Trust Co of Vermont portfolio
Wealth adviserPortfolio as of Sep 30, 2026 (Q3 2026) · filed with the SEC on Oct 21, 2026 · data updated on Nov 5, 2026 · Q3 2026 13F (filing) ↗ · all its 13F filings ↗
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Trust Co of Vermont reported a $2.8 bn portfolio of 1,366 companies (1,375 positions, counting each share class separately) to the SEC as of the end of Q3 2026. Its largest positions are AAPL, GOOG, MSFT.
Sections with a free account
What changed this quarter
862 positions with a change (268 new, 404 added to, 141 trimmed, 49 sold); also, 3 entered through an IPO.
No moves of 0.5 points of the portfolio or more.
The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight: what it bought or sold, excluding price effects.
Top holdings
- AppleAAPL6.9%
- AlphabetGOOG · GOOGL5.6%
- MicrosoftMSFT4.8%
- Amazon.comAMZN3.1%
- NVIDIANVDA3.1%
- Palo Alto NetworksPANW2.9%
- JPMorgan ChaseJPM2.5%
- Berkshire HathawayBRK/B2.4%
- Vanguard S&P 500 ETFVOO2.3%
- Applied MaterialsAMAT2.2%
- Johnson & JohnsonJNJ2.0%
- Meta PlatformsMETA1.8%
- Costco WholesaleCOST1.7%
- Vanguard Short-term Tips ETFVTIP1.7%
- Taiwan Semiconductor ManufacturingTSM1.7%
Portfolio by sector
- ● Information Technology 28%
- ● No sector 17%
- ● Financials 12%
- ● Health Care 9%
- ● Communication Services 8%
- ● Industrials 8%
- ● Consumer Discretionary 7%
- ● Consumer Staples 5%
- ● Energy 3%
- ● Materials 2%
- ● Utilities 2%
- ● Real Estate 1%
Stakes above 5% (13D/13G)
Companies where this filer reported holding 5% or more of the shares. It is the figure from its latest filing on each one; history since December 2024.
How we classify it
Not counted as a concentrated manager: its portfolio is not within 5 to 100 positions; its top 10 positions are under 45%; it is a wealth adviser; its 13F adds up client accounts. Its portfolio is shown all the same, but it is left out of manager counts, the consensus and the ranking. How this is decided
Managers of a similar size
A 13F portfolio value between a third and three times this one, whatever the type of filer. It is not a comparison of what they hold.
- Lasalle Investment Management SecuritiesInvestment firm · $2.8 bn
- Chickasaw Capital ManagementInvestment firm · $2.8 bn
- Dorsal Capital ManagementInvestment firm · $2.8 bn
- ConsultaInvestment firm · $2.8 bn
- Dragoneer Investment GroupInvestment firm · $2.8 bn
- Westwood Global InvestmentsInvestment firm · $2.8 bn