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Asset Manager ← All Institutions

TRUST CO OF VERMONT

Q4 2025 · Filed 2026-01-16
Market Value
$2.4B
+4.2%
Holdings
1,163
-5
New Purchases
94
Added To
285
Closed
64
Reduced
219
Top 10 Concentration
33.1%
Turnover
13.6%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
GOOG 4.92% 4.03% +0.90% $118M
VTIP 1.51% 0.99% +0.52% $36M
AAPL 6.62% 6.29% +0.33% $158M
AVGO 0.51% 0.25% +0.26% $12M
VOO 1.75% 1.50% +0.25% $42M
GOOGL 1.19% 0.95% +0.24% $28M
AMAT 1.40% 1.17% +0.23% $34M
JNJ 1.65% 1.44% +0.21% $40M
VHT 1.03% 0.82% +0.20% $25M
TSM 1.16% 1.01% +0.16% $28M
TMO 1.16% 1.01% +0.15% $28M
CRM 0.89% 0.75% +0.14% $21M
UBER 0.10% 0.01% +0.09% $2M
VGSH 0.15% 0.06% +0.08% $4M
LLY 0.38% 0.30% +0.08% $9M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
MSFT 4.80% 5.27% -0.47% $115M
ACN 0.59% 0.86% -0.27% $14M
UNP 0.82% 1.02% -0.21% $20M
COST 1.88% 2.08% -0.20% $45M
ORCL 0.37% 0.55% -0.18% $9M
BLK 1.24% 1.40% -0.16% $30M
HD 0.84% 0.99% -0.15% $20M
META 1.82% 1.97% -0.15% $44M
ABBV 1.61% 1.76% -0.15% $39M
PG 1.13% 1.28% -0.15% $27M
PANW 1.43% 1.57% -0.15% $34M
ABT 0.98% 1.10% -0.12% $23M
HON 0.76% 0.87% -0.11% $18M
ADP 0.63% 0.74% -0.11% $15M
CMCSA 0.10% 0.21% -0.11% $2M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 76 $1.4B 57.3%
Large Cap 669 $984M 41.1%
Mid Cap 278 $26M 1.1%
Small Cap 117 $9M 0.4%
Micro Cap 23 $1M 0.1%

Portfolio Analytics

Avg Market Cap
$83.3B
Median Market Cap
$18.8B
Avg P/E
32.0
Median P/E
22.4
Avg Dividend Yield
0.03%
Avg Beta
0.98
# Stocks
826
# ETFs / Funds
337

Top Holdings (1,163 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 AAPL 6.62% 582,482 $158M $271.86 $14M +15,427 +2.7%
2 GOOG 4.92% 375,243 $118M $313.80 $25M -4,392 -1.2%
3 MSFT 4.80% 237,666 $115M $483.62 -$6M +4,027 +1.7%
4 AMZN 3.12% 323,315 $75M $230.82 $5M +5,199 +1.6%
5 JPM 2.83% 210,011 $68M $322.22 $1M -870 -0.4%
6 NVDA 2.72% 348,738 $65M $186.50 $754K +4,192 +1.2%
7 BRK-B 2.63% 125,215 $63M $502.65 $1M +2,092 +1.7%
8 COST 1.88% 52,184 $45M $862.34 -$3M +647 +1.3%
9 META 1.82% 66,128 $44M $660.09 -$2M +4,394 +7.1%
10 VOO 1.75% 66,644 $42M $627.13 $7M +10,552 +18.8%
11 JNJ 1.65% 191,009 $40M $206.95 $7M +12,985 +7.3%
12 ABBV 1.61% 168,625 $39M $228.49 -$2M -5,899 -3.4%
13 VTIP 1.51% 732,514 $36M $49.46 $13M +282,208 +62.7%
14 PANW 1.43% 185,267 $34M $184.20 -$2M +7,909 +4.5%
15 AMAT 1.40% 130,526 $34M $256.99 $7M -1,144 -0.9%
16 NEE 1.39% 413,677 $33M $80.28 $3M +13,842 +3.5%
17 MA 1.37% 57,562 $33M $570.88 -$103K -390 -0.7%
18 BLK 1.24% 27,814 $30M $1,070.34 -$2M +173 +0.6%
19 GOOGL 1.19% 91,020 $28M $313.00 $7M +1,161 +1.3%
20 TSM 1.16% 91,638 $28M $303.89 $5M +8,821 +10.7%
21 TMO 1.16% 47,970 $28M $579.45 $5M -24 -0.1%
22 IJH 1.15% 415,505 $27M $66.00 $2M +30,117 +7.8%
23 PG 1.13% 188,853 $27M $143.31 -$2M -2,466 -1.3%
24 LOW 1.08% 106,725 $26M $241.16 -$209K +3,479 +3.4%
25 RTX 1.07% 139,228 $26M $183.40 $2M -2,685 -1.9%
26 VHT 1.03% 85,552 $25M $287.85 $6M +12,573 +17.2%
27 V 1.02% 69,818 $24M $350.71 $1M +1,944 +2.9%
28 ABT 0.98% 187,402 $23M $125.29 -$2M -1,972 -1.0%
29 EMR 0.91% 163,786 $22M $132.72 $991K +5,633 +3.6%
30 CRM 0.89% 80,197 $21M $264.91 $4M +7,845 +10.8%
31 IJR 0.88% 174,789 $21M $120.18 $1M +7,342 +4.4%
32 HD 0.84% 58,312 $20M $344.10 -$3M +2,277 +4.1%
33 UNP 0.82% 84,585 $20M $231.32 -$4M -14,945 -15.0%
34 ADI 0.79% 69,315 $19M $271.20 $2M +2,013 +3.0%
35 ECL 0.77% 70,192 $18M $262.52 -$576K +805 +1.2%
36 HON 0.76% 93,328 $18M $195.09 -$2M -2,023 -2.1%
37 INTU 0.75% 27,179 $18M $662.42 -$477K +117 +0.4%
38 CME 0.75% 65,905 $18M $273.08 $955K +2,829 +4.5%
39 WMT 0.75% 160,271 $18M $111.41 $732K -5,880 -3.5%
40 PEP 0.69% 115,238 $17M $143.52 -$35K -2,776 -2.4%
41 ETN 0.67% 50,163 $16M $318.51 -$2M +2,590 +5.4%
42 O 0.66% 281,792 $16M $56.37 -$553K +11,393 +4.2%
43 CSCO 0.66% 203,485 $16M $77.03 $2M +505 +0.2%
44 CVX 0.63% 99,467 $15M $152.41 -$1M -5,998 -5.7%
45 ADP 0.63% 58,747 $15M $257.23 -$2M +627 +1.1%
46 XOM 0.61% 120,983 $15M $120.34 $143K -6,878 -5.4%
47 MCD 0.59% 46,293 $14M $305.63 -$574K -2,154 -4.5%
48 ACN 0.59% 52,571 $14M $268.30 -$6M -27,565 -34.4%
49 BKNG 0.58% 2,587 $14M $5,355.33 -$65K +9 +0.3%
50 AVGO 0.51% 35,463 $12M $346.10 $6M +17,926 +102.2%
51 IBM 0.51% 40,959 $12M $296.21 -$565K -4,042 -9.0%
52 TJX 0.50% 78,550 $12M $153.61 $951K +1,650 +2.1%
53 VEA 0.49% 187,681 $12M $62.47 $1M +14,745 +8.5%
54 MRK 0.47% 106,545 $11M $105.26 $2M -528 -0.5%
55 SYK 0.47% 31,831 $11M $351.47 -$665K -233 -0.7%
56 APD 0.44% 42,484 $10M $247.02 -$2M -1,710 -3.9%
57 VEU 0.42% 136,295 $10M $73.56 $2M +21,437 +18.7%
58 VTI 0.42% 29,870 $10M $335.27 $1M +3,680 +14.1%
59 ITW 0.41% 40,154 $10M $246.30 -$756K -674 -1.6%
60 SPY 0.41% 14,286 $10M $681.92 -$12K -356 -2.4%
61 SGOV 0.41% 96,589 $10M $100.38 $1M +11,584 +13.6%
62 ICE 0.39% 58,192 $9M $161.96 -$493K -677 -1.1%
63 VIG 0.39% 42,563 $9M $219.78 $1M +6,102 +16.7%
64 ENB 0.38% 191,408 $9M $47.83 -$725K -4,386 -2.2%
65 AXP 0.38% 24,632 $9M $369.95 $1M +846 +3.6%
66 LLY 0.38% 8,466 $9M $1,074.68 $2M -517 -5.8%
67 ORCL 0.37% 45,374 $9M $194.91 -$4M +854 +1.9%
68 NSC 0.37% 30,276 $9M $288.72 -$487K -443 -1.4%
69 PLD 0.36% 66,960 $9M $127.66 $2M +6,760 +11.2%
70 CMI 0.34% 15,895 $8M $510.45 $2M +839 +5.6%
71 DE 0.33% 17,186 $8M $465.57 $23K -263 -1.5%
72 SBUX 0.33% 92,761 $8M $84.21 -$677K -7,578 -7.5%
73 IVV 0.33% 11,365 $8M $684.94 $539K +540 +5.0%
74 CHD 0.32% 89,959 $8M $83.85 -$697K -4,079 -4.3%
75 BDX 0.31% 38,622 $7M $194.07 -$1M -8,574 -18.2%
76 AMGN 0.31% 22,458 $7M $327.31 $967K -162 -0.7%
77 QQQ 0.30% 11,665 $7M $614.31 $271K +180 +1.6%
78 LMT 0.30% 14,725 $7M $483.67 -$201K +56 +0.4%
79 AMT 0.29% 40,067 $7M $175.57 -$1M -2,928 -6.8%
80 VWO 0.29% 127,358 $7M $53.76 $1M +19,950 +18.6%
81 WM 0.29% 31,149 $7M $219.71 -$14K +93 +0.3%
82 CAT 0.28% 11,684 $7M $572.87 $1M -234 -2.0%
83 CTVA 0.27% 95,960 $6M $67.03 $183K +3,550 +3.8%
84 TMUS 0.27% 31,369 $6M $203.04 -$926K +894 +2.9%
85 CB 0.27% 20,342 $6M $312.12 $591K -59 -0.3%
86 NVS 0.26% 45,745 $6M $137.87 $441K +6 +0.0%
87 LNG 0.25% 30,331 $6M $194.39 $49K +5,448 +21.9%
88 BND 0.22% 72,497 $5M $74.07 -$38K -224 -0.3%
89 DHR 0.22% 23,021 $5M $228.92 $764K +292 +1.3%
90 ALL 0.22% 25,279 $5M $208.15 -$64K +467 +1.9%
91 ADSK 0.21% 16,952 $5M $296.01 -$675K -968 -5.4%
92 TD 0.21% 53,264 $5M $94.20 $537K -2,778 -5.0%
93 BAC 0.20% 88,548 $5M $55.00 $71K -4,472 -4.8%
94 VGT 0.20% 6,416 $5M $753.78 $148K +137 +2.2%
95 COF 0.20% 19,861 $5M $242.36 $554K -178 -0.9%
96 DIS 0.19% 40,725 $5M $113.77 -$603K -5,007 -10.9%
97 PFE 0.19% 184,643 $5M $24.90 -$924K -32,076 -14.8%
98 ADBE 0.19% 12,961 $5M $349.99 -$1M -3,051 -19.1%
99 CI 0.19% 16,410 $5M $275.23 -$317K -357 -2.1%
100 GLD 0.18% 11,132 $4M $396.31 $837K +1,076 +10.7%

New Positions

SymbolValue% Port
VRT $260K 0.01%
SCHZ $213K 0.01%
DFAS $81K —%
JHML $62K —%
COWZ $60K —%
JSMD $59K —%
MLI $52K —%
PAAS $48K —%
AG $43K —%
BBT $35K —%
NPO $32K —%
ENLAY $31K —%
IPKW $28K —%
TRP $28K —%
SDVY $27K —%

Sold Out Positions

SymbolValue% Port
GDV —%
ACI —%
AA —%
AB —%
AHR —%
FSK —%
DNP —%
NOMD —%
BCE —%
DFIN —%
UL —%
AMTM —%
SU —%
WHR —%
KNTK —%
View SEC EDGAR Filings for TRUST CO OF VERMONT →

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