TRUST CO OF VERMONT
Sector Allocation
- Technology35.9%$1.0B
- Other15.9%$444.7M
- Financials12.8%$359.1M
- Healthcare8.7%$244.3M
- Industrials7.0%$194.8M
- Consumer Discretionary6.7%$186.6M
- Consumer Staples5.2%$145.1M
- Energy2.5%$70.5M
- Utilities1.8%$50.7M
- Materials1.6%$43.9M
AUM History
13fpro.ai/research/fund/trust-co-of-vermont-1134008
Conviction and streaks
Concentrating · top 10 = 34.8%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
AAPL
$194.2MMSFT
$133.7MGOOG
$125.7MAMZN
$87.5MNVDA
$85.6MPANW
$80.9MJPM
$71.3MBRK.B
$67.4M- Vanguard$64.5M
AMAT
$62.9MJNJ
$56.8MMETA
$51.5MCOST
$48.3M- Vanguard$47.4M
TSM
$47.3MABBV
$42.1MTMO
$34.5M- Vanguard$34.2M
NEE
$33.2M- IShares$32.9M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/trust-co-of-vermont-1134008
TRUST CO OF VERMONT 13F holdings — Q3 2026
$2.8B portfolio (+4.4% QoQ) · 1,376 holdings · Q3 2026 13F · top 10 are 35% of the stock portfolio
$194.2M
6.9% of stocks
-0.3%This quarter-0.0%Since filed10+ qtrsHeld$133.7M
4.8% of stocks
+3%This quarter-0.1%Since filed10+ qtrsHeld$125.7M
4.5% of stocks
+0.3%This quarter-5.1%Since filed10+ qtrsHeld$87.5M
3.1% of stocks
+3%This quarter-5.1%Since filed10+ qtrsHeld$85.6M
3.1% of stocks
+3%This quarter-2.7%Since filed10+ qtrsHeld$80.9M
2.9% of stocks
-0.0%This quarter+12.4%Since filed10+ qtrsHeld$71.3M
2.5% of stocks
-0.0%This quarter-0.3%Since filed10+ qtrsHeld$67.4M
2.4% of stocks
+5%This quarter—Since filed10+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 4 qtrs in a row- 9
Vanguard Idx Fds S&P 500 ETF - Com
$64.5M
2.3% of stocks
+16%This quarter—Since filed—HeldAIQuality—Est. buy— $62.9M
2.3% of stocks
+3%This quarter-5.2%Since filed10+ qtrsHeld
All holdings — TRUST CO OF VERMONT (Q3 2026)
1,376 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated. The page lists up to 1,000; every position is in the Excel export.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | JOHNSON & JOHNSON | Healthcare | $56.8M | 2.0% | 214K | +1% | 10+ qtrsAdded 5 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | Meta Platforms, Inc. | Technology | $51.5M | 1.8% | 71K | +2% | 10+ qtrsAdded 5 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $48.3M | 1.7% | 53K | +2% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | — | Vanguard Short Term Inflation Prot Secs ETF - Cometf/fund | — | $47.4M | 1.7% | 963K | +7% | — | — | 13F |
| 15 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $47.3M | 1.7% | 104K | +3% | 10+ qtrsAdded 9 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | AbbVie Inc. | Healthcare | $42.1M | 1.5% | 161K | -1.0% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | THERMO FISHER SCIENTIFIC INC. | Healthcare | $34.5M | 1.2% | 51K | +1% | 10+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | — | Vanguard Health Care ETF - Cometf/fund | — | $34.2M | 1.2% | 108K | +7% | — | — | 13F |
| 19 | NEXTERA ENERGY INC | Utilities | $33.2M | 1.2% | 438K | +2% | 10+ qtrsAdded 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | — | IShares Core S&P Mid-Cap ETF - Cometf/fund | — | $32.9M | 1.2% | 457K | +6% | — | — | 13F |
| 21 | Mastercard Inc | Financials | $30.9M | 1.1% | 56K | -0.5% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | Alphabet Inc. | Technology | $30.3M | 1.1% | 88K | -3% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | BlackRock, Inc. | Financials | $29.9M | 1.1% | 28K | +2% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | — | Vanguard FTSE All-World ex-US ETF - Cometf/fund | — | $29.5M | 1.1% | 355K | +13% | — | — | 13F |
| 25 | VISA INC. | Financials | $27.9M | 1.0% | 78K | +3% | 10+ qtrsAdded 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $EMR | EMERSON ELECTRIC CO | Industrials | $26.4M | 0.9% | 170K | +2% | |||
| 27 | $ADI | ANALOG DEVICES INC | Technology | $25.9M | 0.9% | 65K | -0.9% | |||
| 28 | $RTX | RTX Corp | Industrials | $25.7M | 0.9% | 138K | +0.3% | |||
| 29 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $24.5M | 0.9% | 169K | +0.4% | |||
| 30 | — | IShares Core S&P Small-Cap ETF - Com | — | $24.2M | 0.9% | 178K | +3% | |||
| 31 | $ETN | Eaton Corp plc | Industrials | $23.5M | 0.8% | 55K | +1% | |||
| 32 | $CSCO | CISCO SYSTEMS, INC. | Technology | $22.3M | 0.8% | 207K | +0.9% | |||
| 33 | — | Ishares 0-3 Month Treasury Bond ETF - Com | — | $21.4M | 0.8% | 212K | +69% | |||
| 34 | $AVGO | Broadcom Inc. | Technology | $20.7M | 0.7% | 59K | +19% | |||
| 35 | $UNP | UNION PACIFIC CORP | Industrials | $20.4M | 0.7% | 75K | -0.1% | |||
| 36 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $20.1M | 0.7% | 109K | -3% | |||
| 37 | $ECL | ECOLAB INC. | Materials | $20.0M | 0.7% | 73K | +2% | |||
| 38 | $CVX | CHEVRON CORP | Energy | $19.7M | 0.7% | 97K | -0.4% | |||
| 39 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $19.2M | 0.7% | 118K | -0.1% | |||
| 40 | $CME | CME GROUP INC. | Financials | $18.5M | 0.7% | 71K | +2% | |||
| 41 | $ABT | ABBOTT LABORATORIES | Healthcare | $18.4M | 0.7% | 186K | -2% | |||
| 42 | — | Vanguard FTSE Dev Mkts ETF - Com | — | $16.8M | 0.6% | 239K | +7% | |||
| 43 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $16.7M | 0.6% | 59K | -0.6% | |||
| 44 | $WMT | Walmart Inc. | Consumer Staples | $16.6M | 0.6% | 160K | +0.5% | |||
| 45 | $O | REALTY INCOME CORP | Real Estate | $16.5M | 0.6% | 303K | +2% | |||
| 46 | $MRK | Merck & Co., Inc. | Healthcare | $15.7M | 0.6% | 108K | +2% | |||
| 47 | $CRM | Salesforce, Inc. | Technology | $15.2M | 0.5% | 66K | -15% | |||
| 48 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $13.9M | 0.5% | 54K | -2% | |||
| 49 | $PEP | PEPSICO INC | Consumer Staples | $13.3M | 0.5% | 105K | -5% | |||
| 50 | — | Vanguard Morningstar Total Stock Mkt ETF - Com | — | $13.1M | 0.5% | 35K | +3% | |||
| 51 | $DE | DEERE & CO | Industrials | $12.7M | 0.5% | 19K | +4% | |||
| 52 | — | Vanguard Short Term Treas ETF - Com | — | $12.0M | 0.4% | 208K | +12% | |||
| 53 | $APD | Air Products & Chemicals, Inc. | Materials | $11.9M | 0.4% | 43K | -0.1% | |||
| 54 | — | Vanguard Dividend Appreciation ETF - Com | — | $11.6M | 0.4% | 50K | +3% | |||
| 55 | $SPY | SPDR S&P 500 ETF TRUST | — | $11.4M | 0.4% | 15K | -0.8% | |||
| 56 | $CAT | CATERPILLAR INC | Industrials | $10.7M | 0.4% | 13K | +11% | |||
| 57 | — | Vanguard Emerging Markets ETF - Com | — | $10.5M | 0.4% | 178K | +6% | |||
| 58 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $10.4M | 0.4% | 79K | +1% | |||
| 59 | $MCD | MCDONALDS CORP | Consumer Discretionary | $10.1M | 0.4% | 44K | -4% | |||
| 60 | $BKNG | Booking Holdings Inc. | Consumer Discretionary | $10.1M | 0.4% | 62K | +1.0% | |||
| 61 | $ITW | ILLINOIS TOOL WORKS INC | Industrials | $10.0M | 0.4% | 39K | -0.9% | |||
| 62 | $LLY | ELI LILLY & Co | Healthcare | $10.0M | 0.4% | 8,606 | +0.9% | |||
| 63 | $LNG | Cheniere Energy, Inc. | Energy | $9.9M | 0.3% | 37K | +5% | |||
| 64 | $PLD | Prologis, Inc. | Real Estate | $9.9M | 0.3% | 76K | +5% | |||
| 65 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $9.6M | 0.3% | 13K | +3% | |||
| 66 | $AMGN | AMGEN INC | Healthcare | $9.6M | 0.3% | 23K | +0.3% | |||
| 67 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $9.4M | 0.3% | 43K | -0.3% | |||
| 68 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $9.4M | 0.3% | 45K | -51% | |||
| 69 | $CMI | CUMMINS INC | Industrials | $9.4M | 0.3% | 18K | +7% | |||
| 70 | $NSC | NORFOLK SOUTHERN CORP | Industrials | $9.0M | 0.3% | 29K | -0.7% | |||
| 71 | — | IShares S&P 500 Index Fund - Com | — | $8.9M | 0.3% | 12K | -5% | |||
| 72 | $ENB | ENBRIDGE INC | Energy | $8.7M | 0.3% | 187K | +0.2% | |||
| 73 | $ICE | Intercontinental Exchange, Inc. | Financials | $8.4M | 0.3% | 55K | -2% | |||
| 74 | $SYK | STRYKER CORP | Healthcare | $8.3M | 0.3% | 30K | -5% | |||
| 75 | $CHD | CHURCH & DWIGHT CO INC /DE/ | Consumer Staples | $8.1M | 0.3% | 86K | +4% | |||
| 76 | $LRCX | LAM RESEARCH CORP | Technology | $8.0M | 0.3% | 24K | +19% | |||
| 77 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $7.7M | 0.3% | 82K | -1% | |||
| 78 | $AXP | AMERICAN EXPRESS CO | Financials | $7.5M | 0.3% | 25K | -0.1% | |||
| 79 | $LMT | LOCKHEED MARTIN CORP | Industrials | $7.3M | 0.3% | 14K | -0.1% | |||
| 80 | $MU | MICRON TECHNOLOGY INC | Technology | $7.1M | 0.3% | 6,629 | +94% | |||
| 81 | $USB | US BANCORP \DE\ | Financials | $6.7M | 0.2% | 117K | +83% | |||
| 82 | $ACN | Accenture plc | Technology | $6.7M | 0.2% | 37K | -8% | |||
| 83 | $ORCL | ORACLE CORP | Technology | $6.7M | 0.2% | 49K | +5% | |||
| 84 | — | Vanguard Information Technology ETF - Com | — | $6.7M | 0.2% | 53K | +5% | |||
| 85 | $NVS | NOVARTIS AG | Healthcare | $6.6M | 0.2% | 46K | -0.5% | |||
| 86 | $CTVA | Corteva, Inc. | Consumer Staples | $6.6M | 0.2% | 85K | -15% | |||
| 87 | $CB | Chubb Ltd | Financials | $6.4M | 0.2% | 20K | -1% | |||
| 88 | $WM | WASTE MANAGEMENT INC | Utilities | $6.2M | 0.2% | 31K | -0.3% | |||
| 89 | $TD | TORONTO DOMINION BANK | Financials | $6.1M | 0.2% | 52K | +0.4% | |||
| 90 | $INTU | INTUIT INC. | Technology | $5.8M | 0.2% | 21K | -23% | |||
| 91 | — | Vanguard Bond Index Fd ETF - Com | — | $5.8M | 0.2% | 82K | +7% | |||
| 92 | $BDX | BECTON DICKINSON & CO | Healthcare | $5.7M | 0.2% | 32K | -3% | |||
| 93 | $SPGI | S&P Global Inc. | Financials | $5.2M | 0.2% | 13K | +41% | |||
| 94 | $KO | COCA COLA CO | Consumer Staples | $5.2M | 0.2% | 61K | +6% | |||
| 95 | $ALL | ALLSTATE CORP | Financials | $5.2M | 0.2% | 24K | -0.5% | |||
| 96 | $AMT | AMERICAN TOWER CORP /MA/ | Real Estate | $5.1M | 0.2% | 31K | -10% | |||
| 97 | $UBER | Uber Technologies, Inc | Technology | $4.9M | 0.2% | 72K | +33% | |||
| 98 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $4.7M | 0.2% | 87K | -3% | |||
| 99 | $INTC | INTEL CORP | Technology | $4.7M | 0.2% | 39K | -7% | |||
| 100 | $TXN | TEXAS INSTRUMENTS INC | Technology | $4.7M | 0.2% | 17K | +15% | |||
| 101 | $WSM | WILLIAMS SONOMA INC | Consumer Discretionary | $4.6M | 0.2% | 20K | New | |||
| 102 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $4.5M | 0.2% | 99K | +1% | |||
| 103 | $PAG | PENSKE AUTOMOTIVE GROUP, INC. | Consumer Discretionary | $4.5M | 0.2% | 22K | -0.5% | |||
| 104 | $GLD | SPDR GOLD TRUST | Financials | $4.5M | 0.2% | 12K | +1% | |||
| 105 | $DHR | DANAHER CORP /DE/ | Healthcare | $4.4M | 0.2% | 20K | -3% | |||
| 106 | — | Vanguard High Dividend Yld ETF - Com | — | $4.3M | 0.1% | 28K | -0.2% | |||
| 107 | $MTB | M&T BANK CORP | Financials | $4.3M | 0.1% | 20K | -11% | |||
| 108 | $PFE | PFIZER INC | Healthcare | $4.3M | 0.1% | 149K | -6% | |||
| 109 | $MDLZ | Mondelez International, Inc. | Consumer Staples | $4.1M | 0.1% | 70K | -2% | |||
| 110 | $LIN | LINDE PLC | Materials | $4.1M | 0.1% | 8,570 | -0.4% | |||
| 111 | $COF | CAPITAL ONE FINANCIAL CORP | Financials | $3.8M | 0.1% | 20K | +1% | |||
| 112 | — | Vanguard Morningstar Mid Cap ETF - Com | — | $3.7M | 0.1% | 48K | +5% | |||
| 113 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $3.7M | 0.1% | 6,084 | +5% | |||
| 114 | $GE | GENERAL ELECTRIC CO | Industrials | $3.7M | 0.1% | 12K | +9% | |||
| 115 | $DIS | Walt Disney Co | Communication Services | $3.6M | 0.1% | 34K | -2% | |||
| 116 | $CSX | CSX CORP | Industrials | $3.4M | 0.1% | 73K | +0.6% | |||
| 117 | — | Schwab US Dividend Equity ETF - Com | — | $3.2M | 0.1% | 98K | +827% | |||
| 118 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $3.1M | 0.1% | 49K | -0.1% | |||
| 119 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $3.0M | 0.1% | 45K | +3% | |||
| 120 | $BHB | BAR HARBOR BANKSHARES | Financials | $3.0M | 0.1% | 76K | — | |||
| 121 | $GEV | GE Vernova Inc. | Industrials | $2.8M | 0.1% | 2,976 | +11% | |||
| 122 | $WAT | WATERS CORP /DE/ | Healthcare | $2.8M | 0.1% | 6,273 | +0.8% | |||
| 123 | $FLEX | FLEX LTD. | Technology | $2.7M | 0.1% | 30K | — | |||
| 124 | $MDT | Medtronic plc | Healthcare | $2.7M | 0.1% | 31K | -9% | |||
| 125 | $SCHW | SCHWAB CHARLES CORP | Financials | $2.7M | 0.1% | 27K | +7% | |||
| 126 | $TSLA | Tesla, Inc. | Consumer Discretionary | $2.6M | 0.1% | 7,307 | +3% | |||
| 127 | — | IShares Russell 2000 - Com | — | $2.5M | 0.1% | 9,005 | +22% | |||
| 128 | $NKE | NIKE, Inc. | Consumer Discretionary | $2.5M | 0.1% | 70K | +78% | |||
| 129 | $PAYX | PAYCHEX INC | Technology | $2.5M | 0.1% | 25K | -7% | |||
| 130 | $CI | Cigna Group | Healthcare | $2.5M | 0.1% | 9,067 | -41% | |||
| 131 | $CVS | CVS HEALTH Corp | Healthcare | $2.5M | 0.1% | 29K | -0.1% | |||
| 132 | $MS | MORGAN STANLEY | Financials | $2.5M | 0.1% | 13K | +2% | |||
| 133 | $CL | COLGATE PALMOLIVE CO | Consumer Staples | $2.4M | 0.1% | 28K | +6% | |||
| 134 | — | Vanguard Morningstar Value ETF - Com | — | $2.4M | 0.1% | 11K | -7% | |||
| 135 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $2.3M | 0.1% | 6,334 | -2% | |||
| 136 | $TRV | TRAVELERS COMPANIES, INC. | Financials | $2.3M | 0.1% | 6,521 | +4% | |||
| 137 | — | IShares Core MSCI EAFE ETF - Com | — | $2.3M | 0.1% | 24K | -1% | |||
| 138 | $T | AT&T INC. | Communication Services | $2.3M | 0.1% | 94K | +3% | |||
| 139 | — | Vanguard Total Intl Bond ETF - Com | — | $2.3M | 0.1% | 49K | +0.4% | |||
| 140 | $GD | GENERAL DYNAMICS CORP | Industrials | $2.3M | 0.1% | 6,901 | +0.8% | |||
| 141 | $NOW | ServiceNow, Inc. | Technology | $2.3M | 0.1% | 17K | +185% | |||
| 142 | $CCK | CROWN HOLDINGS, INC. | Industrials | $2.2M | 0.1% | 21K | -2% | |||
| 143 | — | IShares MSCI EAFE Index Fd - Com | — | $2.2M | 0.1% | 21K | -8% | |||
| 144 | $ATO | ATMOS ENERGY CORP | Energy | $2.2M | 0.1% | 14K | -0.5% | |||
| 145 | $MMM | 3M CO | Healthcare | $2.1M | 0.1% | 13K | +7% | |||
| 146 | $POR | PORTLAND GENERAL ELECTRIC CO /OR/ | Utilities | $2.1M | 0.1% | 48K | +20% | |||
| 147 | — | Vanguard Morningstar Small-Cap ETF - Com | — | $2.1M | 0.1% | 7,463 | +5% | |||
| 148 | $SNEX | StoneX Group Inc. | Financials | $2.0M | 0.1% | 32K | +47% | |||
| 149 | $KLAC | KLA CORP | Technology | $2.0M | 0.1% | 10K | -0.9% | |||
| 150 | $ADSK | Autodesk, Inc. | Technology | $2.0M | 0.1% | 9,722 | -24% |
What changed in Q3 2026
Against the previous quarter's 13F: 264 new, 449 added to, 175 trimmed, 51 sold out. Share-count changes; largest moves by dollar size first.
New positions (264)
$WSMWILLIAMS SONOMA INC$4.6M
first bought this quarter
- Morgan Stanley Instl Liquidity Treas MM I - Com$771K
first bought this quarter
- Vanguard Russell 2000 Growth ETF - Com$293K
first bought this quarter
- Pimco Muni Income Opps ETF - Com$209K
first bought this quarter
$TRCTEJON RANCH CO$200K
first bought this quarter
- IShares Low Carbon Optimized MSCI ETF - Com$185K
first bought this quarter
+258 more in the Excel export
Added to (449)
- Vanguard Idx Fds S&P 500 ETF - Com+16%
now $64.5M
- Ishares 0-3 Month Treasury Bond ETF - Com+69%
now $21.4M
$MUMICRON TECHNOLOGY INC+94%
now $7.1M · held 10+ qtrs, 2 adds in a row
- Vanguard FTSE All-World ex-US ETF - Com+13%
now $29.5M
now $67.4M · held 10+ qtrs, 4 adds in a row
now $133.7M · held 10+ qtrs, 4 adds in a row
+443 more in the Excel export
Trimmed (175)
$HONHONEYWELL INTERNATIONAL INC-51%
now $9.4M · held 10+ qtrs, 6 trims in a row
$CRMSalesforce, Inc.-15%
now $15.2M · held 10+ qtrs, 2 trims in a row
$TMUST-Mobile US, Inc.-82%
now $580K
$INTUINTUIT INC.-23%
now $5.8M · held 10+ qtrs
$CICigna Group-41%
now $2.5M · held 10+ qtrs, 4 trims in a row
$CTVACorteva, Inc.-15%
now $6.6M · held 10+ qtrs
+169 more in the Excel export
Sold out (51)
- BNY Mellon Municipal Intermediate ETF - Comwas $165K
- BNY Mellon Active Core Bond ETF - Comwas $163K
- BNY Mellon Mun Opptys ETF - Comwas $132K
$TTDTrade Desk, Inc.was $111K
$QQQXNuveen NASDAQ 100 Dynamic Overwrite Fundwas $90K
- Ishs Barclays Int Govt/Cred Bond Fd - Comwas $90K
+45 more in the Excel export
Holdings by quarter
Every 13F TRUST CO OF VERMONT has filed, 41 earlier quarters. Pick one to see what it held then.
Is it too late to follow OF VERMONT?
Q3 2026 13F filed with the SEC on Oct 21, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of OF VERMONT's top 20 holdings: 75/100 (our AI quality score, weighted by position size; 19 of the 20 are scored)
Top 10 since filing
-0.5%
Value-weighted move of the 10 largest stock positions
Turnover
1%
Last quarter; 7% over the last 4
Top 10 weight
35%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
100%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
TRUST CO OF VERMONT disclosed 1,376 positions worth $2.8B in its Form 13F-HR for Q3 2026, led by $AAPL (Apple Inc.) at 6.9% of the equity portfolio, followed by $MSFT and $GOOG. During the quarter the fund opened 264 new positions and exited 51 — including a new stake in $WSM. The portfolio is most concentrated in Technology (35.9% of disclosed assets). All figures are sourced directly from TRUST CO OF VERMONT’s Form 13F-HR filing with the SEC under CIK 1134008.
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13F Pro is an AI hedge fund tracker and stock research platform. For TRUST CO OF VERMONT (SEC CIK: 1134008), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
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