TRUST CO OF VERMONT

Bank

CIK

1134008

Location

BRATTLEBORO, VT

Portfolio Value

Mid $2,283,059,454

Diversification

Diversified

Filing Date

Global Rank

#1,214 / 8,517 ▼ 28

Top Industry

Internet Content & Information 9.0%

3Y Alpha vs SPY

+10.6%

Period ended 47 days ago

Filed Aug 7, 2026 · 9d

25 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+133.7%

SPY

+76.6%

Annualised alpha

+11.8%

Max drawdown

−16.3%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 12 quarters. Past performance does not predict future results.

Portfolio Concentration

804 tracked positions · as of Jun 30, 2026 · Δ vs Dec 31, 2025

Top Position

7.4%

−0.0 pts

Top 5

26.0%

−0.3 pts

Top 10

40.6%

+2.2 pts

HHI

240

Diversified+10

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	31.7%	$723,710,190	98
Financial Services	14.5%	$331,280,640	158
Healthcare	10.0%	$228,753,646	87
Industrials	9.6%	$219,527,102	119
Communication Services	9.6%	$218,536,212	40
Consumer Cyclical	8.3%	$189,859,174	81
Consumer Defensive	6.2%	$141,344,441	39
Energy	2.7%	$60,537,947	39
Utilities	2.3%	$51,448,867	42
Basic Materials	2.2%	$49,656,925	38
Real Estate	1.7%	$39,019,100	47
Unclassified	1.3%	$29,385,210	16

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
BKNG	Booking Holdings Inc.	+58,659	61,246	$10,916,487
DVN	Devon Energy Corp/De	+27,166	28,108	$1,161,421
UBER	Uber Technologies, Inc	+25,447	53,996	$3,896,351
SCHW	Schwab Charles Corp	+24,658	25,718	$2,372,999
JNJ	Johnson & Johnson	+21,004	212,013	$53,844,941
AMZN	Amazon Com Inc	+18,596	341,911	$81,491,067
PANW	Palo Alto Networks Inc	+18,328	203,595	$69,429,966
MSFT	Microsoft Corp	+16,656	254,322	$94,867,192
NFLX	Netflix Inc	+16,537	22,877	$1,633,417
POR	Portland General Electric Co /Or/	+16,078	39,717	$2,058,532
NEE	Nextera Energy Inc	+15,453	429,130	$37,664,739
NVDA	Nvidia Corp	+14,847	363,585	$72,749,722
AVGO	Broadcom Inc.	+14,174	49,637	$18,750,376
O	Realty Income Corp	+14,146	295,938	$18,336,318
KLAC	Kla Corp	+9,445	10,540	$3,180,023
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+8,824	100,462	$47,977,637
MTB	M&T Bank Corp	+8,224	22,092	$5,258,116
SNEX	StoneX Group Inc.	+6,742	21,478	$2,545,143
PLD	Prologis, Inc.	+5,833	72,793	$9,861,266
JPM	Jpmorgan Chase & Co	+5,597	215,608	$70,574,965
VTRS	Viatris Inc	+5,499	9,388	$149,081
LOW	Lowes Companies Inc	+5,465	112,190	$24,736,772
V	Visa Inc.	+5,399	75,217	$25,806,200
LNG	Cheniere Energy, Inc.	+4,690	35,021	$8,370,369
ETN	Eaton Corp plc	+3,876	54,039	$23,027,097
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
MTCH	Match Group, Inc.	−41,003	13,325	$507,016
CTRA	Coterra Energy Inc.	−37,443	1	$0
MKC	Mccormick & Co Inc	−28,862	26,403	$1,331,238
GBDC	GOLUB CAPITAL BDC, Inc.	−28,380	5,975	$76,958
PFE	Pfizer Inc	−25,915	158,728	$3,822,169
PG	PROCTER & GAMBLE Co	−20,939	167,914	$24,622,908
BF-A	Brown Forman Corp	−19,667	5,850	$156,541
ARCC	Ares Capital Corp	−16,555	3,125	$57,906
ACN	Accenture plc	−12,422	40,149	$4,996,141
NKE	NIKE, Inc.	−12,390	39,361	$1,615,768
TMUS	T-Mobile US, Inc.	−11,926	19,443	$3,261,174
CMCSA	Comcast Corp	−11,880	69,165	$1,698,000
UPS	United Parcel Service Inc	−11,598	4,451	$478,482
AMAT	Applied Materials Inc /De	−10,791	119,735	$86,568,405
T	At&T Inc.	−10,077	91,961	$1,903,592
SBUX	Starbucks Corp	−10,007	82,754	$8,456,631
UNP	Union Pacific Corp	−9,577	75,008	$20,402,176
PAYX	Paychex Inc	−9,530	26,937	$2,648,714
LBTYA	Liberty Global Ltd.	−8,280	1,620	$18,419
GOOGL	Alphabet Inc.	−7,999	458,264	$162,283,779
CHD	Church & Dwight Co Inc /De/	−7,735	82,224	$7,965,860
DD	DuPont de Nemours, Inc.	−7,425	3,097	$420,076
ABBV	AbbVie Inc.	−6,175	162,450	$40,878,917
AMT	American Tower Corp /Ma/	−5,799	34,268	$5,605,216
GIS	General Mills Inc	−5,787	10,930	$380,364
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
GBTC	Grayscale Bitcoin Trust ETF	5,985	$272,436
PNFP	Pinnacle Financial Partners, Inc.	1,553	$156,666
BTC	Grayscale Bitcoin Mini Trust ETF	2,968	$77,018
ECG	Everus Construction Group, Inc.	463	$76,834
FXF	Invesco CurrencyShares Swiss Franc Trust	569	$62,049
LB	LandBridge Co LLC	708	$56,100
VSAT	Viasat Inc	510	$45,803
TMP	Tompkins Financial Corp	440	$41,588
UMC	United Microelectronics Corp	1,500	$40,815
MDU	Mdu Resources Group Inc	1,855	$39,344
HL	Hecla Mining Co/De/	2,523	$38,929
KNF	Knife River Corp	463	$38,729
NVR	Nvr Inc	5	$34,066
OUT	OUTFRONT Media Inc.	1,024	$33,546
ADX	Adams Diversified Equity Fund, Inc.	1,203	$30,736
CII	BlackRock Enhanced Large Cap Core Fund, Inc.	1,159	$30,307
IDA	Idacorp Inc	200	$30,260
CET	Central Securities Corp	546	$28,637
APAM	Artisan Partners Asset Management Inc.	800	$27,624
CNQ	CANADIAN NATURAL RESOURCES Ltd	656	$25,912
FTS	Fortis Inc.	451	$25,810
PWR	Quanta Services, Inc.	33	$23,761
MDLN	Medline Inc.	525	$20,706
NI	Nisource Inc.	322	$15,311
EMF	Templeton Emerging Markets Fund	450	$10,449
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
VEA	Vanguard FTSE Developed Markets ETF	187,681	$11,724,432
VEU	Vanguard FTSE All-World Ex-US ETF	136,295	$10,025,859
VIG	Vanguard Dividend Appreciation ETF	42,563	$9,354,496
BNDX	Vanguard Total International Bond ETF	37,633	$1,818,426
VB	Vanguard Morningstar Small-Cap ETF	6,515	$1,680,544
VIGI	Vanguard International Dividend Appreciation ETF	18,290	$1,672,620
BIV	Vanguard Intermediate-Term Bond ETF	13,503	$1,051,613
EFX	Equifax Inc	2,119	$459,780
VXF	Vanguard Extended Market ETF	1,975	$413,012
LBRDA	Liberty Broadband Corp	4,750	$230,850
VXUS	Vanguard Total International Stock ETF	1,013	$76,420
CGDV	Capital Group Dividend Value ETF	1,347	$58,783
CGGR	Capital Group Growth ETF	1,266	$56,299
PAR	Par Technology Corp	1,250	$45,350
TWLO	Twilio Inc	300	$42,672
XYZ	Block, Inc.	651	$42,372
BILZ	PIMCO Ultra Short Government Active ETF	410	$41,313
SITE	SiteOne Landscape Supply, Inc.	270	$33,631
ESAB	ESAB Corp	301	$33,627
SPSC	Sps Commerce Inc	375	$33,423
XLB	State Street Materials Select Sector SPDR ETF	684	$31,019
IBB	iShares Biotechnology ETF	155	$26,159
MYI	Blackrock Muniyield Quality Fund III, Inc.	2,300	$25,001
ARE	Alexandria Real Estate Equities, Inc.	500	$24,470
AOS	Smith A O Corp	350	$23,408
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

804 tracked positions · $2,283,059,454 total · filing declares 1,426 positions · $2,681,544,231 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 804 positions by value · page 1 of 17

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	585,123	+2,641	$169,311,191	+6.9%	7.42%
GOOGL	Alphabet Inc. Communication Services	Reduced	458,264	-7,999	$162,283,779	+11.0%	7.11%
MSFT	Microsoft Corp Technology	Added	254,322	+16,656	$94,867,192	−17.5%	4.16%
AMAT	Applied Materials Inc /De Technology	Reduced	119,735	-10,791	$86,568,405	+158.1%	3.79%
AMZN	Amazon Com Inc Consumer Cyclical	Added	341,911	+18,596	$81,491,067	+9.2%	3.57%
NVDA	Nvidia Corp Technology	Added	363,585	+14,847	$72,749,722	+11.9%	3.19%
JPM	Jpmorgan Chase & Co Financial Services	Added	215,608	+5,597	$70,574,965	+4.3%	3.09%
PANW	Palo Alto Networks Inc Technology	Added	203,595	+18,328	$69,429,966	+103.5%	3.04%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	128,489	+3,273	$65,042,959	+2.1%	2.85%
JNJ	Johnson & Johnson Healthcare	Added	212,013	+21,004	$53,844,941	+36.2%	2.36%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	52,299	+115	$48,924,145	+8.7%	2.14%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	100,462	+8,824	$47,977,637	+72.3%	2.10%
ABBV	AbbVie Inc. Healthcare	Reduced	162,450	-6,175	$40,878,917	+6.1%	1.79%
META	Meta Platforms, Inc. Communication Services	Added	69,372	+3,244	$39,076,553	−10.5%	1.71%
NEE	Nextera Energy Inc Utilities	Added	429,130	+15,453	$37,664,739	+13.4%	1.65%
MA	Mastercard Inc Financial Services	Reduced	56,288	-1,274	$28,909,516	−12.0%	1.27%
BLK	BlackRock, Inc. Financial Services	Reduced	27,677	-137	$26,613,096	−10.6%	1.17%
RTX	RTX Corp Industrials	Reduced	137,803	-1,425	$26,145,363	+2.4%	1.15%
ADI	Analog Devices Inc Technology	Reduced	65,795	-3,520	$26,131,799	+39.0%	1.14%
V	Visa Inc. Financial Services	Added	75,217	+5,399	$25,806,200	+5.4%	1.13%
TMO	Thermo Fisher Scientific Inc. Healthcare	Added	50,515	+2,545	$25,326,199	−8.9%	1.11%
LOW	Lowes Companies Inc Consumer Cyclical	Added	112,190	+5,465	$24,736,772	−3.9%	1.08%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	167,914	-20,939	$24,622,908	−9.0%	1.08%
CSCO	Cisco Systems, Inc. Technology	Added	205,490	+2,005	$24,136,854	+54.0%	1.06%
EMR	Emerson Electric Co Industrials	Added	166,839	+3,053	$23,883,002	+9.9%	1.05%
ETN	Eaton Corp plc Industrials	Added	54,039	+3,876	$23,027,097	+44.1%	1.01%
HD	Home Depot, Inc. Consumer Cyclical	Added	59,110	+798	$20,846,914	+3.9%	0.91%
HON	Honeywell International Inc Industrials	Reduced	91,239	-2,089	$20,428,411	+12.2%	0.89%
UNP	Union Pacific Corp Industrials	Reduced	75,008	-9,577	$20,402,176	+4.3%	0.89%
ECL	Ecolab Inc. Basic Materials	Added	71,350	+1,158	$19,878,823	+7.9%	0.87%
AVGO	Broadcom Inc. Technology	Added	49,637	+14,174	$18,750,376	+52.8%	0.82%
O	Realty Income Corp Real Estate	Added	295,938	+14,146	$18,336,318	+15.4%	0.80%
WMT	Walmart Inc. Consumer Defensive	Reduced	159,275	-996	$18,039,486	+1.0%	0.79%
ABT	Abbott Laboratories Healthcare	Added	191,092	+3,690	$17,339,687	−26.1%	0.76%
XOM	ExxonMobil Holdings Corp Energy	Reduced	117,767	-3,216	$16,101,103	+10.6%	0.71%
CVX	Chevron Corp Energy	Reduced	97,038	-2,429	$16,085,017	+6.1%	0.70%
CME	Cme Group Inc. Financial Services	Added	69,194	+3,289	$15,280,110	−15.1%	0.67%
PEP	Pepsico Inc Consumer Defensive	Reduced	110,474	-4,764	$14,958,179	−9.6%	0.66%
MRK	Merck & Co., Inc. Healthcare	Reduced	106,435	-110	$13,676,897	+22.0%	0.60%
CAT	Caterpillar Inc Industrials	Added	11,962	+278	$12,738,333	+90.3%	0.56%
APD	Air Products & Chemicals, Inc. Basic Materials	Added	42,758	+274	$12,535,790	+19.5%	0.55%
ADP	Automatic Data Processing Inc Technology	Reduced	55,162	-3,585	$12,353,529	−18.3%	0.54%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	45,688	-605	$12,349,922	−12.7%	0.54%
CRM	Salesforce, Inc. Technology	Reduced	78,520	-1,677	$12,300,942	−42.1%	0.54%
CMI	Cummins Inc Industrials	Added	17,022	+1,127	$12,140,260	+49.6%	0.53%
IBM	International Business Machines Corp Technology	Added	43,069	+2,110	$12,111,432	−0.2%	0.53%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	77,774	-776	$11,782,761	−2.3%	0.52%
DE	Deere & Co Industrials	Added	18,240	+1,054	$11,570,178	+44.6%	0.51%
SPY	Spdr S&P 500 ETF Trust	Added	15,026	+740	$11,220,966	+15.2%	0.49%
BKNG	Booking Holdings Inc. Consumer Cyclical	Added	61,246	+58,659	$10,916,487	−21.2%	0.48%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.