Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AAPLApple Inc | $169.3M | 6.3% | |
| GOOGAlphabet Inc Cap Stk Cl C | $130.0M | 4.8% | |
| MSFTMicrosoft Corp | $94.9M | 3.5% | |
| AMATApplied Materials Inc | $86.6M | 3.2% | |
| AMZNAmazon Com Inc | $81.5M | 3.0% | |
| NVDANvidia Corporation | $72.7M | 2.7% | |
| JPMJP Morgan Chase & Co | $70.6M | 2.6% | |
| PANWPalo Alto Networks Inc | $69.4M | 2.6% | |
| BRK/BBerkshire Hathaway Inc Del Cl B New | $64.3M | 2.4% | |
| VOOVanguard Idx Fds S&P 500 ETF | $54.6M | 2.0% | |
| JNJJohnson & Johnson | $53.8M | 2.0% | |
| COSTCostco Wholesale Corporation | $48.9M | 1.8% | |
| TSMTaiwan Semiconductor Manufacturing Co | $48.0M | 1.8% | |
| VTIPVanguard Short Term Inflation Prot Secs ETF | $45.2M | 1.7% | |
| ABBVAbbvie Inc | $40.9M | 1.5% | |
| METAMeta Platforms Inc | $39.1M | 1.5% | |
| NEENextera Energy Inc | $37.7M | 1.4% | |
| IJHIShares Core S&P Mid-Cap ETF | $33.3M | 1.2% | |
| GOOGLAlphabet Inc Cap Stk Cl A | $32.3M | 1.2% | |
| VHTVanguard Health Care ETF | $30.1M | 1.1% | |
| MAMastercard Inc | $28.9M | 1.1% | |
| BLKBlackrock Inc | $26.6M | 1.0% | |
| VEUVanguard FTSE All-World ex-US ETF | $26.3M | 1.0% | |
| RTXRTX Corporation | $26.1M | 1.0% | |
| ADIAnalog Devices Inc | $26.1M | 1.0% |
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| March 31, 2026 | −2.7% | −4.6% |
| December 31, 2025 | +2.1% | +2.4% |
| September 30, 2025 | +6.1% | +7.8% |
| June 30, 2025 | +5.7% | +10.5% |
| March 31, 2025 | −2.1% | −4.6% |
| December 31, 2024 | −0.4% | +2.1% |
| September 30, 2024 | +6.7% | +5.4% |
| June 30, 2024 | +1.7% | +4.0% |
| March 31, 2024 | +7.1% | +10.0% |
| December 31, 2023 | +9.6% | +11.2% |
| September 30, 2023 | −3.7% | −3.6% |
| June 30, 2023 | +5.6% | +8.3% |
| March 31, 2023 | +4.1% | +7.0% |
| December 31, 2022 | +7.8% | +7.1% |
| September 30, 2022 | −6.2% | −5.3% |
| June 30, 2022 | −14.4% | −16.5% |
| March 31, 2022 | −5.1% | −4.9% |
| December 31, 2021 | +9.7% | +10.7% |
| September 30, 2021 | −0.7% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Trust Co Of Vermont Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1134008&type=13F-HR&dateb=&owner=include&count=40CIK 1134008
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1134008/000113400826000002/Filed August 7, 2026 · accession 0001134008-26-000002