TRUST CO OF VERMONT
BankFiling Date
Global Rank
#1,212
/ 8,607
▼ 6
Top Industry
Software - Infrastructure
8.2%
3Y Alpha vs SPY
-7.4%
Period ended 6 months ago
Filed Jan 16, 2026 · 5mo
24 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+47.3%
SPY
+78.1%
Annualised alpha
-7.4%
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, 2025Top 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 |
|---|---|---|
| Technology | 30.9% | $609,862,762 |
| Financial Services | 16.6% | $328,531,301 |
| Healthcare | 11.2% | $220,248,977 |
| Consumer Cyclical | 9.6% | $189,227,791 |
| Industrials | 9.4% | $186,281,655 |
| Consumer Defensive | 7.2% | $142,839,040 |
| Communication Services | 4.8% | $95,320,973 |
| Energy | 2.7% | $52,427,148 |
| Utilities | 2.3% | $45,089,401 |
| Basic Materials | 2.2% | $42,610,303 |
| Real Estate | 1.8% | $35,885,753 |
| Unclassified | 1.3% | $25,564,315 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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. | ||||
51 positions ·
$35,885,753 total
· Real Estate only
· 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 51 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| O |
Realty Income Corp
Real Estate
|
Added | 281,792 | $15,884,614 | 44.26% | |
| PLD |
Prologis, Inc.
Real Estate
|
Added | 66,960 | $8,548,113 | 23.82% | |
| AMT |
American Tower Corp /Ma/
Real Estate
|
Reduced | 40,067 | $7,034,562 | 19.60% | |
| DLR |
Digital Realty Trust, Inc.
Real Estate
|
Reduced | 8,555 | $1,323,543 | 3.69% | |
| SPG |
Simon Property Group Inc.
Real Estate
|
Added | 4,713 | $872,423 | 2.43% | |
| PSA |
Public Storage
Real Estate
|
Added | 944 | $244,967 | 0.68% | |
| WY |
Weyerhaeuser Co
Real Estate
|
Held | 8,990 | $212,972 | 0.59% | |
| ESS |
Essex Property Trust, Inc.
Real Estate
|
Held | 750 | $196,260 | 0.55% | |
| WPC |
W. P. Carey Inc.
Real Estate
|
Held | 2,691 | $173,192 | 0.48% | |
| CCI |
Crown Castle Inc.
Real Estate
|
Held | 1,595 | $141,746 | 0.39% | |
| FRT |
Federal Realty Investment Trust
Real Estate
|
Held | 1,300 | $131,040 | 0.37% | |
| WELL |
Welltower Inc.
Real Estate
|
Added | 699 | $129,741 | 0.36% | |
| CPT |
Camden Property Trust
Real Estate
|
Added | 1,100 | $121,088 | 0.34% | |
| KW |
Kennedy-Wilson Holdings, Inc.
Real Estate
|
Reduced | 9,900 | $95,733 | 0.27% | |
| DOC |
Healthpeak Properties, Inc.
Real Estate
|
Reduced | 4,967 | $79,869 | 0.22% | |
| KRC |
Kilroy Realty Corp
Real Estate
|
Reduced | 1,994 | $74,515 | 0.21% | |
| FSV |
FirstService Corp
Real Estate
|
Held | 435 | $67,655 | 0.19% | |
| BXP |
BXP, Inc.
Real Estate
|
Reduced | 781 | $52,701 | 0.15% | |
| CBRE |
Cbre Group, Inc.
Real Estate
|
Added | 289 | $46,468 | 0.13% | |
| AVB |
Avalonbay Communities Inc
Real Estate
|
Reduced | 231 | $41,882 | 0.12% | |
| GOOD |
Gladstone Commercial Corp
Real Estate
|
Held | 3,640 | $38,838 | 0.11% | |
| FRPH |
Frp Holdings, Inc.
Real Estate
|
Held | 1,700 | $38,743 | 0.11% | |
| RHP |
Ryman Hospitality Properties, Inc.
Real Estate
|
Held | 400 | $37,848 | 0.11% | |
| FR |
First Industrial Realty Trust Inc
Real Estate
|
Held | 644 | $36,881 | 0.10% | |
| UHT |
Universal Health Realty Income Trust
Real Estate
|
Held | 870 | $34,112 | 0.10% | |
| EQIX |
Equinix Inc
Real Estate
|
Added | 43 | $32,944 | 0.09% | |
| VICI |
Vici Properties Inc.
Real Estate
|
Added | 1,035 | $29,104 | 0.08% | |
| ARE |
Alexandria Real Estate Equities, Inc.
Real Estate
|
Reduced | 500 | $24,470 | 0.07% | |
| CIGI |
Colliers International Group Inc.
Real Estate
|
Held | 144 | $21,169 | 0.06% | |
| NTST |
NETSTREIT Corp.
Real Estate
|
Held | 1,100 | $19,404 | 0.05% | |
| AGNC |
AGNC Investment Corp.
Real Estate
|
Held | 1,329 | $14,246 | 0.04% | |
| VTR |
Ventas, Inc.
Real Estate
|
Held | 148 | $11,452 | 0.03% | |
| SUI |
Sun Communities Inc
Real Estate
|
Held | 73 | $9,045 | 0.03% | |
| EGP |
Eastgroup Properties Inc
Real Estate
|
Held | 41 | $7,303 | 0.02% | |
| KRG |
Kite Realty Group Trust
Real Estate
|
Held | 266 | $6,376 | 0.02% | |
| STAG |
STAG Industrial, Inc.
Real Estate
|
Held | 145 | $5,330 | 0.01% | |
| TWO |
Two Harbors Investment Corp.
Real Estate
|
Held | 506 | $5,313 | 0.01% | |
| IRT |
Independence Realty Trust, Inc.
Real Estate
|
Held | 293 | $5,121 | 0.01% | |
| CSGP |
Costar Group, Inc.
Real Estate
|
Held | 75 | $5,043 | 0.01% | |
| RITM |
Rithm Capital Corp.
Real Estate
|
Held | 409 | $4,458 | 0.01% | |
| NLOP |
Net Lease Office Properties
Real Estate
|
Held | 160 | $4,126 | 0.01% | |
| EXR |
Extra Space Storage Inc.
Real Estate
|
Held | 26 | $3,385 | 0.01% | |
| EPR |
Epr Properties
Real Estate
|
Held | 66 | $3,293 | 0.01% | |
| ARR |
Armour Residential REIT, Inc.
Real Estate
|
Held | 175 | $3,095 | 0.01% | |
| STWD |
Starwood Property Trust, Inc.
Real Estate
|
Held | 157 | $2,827 | 0.01% | |
| DRH |
DiamondRock Hospitality Co
Real Estate
|
Held | 299 | $2,679 | 0.01% | |
| ELME |
Elme Communities
Real Estate
|
Held | 120 | $2,088 | 0.01% | |
| NLY |
Annaly Capital Management Inc
Real Estate
|
Held | 75 | $1,677 | 0.00% | |
| INVH |
Invitation Homes Inc.
Real Estate
|
NEW | 47 | $1,306 | 0.00% | |
| MAA |
Mid America Apartment Communities Inc.
Real Estate
|
NEW | 7 | $972 | 0.00% |