TRUST CO OF VERMONT

CIK 0001134008 · Q2 2026

13F Equity AUM

$2.7B

+11.9% QoQ

Positions

1,101

+27 QoQ

AUM Rank

#1,293

Top 15%

Skill Alpha (FF)

-0.3%/yr^ns

No Clear Edge

Rank #3,203 · Top 39%

vs S&P -1.6%/yr (unadj.)

Quarters Tracked

~13 years

Portfolio Concentration

Top 5: 21.0%Top 10: 33.3%Top 20: 48.6%

AAPL6.3%

GOOG4.8%

MSFT3.5%

AMAT3.2%

AMZN3.0%

NVDA2.7%

JPM2.6%

PANW2.6%

BRK/B2.4%

VOO2.0%

Others (1091)66.7%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services28.2%

Technology26.3%

Industrials8.6%

Healthcare8.5%

Communication Services8.2%

Consumer Cyclical7.0%

Consumer Defensive5.2%

Energy2.4%

Other5.7%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 1101Median: 0.00%Avg: 0.09%

0–0.5%

1054(29.9%)

0.5–1%

26(20.4%)

1–3%

16(28.7%)

3–5%

4(14.7%)

5%+

1(6.3%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 1,101vs 20 funds

0%Low

1,101

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New145Increased344Decreased290Exited122

New Positions

FWONK0.1%

+18K

Dupont De Nemours In…0.0%

+3K

BNY Mellon Active Co…0.0%

+7K

SPYM0.0%

+2K

IQLT0.0%

+3K

BNY Mellon Municipal…0.0%

+6K

GBTC0.0%

+6K

PNFP0.0%

+2K

BSY0.0%

+70

JMTG0.0%

+240

Increased

VEU1.0%

+178K(+131%)

VTIP1.7%

+168K(+23%)

VGSH0.4%

+126K(+211%)

BKNG0.4%

+59K(+2267%)

VGT0.2%

+44K(+684%)

VWO0.4%

+40K(+32%)

VEA0.6%

+36K(+19%)

VO0.1%

+35K(+337%)

SGOV0.5%

+29K(+30%)

DVN0.0%

+27K(+2884%)

Decreased

MTCH0.0%

-41,003(-75%)

CTRA0.0%

-37,443(-100%)

MCX0.1%

-28,862(-52%)

GBDC0.0%

-28,380(-83%)

PFE0.1%

-25,915(-14%)

PG0.9%

-20,939(-11%)

SCHB0.1%

-20,162(-25%)

BF/B0.0%

-19,667(-80%)

ARCC0.0%

-16,555(-84%)

VTEB0.0%

-13,629(-93%)

Exited

EFX

-2,119

SEE

-12,298

-10,522

-9,104

-4,750

-381

-493

-112

-651

-242

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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