Arkolith/Funds/Trust Co Of Vermont

Trust Co Of Vermont

CIK 1134008Bank / broker
Holdings as of Jun 30, 2026·disclosed Aug 7, 2026·~38-day 13F lag·13F-HR
Active Filer

Trust Co Of Vermont holds a diversified book of 1154 stocks worth $2.7B as of Q2 2026 (disclosed Aug 7, 2026, a ~38-day 13F lag). This quarter they opened Liberty Media Corp-Formula-C and trimmed Alphabet Inc-CL C. Their largest long position is Apple Inc at 6% of the equity book. Cloning the disclosed picks since 2024 would be +31% (+13.9%/yr). That is a simulation of the disclosed long book, not audited returns.

Growth of $10,000: cloning the disclosed book

If you'd copied them
+31.1%
+13.9%/yr · since Jul '24
Their reported book
+34.6%
held from quarter-end
S&P 500
+41.7%
same window
$9K$10K$12K$13K$14KJul '24Dec '24May '25Oct '25Mar '26Aug '26
Trust Co Of Vermont (copied at disclosure) S&P 500

The reported book (valued from quarter-end) returned +34.6%, a 3.5-point gap that is the cost of the ~38-day 13F disclosure lag a real follower can't avoid.

Growth of $10,000 cloning Trust Co Of Vermont's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~38 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: diversified book

Top 5 holdings
21%
Top 10 holdings
33%
Top 20 holdings
49%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

84% mapped to company sectors

Information Technology
36%
ETF / fund or unclassified
16%
Financials
13%
Consumer Discretionary
9%
Industrials
8%
Health Care
7%
Materials
4%
Utilities
3%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

1,154 positions
#SecurityValueShares% PortLast moveHistory
1Apple Inc
Com
$169.3M585.1K
6.3%
+0.5%
Added · +3K sh
2Alphabet Inc Cap Stk Cl C
Com
$130.0M367.8K
4.8%
−2.0%
Reduced · −7K sh
3Microsoft Corp
Com
$94.9M254.3K
3.5%
+7.0%
Added · +17K sh
4Applied Materials Inc
Com
$86.6M119.7K
3.2%
−8.3%
Reduced · −11K sh
5Amazon Com Inc
Com
$81.5M341.9K
3.0%
+5.8%
Added · +19K sh
6Nvidia Corporation
Com
$72.7M363.6K
2.7%
+4.3%
Added · +15K sh
7JP Morgan Chase & Co
Com
$70.6M215.6K
2.6%
+2.7%
Added · +6K sh
8Palo Alto Networks Inc
Com
$69.4M203.6K
2.6%
+9.9%
Added · +18K sh
9Berkshire Hathaway Inc Del Cl B New
Com
$64.3M128.5K
2.4%
+2.6%
Added · +3K sh
10Vanguard Idx Fds S&P 500 ETF
Com
$54.6M79.5K
2.0%
+19%
Added · +13K sh
11Johnson & Johnson
Com
$53.8M212.0K
2.0%
+11%
Added · +21K sh
12Costco Wholesale Corporation
Com
$48.9M52.3K
1.8%
+0.2%
Added · +115 sh
13Taiwan Semiconductor Manufacturing Co
Com
$48.0M100.5K
1.8%
+9.6%
Added · +9K sh
14Vanguard Short Term Inflation Prot Secs ETF
Com
$45.2M900.4K
1.7%
+23%
Added · +168K sh
15Abbvie Inc
Com
$40.9M162.4K
1.5%
−3.7%
Reduced · −6K sh
16Meta Platforms Inc
Com
$39.1M69.4K
1.5%
+4.9%
Added · +3K sh
17Nextera Energy Inc
Com
$37.7M429.1K
1.4%
+3.7%
Added · +15K sh
18IShares Core S&P Mid-Cap ETF
Com
$33.3M431.8K
1.2%
+3.9%
Added · +16K sh
19Alphabet Inc Cap Stk Cl A
Com
$32.3M90.4K
1.2%
−0.6%
Reduced · −584 sh
20Vanguard Health Care ETF
Com
$30.1M100.7K
1.1%
+18%
Added · +15K sh
21Mastercard Inc
Com
$28.9M56.3K
1.1%
−2.2%
Reduced · −1K sh
22Blackrock Inc
Com
$26.6M27.7K
1.0%
−0.5%
Reduced · −137 sh
23Vanguard FTSE All-World ex-US ETF
Com
$26.3M314.4K
1.0%
+131%
Added · +178K sh
24RTX Corporation
Com
$26.1M137.8K
1.0%
−1.0%
Reduced · −1K sh
25Analog Devices Inc
Com
$26.1M65.8K
1.0%
−5.1%
Reduced · −4K sh
26Visa Inc
Com
$25.8M75.2K
1.0%
+7.7%
Added · +5K sh
27IShares Core S&P Small-Cap ETF
Com
$25.6M172.8K
1.0%
−1.1%
Reduced · −2K sh
28Thermo Fisher Scientific Inc
Com
$25.3M50.5K
0.9%
+5.3%
Added · +3K sh
29Lowes Companies Inc
Com
$24.7M112.2K
0.9%
+5.1%
Added · +5K sh
30Procter & Gamble Co
Com
$24.6M167.9K
0.9%
−11%
Reduced · −21K sh
31Cisco Sys Inc
Com
$24.1M205.5K
0.9%
+1.0%
Added · +2K sh
32Emerson Electric Co
Com
$23.9M166.8K
0.9%
+1.9%
Added · +3K sh
33Eaton Corp PLC
Com
$23.0M54.0K
0.9%
+7.7%
Added · +4K sh
34Home Depot
Com
$20.8M59.1K
0.8%
+1.4%
Added · +798 sh
35Honeywell Intl Inc
Com
$20.4M91.2K
0.8%
−2.2%
Reduced · −2K sh
36Union Pacific Corp
Com
$20.4M75.0K
0.8%
−11%
Reduced · −10K sh
37Ecolab Inc
Com
$19.9M71.3K
0.7%
+1.6%
Added · +1K sh
38Broadcom Inc
Com
$18.8M49.6K
0.7%
+40%
Added · +14K sh
39Realty Income Corporation
Com
$18.3M295.9K
0.7%
+5.0%
Added · +14K sh
40Wal Mart Stores Inc
Com
$18.0M159.3K
0.7%
−0.6%
Reduced · −996 sh
41Abbott Laboratories
Com
$17.3M191.1K
0.6%
+2.0%
Added · +4K sh
42Exxon Mobil Corp
Com
$16.1M117.8K
0.6%
−2.6%
Reduced · −3K sh
43Chevron Corporation
Com
$16.1M97.0K
0.6%
−2.4%
Reduced · −2K sh
44Vanguard FTSE Dev Mkts ETF
Com
$15.9M223.7K
0.6%
+19%
Added · +36K sh
45CME Group Inc
Com
$15.3M69.2K
0.6%
+5.0%
Added · +3K sh
46Pepsico Inc
Com
$15.0M110.5K
0.6%
−4.1%
Reduced · −5K sh
47Merck & Co Inc New
Com
$13.7M106.4K
0.5%
−0.1%
Reduced · −110 sh
48Caterpillar Inc
Com
$12.7M12.0K
0.5%
+2.4%
Added · +278 sh
49Ishares 0-3 Month Treasury Bond ETF
Com
$12.7M125.9K
0.5%
+30%
Added · +29K sh
50Air Products & Chemical Inc
Com
$12.5M42.8K
0.5%
+0.6%
Added · +274 sh
Showing 50 of 1,154 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 7, 20261,426$2.7B13F-HR
Q4 2025Dec 31, 2025Jan 16, 20261,398$2.4B13F-HR
Q3 2025Sep 30, 2025Oct 14, 20251,367$2.3B13F-HR
Q2 2025Jun 30, 2025Jul 18, 20251,361$2.1B13F-HR
Q1 2025Mar 31, 2025Apr 24, 20251,311$2.0B13F-HR
Q4 2024Dec 31, 2024Jan 15, 20251,331$2.1B13F-HR
Q3 2024Sep 30, 2024Oct 16, 20241,348$2.0B13F-HR
Q2 2024Jun 30, 2024Jul 9, 20241,184$1.8B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.