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CIK: 0001134008
Total reported value
$2.7B
$2.7B
1031 檔
14.8%
The Q1 2025 SEC filing reveals that Trust Co Of Vermont held a total portfolio value of $2.7B, covering 1031 public equity positions.
In Q1 2025, Trust Co Of Vermont displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, BRK-B) accounted for 14.8% of total reported equity market value during Q1 2025.
Showing top 200 holdings (of 1031 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.30% | -0.30% | -1.43% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.24% | -1.26% | +0.78% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.27% | -0.23% | -0.02% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.99% | -0.08% | -0.43% | |
| 5 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.96% | -0.07% | -0.01% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.60% | -0.19% | -1.00% | |
| 7 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.41% | -0.06% | +0.03% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 1.82% | — | +5.24% | |
| 9 | ABBV | Abbvie Inc | Stock-Healthcare | 1.70% | -0.09% | -4.00% | |
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.69% | -0.36% | +1.55% | |
| 11 | MA | Mastercard Inc - A | Stock-Financials | 1.63% | -0.29% | -1.95% | |
| 12 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.51% | -0.21% | +1.24% | |
| 13 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.43% | +1.17% | +0.83% | |
| 14 | NEE | Nextera Energy Inc | Stock-Utilities | 1.36% | +0.01% | +2.25% | |
| 15 | BLK | Blackrock Inc | Stock-Financials | 1.33% | -0.25% | -2.54% | |
| 16 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.30% | +0.36% | -1.71% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.30% | +0.30% | +21.68% | |
| 18 | ABT | Abbott Laboratories | Stock-Healthcare | 1.27% | -0.33% | -3.44% | |
| 19 | ACN | Accenture plc | Stock-Tech | 1.20% | -0.40% | -0.21% | |
| 20 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.15% | -0.22% | -0.03% | |
| 21 | V | Visa Inc-class A Shares | Stock-Financials | 1.15% | -0.06% | +0.34% | |
| 22 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.15% | -0.15% | +0.51% | |
| 23 | UNP | Union Pacific CORP | Stock-Industrials | 1.14% | -0.06% | +0.72% | |
| 24 | HON | Honeywell International Inc | Stock-Industrials | 1.04% | — | -2.06% | |
| 25 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.03% | -0.01% | +1.41% | |
| 26 | HD | Home Depot Inc | Stock-Consumer Disc | 1.02% | -0.06% | -0.63% | |
| 27 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.99% | +0.08% | +6.37% | |
| 28 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.99% | +0.10% | +8.21% | |
| 29 | RTX | Rtx CORP | Stock-Industrials | 0.96% | -0.09% | -2.00% | |
| 30 | AMAT | Applied Materials Inc | Stock-Tech | 0.92% | +1.83% | -3.69% | |
| 31 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.91% | -0.13% | +0.10% | |
| 32 | ADP | Automatic Data Processing | Stock-Tech | 0.88% | -0.17% | -5.15% | |
| 33 | ECL | Ecolab Inc | Stock-Materials | 0.87% | -0.03% | -0.76% | |
| 34 | CVX | Chevron CORP | Stock-Energy | 0.87% | -0.03% | -2.38% | |
| 35 | EMR | Emerson Electric Co | Stock-Industrials | 0.86% | -0.02% | +1.14% | |
| 36 | INTU | Intuit Inc | Stock-Tech | 0.83% | -0.48% | +0.24% | |
| 37 | CME | Cme Group Inc | Stock-Financials | 0.81% | -0.18% | +5.01% | |
| 38 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.79% | +0.18% | +14.83% | |
| 39 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.76% | -0.13% | -1.46% | |
| 40 | WMT | Walmart Inc | Stock-Consumer Staples | 0.75% | -0.08% | -1.38% | |
| 41 | O | Realty Income CORP | Stock-Real Estate | 0.74% | +0.02% | +0.91% | |
| 42 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.71% | +0.02% | -1.85% | |
| 43 | ADI | Analog Devices Inc | Stock-Tech | 0.69% | +0.19% | -1.58% | |
| 44 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.68% | -0.12% | -5.73% | |
| 45 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.67% | +0.03% | -5.36% | |
| 46 | XOM | Exxon Mobil CORP | Stock-Energy | 0.66% | -0.01% | -1.90% | |
| 47 | ADBE | Adobe Inc | Stock-Tech | 0.63% | -0.12% | +5.77% | |
| 48 | CRM | Salesforce Inc | Stock-Tech | 0.63% | -0.43% | +6.01% | |
| 49 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.61% | -0.17% | -2.62% | |
| 50 | SYK | Stryker CORP | Stock-Healthcare | 0.59% | -0.10% | -0.18% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | — | NEW | New buy |
| 2 | MSFT | Microsoft CORP | — | NEW | New buy |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 4 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 5 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 6 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 7 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 8 | NVDA | Nvidia CORP | — | NEW | New buy |
| 9 | ABBV | Abbvie Inc | — | NEW | New buy |
| 10 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 11 | MA | Mastercard Inc - A | — | NEW | New buy |
| 12 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 13 | PANW | Palo Alto Networks Inc | — | NEW | New buy |
| 14 | NEE | Nextera Energy Inc | — | NEW | New buy |
| 15 | BLK | Blackrock Inc | — | NEW | New buy |
| 16 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 17 | VOO | Vanguard S&p 500 ETF | — | NEW | New buy |
| 18 | ABT | Abbott Laboratories | — | NEW | New buy |
| 19 | ACN | Accenture plc | — | NEW | New buy |
| 20 | TMO | Thermo Fisher Scientific Inc | — | NEW | New buy |
| 21 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 22 | LOW | Lowe's Cos Inc | — | NEW | New buy |
| 23 | UNP | Union Pacific CORP | — | NEW | New buy |
| 24 | HON | Honeywell International Inc | — | NEW | New buy |
| 25 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 26 | HD | Home Depot Inc | — | NEW | New buy |
| 27 | IJR | Ishares Core S&p Small-cap E | — | NEW | New buy |
| 28 | IJH | Ishares Core S&p Midcap ETF | — | NEW | New buy |
| 29 | RTX | Rtx CORP | — | NEW | New buy |
| 30 | AMAT | Applied Materials Inc | — | NEW | New buy |
| 31 | PEP | Pepsico Inc | — | NEW | New buy |
| 32 | ADP | Automatic Data Processing | — | NEW | New buy |
| 33 | ECL | Ecolab Inc | — | NEW | New buy |
| 34 | CVX | Chevron CORP | — | NEW | New buy |
| 35 | EMR | Emerson Electric Co | — | NEW | New buy |
| 36 | INTU | Intuit Inc | — | NEW | New buy |
| 37 | CME | Cme Group Inc | — | NEW | New buy |
| 38 | VTIP | Vanguard Short-term Tips | — | NEW | New buy |
| 39 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 40 | WMT | Walmart Inc | — | NEW | New buy |
| 41 | O | Realty Income CORP | — | NEW | New buy |
| 42 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 43 | ADI | Analog Devices Inc | — | NEW | New buy |
| 44 | BDX | Becton Dickinson And Co | — | NEW | New buy |
| 45 | APD | Air Products & Chemicals Inc | — | NEW | New buy |
| 46 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 47 | ADBE | Adobe Inc | — | NEW | New buy |
| 48 | CRM | Salesforce Inc | — | NEW | New buy |
| 49 | BKNG | Booking Holdings Inc | — | NEW | New buy |
| 50 | SYK | Stryker CORP | — | NEW | New buy |
According to official SEC Form 13F filings, Trust Co Of Vermont reported a total U.S. public equity portfolio value of $2.7B across 1031 disclosed positions in Q1 2025.
During Q1 2025, Trust Co Of Vermont's top holdings by market value included AAPL (6.3%)、MSFT (4.2%)、BRK-B (3.3%). The largest single position, AAPL, represented 6.3% of total portfolio value.
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Top New Position Initiated
AAPL
市值: $126.2M
In Q1 2025, Trust Co Of Vermont made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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