TRUST CO OF VERMONT — 13F Holdings & Portfolio
CIK 1134008 · latest 13F-HR filed 2026-01-16
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.
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AUM
$2.40B
Long-equity book
Holdings
1,398
Distinct positions
Period
2025-12-31
Filed 2026-01-16
Q/Q Activity
+105 / −68 / ↑369 / ↓329
vs 2025-09-30
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- Alphabet Inc Cap Stk Cl C$25.3M +27.4%
- Apple Inc$14.0M +9.7%
- Vanguard Short Term Inflation Prot Secs ETF$13.4M +58.9%
- Vanguard Idx Fds S&P 500 ETF$7.4M +21.7%
- Alphabet Inc Cap Stk Cl A$6.6M +30.4%
Top Trims
- Microsoft Corp-$6.1M -5.0%
- Accenture PLC Ireland-$5.7M -28.6%
- Union Pacific Corp-$4.0M -16.8%
- Oracle Corporation-$3.7M -29.4%
- Costco Wholesale Corporation-$2.7M -5.7%
New Positions
- Unilever PLC New$2.0M
- Vertiv Holdings LLC Cl A$259.9K
- Schwab Strategic US Aggregate ETF$212.8K
- Dimensional US Small Cap ETF$81.2K
- John Hancock Multifactor Large Cap ETF$62.0K
Exited Positions
- Unilever PLC ADR$2.1M
- Kellanova$341.4K
- Forum Real Estate Income Fund I$202.2K
- Sunrise Communications AG Cl A ADS$117.0K
- Alliancebernstein Hldg L P$114.7K
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 | $148.7M | 6.21% | 546,829 | SH |
| 2 | Alphabet Inc Cap Stk Cl C | GOOG | 02079K107 | $114.3M | 4.77% | 364,092 | SH |
| 3 | Microsoft Corp | MSFT | 594918104 | $106.0M | 4.43% | 219,209 | SH |
| 4 | Amazon Com Inc | AMZN | 023135106 | $72.2M | 3.02% | 312,935 | SH |
| 5 | Nvidia Corporation | NVDA | 67066G104 | $63.9M | 2.67% | 342,463 | SH |
| 6 | Berkshire Hathaway Inc Del Cl B New | BRK.B | 084670702 | $61.8M | 2.58% | 122,896 | SH |
| 7 | JP Morgan Chase & Co | JPM | 46625H100 | $57.4M | 2.40% | 178,243 | SH |
| 8 | Meta Platforms Inc | META | 30303M102 | $42.6M | 1.78% | 64,511 | SH |
| 9 | Costco Wholesale Corporation | COST | 22160K105 | $42.3M | 1.76% | 49,023 | SH |
| 10 | Vanguard Idx Fds S&P 500 ETF | VOO | 922908363 | $41.6M | 1.74% | 66,307 | SH |
| 11 | Johnson & Johnson | JNJ | 478160104 | $36.2M | 1.51% | 174,718 | SH |
| 12 | Vanguard Short Term Inflation Prot Secs ETF | VTIP | 922020805 | $35.8M | 1.49% | 723,667 | SH |
| 13 | Abbvie Inc | ABBV | 00287Y109 | $33.9M | 1.41% | 148,284 | SH |
| 14 | Palo Alto Networks Inc | PANW | 697435105 | $33.5M | 1.40% | 181,648 | SH |
| 15 | Nextera Energy Inc | NEE | 65339F101 | $32.3M | 1.35% | 402,724 | SH |
| 16 | Mastercard Inc | MA | 57636Q104 | $32.1M | 1.34% | 56,300 | SH |
| 17 | Applied Materials Inc | AMAT | 038222105 | $32.1M | 1.34% | 124,897 | SH |
| 18 | Blackrock Inc | BLK | 09290D101 | $29.2M | 1.22% | 27,238 | SH |
| 19 | Alphabet Inc Cap Stk Cl A | GOOGL | 02079K305 | $27.6M | 1.15% | 88,070 | SH |
| 20 | Taiwan Semiconductor Manufacturing Co | TSM | 874039100 | $27.5M | 1.15% | 90,613 | SH |
| 21 | Thermo Fisher Scientific Inc | TMO | 883556102 | $27.0M | 1.13% | 46,679 | SH |
| 22 | IShares Core S&P Mid-Cap ETF | IJH | 464287507 | $26.5M | 1.11% | 401,909 | SH |
| 23 | Procter & Gamble Co | PG | 742718109 | $25.7M | 1.07% | 179,571 | SH |
| 24 | Vanguard Health Care ETF | VHT | 92204A504 | $24.5M | 1.02% | 85,128 | SH |
| 25 | Visa Inc | V | 92826C839 | $23.8M | 0.99% | 67,930 | SH |
| 26 | Lowes Companies Inc | LOW | 548661107 | $23.6M | 0.98% | 97,741 | SH |
| 27 | RTX Corporation | RTX | 75513E101 | $23.5M | 0.98% | 127,866 | SH |
| 28 | Emerson Electric Co | EMR | 291011104 | $21.3M | 0.89% | 160,451 | SH |
| 29 | Salesforce Inc | CRM | 79466L302 | $21.1M | 0.88% | 79,561 | SH |
| 30 | Abbott Laboratories | ABT | 002824100 | $20.8M | 0.87% | 166,183 | SH |
| 31 | IShares Core S&P Small-Cap ETF | IJR | 464287804 | $20.1M | 0.84% | 167,161 | SH |
| 32 | Home Depot | HD | 437076102 | $19.4M | 0.81% | 56,301 | SH |
| 33 | Union Pacific Corp | UNP | 907818108 | $18.8M | 0.78% | 81,229 | SH |
| 34 | Ecolab Inc | ECL | 278865100 | $17.7M | 0.74% | 67,562 | SH |
| 35 | Intuit | INTU | 461202103 | $17.7M | 0.74% | 26,735 | SH |
| 36 | CME Group Inc | CME | 12572Q105 | $17.6M | 0.73% | 64,415 | SH |
| 37 | Wal Mart Stores Inc | WMT | 931142103 | $17.6M | 0.73% | 157,866 | SH |
| 38 | Honeywell Intl Inc | HON | 438516106 | $17.5M | 0.73% | 89,611 | SH |
| 39 | Eaton Corp PLC | ETN | G29183103 | $15.6M | 0.65% | 49,098 | SH |
| 40 | Analog Devices Inc | ADI | 032654105 | $15.3M | 0.64% | 56,550 | SH |
| 41 | Realty Income Corporation | O | 756109104 | $15.0M | 0.63% | 266,488 | SH |
| 42 | Cisco Sys Inc | CSCO | 17275R102 | $14.8M | 0.62% | 192,707 | SH |
| 43 | Pepsico Inc | PEP | 713448108 | $14.8M | 0.62% | 103,302 | SH |
| 44 | Booking Holdings Inc | BKNG | 09857L108 | $13.7M | 0.57% | 2,549 | SH |
| 45 | Accenture PLC Ireland | ACN | G1151C101 | $13.4M | 0.56% | 49,939 | SH |
| 46 | Automatic Data Processing | ADP | 053015103 | $13.0M | 0.54% | 50,672 | SH |
| 47 | McDonalds Corp | MCD | 580135101 | $12.8M | 0.53% | 41,824 | SH |
| 48 | Chevron Corporation | CVX | 166764100 | $12.7M | 0.53% | 83,231 | SH |
| 49 | Broadcom Inc | AVGO | 11135F101 | $12.2M | 0.51% | 35,182 | SH |
| 50 | Exxon Mobil Corp | XOM | 30231G102 | $11.8M | 0.49% | 97,718 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 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 |