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TRUST CO OF VERMONT

TRUST CO OF VERMONT is an institution, managing $2.3B across 1,083 long positions as of Q3 2025 with AAPL as the largest holding (6% allocation).

Portfolio Value
$2.3B
Positions
1,083
Top Holding
AAPL at 6.29%
Last Reported
Q3 2025

Top Holdings

Largest long holdings in TRUST CO OF VERMONT's portfolio (32.8% of total portfolio)

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HoldingSectorPositionWeightTradedOwnership
1
Apple logo
Apple
AAPL
Consumer Electronics
Technology
$144.4M
6.29%
-$89.4K
Sold
0.00%
567.1K shares
Software - Infrastructure
Technology
$121.0M
5.27%
+$3.1M
Bought
0.00%
233.6K shares
Internet Content & Information
Communication Services
$92.5M
4.02%
+$290.1K
Bought
0.00%
379.6K shares
4
Amazon logo
Amazon
AMZN
Specialty Retail
Consumer Cyclical
$69.8M
3.04%
+$601.6K
Bought
0.00%
318.1K shares
Banks - Diversified
Financial Services
$66.5M
2.90%
-$239.1K
Sold
0.01%
210.9K shares
6
Nvidia logo
Nvidia
NVDA
Semiconductors
Technology
$64.3M
2.80%
+$1.2M
Bought
0.00%
344.5K shares
Insurance - Diversified
Financial Services
$61.9M
2.69%
+$640.5K
Bought
0.01%
123.1K shares
Discount Stores
Consumer Defensive
$47.7M
2.08%
+$529.5K
Bought
0.01%
51.5K shares
Internet Content & Information
Communication Services
$45.3M
1.97%
+$1.6M
Bought
0.00%
61.7K shares
10
AbbVie logo
AbbVie
ABBV
Drug Manufacturers - General
Healthcare
$40.4M
1.76%
+$2.9M
Bought
0.01%
174.5K shares

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in TRUST CO OF VERMONT's latest filing

See all changes
Market Value
$2.3B
Prior: $2.1B
Q/Q Change
+8.18%
+$173.7M
Net Flows % of MV
+1.85%
Turnover Ratio
2.08%
New Purchases
59 stocks
$1.2M
Added To
224 stocks
+$67.7M
Sold Out Of
101 stocks
$1.5M
Reduced Holdings
250 stocks
-$24.9M

Increased Positions

PositionShares Δ
New
New
New
New
New

Decreased Positions

PositionShares Δ
Sold
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Analytics

Portfolio insights and performance metrics for TRUST CO OF VERMONT

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Sector Allocation

Technology: 24.60%TechnologyFinancial Services: 14.10%Financial ServicesETF: 11.50%ETFIndustrials: 9.10%IndustrialsHealthcare: 8.80%HealthcareConsumer Cyclical: 8.20%Communication Services: 8.20%Consumer Defensive: 6.50%Energy: 2.40%Basic Materials: 2.00%Utilities: 1.90%Real Estate: 1.60%
Technology
24.60%
Financial Services
14.10%
ETF
11.50%
Industrials
9.10%
Healthcare
8.80%
Consumer Cyclical
8.20%
Communication Services
8.20%
Consumer Defensive
6.50%
Energy
2.40%
Basic Materials
2.00%
Utilities
1.90%
Real Estate
1.60%

Market Cap Distribution

Mega Cap (> $200B): 50.76%Mega Cap (> $200B)Large Cap ($10B - $200B): 34.67%Large Cap ($10B - $200B)Mid Cap ($2B - $10B): 0.67%Small Cap ($300M - $2B): 0.23%Micro Cap ($50M - $300M): 0.03%Nano Cap (< $50M): 0.09%N/A (ETF or Unknown): 13.56%N/A (ETF or Unknown)
Mega Cap (> $200B)
50.76%
Large Cap ($10B - $200B)
34.67%
Mid Cap ($2B - $10B)
0.67%
Small Cap ($300M - $2B)
0.23%
Micro Cap ($50M - $300M)
0.03%
Nano Cap (< $50M)
0.09%
N/A (ETF or Unknown)
13.56%

Portfolio Concentration

Top 10 Holdings %
32.81%
Top 20 Holdings %
46.16%
Top 50 Holdings %
70.88%
Top 100 Holdings %
86.92%

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