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Funds / Members Trust Co
Institutional Fund

Members Trust Co

Tampa, FLCIK 16775605 filings on record

Portfolio Value
$3.01B
Q1 2026
Holdings
154
Reported positions
New Buys
12
Opened this quarter
QoQ Change
-1.8%
from $3.07B

Portfolio Value Trend

Reported 13F value by quarter

Portfolio value trend — upgrade to see history

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Top Allocations

Largest positions by weight

  • Ishares Tr18.9%
  • Spdr S&P 500 ETF Tr13.6%
  • Ishares Tr11.7%
  • Vanguard Index Fds6.4%
  • Ishares Tr5.7%
  • Ishares Tr5.7%
  • Other38.1%

Portfolio Holdings

154 positions · Q1 2026

#SecuritySharesValue% Port.Δ SharesActivity
1Ishares Tr5.72M$568.25M18.9%+234.4KAdded
2Spdr S&P 500 ETF Tr627.4K$408.04M13.6%75.1KReduced
3Ishares Tr3.89M$352.47M11.7%+847.5KAdded
4Vanguard Index Fds976.6K$191.61M6.4%510.1KReduced
5Ishares Tr1.57M$171.01M5.7%+66.0KAdded
6Ishares Tr3.24M$170.53M5.7%+183.6KAdded
7Ishares Tr2.13M$144.14M4.8%30.1KReduced
8Vanguard Mun Bd Fds2.45M$122.42M4.1%+90.2KAdded
9Ishares Tr1.27M$121.10M4.0%+35.5KAdded
10Vanguard Index Fds266.0K$116.17M3.9%+62.1KAdded

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