Arkolith/Funds/Trustco Bank Corp N Y

Trustco Bank Corp N Y

CIK 357301Bank / broker
Holdings as of Jun 30, 2026·disclosed Aug 14, 2026·~45-day 13F lag·13F-HR
Active Filer

Trustco Bank Corp N Y holds a focused book of 77 reported positions worth $137.1M as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened Linde PLC and trimmed General Electric. Their largest long position is Applied Materials Inc at 14% of the reported non-option book. Cloning the disclosed picks since 2025 would be +22% (+27.3%/yr). That is a simulation of the disclosed long book, not audited returns.

Trustco Bank Corp N Y files as a bank or broker: much of this book is custody and client positions, not a proprietary portfolio.

Trimmed
21
sold some, still holds it
+18 more · largest first
Sold out
1
exited the position entirely

Growth of $10,000: cloning the disclosed book

If you'd copied them
+21.6%
+27.3%/yr · since Nov '25
Their reported book
+19.8%
held from quarter-end
S&P 500
+15.3%
same window
$9K$10K$11K$12K$13KNov '25Jan '26Mar '26May '26Jul '26Sep '26
Trustco Bank Corp N Y (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 1.8 points over this window.

Growth of $10,000 cloning Trustco Bank Corp N Y's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~45 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.

How much sits in the biggest positions

Top-heavy: focused book

Top 5 holdings
36%
Top 10 holdings
54%
Top 20 holdings
72%

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

Where the money is, by sector

94% mapped to company sectors

Information Technology
33%
Industrials
18%
Financials
13%
Health Care
12%
Consumer Discretionary
6%
Consumer Staples
5%
Materials
3%
No sector on file yet
3%

+4 sectors below the cut, 6% together

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 (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Trustco Bank Corp N Y

Manager / fundShared namesTheir $ in those
Innovator Capital Management, LLC7 / 77$2.9B
Hoffman, Alan N Investment Management7 / 77$153.6M
Independent Investors Inc35 / 77$445.1M
Ardent Capital Management, Inc.19 / 77$202.2M
Draper Asset Management, LLC8 / 77$164.9M
9823 Capital, L.P.8 / 77$120.6M
Westchester Capital Management, Inc.30 / 77$447.7M
McMillan Office, Inc.68 / 77$694.7M

Ranked by the share of each fund's own book sitting in the names it shares with Trustco Bank Corp N Y: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

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

77 positions
#SecurityValueShares% PortLast moveHistory
1Applied Materials Inc
COMMON STOCK
$18.6M25.7K
13.6%
+2.0%
Added · +498 sh
2Ge Aerospace
COMMON STOCK
$9.3M24.9K
6.8%
−2.5%
Reduced · −640 sh
3Ge Vernova Inc
COMMON STOCK
$7.6M6.5K
5.5%
−1.1%
Reduced · −74 sh
4JP Morgan Chase & Co
COMMON STOCK
$7.2M22.1K
5.3%
+1.7%
Added · +380 sh
5Apple Inc
COMMON STOCK
$6.8M23.6K
5.0%
−2.3%
Reduced · −566 sh
6Trustco Bank Corp NY
COMMON STOCK
$5.1M93.3K
3.7%
+0.8%
Added · +778 sh
7Microsoft Corp
COMMON STOCK
$5.0M13.4K
3.6%
+4.2%
Added · +540 sh
8Johnson & Johnson
COMMON STOCK
$5.0M19.6K
3.6%
+1.3%
Added · +260 sh
9Abbvie Inc SR NT
COMMON STOCK
$4.7M18.6K
3.4%
Held
10Exxon Mobil Corp
COMMON STOCK
$4.1M30.1K
3.0%
−0.5%
Reduced · −150 sh
11Intel Corp
COMMON STOCK
$3.4M24.1K
2.5%
−1.6%
Reduced · −400 sh
12Coca Cola Co SR GLBL NT
COMMON STOCK
$3.3M41.1K
2.4%
−0.1%
Reduced · −32 sh
13American Express Co
COMMON STOCK
$3.1M9.3K
2.3%
+1.6%
Added · +150 sh
14Walmart Inc
COMMON STOCK
$2.6M22.7K
1.9%
−0.1%
Reduced · −30 sh
15RTX Corporation
COMMON STOCK
$2.4M12.4K
1.7%
Held
16Chevron Corp New
COMMON STOCK
$2.3M13.8K
1.7%
−1.9%
Reduced · −265 sh
17Procter & Gamble Co
COMMON STOCK
$2.3M15.5K
1.7%
−2.1%
Reduced · −341 sh
18Cisco Systems Inc
COMMON STOCK
$2.2M18.4K
1.6%
+2.2%
Added · +400 sh
19Eli Lilly & Co SR NT
COMMON STOCK
$2.1M1.7K
1.5%
+1.5%
Added · +25 sh
20Texas Instrs Inc
COMMON STOCK
$1.9M6.4K
1.4%
+1.5%
Added · +95 sh
21McDonalds Corp
COMMON STOCK
$1.8M6.7K
1.3%
+4.7%
Added · +300 sh
22Pepsico Inc
COMMON STOCK
$1.7M12.7K
1.3%
Held
23Abbott Laboratories
COMMON STOCK
$1.6M18.1K
1.2%
−4.5%
Reduced · −855 sh
24Caterpillar Inc
COMMON STOCK
$1.5M1.4K
1.1%
−4.0%
Reduced · −60 sh
25International Business Machs
COMMON STOCK
$1.3M4.7K
1.0%
+0.5%
Added · +25 sh
26Invesco QQQ Trust
MUTUAL FUND/STO
$1.3M1.8K
1.0%
−0.7%
Reduced · −12 sh
27Oracle Corp SR
COMMON STOCK
$1.3M9.0K
1.0%
−0.8%
Reduced · −71 sh
28Merck & Co Inc
COMMON STOCK
$1.3M9.8K
0.9%
+3.7%
Added · +350 sh
29Lowes Companies Inc
COMMON STOCK
$1.2M5.7K
0.9%
−0.3%
Reduced · −20 sh
30Emerson Electric Co
COMMON STOCK
$1.1M8.0K
0.8%
−1.2%
Reduced · −100 sh
31Alphabet Inc SR
COMMON STOCK
$1.1M3.1K
0.8%
Held
32Colgate Palmolive Co
COMMON STOCK
$1.1M11.7K
0.8%
+22%
Added · +2K sh
33Meta Platforms Inc
COMMON STOCK
$1.1M1.9K
0.8%
+12%
Added · +200 sh
34Norfolk Southern Corp
COMMON STOCK
$1.1M3.4K
0.8%
+62%
Added · +1K sh
35Southern Co SR GLBL
COMMON STOCK
$1.0M10.9K
0.8%
+10%
Added · +1K sh
36Disney Walt Co
COMMON STOCK
$1.0M10.6K
0.7%
−10%
Reduced · −1K sh
37Home Depot Inc SR GLBL NT
COMMON STOCK
$1.0M2.9K
0.7%
+3.6%
Added · +100 sh
38Johnson CTLS Intl PLC SHS
FOREIGN STOCK
$802K5.5K
0.6%
+4.8%
Added · +250 sh
39State STR Corp Perp
COMMON STOCK
$785K4.6K
0.6%
+4.5%
Added · +200 sh
40Vanguard S&P 500 ETF
MUTUAL FUND/STO
$777K1.1K
0.6%
Held
41Masco Corp
COMMON STOCK
$767K9.4K
0.6%
Held
42Berkshire Hathaway Inc
COMMON STOCK
$729K1.5K
0.5%
Held
43Philip Morris International Inc
COMMON STOCK
$694K3.8K
0.5%
Held
44Target Corp
COMMON STOCK
$692K5.3K
0.5%
Held
45Automatic Data Processing Inc
COMMON STOCK
$689K3.1K
0.5%
+3.4%
Added · +100 sh
463M Co
COMMON STOCK
$565K3.5K
0.4%
−1.4%
Reduced · −50 sh
47Alphabet Inc SR
COMMON STOCK
$553K1.5K
0.4%
Held
48General Mills Inc SR GLBL NT
COMMON STOCK
$493K14.2K
0.4%
−1.4%
Reduced · −195 sh
49Ecolab Inc
COMMON STOCK
$451K1.6K
0.3%
Held
50Allstate Corp
COMMON STOCK
$450K1.9K
0.3%
Held
Showing 50 of 77 positions
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Filing history

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

$137.1M · Q2 2026Q3 2025 · $111.1MQ2 2026 · $137.1M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Aug 14, 202645d147$137.1M13F-HR
Q1 2026Mar 31, 2026May 13, 202643d135$112.6M13F-HR
Q4 2025Dec 31, 2025Feb 13, 202644d133$111.0M13F-HR
Q3 2025Sep 30, 2025Nov 14, 202545d137$111.1M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.