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Latest TRUST CO OF VERMONT Stock Portfolio

$2.40Billion | No. of Holdings #1131

TRUST CO OF VERMONT Performance

2025 Q4+1.61%
YTD+11.39%
2024+11.78%

About TRUST CO OF VERMONT and 13F Hedge Fund Stock Holdings

On 2026-01-16, the fund reported it's updated stock portfolio. In the 13F Holdings report, TRUST CO OF VERMONT reported an equity portfolio of $2.4 Billions as of 31 Dec, 2025. <br><br> The top stock holdings of TRUST CO OF VERMONT are AAPL, GOOG, MSFT. The fund has invested 6.6% of it's portfolio in APPLE INC and 4.9% of portfolio in ALPHABET INC CAP STK CL C. <br><br> The fund managers got completely rid off UNILEVER PLC ADR, KELLANOVA (K) and ALLIANCEBERNSTEIN HLDG L P (AB) stocks. They significantly reduced their stock positions in ISHARES IBOXX $ HIGH YIELD CORP BOND FD (AAXJ), STATE STREET SPDR BLOOMBERG HIGH YLD BD ETF (BIL) and AXON ENTERPRISE INC (AXON). TRUST CO OF VERMONT opened new stock positions in UNILEVER PLC NEW, VERTIV HOLDINGS LLC CL A (VRT) and SCHWAB STRATEGIC US AGGREGATE ETF (FNDA). The fund showed a lot of confidence in some stocks as they added substantially to STATE STREET SPDR BLACKSTONE SENIOR ETF (GAL), VANGUARD TOTAL INTL STOCK INDEX FD ETF (VXUS) and SCHWAB SHORT TERM US TREAS ETF (FNDA).
TRUST CO OF VERMONT Equity Portfolio Value
Last Reported on: 16 Jan, 2026
$2.40Billion
  as of Jan 16, 2026

TRUST CO OF VERMONT Annual Return Estimates Vs S&P 500

Our best estimate is that TRUST CO OF VERMONT made a return of 1.61% in the last quarter. In trailing 12 months, it's portfolio return was 11.39%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
unilever plc new2,002,420
vertiv holdings llc cl a259,864
schwab strategic us aggregate etf212,760
dimensional us small cap etf81,166
New stocks bought by TRUST CO OF VERMONT

Additions

Ticker% Inc.
vanguard total intl stock index fd etf50,550
schwab short term us treas etf3,173
uber technologies inc1,710
netflix inc949
aptargroup inc527
service now405
texas pacific land corporation200
ishares russell 2000197
Additions to existing portfolio by TRUST CO OF VERMONT

Reductions

Ticker% Reduced
blackstone group inc cl a-57.12
ishares russell mid cap growth-56.27
comcast corp cl a-47.16
constellation brands inc-46.42
the charles schwab corp new-42.95
metlife inc-42.37
fortinet inc-42.32
palantir technologies inc a-40.14
TRUST CO OF VERMONT reduced stake in above stock

Sold off

None of the stocks were completely sold off by TRUST CO OF VERMONT

Sector Distribution

TRUST CO OF VERMONT has about 23.5% of it's holdings in Technology sector.

  • Technology
  • Others
  • Financial Services
  • Healthcare
  • Communication Services
  • Industrials
  • Consumer Cyclical
  • Consumer Defensive
  • Energy
  • Utilities
  • Basic Materials
  • Real Estate
Sector%
Technology23.5
Others19.9
Financial Services9.5
Healthcare8.9
Communication Services8.8
Industrials8.5
Consumer Cyclical7.9
Consumer Defensive5.8
Energy2.1
Utilities1.9
Basic Materials1.8
Real Estate1.5

Market Cap. Distribution

TRUST CO OF VERMONT has about 79.1% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • LARGE-CAP
  • UNALLOCATED
Category%
MEGA-CAP45.8
LARGE-CAP33.3
UNALLOCATED19.9

Stocks belong to which Index?

About 78.1% of the stocks held by TRUST CO OF VERMONT either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
Index%
S&P 50078.1
Others21.4
Top 5 Winners (%)%
sandisk corp
111.3 %
fortrea hldgs inc
104.9 %
ALB
albemarle corp
74.5 %
MU
micron technology inc
70.3 %
FORM
formfactor inc
53.1 %
Top 5 Winners ($)$
GOOG
alphabet inc cap stk cl c
26.5 M
AAPL
apple inc
9.9 M
AMAT
applied materials inc
6.8 M
GOOG
alphabet inc cap stk cl a
6.3 M
TMO
thermo fisher scientific inc
4.5 M
Top 5 Losers (%)%
NFLX
netflix inc
-86.6 %
NOW
service now
-75.0 %
TPL
texas pacific land corporation
-60.0 %
AMSC
american superconductor corp new
-51.5 %
MSTR
strategy inc cl a
-47.3 %
Top 5 Losers ($)$
MSFT
microsoft corp
-8.1 M
META
meta platforms inc
-4.7 M
ORCL
oracle corporation
-3.9 M
NFLX
netflix inc
-3.8 M
PANW
palo alto networks inc
-3.5 M

TRUST CO OF VERMONT Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of TRUST CO OF VERMONT

TRUST CO OF VERMONT has 1131 stocks in it's portfolio. About 33% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for TRUST CO OF VERMONT last quarter.

$2.38BTotal Value
500Positions
16 Jan, 2026Last Reported
Current holdings of Current Stock Holdings of TRUST CO OF VERMONT, last reported on 16 Jan, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Global Clean Energy Etf

Ishares Global Clean Energy Etf

AAXJ
TRUST CO OF VERMONT's holding in Ishares Global Clean Energy Etf over time
0.03%42,463
$697.7K
0.03%
decreased 4.55 percentreduced
AAXJ
Ishares Esg Optimized Msci Usa Etf

Ishares Esg Optimized Msci Usa Etf

AAXJ
TRUST CO OF VERMONT's holding in Ishares Esg Optimized Msci Usa Etf over time
0.02%4,172
$581.3K
0.02%
increased 0.38 percentadded
AAXJ
Ishares Esg Msci Kld 400 Etf

Ishares Esg Msci Kld 400 Etf

AAXJ
TRUST CO OF VERMONT's holding in Ishares Esg Msci Kld 400 Etf over time
0.02%3,689
$475.3K
0.02%
increased 0.05 percentadded
AAXJ
Ishares Msci Eafe Growth Etf

Ishares Msci Eafe Growth Etf

AAXJ
TRUST CO OF VERMONT's holding in Ishares Msci Eafe Growth Etf over time
0.01%2,719
$309.7K
0.01%
increased 5.06 percentadded
AAXJ
Ishs Dow Jones Us Home Constn Indx Fd

Ishs Dow Jones Us Home Constn Indx Fd

AAXJ
TRUST CO OF VERMONT's holding in Ishs Dow Jones Us Home Constn Indx Fd over time
0.01%1,757
$169.2K
0.01%
unchanged 0 percentunchanged
AAXJ
Ishares National Muni Bond Etf

Ishares National Muni Bond Etf

AAXJ
TRUST CO OF VERMONT's holding in Ishares National Muni Bond Etf over time
0.01%1,332
$142.7K
0.01%
increased 19.78 percentadded
AAXJ
Ishares Dow Jones Us Aerospace & Defense Idx

Ishares Dow Jones Us Aerospace & Defense Idx

AAXJ
TRUST CO OF VERMONT's holding in Ishares Dow Jones Us Aerospace & Defense Idx over time
0%575
$123.4K
0%
unchanged 0 percentunchanged
AAXJ
Ishares Msci Eafe Small Cap Etf

Ishares Msci Eafe Small Cap Etf

AAXJ
TRUST CO OF VERMONT's holding in Ishares Msci Eafe Small Cap Etf over time
0%1,274
$98.8K
0%
decreased 22.03 percentreduced
AAXJ
Ishares Lehman 3-7 Yr Treas Bond Fd

Ishares Lehman 3-7 Yr Treas Bond Fd

AAXJ
TRUST CO OF VERMONT's holding in Ishares Lehman 3-7 Yr Treas Bond Fd over time
0%650
$77.6K
0%
unchanged 0 percentunchanged
ACWF
Ishares Core Divd Growth Etf

Ishares Core Divd Growth Etf

ACWF
TRUST CO OF VERMONT's holding in Ishares Core Divd Growth Etf over time
0.02%5,844
$405.7K
0.02%
increased 2.13 percentadded
ACWF
Ishares Global Reit Etf

Ishares Global Reit Etf

ACWF
TRUST CO OF VERMONT's holding in Ishares Global Reit Etf over time
0.01%12,591
$314.1K
0.01%
increased 25.82 percentadded
ACWF
Ishares Core Msci Europe Etf

Ishares Core Msci Europe Etf

ACWF
TRUST CO OF VERMONT's holding in Ishares Core Msci Europe Etf over time
0%1,674
$118.8K
0%
decreased 12.54 percentreduced