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Asset Manager ← All Institutions

TRUSTCO BANK CORP N Y

Q2 2025 · Filed 2025-08-08
Market Value
$102M
+10.7%
Holdings
69
+2
New Purchases
3
Added To
20
Closed
2
Reduced
24
Top 10 Concentration
48.3%
Turnover
7.2%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
GEV 3.73% 2.20% +1.53% $4M
GE 7.23% 5.78% +1.45% $7M
JPM 7.12% 6.02% +1.10% $7M
MSFT 6.14% 5.09% +1.05% $6M
ORCL 2.01% 1.38% +0.63% $2M
AMAT 5.08% 4.47% +0.62% $5M
AXP 2.83% 2.55% +0.28% $3M
TRV 0.26% 0.00% +0.26% $264K
AMZN 0.24% 0.00% +0.24% $241K
C 0.22% 0.00% +0.22% $227K
DIS 1.70% 1.50% +0.20% $2M
TRST 3.82% 3.65% +0.16% $4M
QQQ 0.95% 0.84% +0.11% $970K
CAT 0.50% 0.40% +0.10% $512K
EMR 1.03% 0.93% +0.09% $1M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AAPL 4.97% 5.96% -0.99% $5M
ABBV 3.43% 4.28% -0.85% $3M
CVX 2.02% 2.65% -0.63% $2M
JNJ 2.93% 3.56% -0.63% $3M
PEP 1.70% 2.17% -0.47% $2M
PG 2.57% 3.04% -0.47% $3M
KO 2.89% 3.28% -0.40% $3M
MCD 1.76% 2.09% -0.32% $2M
DD 0.00% 0.27% -0.27% $0
IJH 0.00% 0.24% -0.24% $0
INTC 0.59% 0.82% -0.24% $602K
LLY 1.30% 1.53% -0.22% $1M
ABT 2.62% 2.84% -0.22% $3M
GIS 0.77% 0.98% -0.21% $786K
LOW 1.27% 1.48% -0.21% $1M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 36 $79M 77.0%
Large Cap 31 $19M 18.9%
Small Cap 2 $4M 4.1%

Portfolio Analytics

Avg Market Cap
$472.7B
Median Market Cap
$201.9B
Avg P/E
26.4
Median P/E
24.7
Avg Dividend Yield
0.02%
Avg Beta
0.83
# Stocks
65
# ETFs / Funds
4

Top Holdings (69 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 GE 7.23% 28,696 $7M $257.39 $2M +2,052 +7.7%
2 JPM 7.12% 25,091 $7M $289.91 $2M +2,446 +10.8%
3 MSFT 6.14% 12,607 $6M $497.41 $2M +100 +0.8%
4 AMAT 5.08% 28,360 $5M $183.07 $1M -28 -0.1%
5 AAPL 4.97% 24,733 $5M $205.16 -$421K -5 -0.0%
6 XOM 3.82% 36,218 $4M $107.80 $256K +5,544 +18.1%
7 TRST 3.82% 116,587 $4M $33.42 $526K +5,998 +5.4%
8 GEV 3.73% 7,203 $4M $529.15 $2M +544 +8.2%
9 ABBV 3.43% 18,851 $3M $185.62 -$446K +22 +0.1%
10 JNJ 2.93% 19,605 $3M $152.75 -$290K -200 -1.0%
11 KO 2.89% 41,681 $3M $70.75 -$81K -629 -1.5%
12 AXP 2.83% 9,059 $3M $318.98 $533K +300 +3.4%
13 ABT 2.62% 19,678 $3M $136.01 $53K -100 -0.5%
14 PG 2.57% 16,444 $3M $159.32 -$182K +1 +0.0%
15 WMT 2.13% 22,287 $2M $97.78 $223K
16 CVX 2.02% 14,439 $2M $143.19 -$381K -200 -1.4%
17 ORCL 2.01% 9,389 $2M $218.63 $782K +300 +3.3%
18 MCD 1.76% 6,159 $2M $292.17 -$124K
19 RTX 1.75% 12,249 $2M $146.02 $133K -250 -2.0%
20 PEP 1.70% 13,117 $2M $132.04 -$269K -225 -1.7%
21 DIS 1.70% 13,957 $2M $124.01 $348K -50 -0.4%
22 IBM 1.44% 4,971 $1M $294.78 $223K -25 -0.5%
23 LLY 1.30% 1,704 $1M $779.53 -$79K
24 TXN 1.29% 6,368 $1M $207.62 $134K -242 -3.7%
25 CSCO 1.27% 18,725 $1M $69.38 $136K -125 -0.7%
26 LOW 1.27% 5,843 $1M $221.87 -$66K
27 EMR 1.03% 7,863 $1M $133.33 $186K
28 HD 0.95% 2,651 $972K $366.64 $4K +10 +0.4%
29 QQQ 0.95% 1,758 $970K $551.64 $192K +100 +6.0%
30 CL 0.93% 10,460 $951K $90.90 -$52K -242 -2.3%
31 ADP 0.92% 3,051 $941K $308.40 $9K
32 SO 0.88% 9,822 $902K $91.83 -$29K -300 -3.0%
33 GIS 0.77% 15,171 $786K $51.81 -$121K
34 NKE 0.74% 10,683 $759K $71.04 $93K +200 +1.9%
35 MRK 0.72% 9,231 $731K $79.16 -$98K
36 PM 0.66% 3,719 $677K $182.13 $87K
37 BRK-B 0.63% 1,332 $647K $485.77 -$62K
38 MAS 0.61% 9,725 $626K $64.36 -$36K +200 +2.1%
39 GOOG 0.61% 3,516 $624K $177.39 $106K +200 +6.0%
40 INTC 0.59% 26,872 $602K $22.40 -$159K -6,625 -19.8%
41 JCI 0.54% 5,262 $556K $105.62 $134K
42 MMM 0.54% 3,615 $550K $152.24 -$7K -182 -4.8%
43 TGT 0.53% 5,511 $544K $98.65 -$47K -150 -2.6%
44 NSC 0.53% 2,116 $542K $255.97 $64K +100 +5.0%
45 GEHC 0.53% 7,261 $538K $74.07 -$21K +334 +4.8%
46 VZ 0.53% 12,392 $536K $43.27 -$59K -720 -5.5%
47 MDT 0.51% 5,967 $520K $87.17 -$16K
48 CAT 0.50% 1,318 $512K $388.21 $143K +200 +17.9%
49 STT 0.49% 4,740 $504K $106.34 $74K -66 -1.4%
50 ECL 0.48% 1,810 $488K $269.44 $41K +50 +2.8%
51 META 0.47% 657 $485K $738.09 $106K
52 T 0.43% 15,346 $444K $28.94 -$21K -1,100 -6.7%
53 PFE 0.37% 15,668 $380K $24.24 -$31K -525 -3.2%
54 ALL 0.33% 1,680 $338K $201.31 -$10K
55 LMT 0.32% 707 $327K $463.14 $12K
56 CVS 0.30% 4,485 $309K $68.98 -$11K -250 -5.3%
57 CME 0.28% 1,050 $289K $275.62 -$11K -83 -7.3%
58 MA 0.27% 490 $275K $561.94 $7K
59 BMY 0.26% 5,821 $269K $46.29 -$86K
60 MO 0.26% 4,523 $265K $58.63 -$6K
61 TRV 0.26% 987 $264K $267.54 +987 NEW
62 FDIS 0.26% 2,800 $263K $94.07 $27K
63 VO 0.24% 873 $244K $279.83 $19K
64 AMZN 0.24% 1,097 $241K $219.39 +1,097 NEW
65 J 0.23% 1,795 $236K $131.45 $25K +50 +2.9%
66 C 0.22% 2,667 $227K $85.12 +2,667 NEW
67 UPS 0.22% 2,231 $225K $100.94 -$66K -412 -15.6%
68 DD —% -$245K -3,283 -100.0% SOLD
69 IJH —% -$226K -3,868 -100.0% SOLD

New Positions

SymbolValue% Port
TRV $264K 0.26%
AMZN $241K 0.24%
C $227K 0.22%

Sold Out Positions

SymbolValue% Port
DD —%
IJH —%
View SEC EDGAR Filings for TRUSTCO BANK CORP N Y →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms