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Trust Co Of Vermont 13F Portfolio

Portfolio Manager
Trust CO Of Vermont
Performance
+4.76% (2026 Q3)
AUM (13F)
$2.80B
# of Holdings
1376
Performance Rank
Allocation (Top 20)
50.08%
Latest filing
Q3 2026

Trust CO Of Vermont Holdings Map

Top 50 Trust CO Of Vermont Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AAPL
Apple Inc
6.94%583.1K$194.2M
-0.35%(-2.04K)
2025-Q3: 567.1K shares2025-Q4: 582.5K shares2026-Q1: 0 shares2026-Q2: 585.1K shares2026-Q3: 583.1K shares
$79.42(+328.23%)
2026-09-30
MSFT
Microsoft Corp
4.78%260.8K$133.7M
+2.53%(+6.43K)
2025-Q3: 233.6K shares2025-Q4: 237.7K shares2026-Q1: 0 shares2026-Q2: 254.3K shares2026-Q3: 260.8K shares
$185.98(+186.33%)
2026-09-30
GOOG
Alphabet Inc Cap Stk Cl C
4.49%368.9K$125.7M
+0.30%(+1.12K)
2025-Q3: 379.6K shares2025-Q4: 375.2K shares2026-Q1: 0 shares2026-Q2: 367.8K shares2026-Q3: 368.9K shares
$55.24(+509.02%)
2026-09-30
AMZN
Amazon Com Inc
3.12%351.0K$87.5M
+2.67%(+9.12K)
2025-Q3: 318.1K shares2025-Q4: 323.3K shares2026-Q1: 0 shares2026-Q2: 341.9K shares2026-Q3: 351.0K shares
$73.62(+256.98%)
2026-09-30
NVDA
Nvidia Corporation
3.06%374.9K$85.6M
+3.11%(+11.30K)
2025-Q3: 344.5K shares2025-Q4: 348.7K shares2026-Q1: 0 shares2026-Q2: 363.6K shares2026-Q3: 374.9K shares
$64.76(+234.81%)
2026-09-30
PANW
Palo Alto Networks Inc
2.89%203.5K$80.9M
-0.03%(-67)
2025-Q3: 177.4K shares2025-Q4: 185.3K shares2026-Q1: 0 shares2026-Q2: 203.6K shares2026-Q3: 203.5K shares
$102.96(+231.94%)
2026-09-30
JPM
JP Morgan Chase & Co
2.55%215.6K$71.3M
-0.02%(-35)
2025-Q3: 210.9K shares2025-Q4: 210.0K shares2026-Q1: 0 shares2026-Q2: 215.6K shares2026-Q3: 215.6K shares
$112.67(+197.50%)
2026-09-30
BRK.B
Berkshire Hathaway Inc Del Cl B New
2.41%135.3K$67.4M
+5.27%(+6.77K)
2025-Q3: 123.1K shares2025-Q4: 125.2K shares2026-Q1: 0 shares2026-Q2: 128.5K shares2026-Q3: 135.3K shares
$197.77(+172.03%)
2026-09-30
VOO
Vanguard Idx Fds S&P 500 ETF
2.31%92.1K$64.5M
+15.86%(+12.60K)
2025-Q3: 56.1K shares2025-Q4: 66.6K shares2026-Q1: 0 shares2026-Q2: 79.5K shares2026-Q3: 92.1K shares
$556.35(+27.09%)
2026-09-30
AMAT
Applied Materials Inc
2.25%122.9K$62.9M
+2.66%(+3.19K)
2025-Q3: 131.7K shares2025-Q4: 130.5K shares2026-Q1: 0 shares2026-Q2: 119.7K shares2026-Q3: 122.9K shares
$94.00(+331.98%)
2026-09-30

About Trust CO Of Vermontโ€™s portfolio

Trust CO Of Vermont reports $2.80B in US-listed equity holdings across 1,376 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (6.9%), MSFT (4.8%) and GOOG (4.5%). The top 20 holdings account for 50.08% of reported assets. Its disclosed equity book has returned +61.12% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.

Portfolio concentration

Portfolio concentration
AAPL โ€” 9.6% ($194.18M)MSFT โ€” 6.6% ($133.74M)GOOG โ€” 6.2% ($125.71M)AMZN โ€” 4.3% ($87.46M)NVDA โ€” 4.2% ($85.62M)PANW โ€” 4.0% ($80.86M)JPM โ€” 3.5% ($71.32M)BRK.B โ€” 3.3% ($67.35M)VOO โ€” 3.2% ($64.53M)AMAT โ€” 3.1% ($62.86M)Other โ€” 52.1% ($1.06B)
48%in top 10
  • AAPL9.6%
  • MSFT6.6%
  • GOOG6.2%
  • AMZN4.3%
  • NVDA4.2%
  • PANW4.0%
  • JPM3.5%
  • BRK.B3.3%
  • VOO3.2%
  • AMAT3.1%
  • Other52.1%

Portfolio changes

What the fund actually did

Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.

Added to
35
VOOVanguard Idx Fds S&P 500 ETF+15.9%
SGOVIshares 0-3 Month Treasury Bond ETF+68.6%
VEUVanguard FTSE All-World ex-US ETF+13.0%
BRK.BBerkshire Hathaway Inc Del Cl B New+5.3%
+31 more
Trimmed
15
CRMSalesforce Inc-15.4%
GOOGLAlphabet Inc Cap Stk Cl A-2.5%
PEPPepsico Inc-5.2%
AAPLApple Inc-0.3%
+11 more

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Source filings

Holdings on this page are parsed from Trust CO Of Vermontโ€™s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1134008). View Trust CO Of Vermontโ€™s 13F filings on SEC

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