Thomasville National Bank
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 26, 2026), Thomasville National Bank reported 235 stock positions worth $1.6 billion. Its top holding was Amazon.com (AMZN) at 5.4% of the portfolio, followed by Microsoft (MSFT, 5.3%) and Alphabet Class C (GOOG, 5.2%). Compared with Q3 2025, it opened 6 new positions, sold out of 22, added to 86 and reduced 98. The biggest buy was a new position in Core & Main Class A (CNM) and the biggest sale Zimmer Biomet (ZBH, shares −93%).
- Most Recent 13F
- Q2 2026
- Location
- THOMASVILLE, GA
- CIK
- 0001561790
- Portfolio Value
- $1.6B (Q4 2025)
- SEC Filing
- 0001561790-26-000002 ↗ filed Jan 26, 2026
Holdings Value
Holdings 235 stocks · $1.6B
| AMZN Amazon.com Inc. | 5.45% | 380,794 | $87.9M | Add +1.8% |
| MSFT Microsoft Corp. | 5.34% | 178,293 | $86.2M | Add +0.5% |
| GOOG Alphabet Inc. Class C | 5.23% | 269,127 | $84.5M | Reduce -9.4% |
| TSM Taiwan Semiconductor-SP ADR | 4.46% | 236,626 | $71.9M | Reduce -9.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 3.85% | 123,465 | $62.1M | Add +1.9% |
| AAPL Apple Inc. | 3.81% | 226,252 | $61.5M | Reduce -0.3% |
| BKNG Booking Holdings Inc. | 3.56% | 10,720 | $57.4M | Add +1.2% |
| ASML ASML Holding NV-NY Reg SHS | 2.80% | 42,255 | $45.2M | Add +0.5% |
| PANW Palo Alto Networks Inc. | 2.74% | 239,793 | $44.2M | Add +0.2% |
| GSK GSK PLC-Spon ADR | 2.71% | 890,098 | $43.7M | Add +0.5% |
| ENB Enbridge Inc. | 2.57% | 868,003 | $41.5M | Add +3.0% |
| V Visa Inc. Class A | 2.51% | 115,258 | $40.4M | Add +0.6% |
| USB US Bancorp | 2.40% | 724,520 | $38.7M | Add +2.4% |
| RTX RTX Corp. | 2.39% | 210,173 | $38.5M | Add +0.7% |
| NVDA Nvidia Corp. | 2.13% | 183,946 | $34.3M | Reduce -0.1% |
| JPM JPMorgan Chase & Co. | 2.04% | 102,288 | $33.0M | Add +0.7% |
| SHEL Shell PLC-ADR | 1.90% | 417,243 | $30.7M | Add +3.4% |
| META Meta Platforms Inc. Class A | 1.78% | 43,489 | $28.7M | Add +9.4% |
| CRM Salesforce Inc. | 1.78% | 108,198 | $28.7M | Add +2.5% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 1.75% | 109,058 | $28.2M | Add +0.7% |
| DUK Duke Energy Corp. | 1.74% | 239,983 | $28.1M | Add +3.1% |
| XOM Exxon Mobil Corp. | 1.63% | 219,017 | $26.4M | Add +3.8% |
| GD General Dynamics Corp. | 1.62% | 77,500 | $26.1M | Add +2.1% |
| NI Nisource Inc. | 1.53% | 591,847 | $24.7M | Add +2.4% |
| PM Philip Morris International | 1.42% | 142,532 | $22.9M | Add +40.1% |
| TMO Thermo Fisher Scientific Inc. | 1.34% | 37,199 | $21.6M | Add +3.0% |
| JPST JPMorgan Ultra-Short Income | 1.33% | 424,130 | $21.5M | Add +2.8% |
| ADSK Autodesk Inc. | 1.30% | 70,890 | $21.0M | Add +2.6% |
| WEC WEC Energy Group Inc. | 1.29% | 197,050 | $20.8M | Add +3.6% |
| IVV iShares Core S&P 500 ETF | 1.27% | 29,830 | $20.4M | Reduce -0.5% |
| VEEV Veeva Systems Inc. Class A | 1.19% | 86,223 | $19.2M | Add +3.0% |
| AXP American Express Co. | 1.10% | 47,810 | $17.7M | Add +1.1% |
| GILD Gilead Sciences Inc. | 0.83% | 109,662 | $13.5M | Add +2.3% |
| NOW ServiceNow Inc. | 0.81% | 85,699 | $13.1M | Add +3.2% |
| CNM Core & Main Inc. Class A | 0.69% | 213,816 | $11.1M | New |
| VIG Vanguard Dividend Apprec ETF | 0.66% | 48,645 | $10.7M | Add +3.6% |
| KO The Coca-Cola Co. | 0.53% | 122,262 | $8.5M | Add +2.0% |
| SO The Southern Co. | 0.47% | 86,215 | $7.5M | Add +1.3% |
| MCD McDonald's Corp. | 0.45% | 23,986 | $7.3M | Add +0.5% |
| BDX Becton Dickinson and Co. | 0.44% | 36,175 | $7.0M | Reduce -2.7% |
| VTR Ventas Inc. | 0.42% | 87,807 | $6.8M | Add +0.3% |
| AFL Aflac Inc. | 0.42% | 61,555 | $6.8M | Reduce -4.2% |
| ZTS Zoetis Inc. | 0.42% | 53,749 | $6.8M | Reduce -42.5% |
| XLE SS Energy Select Sector | 0.40% | 145,883 | $6.5M | Reduce -0.5% |
| FLO Flowers Foods Inc. | 0.40% | 589,283 | $6.4M | Reduce -16.3% |
| ABBV Abbvie Inc. | 0.39% | 27,675 | $6.3M | Add +0.8% |
| EMR Emerson Electric Co. | 0.36% | 43,908 | $5.8M | Add +0.2% |
| VLO Valero Energy Corp. | 0.35% | 34,697 | $5.6M | Add +0.7% |
| C Citigroup Inc. | 0.35% | 47,985 | $5.6M | Add +0.0% |
| WMT Walmart Inc. | 0.34% | 49,870 | $5.6M | Add +0.6% |
| IVW iShares S&P 500 Growth ETF | 0.34% | 44,478 | $5.5M | Reduce -0.7% |
| DGRW Wisdomtree U.S. Quality Divi | 0.34% | 60,929 | $5.4M | Add +4.1% |
| KEMX Kraneshares MSCI E-MKT Ex-CH | 0.32% | 139,687 | $5.2M | Add +1.6% |
| JEPI JPMorgan Equity Premium Inco | 0.32% | 89,917 | $5.1M | Add +4.2% |
| CB Chubb Ltd. | 0.29% | 14,904 | $4.7M | No change |
| MRK Merck & Co. Inc. | 0.29% | 43,956 | $4.6M | Reduce -2.0% |
| FLQM Franklin U.S. Mid Cap Multif | 0.28% | 81,149 | $4.6M | Add +4.2% |
| LMT Lockheed Martin Corp. | 0.28% | 9,336 | $4.5M | Add +2.8% |
| TFC Truist Financial Corp. | 0.27% | 87,330 | $4.3M | Add +2.3% |
| COF Capital One Financial Corp. | 0.26% | 17,245 | $4.2M | Reduce -2.3% |
| SNY Sanofi-ADR | 0.26% | 85,647 | $4.2M | Add +3.1% |
| VGT Vanguard Info Tech ETF | 0.26% | 5,470 | $4.1M | Reduce -1.5% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.25% | 51,158 | $4.1M | Reduce -7.0% |
| JNJ Johnson & Johnson | 0.23% | 18,211 | $3.8M | Add +3.9% |
| LLY Eli Lilly & Co. | 0.23% | 3,406 | $3.7M | Add +1.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.21% | 62,663 | $3.4M | Add +0.3% |
| VZ Verizon Communications Inc. | 0.21% | 84,398 | $3.4M | Reduce -1.1% |
| GOOGL Alphabet Inc. Class A | 0.21% | 10,669 | $3.3M | Add +3.4% |
| ETR Entergy Corp. | 0.19% | 33,247 | $3.1M | Reduce -0.5% |
| MGMT Ballast Small/Mid Cap ETF | 0.19% | 69,305 | $3.1M | Add +2.6% |
| ORCL Oracle Corp. | 0.18% | 14,972 | $2.9M | Reduce -1.9% |
| HD Home Depot Inc. | 0.16% | 7,574 | $2.6M | Reduce -0.1% |
| LOW Lowe's Cos Inc. | 0.16% | 10,580 | $2.6M | Reduce -1.4% |
| ABT Abbott Laboratories | 0.16% | 20,018 | $2.5M | Reduce -5.9% |
| AVGO Broadcom Inc. | 0.14% | 6,655 | $2.3M | Add +2.6% |
| PFE Pfizer Inc. | 0.14% | 91,671 | $2.3M | Add +3.9% |
| IWF iShares Russell 1000 Growth | 0.13% | 4,589 | $2.2M | No change |
| NEE Nextera Energy Inc. | 0.13% | 26,895 | $2.2M | Add +1.5% |
| BSV Vanguard Short-Term Bond ETF | 0.13% | 26,892 | $2.1M | Reduce -1.2% |
| IJT iShares S&P Small-Cap 600 GR | 0.13% | 14,438 | $2.0M | Reduce -0.7% |
| CME Cme Group Inc. | 0.13% | 7,383 | $2.0M | Reduce -0.6% |
| CAT Caterpillar Inc. | 0.12% | 3,497 | $2.0M | Reduce -5.3% |
| CSCO Cisco Systems Inc. | 0.12% | 24,571 | $1.9M | Reduce -1.4% |
| PG The Procter & Gamble Co. | 0.12% | 13,111 | $1.9M | Add +2.9% |
| ETN Eaton Corp. PLC | 0.12% | 5,838 | $1.9M | Reduce -0.7% |
| PEP Pepsico Inc. | 0.11% | 12,792 | $1.8M | Reduce -1.4% |
| VONG Vanguard Russell 1000 Growth | 0.11% | 14,590 | $1.8M | Add +0.8% |
| IYY iShares Dow Jones U.S. ETF | 0.11% | 10,360 | $1.7M | Reduce -3.0% |
| IWP iShares Russell Mid-Cap Grow | 0.10% | 12,121 | $1.7M | Add +5.5% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.10% | 5,251 | $1.7M | Reduce -8.7% |
| CCBG Capital City Bank Group Inc. | 0.10% | 37,750 | $1.6M | No change |
| XLV SS Health Care Select Sector | 0.10% | 10,023 | $1.6M | Reduce -3.3% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.09% | 2 | $1.5M | No change |
| SPGI S&P Global Inc. | 0.09% | 2,808 | $1.5M | Reduce -0.7% |
| GPN Global Payments Inc. | 0.09% | 18,870 | $1.5M | Add +5.7% |
| APD Air Products & Chemicals Inc. | 0.09% | 5,865 | $1.4M | Add +1.4% |
| VYM Vanguard High DVD Yield ETF | 0.09% | 9,858 | $1.4M | Reduce -5.1% |
| WFC Wells Fargo & Co. | 0.09% | 14,940 | $1.4M | Reduce -4.2% |
| LRCX Lam Research Corp. | 0.08% | 8,000 | $1.4M | No change |
| CAH Cardinal Health Inc. | 0.08% | 6,585 | $1.4M | Reduce -26.6% |
Portfolio Sells Q3 2025 → Q4 2025
| ZBH Zimmer Biomet Holdings Inc. | Reduce -92.9% | 0.04% | −0.64 |
| ZTS Zoetis Inc. | Reduce -42.5% | 0.42% | −0.44 |
| K Kellanova | Sold out | 0.00% | −0.27 |
| FLO Flowers Foods Inc. | Reduce -16.3% | 0.40% | −0.18 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -9.1% | 4.46% | −0.12 |
| ORCL Oracle Corp. | Reduce -1.9% | 0.18% | −0.09 |
| KVUE Kenvue Inc. | Sold out | 0.00% | −0.04 |
| D Dominion Energy Inc. | Reduce -65.8% | 0.02% | −0.04 |
| TCBC TC Bancshares Inc. | Sold out | 0.00% | −0.04 |
| NVDA Nvidia Corp. | Reduce -0.1% | 2.13% | −0.04 |
| HD Home Depot Inc. | Reduce -0.1% | 0.16% | −0.03 |
| AFL Aflac Inc. | Reduce -4.2% | 0.42% | −0.03 |
| ABT Abbott Laboratories | Reduce -5.9% | 0.16% | −0.02 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -7.0% | 0.25% | −0.02 |
| ETN Eaton Corp. PLC | Reduce -0.7% | 0.12% | −0.02 |
| VZ Verizon Communications Inc. | Reduce -1.1% | 0.21% | −0.02 |
| XEL Xcel Energy Inc. | Sold out | 0.00% | −0.02 |
| SYK Stryker Corp. | Sold out | 0.00% | −0.02 |
| COLB Columbia Banking System Inc. | Sold out | 0.00% | −0.02 |
| SNX TD Synnex Corp. | Sold out | 0.00% | −0.02 |
| FISV Fiserv Inc. | Sold out | 0.00% | −0.02 |
| ONB Old National Bancorp | Sold out | 0.00% | −0.02 |
| BWA Borgwarner Inc. | Sold out | 0.00% | −0.02 |
| MLM Martin Marietta Materials | Sold out | 0.00% | −0.02 |
| LIN Linde PLC | Reduce -7.7% | 0.07% | −0.02 |
| FLS Flowserve Corp. | Sold out | 0.00% | −0.01 |
| CXT Crane NXT Co. | Sold out | 0.00% | −0.01 |
| EOG EOG Resources Inc. | Sold out | 0.00% | −0.01 |
| MRSH Marsh & McLennan Cos | Sold out | 0.00% | −0.01 |
| DHI D.R. Horton Inc. | Sold out | 0.00% | −0.01 |
| FIS Fidelity National Info Serv | Sold out | 0.00% | −0.01 |
| SCPH Scpharmaceuticals Inc. | Sold out | 0.00% | −0.01 |
| GEHC GE Healthcare Technology | Sold out | 0.00% | −0.01 |
| BLK BlackRock Inc. | Sold out | 0.00% | −0.01 |
| WCN Waste Connections Inc. | Sold out | 0.00% | −0.01 |
| ANET Arista Networks Inc. | Sold out | 0.00% | −0.01 |
| LOW Lowe's Cos Inc. | Reduce -1.4% | 0.16% | −0.01 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -23.5% | 0.04% | −0.01 |
| DIS The Walt Disney Co. | Reduce -17.8% | 0.04% | −0.01 |
| CLH Clean Harbors Inc. | Reduce -20.3% | 0.03% | −0.01 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -8.7% | 0.10% | −0.01 |
| MO Altria Group Inc. | Reduce -14.7% | 0.02% | −0.01 |
| KMB Kimberly-Clark Corp. | Reduce -18.0% | 0.02% | −0.01 |
| PLTR Palantir Technologies Inc. Class A | Reduce -11.3% | 0.05% | −0.01 |
| XLE SS Energy Select Sector | Reduce -0.5% | 0.40% | −0.01 |
| AON Aon PLC Class A | Reduce -17.4% | 0.03% | −0.01 |
| HON Honeywell International Inc. | Reduce -0.7% | 0.06% | −0.01 |
| MDLZ Mondelez International Inc. Class A | Reduce -3.1% | 0.03% | −0.01 |
| TSCO Tractor Supply Company | Reduce -3.4% | 0.03% | −0.01 |
| ETR Entergy Corp. | Reduce -0.5% | 0.19% | −0.01 |
Portfolio Buys Q3 2025 → Q4 2025
| CNM Core & Main Inc. Class A | New | 0.69% | +0.69 |
| PM Philip Morris International | Add +40.1% | 1.42% | +0.38 |
| GSK GSK PLC-Spon ADR | Add +0.5% | 2.71% | +0.30 |
| AMZN Amazon.com Inc. | Add +1.8% | 5.45% | +0.28 |
| USB US Bancorp | Add +2.4% | 2.40% | +0.24 |
| ASML ASML Holding NV-NY Reg SHS | Add +0.5% | 2.80% | +0.24 |
| TMO Thermo Fisher Scientific Inc. | Add +3.0% | 1.34% | +0.23 |
| CRM Salesforce Inc. | Add +2.5% | 1.78% | +0.20 |
| RTX RTX Corp. | Add +0.7% | 2.39% | +0.19 |
| XOM Exxon Mobil Corp. | Add +3.8% | 1.63% | +0.14 |
| AXP American Express Co. | Add +1.1% | 1.10% | +0.11 |
| GILD Gilead Sciences Inc. | Add +2.3% | 0.83% | +0.08 |
| SHEL Shell PLC-ADR | Add +3.4% | 1.90% | +0.08 |
| LLY Eli Lilly & Co. | Add +1.4% | 0.23% | +0.07 |
| CBAN Colony Bankcorp | New | 0.06% | +0.06 |
| GOOGL Alphabet Inc. Class A | Add +3.4% | 0.21% | +0.05 |
| V Visa Inc. Class A | Add +0.6% | 2.51% | +0.04 |
| C Citigroup Inc. | Add +0.0% | 0.35% | +0.04 |
| VTR Ventas Inc. | Add +0.3% | 0.42% | +0.04 |
| KO The Coca-Cola Co. | Add +2.0% | 0.53% | +0.03 |
| JNJ Johnson & Johnson | Add +3.9% | 0.23% | +0.03 |
| VIG Vanguard Dividend Apprec ETF | Add +3.6% | 0.66% | +0.02 |
| JPM JPMorgan Chase & Co. | Add +0.7% | 2.04% | +0.02 |
| WMT Walmart Inc. | Add +0.6% | 0.34% | +0.02 |
| KEMX Kraneshares MSCI E-MKT Ex-CH | Add +1.6% | 0.32% | +0.02 |
| TFC Truist Financial Corp. | Add +2.3% | 0.27% | +0.02 |
| VEA Vanguard Ftse Developed ETF | New | 0.02% | +0.02 |
| DUSCO STOCK | New | 0.02% | +0.02 |
| MUB iShares National Muni Bond E | New | 0.02% | +0.02 |
| GLD SPDR Gold Shares | Add +16.7% | 0.07% | +0.02 |
| UPS United Parcel Service Class B | Add +2.4% | 0.08% | +0.01 |
| TSLA Tesla Inc. | Add +31.3% | 0.06% | +0.01 |
| BP BP PLC-Spons ADR | New | 0.01% | +0.01 |
| JPST JPMorgan Ultra-Short Income | Add +2.8% | 1.33% | +0.01 |
| BAC Bank of America Corp. | Add +0.3% | 0.21% | +0.01 |
| SNY Sanofi-ADR | Add +3.1% | 0.26% | +0.01 |
| DGRW Wisdomtree U.S. Quality Divi | Add +4.1% | 0.34% | +0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +1.9% | 3.85% | +0.01 |
| JEPI JPMorgan Equity Premium Inco | Add +4.2% | 0.32% | +0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +48.3% | 0.03% | +0.01 |
| AVGO Broadcom Inc. | Add +2.6% | 0.14% | +0.01 |
| NEE Nextera Energy Inc. | Add +1.5% | 0.13% | +0.01 |
| EFA iShares MSCI Eafe ETF | Add +11.9% | 0.06% | +0.01 |
| FLQM Franklin U.S. Mid Cap Multif | Add +4.2% | 0.28% | +0.01 |
| MCK McKesson Corp. | Add +2.8% | 0.08% | +0.01 |
| DHR Danaher Corp. | Add +0.3% | 0.04% | +0.00 |
| MGMT Ballast Small/Mid Cap ETF | Add +2.6% | 0.19% | +0.00 |
| T AT&T Inc. | Add +27.9% | 0.03% | +0.00 |
| GE General Electric | Add +13.2% | 0.02% | +0.00 |
| GS Goldman Sachs Group Inc. | Add +1.4% | 0.02% | +0.00 |
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 |