Q3 2026 13F · SEC CIK 1134008
Trust Co of Vermont
Bank & trustFiled 2026-10-21 for Q3 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $2.8B
- Reported positions
- 1,375
- Top holdings a year, 3 yrs
- +19.9%
- Average holding period
- 9.7 yrs
Trust Co of Vermont is a bank & trust that reported 1,375 positions worth $2.8B in its Q3 2026 13F, filed 2026-10-21. Its largest holdings were Apple Inc (AAPL, 6.9%), Microsoft Corp (MSFT, 4.8%), Alphabet Inc (GOOG, 4.5%). A portfolio copying its top holdings returned 19.9% a year over the last 3 years, against 20.4% for the S&P 500.
Trust Co of Vermont holdings largest 50 of 1,375 positions.
Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
What Trust Co of Vermont bought and sold in Q3 2026, against Q2 2026.
New positions
Q2 2026's filing was too long to tell new positions apart.
Added to
- SGOV Ishares Tr+68.6% shares
- AVGO Broadcom Inc+18.9% shares
- VOO Vanguard Index Fds+15.9% shares
- VEU Vanguard Intl Equity Index F+13.0% shares
- VHT Vanguard World Fd+7.3% shares
- VTIP Vanguard Malvern Fds+7.0% shares
- VEA Vanguard Ftse Developed Markets Index Fu+6.7% shares
- IJH Ishares Tr+5.8% shares
Reduced
- PEP Pepsico Inc-5.2% shares
Left the top 50
- HON Honeywell Intl. Incwas 0.8%
- XOM Exxon Mobil Corpwas 0.6%
- CAT Caterpillar Incwas 0.5%
- APD Air Products and Chemicals Iwas 0.5%
Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.
How the holdings did against the S&P 500.
- 1 year
- +22.5% /yr
- S&P 500 +20.1%
- 3 years
- +19.9% /yr
- S&P 500 +20.4%
- 5 years
- +11.6% /yr
- S&P 500 +11.6%
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q3 2026 | $2.8B | 1,375 |
| Q2 2026 | $2.7B | 1,154 |
| Q4 2025 | $2.4B | 1,131 |
| Q3 2025 | $2.3B | 1,094 |
| Q2 2025 | $2.1B | 1,085 |
| Q1 2025 | $2.0B | 1,031 |
| Q4 2024 | $2.1B | 1,051 |
| Q3 2024 | $2.0B | 1,063 |
| Q2 2024 | $1.8B | 901 |
| Q1 2024 | $1.8B | 846 |
| Q4 2023 | $1.5B | 799 |
| Q3 2023 | $1.5B | 812 |
Questions about Trust Co of Vermont's portfolio
What stocks does Trust Co of Vermont own?
Trust Co of Vermont's latest 13F, for Q3 2026 and filed Oct 21, 2026, lists 1,375 positions worth $2.8B. The largest are Apple Inc (AAPL) at 6.9%, Microsoft Corp (MSFT) at 4.8%, Alphabet Inc (GOOG) at 4.5%, Amazon Com Inc (AMZN) at 3.1% and Nvidia Corporation (NVDA) at 3.1%.
What did Trust Co of Vermont buy last quarter?
In Q3 2026, Trust Co of Vermont added Ishares Tr (SGOV) (+68.6% shares), Broadcom Inc (AVGO) (+18.9% shares) and Vanguard Index Fds (VOO) (+15.9% shares), compared with its Q2 2026 filing.
What did Trust Co of Vermont sell last quarter?
In Q3 2026, Trust Co of Vermont cut from its top 50 Honeywell Intl. Inc (HON), cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Caterpillar Inc (CAT), cut from its top 50 Air Products and Chemicals I (APD) and Pepsico Inc (PEP) (-5.2% shares), compared with its Q2 2026 filing.
How has Trust Co of Vermont's portfolio performed?
A portfolio copying Trust Co of Vermont's 20 largest 13F holdings each quarter, from the day each filing was public, returned +19.9% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +22.5% against +20.1%. Over 5 years: +11.6% a year against +11.6%.
When is Trust Co of Vermont's next 13F filing due?
13F filings are due 45 days after each quarter ends. Trust Co of Vermont's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.