TRUST CO OF VERMONT

Bank

CIK

1134008

Location

BRATTLEBORO, VT

Portfolio Value

Mid $1,973,889,419

Diversification

Diversified

Filing Date

Global Rank

#1,082 / 8,420 ▲ 120

Top Industry

Software - Infrastructure 8.2%

3Y Alpha vs SPY

-6.8%

Period ended 6 months ago

Filed Jan 16, 2026 · 5mo

24 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+48.1%

SPY

+76.3%

Annualised alpha

-6.8%

Max drawdown

−16.0%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

819 positions · as of Dec 31, 2025 · Δ vs Sep 30, 2025

Top Position

8.0%

+0.6 pts

Top 5

24.3%

+0.3 pts

Top 10

36.0%

+0.0 pts

HHI

214

Diversified+4

Portfolio Trend

24 quarters · across all stocks

Sector Breakdown

As of Dec 31, 2025

Sector	% Portfolio	Value	Positions
Technology	30.9%	$609,862,762	111
Financial Services	16.6%	$328,531,301	147
Healthcare	11.2%	$220,248,977	93
Consumer Cyclical	9.6%	$189,227,791	87
Industrials	9.4%	$186,281,655	119
Consumer Defensive	7.2%	$142,839,040	45
Communication Services	4.8%	$95,320,973	40
Energy	2.7%	$52,427,148	33
Utilities	2.3%	$45,089,401	43
Basic Materials	2.2%	$42,610,303	37
Real Estate	1.8%	$35,885,753	51
Unclassified	1.3%	$25,564,315	13

Last Quarter's Activity

Export CSV

Dec 31, 2025 vs Sep 30, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
UBER	Uber Technologies, Inc	+26,972	28,549	$2,332,738
AVGO	Broadcom Inc.	+17,926	35,463	$12,273,744
AAPL	Apple Inc.	+15,427	582,482	$158,353,555
BN	BROOKFIELD Corp /ON/	+14,005	46,001	$2,110,985
NEE	Nextera Energy Inc	+13,842	413,677	$33,209,988
JNJ	Johnson & Johnson	+12,985	191,009	$39,529,312
O	Realty Income Corp	+11,393	281,792	$15,884,614
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+8,821	91,638	$27,847,871
PANW	Palo Alto Networks Inc	+7,909	185,267	$34,126,180
CRM	Salesforce, Inc.	+7,845	80,197	$21,244,986
PLD	Prologis, Inc.	+6,760	66,960	$8,548,113
CTRA	Coterra Energy Inc.	+6,612	37,444	$985,525
NFLX	Netflix Inc	+5,736	6,340	$594,438
EMR	Emerson Electric Co	+5,633	163,786	$21,737,677
POR	Portland General Electric Co /Or/	+5,457	23,639	$1,134,435
LNG	Cheniere Energy, Inc.	+5,448	30,331	$5,896,042
T	At&T Inc.	+5,422	102,038	$2,534,623
AMZN	Amazon Com Inc	+5,199	323,315	$74,627,567
NOW	ServiceNow, Inc.	+4,449	5,545	$849,438
META	Meta Platforms, Inc.	+4,394	66,128	$43,650,430
NVDA	Nvidia Corp	+4,192	348,738	$65,039,636
MSFT	Microsoft Corp	+4,027	237,666	$114,940,030
TPG	TPG Inc.	+3,995	61,626	$3,934,203
CTVA	Corteva, Inc.	+3,550	95,960	$6,432,197
LOW	Lowes Companies Inc	+3,479	106,725	$25,737,800
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
CMCSA	Comcast Corp	−72,334	81,045	$2,270,321
PFE	Pfizer Inc	−32,076	184,643	$4,597,610
ACN	Accenture plc	−27,565	52,571	$14,104,798
UNP	Union Pacific Corp	−14,945	84,585	$19,566,201
BDX	Becton Dickinson & Co	−8,574	38,622	$5,892,588
SBUX	Starbucks Corp	−7,578	92,761	$7,811,403
XOM	Exxon Mobil Corp	−6,878	120,983	$14,559,094
CVX	Chevron Corp	−5,998	99,467	$15,159,764
CLX	Clorox Co /De/	−5,946	16,177	$1,631,126
ABBV	AbbVie Inc.	−5,899	168,625	$38,529,126
WMT	Walmart Inc.	−5,880	160,271	$17,855,792
NKE	NIKE, Inc.	−5,858	51,751	$3,297,056
VZ	Verizon Communications Inc	−5,074	103,077	$4,198,325
DIS	Walt Disney Co	−5,007	40,725	$4,633,283
BAC	Bank Of America Corp /De/	−4,472	88,548	$4,870,140
ENB	Enbridge Inc	−4,386	191,408	$9,155,044
MKC	Mccormick & Co Inc	−4,350	55,265	$3,764,098
CHD	Church & Dwight Co Inc /De/	−4,079	89,959	$7,543,062
IBM	International Business Machines Corp	−4,042	40,959	$12,132,465
MDT	Medtronic plc	−3,654	39,867	$3,829,623
BX	Blackstone Inc.	−3,570	2,680	$413,095
DOW	Dow Inc.	−3,346	9,504	$222,203
CVS	CVS HEALTH Corp	−3,212	30,939	$2,455,318
MMM	3M Co	−3,139	12,058	$1,930,485
STZ	Constellation Brands, Inc.	−3,053	3,524	$486,170
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
UL	Unilever PLC	30,618	$2,002,416
VRT	Vertiv Holdings Co	1,604	$259,864
MLI	Mueller Industries Inc	452	$51,889
PAAS	Pan American Silver Corp	930	$48,183
AG	First Majestic Silver Corp	2,610	$43,482
BBT	Beacon Financial Corp	1,346	$35,494
NPO	Enpro Inc.	148	$31,691
TRP	Tc Energy Corp	500	$27,505
BUI	BlackRock Utilities, Infrastructure & Power Opportunities Trust	1,000	$25,690
MYI	Blackrock Muniyield Quality Fund III, Inc.	2,300	$25,001
BME	BlackRock Health Sciences Trust	500	$20,565
DLTR	Dollar Tree, Inc.	148	$18,205
UGI	Ugi Corp /Pa/	459	$17,180
QXO	QXO, Inc.	850	$16,396
ARGX	Argenx SE	19	$15,978
FCNCA	First Citizens Bancshares Inc /De/	6	$12,877
CAI	Caris Life Sciences, Inc.	330	$8,903
CNXN	Pc Connection Inc	150	$8,664
TTEK	Tetra Tech Inc	238	$7,982
AES	Aes Corp	442	$6,338
GL	Globe Life Inc.	42	$5,874
LSEGY	London Stock Exchange Group plc	165	$5,044
APP	AppLovin Corp	7	$4,716
SFGYY	Sony Financial Group Inc./ADR	900	$4,707
AKAM	Akamai Technologies Inc	50	$4,362
No positions match the current search.

Sold Out

Positions the filer fully exited

24 positions

Ticker	Company	Shares	Value
AB	Alliancebernstein Holding L.P.	3,000	$114,660
FBTC	Fidelity Wise Origin Bitcoin Fund	600	$59,886
AHR	American Healthcare REIT, Inc.	657	$27,600
GTX	Garrett Motion Inc.	1,750	$23,835
FSK	FS KKR Capital Corp	1,283	$19,155
KNTK	Kinetik Holdings Inc.	410	$17,523
OBDC	Blue Owl Capital Corp	1,200	$15,324
WDFC	Wd 40 Co	75	$14,820
GDV	Gabelli Dividend & Income Trust	500	$13,565
CGBD	Carlyle Secured Lending, Inc.	1,080	$13,500
WHR	Whirlpool Corp /De/	155	$12,183
AA	Alcoa Corp	300	$9,867
NOMD	Nomad Foods Ltd	750	$9,862
BCE	Bce Inc	367	$8,584
ACI	Albertsons Companies, Inc.	379	$6,636
CNH	CNH Industrial N.V.	570	$6,184
OUNZ	VanEck Merk Gold ETF	160	$5,950
ASO	Academy Sports & Outdoors, Inc.	100	$5,002
SU	Suncor Energy Inc	51	$2,132
MFIC	MidCap Financial Investment Corp	91	$1,091
NWL	Newell Brands Inc.	200	$1,048
DNP	Dnp Select Income Fund Inc	100	$1,001
AMTM	Amentum Holdings, Inc.	18	$431
DFIN	Donnelley Financial Solutions, Inc.	4	$205
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

819 positions · $1,973,889,419 total · as of Dec 31, 2025

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

Showing 1–50 of 819 positions by value · page 1 of 17

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	582,482	+15,427	$158,353,555	+9.7%	8.02%
MSFT	Microsoft Corp Technology	Added	237,666	+4,027	$114,940,030	−5.0%	5.82%
AMZN	Amazon Com Inc Consumer Cyclical	Added	323,315	+5,199	$74,627,567	+6.8%	3.78%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	210,011	-870	$67,669,743	+1.7%	3.43%
NVDA	Nvidia Corp Technology	Added	348,738	+4,192	$65,039,636	+1.2%	3.29%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	125,215	+2,092	$62,939,319	+1.7%	3.19%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	52,184	+647	$45,000,349	−5.7%	2.28%
META	Meta Platforms, Inc. Communication Services	Added	66,128	+4,394	$43,650,430	−3.7%	2.21%
JNJ	Johnson & Johnson Healthcare	Added	191,009	+12,985	$39,529,312	+19.8%	2.00%
ABBV	AbbVie Inc. Healthcare	Reduced	168,625	-5,899	$38,529,126	−4.7%	1.95%
PANW	Palo Alto Networks Inc Technology	Added	185,267	+7,909	$34,126,180	−5.5%	1.73%
AMAT	Applied Materials Inc /De Technology	Reduced	130,526	-1,144	$33,543,876	+24.4%	1.70%
NEE	Nextera Energy Inc Utilities	Added	413,677	+13,842	$33,209,988	+10.0%	1.68%
MA	Mastercard Inc Financial Services	Reduced	57,562	-390	$32,860,994	−0.3%	1.66%
BLK	BlackRock, Inc. Financial Services	Added	27,814	+173	$29,770,435	−7.6%	1.51%
GOOGL	Alphabet Inc. Communication Services	Added	91,020	+1,161	$28,489,260	+30.4%	1.44%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	91,638	+8,821	$27,847,871	+20.4%	1.41%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	47,970	-24	$27,796,215	+19.4%	1.41%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	188,853	-2,466	$27,064,523	−7.9%	1.37%
LOW	Lowes Companies Inc Consumer Cyclical	Added	106,725	+3,479	$25,737,800	−0.8%	1.30%
RTX	RTX Corp Industrials	Reduced	139,228	-2,685	$25,534,414	+7.5%	1.29%
V	Visa Inc. Financial Services	Added	69,818	+1,944	$24,485,870	+5.7%	1.24%
ABT	Abbott Laboratories Healthcare	Reduced	187,402	-1,972	$23,479,596	−7.4%	1.19%
EMR	Emerson Electric Co Industrials	Added	163,786	+5,633	$21,737,677	+4.8%	1.10%
CRM	Salesforce, Inc. Technology	Added	80,197	+7,845	$21,244,986	+23.9%	1.08%
HD	Home Depot, Inc. Consumer Cyclical	Added	58,312	+2,277	$20,065,159	−11.6%	1.02%
UNP	Union Pacific Corp Industrials	Reduced	84,585	-14,945	$19,566,201	−16.8%	0.99%
ADI	Analog Devices Inc Technology	Added	69,315	+2,013	$18,798,228	+13.7%	0.95%
ECL	Ecolab Inc. Basic Materials	Added	70,192	+805	$18,426,803	−3.0%	0.93%
HON	Honeywell International Inc Industrials	Reduced	93,328	-2,023	$18,207,358	−3.8%	0.92%
INTU	Intuit Inc. Technology	Added	27,179	+117	$18,003,912	−2.6%	0.91%
CME	Cme Group Inc. Financial Services	Added	65,905	+2,829	$17,997,337	+5.6%	0.91%
WMT	Walmart Inc. Consumer Defensive	Reduced	160,271	-5,880	$17,855,792	+4.3%	0.90%
PEP	Pepsico Inc Consumer Defensive	Reduced	115,238	-2,776	$16,538,957	−0.2%	0.84%
ETN	Eaton Corp plc Industrials	Added	50,163	+2,590	$15,977,416	−10.3%	0.81%
O	Realty Income Corp Real Estate	Added	281,792	+11,393	$15,884,614	−3.4%	0.80%
CSCO	Cisco Systems, Inc. Technology	Added	203,485	+505	$15,674,449	+12.9%	0.79%
CVX	Chevron Corp Energy	Reduced	99,467	-5,998	$15,159,764	−7.4%	0.77%
ADP	Automatic Data Processing Inc Technology	Added	58,747	+627	$15,111,490	−11.4%	0.77%
XOM	Exxon Mobil Corp Energy	Reduced	120,983	-6,878	$14,559,094	+1.0%	0.74%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	46,293	-2,154	$14,148,529	−3.9%	0.72%
ACN	Accenture plc Technology	Reduced	52,571	-27,565	$14,104,798	−28.6%	0.71%
BKNG	Booking Holdings Inc. Consumer Cyclical	Added	2,587	+9	$13,854,238	−0.5%	0.70%
AVGO	Broadcom Inc. Technology	Added	35,463	+17,926	$12,273,744	+112.1%	0.62%
IBM	International Business Machines Corp Technology	Reduced	40,959	-4,042	$12,132,465	−4.4%	0.61%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	78,550	+1,650	$12,066,064	+8.6%	0.61%
MRK	Merck & Co., Inc. Healthcare	Reduced	106,545	-528	$11,214,926	+24.8%	0.57%
SYK	Stryker Corp Healthcare	Reduced	31,831	-233	$11,187,641	−5.6%	0.57%
APD	Air Products & Chemicals, Inc. Basic Materials	Reduced	42,484	-1,710	$10,494,396	−12.9%	0.53%
ITW	Illinois Tool Works Inc Industrials	Reduced	40,154	-674	$9,889,929	−7.1%	0.50%