Top Institutional Investors

TRUST CO OF VERMONT — 13F Holdings & Portfolio

CIK 1134008 · latest 13F-HR filed 2026-08-07

Backtest portfolio

TRUST CO OF VERMONT manages $2.68B in 13F-reported U.S. long-equity assets across 1,426 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are AAPL (5.94%), GOOG (4.70%), MSFT (3.28%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 145 new positions and exited 122; 585 existing positions rose in reported value and 281 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM
$2.68B

Long-equity book

Holdings
1,426

Distinct positions

Period
2026-06-30

Filed 2026-08-07

Q/Q Activity
+145 / −122 / ↑585 / ↓281

vs 2025-12-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
AAPL6.3% · +0%GOOG4.8% · -2%MSFT3.5% · +7%AMAT3.2% · -8%AMZN3.0% · +6%NVDA2.7% · +4%JPM2.6% · +3%PANW2.6% · +10%BRK.B2.4% · +3%VOO2.0% · +19%JNJ2.0% · +11%COST1.8% · +0%TSM1.8% · +10%VTIP1.7% · +23%ABBV1.5% · -4%META1.5% · +5%NEE1.4% · +4%IJH1.2% · +4%GOOGL1.2% · -1%VHT1.1% · +18%MA1.1% · -2%BLK1.0% · -0%VEU1.0% · +131%RTX1.0% · -1%ADI1.0% · -5%V1.0% · +8%IJR1.0% · -1%TMO0.9% · +5%LOW0.9% · +5%PG0.9% · -11%CSCO0.9% · +1%EMR0.9% · +2%ETN0.9% · +8%HD0.8% · +1%HON0.8% · -2%UNP0.8% · -11%ECL0.7% · +2%AVGO0.7% · +40%O0.7% · +5%WMT0.7% · -1%ABT0.6% · +2%XOM0.6% · -3%CVX0.6% · -2%VEA0.6% · +19%CME0.6% · +5%PEP0.6% · -4%MRK0.5% · -0%CAT0.5% · +2%SGOV0.5% · +30%APD0.5% · +1%VTI0.5% · +13%ADP0.5% · -6%MCD0.5% · -1%CRM0.5% · -2%CMI0.5% · +7%IBM0.5% · +5%TJX0.4% · -1%DE0.4% · +6%VIG0.4% · +13%SPY0.4% · +5%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q4 25 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

3 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 33.3%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

Name Title / Status Ownership Type

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

TRUST CO OF VERMONT Holdings (2026-06-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 Apple Inc AAPL 037833100 $159.2M 5.94% 550,292 SH
2 Alphabet Inc Cap Stk Cl C GOOG 02079K107 $126.1M 4.70% 357,029 SH
3 Microsoft Corp MSFT 594918104 $87.9M 3.28% 235,722 SH
4 Applied Materials Inc AMAT 038222105 $82.8M 3.09% 114,471 SH
5 Amazon Com Inc AMZN 023135106 $79.0M 2.95% 331,442 SH
6 Nvidia Corporation NVDA 67066G104 $71.4M 2.66% 356,980 SH
7 Palo Alto Networks Inc PANW 697435105 $68.2M 2.54% 199,845 SH
8 Berkshire Hathaway Inc Del Cl B New BRK.B 084670702 $63.2M 2.36% 126,214 SH
9 JP Morgan Chase & Co JPM 46625H100 $60.2M 2.25% 183,969 SH
10 Vanguard Idx Fds S&P 500 ETF VOO 922908363 $53.5M 2.00% 77,897 SH
11 Johnson & Johnson JNJ 478160104 $49.8M 1.86% 195,927 SH
12 Taiwan Semiconductor Manufacturing Co TSM 874039100 $47.4M 1.77% 99,297 SH
13 Costco Wholesale Corporation COST 22160K105 $46.0M 1.72% 49,167 SH
14 Vanguard Short Term Inflation Prot Secs ETF VTIP 922020805 $44.8M 1.67% 892,083 SH
15 Meta Platforms Inc META 30303M102 $38.1M 1.42% 67,681 SH
16 Nextera Energy Inc NEE 65339F101 $36.7M 1.37% 418,327 SH
17 Abbvie Inc ABBV 00287Y109 $35.8M 1.33% 142,172 SH
18 IShares Core S&P Mid-Cap ETF IJH 464287507 $32.3M 1.20% 418,389 SH
19 Alphabet Inc Cap Stk Cl A GOOGL 02079K305 $31.3M 1.17% 87,511 SH
20 Vanguard Health Care ETF VHT 92204A504 $30.0M 1.12% 100,272 SH
21 Mastercard Inc MA 57636Q104 $28.3M 1.05% 55,041 SH
22 Blackrock Inc BLK 09290D101 $26.1M 0.97% 27,109 SH
23 Vanguard FTSE All-World ex-US ETF VEU 922042775 $25.4M 0.95% 303,554 SH
24 Visa Inc V 92826C839 $25.2M 0.94% 73,347 SH
25 Thermo Fisher Scientific Inc TMO 883556102 $24.7M 0.92% 49,219 SH
26 IShares Core S&P Small-Cap ETF IJR 464287804 $24.5M 0.91% 165,192 SH
27 RTX Corporation RTX 75513E101 $24.1M 0.90% 126,881 SH
28 Emerson Electric Co EMR 291011104 $23.4M 0.87% 163,529 SH
29 Procter & Gamble Co PG 742718109 $23.3M 0.87% 159,026 SH
30 Cisco Sys Inc CSCO 17275R102 $22.9M 0.85% 194,743 SH
31 Lowes Companies Inc LOW 548661107 $22.8M 0.85% 103,240 SH
32 Eaton Corp PLC ETN G29183103 $22.6M 0.84% 52,974 SH
33 Analog Devices Inc ADI 032654105 $21.9M 0.82% 55,146 SH
34 Home Depot HD 437076102 $20.1M 0.75% 57,099 SH
35 Honeywell Intl Inc HON 438516106 $19.6M 0.73% 87,617 SH
36 Union Pacific Corp UNP 907818108 $19.5M 0.73% 71,803 SH
37 Ecolab Inc ECL 278865100 $19.1M 0.71% 68,558 SH
38 Broadcom Inc AVGO 11135F101 $18.6M 0.70% 49,355 SH
39 Wal Mart Stores Inc WMT 931142103 $17.8M 0.66% 156,989 SH
40 Realty Income Corporation O 756109104 $17.4M 0.65% 280,724 SH
41 Vanguard FTSE Dev Mkts ETF VEA 921943858 $15.8M 0.59% 221,864 SH
42 Abbott Laboratories ABT 002824100 $15.4M 0.58% 170,167 SH
43 CME Group Inc CME 12572Q105 $14.9M 0.56% 67,638 SH
44 Chevron Corporation CVX 166764100 $13.6M 0.51% 81,817 SH
45 Pepsico Inc PEP 713448108 $13.4M 0.50% 99,136 SH
46 Exxon Mobil Corp XOM 30231G102 $12.9M 0.48% 94,599 SH
47 Ishares 0-3 Month Treasury Bond ETF SGOV 46436E718 $12.6M 0.47% 125,464 SH
48 Vanguard Morningstar Total Stock Mkt ETF VTI 922908769 $12.5M 0.46% 33,673 SH
49 Merck & Co Inc New MRK 58933Y105 $12.3M 0.46% 95,900 SH
50 Salesforce Inc CRM 79466L302 $12.2M 0.46% 78,033 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-07 $2.68B 1,426 0001134008-26-000002
2025-12-31 2026-01-16 $2.40B 1,398 0001134008-26-000001
2025-09-30 2025-10-14 $2.30B 1,367 0001134008-25-000008
Filer Information
Address
P O BOX 1280
BRATTLEBORO, VT 05302-1280
Phone
(802) 231-2780
Filing Manager
TRUST CO OF VERMONT
BRATTLEBORO, VT
Signatory
Andrea Freeman
VP