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CIK: 0001632554
Total reported value
$1.1B
$1.1B
907 檔
31.3%
In Q1 2026, Trust Co's U.S. equity holdings reached a combined market value of $1.1B, distributed across 907 disclosed stock positions.
In Q1 2026, Trust Co displayed an active expansion posture, initiating 6 new positions and adding to 100 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including SHV, BND, AGG) accounted for 31.3% of total reported equity market value during Q1 2026.
Top New Position Initiated
JSCP
市值: $54.7K
Top Position Liquidated / Trimmed
SCZ
前期市值: $128.7K
Showing top 200 holdings (of 907 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 8.18% | -0.15% | +3.24% | |
| 2 | BND | Vanguard Total Bond Market | ETF-Other | 6.66% | -0.16% | +2.14% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 6.19% | -0.16% | +1.55% | |
| 4 | VTV | Vanguard Value ETF | ETF-Other | 5.88% | +0.31% | +0.46% | |
| 5 | VUG | Vanguard Growth ETF | ETF-Other | 5.58% | +0.64% | +2.97% | |
| 6 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 5.22% | +0.09% | -0.94% | |
| 7 | EDIV | State Street Spdr S&p Emergi | ETF-Other | 5.22% | -0.04% | +0.82% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.82% | +0.30% | +1.50% | |
| 9 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 4.51% | +0.13% | +0.73% | |
| 10 | IWB | Ishares Russell 1000 ETF | ETF-Other | 4.10% | +0.40% | +0.54% | |
| 11 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 3.85% | +0.53% | +3.35% | |
| 12 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 3.34% | +0.40% | +4.61% | |
| 13 | MUB | Ishares National Muni Bond E | ETF-Other | 3.13% | -0.04% | +3.42% | |
| 14 | JMST | JPM Ultra-short Muni Income | ETF-Other | 2.49% | -0.04% | +3.30% | |
| 15 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 2.13% | -0.04% | +3.46% | |
| 16 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 1.71% | -0.01% | +4.50% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 1.37% | -0.62% | +8.65% | |
| 18 | IBTI | Ishares Ibonds Dec 2028 Term | ETF-Other | 1.06% | -0.04% | +1.04% | |
| 19 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 1.05% | +0.04% | +1.21% | |
| 20 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.95% | -0.01% | +1.73% | |
| 21 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.92% | -0.02% | +1.41% | |
| 22 | IBTK | Ishares Ibonds Dec 2030 Trea | ETF-Other | 0.90% | -0.04% | +1.44% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.81% | +0.10% | -0.10% | |
| 24 | XLK | Ss Technology Select Sector | ETF-Tech | 0.79% | +0.26% | -5.85% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.63% | -0.27% | -7.06% | |
| 26 | SHYM | Ishares Short Duration High | ETF-Other | 0.60% | -0.02% | +3.35% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.57% | +0.05% | -20.05% | |
| 28 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.55% | +0.06% | +2.08% | |
| 29 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.53% | +0.05% | +2.27% | |
| 30 | MSFT | Microsoft CORP | Stock-Tech | 0.53% | -0.04% | +14.47% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.48% | +0.08% | +0.58% | |
| 32 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.44% | — | -3.57% | |
| 33 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.38% | +0.12% | +3.61% | |
| 34 | VV | Vanguard Large-cap ETF | ETF-Other | 0.35% | +0.04% | — | |
| 35 | XLF | Ss Financial Select Sector | ETF-Other | 0.33% | +0.01% | -3.86% | |
| 36 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.32% | +0.09% | -3.28% | |
| 37 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.28% | -0.03% | +7.34% | |
| 38 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.28% | -0.01% | +0.29% | |
| 39 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.27% | -0.06% | +0.84% | |
| 40 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.27% | +0.01% | -23.40% | |
| 41 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.26% | -0.05% | -3.30% | |
| 42 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.26% | -0.03% | +11.04% | |
| 43 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.25% | — | -5.70% | |
| 44 | GSY | Invesco Ultra Short Duration | ETF-Other | 0.24% | +0.06% | +2.94% | |
| 45 | XLI | Ss Industrial Select Sector | ETF-Other | 0.24% | +0.02% | -4.72% | |
| 46 | XOM | Exxon Mobil CORP | Stock-Energy | 0.22% | -0.22% | EXIT | |
| 47 | XLV | Ss Health Care Select Sector | ETF-Other | 0.22% | — | -3.48% | |
| 48 | WMT | Walmart Inc | Stock-Consumer Staples | 0.22% | -0.06% | +26.25% | |
| 49 | VNLA | Janus Henderson Short Durati | ETF-Other | 0.22% | +0.10% | +0.38% | |
| 50 | ABBV | Abbvie Inc | Stock-Healthcare | 0.21% | -0.15% | +3.94% |
According to official SEC Form 13F filings, Trust Co reported a total U.S. public equity portfolio value of $1.1B across 907 disclosed positions in Q1 2026.
During Q1 2026, Trust Co's top holdings by market value included SHV (8.2%)、BND (6.7%)、AGG (6.2%). The largest single position, SHV, represented 8.2% of total portfolio value.
In Q1 2026, Trust Co made 171 total portfolio adjustments, initiating 6 new buys, adding to 100 positions, trimming 61 holdings, and fully liquidating 4 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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