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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, exited 122, added to 585, and trimmed 281.

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.

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
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

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • Applied Materials Inc$53.0M +158.1%
  • Palo Alto Networks Inc$35.3M +103.5%
  • Taiwan Semiconductor Manufacturing Co$20.1M +72.3%
  • Vanguard FTSE All-World ex-US ETF$16.3M +162.6%
  • Johnson & Johnson$14.3M +36.2%
Show all 585 →

Top Trims

  • Microsoft Corp-$20.1M -17.5%
  • Intuit-$10.8M -59.9%
  • Accenture PLC Ireland-$9.1M -64.6%
  • Salesforce Inc-$8.9M -42.1%
  • Abbott Laboratories-$6.1M -26.1%
Show all 281 →

New Positions

  • Liberty Media Corp Del Liberty Formula One C$1.7M
  • Dupont De Nemours Inc$420.0K
  • Grayscale Bitcoin Tr Btc$272.4K
  • State Street SPDR S&P 500 ETF$204.9K
  • Ishs MSCI Intl Quality Factor ETF$172.3K
Show all 145 →

Exited Positions

  • Sealed Air Corp New$509.5K
  • Equifax Inc$459.8K
  • Dupont De Nemours Inc$423.0K
  • Liberty Broadband Corp Ser C$230.8K
  • Schwab Strategic US Aggregate ETF$212.8K
Show all 122 →
All Holdings

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