TRUST CO OF VERMONT

data from 30/09/2025

Capitalization

$ 2.298 B 8.19 %

Average holding period

20 ans

Performance

$ 1.346 B 126.06 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in TRUST CO OF VERMONT

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 AAPL Apple Inc 6.28% 144.389 M $ 567055 2013/06/30 28.064 M $ 24.11 %
2025/09/30 MSFT Microsoft Corp 5.27% 121.013 M $ 233639 2013/06/30 4.678 M $ 4.13 %
2025/09/30 GOOG Alphabet Inc Cap Stk Cl C 4.02% 92.460 M $ 379635 2015/12/31 25.038 M $ 37.30 %
2025/09/30 AMZN Amazon Com Inc 3.04% 69.849 M $ 318116 2013/06/30 56.767 K $ 0.08 %
2025/09/30 JPM JP Morgan Chase & Co 2.90% 66.518 M $ 210881 2013/06/30 5.401 M $ 8.80 %
2025/09/30 NVDA Nvidia Corporation 2.80% 64.285 M $ 344546 2015/09/30 9.673 M $ 18.10 %
2025/09/30 BRK-B Berkshire Hathaway Inc Del Cl B New 2.69% 61.899 M $ 123123 2013/06/30 2.068 M $ 3.49 %
2025/09/30 COST Costco Wholesale Corporation 2.08% 47.704 M $ 51537 2013/06/30 -3.278 M $ -6.50 %
2025/09/30 META Meta Platforms Inc 1.97% 45.336 M $ 61734 2013/06/30 -220.752 K $ -0.50 %
2025/09/30 ABBV Abbvie Inc 1.76% 40.409 M $ 174524 2013/06/30 7.442 M $ 24.74 %
2025/09/30 PANW Palo Alto Networks Inc 1.57% 36.114 M $ 177358 2014/12/31 -171.078 K $ -0.50 %
2025/09/30 VOO Vanguard Idx Fds S&P 500 ETF 1.50% 34.350 M $ 56092 2018/09/30 2.223 M $ 7.81 %
2025/09/30 JNJ Johnson & Johnson 1.44% 33.009 M $ 178024 2013/06/30 5.645 M $ 21.39 %
2025/09/30 MA Mastercard Inc 1.43% 32.964 M $ 57952 2013/06/30 402.609 K $ 1.22 %
2025/09/30 BLK Blackrock Inc 1.40% 32.226 M $ 27641 2024/12/31 3.235 M $ 11.11 %
2025/09/30 NEE Nextera Energy Inc 1.31% 30.184 M $ 399835 2013/06/30 2.364 M $ 8.74 %
2025/09/30 PG Procter & Gamble Co 1.28% 29.396 M $ 191319 2013/06/30 -1.011 M $ -3.56 %
2025/09/30 AMAT Applied Materials Inc 1.17% 26.958 M $ 131670 2013/06/30 2.699 M $ 11.84 %
2025/09/30 LOW Lowes Companies Inc 1.13% 25.947 M $ 103246 2013/06/30 2.959 M $ 13.27 %
2025/09/30 ABT Abbott Laboratories 1.10% 25.365 M $ 189374 2013/06/30 -394.862 K $ -1.52 %
2025/09/30 IJH IShares Core S&P Mid-Cap ETF 1.09% 25.150 M $ 385388 2013/06/30 1.095 M $ 5.22 %
2025/09/30 RTX RTX Corporation 1.03% 23.746 M $ 141913 2024/03/31 3.054 M $ 14.59 %
2025/09/30 UNP Union Pacific Corp 1.02% 23.526 M $ 99530 2013/06/30 604.456 K $ 2.73 %
2025/09/30 TMO Thermo Fisher Scientific Inc 1.01% 23.278 M $ 47994 2013/06/30 3.709 M $ 19.62 %
2025/09/30 V Visa Inc 1.01% 23.171 M $ 67874 2013/06/30 -902.712 K $ -3.85 %
2025/09/30 TSM Taiwan Semiconductor Manufacturing Co 1.01% 23.130 M $ 82817 2022/09/30 3.735 M $ 23.31 %
2025/09/30 VTIP Vanguard Short Term Inflation Prot Secs ETF 0.99% 22.799 M $ 450306 2013/12/31 128.989 K $ 0.72 %
2025/09/30 HD Home Depot 0.99% 22.705 M $ 56035 2013/06/30 2.163 M $ 10.51 %
2025/09/30 GOOGL Alphabet Inc Cap Stk Cl A 0.95% 21.845 M $ 89859 2015/12/31 6.075 M $ 37.94 %
2025/09/30 EMR Emerson Electric Co 0.90% 20.747 M $ 158153 2013/06/30 -338.270 K $ -1.61 %
2025/09/30 HON Honeywell Intl Inc 0.87% 20.071 M $ 95351 2013/06/30 -2.179 M $ -9.61 %
2025/09/30 IJR IShares Core S&P Small-Cap ETF 0.87% 19.898 M $ 167447 2013/06/30 1.762 M $ 8.73 %
2025/09/30 ACN Accenture PLC Ireland 0.86% 19.762 M $ 80136 2013/06/30 -4.032 M $ -17.49 %
2025/09/30 ECL Ecolab Inc 0.83% 19.002 M $ 69387 2013/06/30 302.230 K $ 1.64 %
2025/09/30 VHT Vanguard Health Care ETF 0.82% 18.945 M $ 72979 2019/12/31 692.782 K $ 4.53 %
2025/09/30 INTU Intuit 0.80% 18.481 M $ 27062 2013/09/30 -2.810 M $ -13.30 %
2025/09/30 ETN Eaton Corp PLC 0.77% 17.804 M $ 47573 2013/06/30 778.253 K $ 4.83 %
2025/09/30 CRM Salesforce Inc 0.75% 17.147 M $ 72352 2014/12/31 -1.970 M $ -13.09 %
2025/09/30 WMT Wal Mart Stores Inc 0.75% 17.124 M $ 166151 2013/06/30 885.318 K $ 5.40 %
2025/09/30 ADP Automatic Data Processing 0.74% 17.058 M $ 58120 2013/06/30 -874.063 K $ -4.83 %
2025/09/30 CME CME Group Inc 0.74% 17.043 M $ 63076 2013/06/30 -332.837 K $ -1.97 %
2025/09/30 PEP Pepsico Inc 0.72% 16.574 M $ 118014 2013/06/30 1.009 M $ 6.36 %
2025/09/30 ADI Analog Devices Inc 0.72% 16.536 M $ 67302 2013/06/30 530.672 K $ 3.23 %
2025/09/30 O Realty Income Corporation 0.72% 16.438 M $ 270399 2013/06/30 835.385 K $ 5.52 %
2025/09/30 CVX Chevron Corporation 0.71% 16.378 M $ 105465 2013/06/30 1.254 M $ 8.45 %
2025/09/30 MCD McDonalds Corp 0.64% 14.723 M $ 48447 2013/06/30 574.795 K $ 4.01 %
2025/09/30 XOM Exxon Mobil Corp 0.63% 14.416 M $ 127861 2013/06/30 554.687 K $ 4.59 %
2025/09/30 BKNG Booking Holdings Inc 0.61% 13.919 M $ 2578 2018/03/31 -1.022 M $ -6.74 %
2025/09/30 CSCO Cisco Sys Inc 0.60% 13.888 M $ 202980 2013/06/30 -181.076 K $ -1.38 %
2025/09/30 IBM Intl Business Machines 0.55% 12.697 M $ 45001 2013/06/30 -541.751 K $ -4.28 %
2025/09/30 ORCL Oracle Corporation 0.54% 12.521 M $ 44520 2013/06/30 2.818 M $ 28.64 %
2025/09/30 APD Air Products & Chemical Inc 0.52% 12.053 M $ 44194 2013/06/30 -416.909 K $ -3.31 %
2025/09/30 SYK Stryker Corp 0.52% 11.853 M $ 32064 2013/06/30 -840.922 K $ -6.56 %
2025/09/30 TJX TJX Cos Inc 0.48% 11.115 M $ 76900 2013/06/30 1.634 M $ 17.05 %
2025/09/30 ITW Illinois Tool Wks Inc 0.46% 10.646 M $ 40828 2013/06/30 568.581 K $ 5.46 %
2025/09/30 VEA Vanguard FTSE Dev Mkts ETF 0.45% 10.362 M $ 172936 2013/06/30 482.105 K $ 5.10 %
2025/09/30 ICE Intercontinental Exchange Inc 0.43% 9.918 M $ 58869 2015/09/30 -879.733 K $ -8.17 %
2025/09/30 ENB Enbridge Inc 0.43% 9.880 M $ 195794 2017/03/31 1.000 M $ 11.34 %
2025/09/30 SPY SPDR S&P 500 ETF 0.42% 9.754 M $ 14642 2013/06/30 708.904 K $ 7.82 %
2025/09/30 NSC Norfolk Southern Corp 0.40% 9.228 M $ 30719 2013/06/30 1.378 M $ 17.36 %
2025/09/30 MRK Merck & Co Inc New 0.39% 8.987 M $ 107073 2013/06/30 519.200 K $ 6.03 %
2025/09/30 BDX Becton Dickinson & Company 0.38% 8.834 M $ 47196 2013/06/30 806.217 K $ 8.66 %
2025/09/30 VTI Vanguard Total Stock Mkt ETF 0.37% 8.595 M $ 26190 2013/06/30 598.752 K $ 7.98 %
2025/09/30 SGOV Ishares 0-3 Month Treasury Bond ETF 0.37% 8.560 M $ 85005 2024/12/31 712.000 $ 0.01 %
2025/09/30 SBUX Starbucks Corp 0.37% 8.489 M $ 100339 2013/06/30 -743.984 K $ -7.67 %
2025/09/30 AMT American Tower REIT 0.36% 8.269 M $ 42995 2013/06/30 -1.272 M $ -12.99 %
2025/09/30 CHD Church & Dwight Co Inc 0.36% 8.241 M $ 94038 2013/06/30 -818.523 K $ -8.82 %
2025/09/30 VEU Vanguard FTSE All-World ex-US ETF 0.36% 8.197 M $ 114858 2013/12/31 416.332 K $ 6.17 %
2025/09/30 DE Deere & Co 0.35% 7.979 M $ 17449 2013/06/30 -893.348 K $ -10.07 %
2025/09/30 AXP American Express Co 0.34% 7.901 M $ 23786 2013/06/30 309.782 K $ 4.13 %
2025/09/30 VIG Vanguard Dividend Appreciation ETF 0.34% 7.868 M $ 36461 2013/06/30 368.238 K $ 5.43 %
2025/09/30 LMT Lockheed Martin Corp 0.32% 7.323 M $ 14669 2013/06/30 506.422 K $ 7.79 %
2025/09/30 TMUS T Mobile US Inc 0.32% 7.295 M $ 30475 2016/12/31 32.469 K $ 0.47 %
2025/09/30 IVV IShares S&P 500 Index Fund 0.32% 7.245 M $ 10825 2013/06/30 521.800 K $ 7.80 %
2025/09/30 QQQ Invesco QQQ Trust ETF 0.30% 6.895 M $ 11485 2018/06/30 541.975 K $ 8.83 %
2025/09/30 PLD ProLogis Inc 0.30% 6.894 M $ 60200 2018/06/30 490.661 K $ 8.94 %
2025/09/30 WM Waste Management Inc New 0.30% 6.858 M $ 31056 2013/06/30 -246.898 K $ -3.49 %
2025/09/30 LLY Eli Lilly & Company 0.30% 6.854 M $ 8983 2013/06/30 -149.017 K $ -2.12 %
2025/09/30 AMGN Amgen Inc 0.28% 6.383 M $ 22620 2013/06/30 66.554 K $ 1.07 %
2025/09/30 CMI Cummins Inc 0.28% 6.359 M $ 15056 2013/06/30 1.277 M $ 28.97 %
2025/09/30 CTVA Corteva Inc 0.27% 6.250 M $ 92410 2019/12/31 -604.198 K $ -9.26 %
2025/09/30 NVS Novartis AG ADR 0.26% 5.866 M $ 45739 2013/06/30 336.614 K $ 5.97 %
2025/09/30 LNG Cheniere Energy Inc New 0.25% 5.847 M $ 24883 2020/06/30 -187.341 K $ -3.51 %
2025/09/30 VWO Vanguard Emerging Markets ETF 0.25% 5.819 M $ 107408 2013/06/30 483.011 K $ 9.54 %
2025/09/30 AVGO Broadcom Inc 0.25% 5.786 M $ 17537 2018/06/30 905.165 K $ 19.68 %
2025/09/30 CB Chubb Ltd 0.25% 5.758 M $ 20401 2016/03/31 -152.627 K $ -2.58 %
2025/09/30 ADSK Autodesk Inc 0.25% 5.693 M $ 17920 2013/06/30 149.639 K $ 2.62 %
2025/09/30 CAT Caterpillar Inc 0.25% 5.687 M $ 11918 2013/06/30 1.067 M $ 22.91 %
2025/09/30 ADBE Adobe Inc 0.25% 5.648 M $ 16012 2016/06/30 -900.349 K $ -8.82 %
2025/09/30 PFE Pfizer Inc 0.24% 5.522 M $ 216719 2013/06/30 305.152 K $ 5.12 %
2025/09/30 BND Vanguard Bond Index Fd ETF 0.24% 5.408 M $ 72721 2016/09/30 54.268 K $ 1.01 %
2025/09/30 ALL Allstate Corp 0.23% 5.326 M $ 24812 2013/06/30 332.979 K $ 6.63 %
2025/09/30 DIS Disney Walt Company 0.23% 5.236 M $ 45732 2013/06/30 -429.671 K $ -7.67 %
2025/09/30 CI Cigna Group 0.21% 4.833 M $ 16767 2018/12/31 -717.747 K $ -12.80 %
2025/09/30 CMCSA Comcast Corp Cl A 0.21% 4.819 M $ 153379 2013/06/30 -716.429 K $ -11.96 %
2025/09/30 BAC Bank Of America Corp 0.21% 4.799 M $ 93020 2013/06/30 389.509 K $ 9.02 %
2025/09/30 VZ Verizon Communications Inc 0.21% 4.753 M $ 108151 2013/06/30 73.694 K $ 1.57 %
2025/09/30 MDLZ Mondelez Intl Inc 0.21% 4.750 M $ 76035 2013/06/30 -379.941 K $ -7.37 %
2025/09/30 VGT Vanguard Information Technology ETF 0.20% 4.688 M $ 6279 2014/03/31 517.020 K $ 12.57 %
2025/09/30 PAYX Paychex Inc 0.20% 4.630 M $ 36525 2013/06/30 -687.355 K $ -12.86 %