6,485 | $2.1M | Add +128.5% |
| IJT iShares S&P Small-Cap 600 GR | 0.13% | 14,533 | $2.1M | Reduce -3.1% |
| CME Cme Group Inc. | 0.13% | 7,429 | $2.0M | Reduce -0.1% |
| NEE Nextera Energy Inc. | 0.13% | 26,491 | $2.0M | Reduce -0.3% |
| PG The Procter & Gamble Co. | 0.12% | 12,742 | $2.0M | Reduce -8.6% |
| PEP Pepsico Inc. | 0.11% | 12,977 | $1.8M | Add +9.3% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.11% | 5,751 | $1.8M | No change |
| CAT Caterpillar Inc. | 0.11% | 3,691 | $1.8M | Reduce -4.4% |
| VONG Vanguard Russell 1000 Growth | 0.11% | 14,473 | $1.7M | Reduce -4.5% |
| IYY iShares Dow Jones U.S. ETF | 0.11% | 10,680 | $1.7M | Reduce -1.2% |
| CSCO Cisco Systems Inc. | 0.11% | 24,927 | $1.7M | Add +23.0% |
| IWP iShares Russell Mid-Cap Grow | 0.10% | 11,495 | $1.6M | Reduce -2.2% |
| APD Air Products & Chemicals Inc. | 0.10% | 5,785 | $1.6M | Add +1.7% |
| CCBG Capital City Bank Group Inc. | 0.10% | 37,750 | $1.6M | Reduce -3.8% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.10% | 2 | $1.5M | No change |
| GPN Global Payments Inc. | 0.09% | 17,848 | $1.5M | Add +0.7% |
| VYM Vanguard High DVD Yield ETF | 0.09% | 10,383 | $1.5M | Reduce -1.2% |
| XLV SS Health Care Select Sector | 0.09% | 10,365 | $1.4M | Add +6.6% |
| CAH Cardinal Health Inc. | 0.09% | 8,976 | $1.4M | Add +40.1% |
| SPGI S&P Global Inc. | 0.09% | 2,828 | $1.4M | Reduce -7.5% |
| LIN Linde PLC | 0.09% | 2,867 | $1.4M | No change |
Portfolio Sells Q2 2025 → Q3 2025
| KVUE Kenvue Inc. | Reduce -94.6% | 0.04% | −1.02 |
| BKNG Booking Holdings Inc. | Reduce -0.1% | 3.60% | −0.58 |
| PANW Palo Alto Networks Inc. | Reduce -0.5% | 3.07% | −0.28 |
| CDNS Cadence Design SYS Inc. | Sold out | 0.00% | −0.04 |
| EMR Emerson Electric Co. | Reduce -0.4% | 0.36% | −0.04 |
| VIG Vanguard Dividend Apprec ETF | Reduce -1.8% | 0.64% | −0.03 |
| PG The Procter & Gamble Co. | Reduce -8.6% | 0.12% | −0.03 |
| SPGI S&P Global Inc. | Reduce -7.5% | 0.09% | −0.02 |
| BND Vanguard Total Bond Market | Reduce -48.6% | 0.02% | −0.02 |
| LLY Eli Lilly & Co. | Reduce -2.6% | 0.16% | −0.02 |
| IVV iShares Core S&P 500 ETF | Reduce -1.3% | 1.26% | −0.02 |
| COF Capital One Financial Corp. | Reduce -0.3% | 0.24% | −0.02 |
| XLE SS Energy Select Sector | Reduce -1.1% | 0.41% | −0.02 |
| FLQM Franklin U.S. Mid Cap Multif | Reduce -1.3% | 0.28% | −0.02 |
| K Kellanova | Reduce -0.4% | 0.27% | −0.01 |
| ACN Accenture PLC Class A | Sold out | 0.00% | −0.01 |
| BSV Vanguard Short-Term Bond ETF | Reduce -2.2% | 0.14% | −0.01 |
| DAR Darling Ingredients Inc. | Sold out | 0.00% | −0.01 |
| CME Cme Group Inc. | Reduce -0.1% | 0.13% | −0.01 |
| DE Deere & Co. | Reduce -3.1% | 0.05% | −0.01 |
| DGRW Wisdomtree U.S. Quality Divi | Reduce -1.9% | 0.33% | −0.01 |
| XLK SS Technology Select Sector | Reduce -43.6% | 0.01% | −0.01 |
| AFL Aflac Inc. | Reduce -0.1% | 0.45% | −0.01 |
| ELV Elevance Health Inc. | Reduce -0.3% | 0.03% | −0.01 |
| DIS The Walt Disney Co. | Reduce -1.9% | 0.05% | −0.01 |
| IBM Intl Business Machines Corp. | Reduce -2.0% | 0.06% | −0.01 |
| KEMX Kraneshares MSCI E-MKT Ex-CH | Reduce -2.0% | 0.30% | −0.01 |
| IWP iShares Russell Mid-Cap Grow | Reduce -2.2% | 0.10% | −0.01 |
| DHR Danaher Corp. | Reduce -11.7% | 0.03% | −0.01 |
| IJH iShares Core S&P Midcap ETF | Reduce -8.1% | 0.06% | −0.01 |
| TFC Truist Financial Corp. | Reduce -1.2% | 0.25% | −0.01 |
| KMB Kimberly-Clark Corp. | Reduce -13.2% | 0.02% | −0.01 |
| IJT iShares S&P Small-Cap 600 GR | Reduce -3.1% | 0.13% | −0.01 |
| IWR iShares Russell Mid-Cap ETF | Reduce -12.2% | 0.04% | −0.01 |
| CARR Carrier Global Corp. | Reduce -3.4% | 0.02% | −0.01 |
| CCBG Capital City Bank Group Inc. | Reduce -3.8% | 0.10% | −0.01 |
| TXN Texas Instruments Inc. | Reduce -1.2% | 0.02% | −0.01 |
| IWD iShares Russell 1000 Value E | Reduce -2.9% | 0.08% | −0.01 |
| EFA iShares MSCI Eafe ETF | Reduce -5.2% | 0.05% | −0.00 |
| KHC The Kraft Heinz Co. | Reduce -0.1% | 0.06% | −0.00 |
| BA The Boeing Co. | Reduce -3.2% | 0.05% | −0.00 |
| IJS iShares S&P Small-Cap 600 Va | Reduce -8.0% | 0.07% | −0.00 |
| AON Aon PLC Class A | Reduce -1.7% | 0.04% | −0.00 |
| T AT&T Inc. | Reduce -1.5% | 0.03% | −0.00 |
| D Dominion Energy Inc. | Reduce -5.1% | 0.06% | −0.00 |
| VYM Vanguard High DVD Yield ETF | Reduce -1.2% | 0.09% | −0.00 |
| CLX Clorox Company | Reduce -9.2% | 0.02% | −0.00 |
| IWS iShares Russell Mid-Cap Valu | Reduce -3.3% | 0.05% | −0.00 |
| VONG Vanguard Russell 1000 Growth | Reduce -4.5% | 0.11% | −0.00 |
| IJR iShares Core S&P Small-Cap E | Reduce -7.7% | 0.03% | −0.00 |
Portfolio Buys Q2 2025 → Q3 2025
| PM Philip Morris International | Add +155.2% | 1.04% | +0.54 |
| ASML ASML Holding NV-NY Reg SHS | Add +2.3% | 2.56% | +0.32 |
| NVDA Nvidia Corp. | Add +1.4% | 2.16% | +0.21 |
| TMO Thermo Fisher Scientific Inc. | Add +4.6% | 1.10% | +0.15 |
| GD General Dynamics Corp. | Add +1.5% | 1.63% | +0.14 |
| GSK GSK PLC-Spon ADR | Add +1.6% | 2.41% | +0.13 |
| RTX RTX Corp. | Add +0.1% | 2.20% | +0.12 |
| ENB Enbridge Inc. | Add +1.6% | 2.68% | +0.12 |
| FLO Flowers Foods Inc. | Add +64.7% | 0.58% | +0.11 |
| AVGO Broadcom Inc. | Add +128.5% | 0.13% | +0.08 |
| ORCL Oracle Corp. | Add +2.0% | 0.27% | +0.05 |
| WEC WEC Energy Group Inc. | Add +1.7% | 1.37% | +0.04 |
| C Citigroup Inc. | Add +5.0% | 0.31% | +0.04 |
| GOOGL Alphabet Inc. Class A | Add +1.0% | 0.16% | +0.04 |
| HD Home Depot Inc. | Add +16.4% | 0.19% | +0.03 |
| DAL Delta Air Lines Inc. | New | 0.03% | +0.03 |
| ZBH Zimmer Biomet Holdings Inc. | Add +4.6% | 0.69% | +0.03 |
| BDX Becton Dickinson and Co. | Add +6.0% | 0.44% | +0.03 |
| ATO Atmos Energy Corp. | New | 0.03% | +0.03 |
| VGT Vanguard Info Tech ETF | Add +6.1% | 0.26% | +0.02 |
| JNJ Johnson & Johnson | Add +0.4% | 0.20% | +0.02 |
| USFD US Foods Holding Corp. | New | 0.02% | +0.02 |
| ABT Abbott Laboratories | Add +24.9% | 0.18% | +0.02 |
| XEL Xcel Energy Inc. | New | 0.02% | +0.02 |
| SYK Stryker Corp. | New | 0.02% | +0.02 |
| RJF Raymond James Financial Inc. | New | 0.02% | +0.02 |
| COLB Columbia Banking System Inc. | New | 0.02% | +0.02 |
| PNC PNC Financial Services Group | New | 0.02% | +0.02 |
| SNX TD Synnex Corp. | New | 0.02% | +0.02 |
| CLH Clean Harbors Inc. | Add +90.2% | 0.04% | +0.02 |
| CSL Carlisle Cos Inc. | New | 0.02% | +0.02 |
| FISV Fiserv Inc. | New | 0.02% | +0.02 |
| CW Curtiss-Wright Corp. | New | 0.02% | +0.02 |
| CVS CVS Health Corp. | New | 0.02% | +0.02 |
| BWA Borgwarner Inc. | New | 0.02% | +0.02 |
| MLM Martin Marietta Materials | New | 0.02% | +0.02 |
| AME Ametek Inc. | New | 0.02% | +0.02 |
| WMB Williams Cos Inc. | Add +98.8% | 0.04% | +0.02 |
| CVX Chevron Corp. | Add +28.4% | 0.07% | +0.02 |
| AMAT Applied Materials Inc. | Add +75.7% | 0.03% | +0.02 |
| CAH Cardinal Health Inc. | Add +40.1% | 0.09% | +0.02 |
| FLS Flowserve Corp. | New | 0.01% | +0.01 |
| CXT Crane NXT Co. | New | 0.01% | +0.01 |
| EOG EOG Resources Inc. | New | 0.01% | +0.01 |
| MRSH Marsh & McLennan Cos | New | 0.01% | +0.01 |
| DHI D.R. Horton Inc. | New | 0.01% | +0.01 |
| FIS Fidelity National Info Serv | New | 0.01% | +0.01 |
| ESE Esco Technologies Inc. | New | 0.01% | +0.01 |
| USB US Bancorp | Add +2.0% | 2.15% | +0.01 |
| UNH Unitedhealth Group Inc. | Add +57.2% | 0.04% | +0.01 |
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 |