TRUST CO OF VERMONT

Q1 2026 13F-HR Holdings

Location
Brattleboro, VT
Holdings as of
3/31/2026
Date filed
11/5/2026
Form type
13F-HR
Num holdings
1,167
Total value ($000)
$2,382,174
Net value change ($000)
-13,518 (-0.6%)
New positions
96
Sold out positions
60
Turnover %
0.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/16/2026 Next filing: 8/7/2026 SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
JNJ 12,259 31.0%
VEU 12,084 120.5%
AMAT 9,491 28.3%
COST 6,673 14.8%
NEE 5,900 17.8%
XOM 5,527 38.0%
CVX 5,019 33.1%
TSM 4,716 16.9%
VGSH 4,328 123.2%
VTIP 4,140 11.4%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -24,523 -21.3%
GOOG -11,606 -9.9%
AAPL -11,154 -7.0%
AMZN -5,775 -7.7%
CRM -5,589 -26.3%
JPM -5,315 -7.9%
META -4,940 -11.3%
MA -4,584 -13.9%
INTU -4,307 -23.9%
ABT -4,300 -18.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type