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Trust Company of Vermont
Chris Cassidy · Investment Advisor · Multi-Strategy
The Trust Company of Vermont is an independent, employee-owned trust and investment management firm founded in 1999 as the first independent trust company in Vermont. Headquartered in Brattleboro, with additional offices in Burlington, Rutland, Manchester, and Keene, the firm provides personalized fiduciary services including trust administration, investment management, and comprehensive financial planning for individuals, families, and institutions. Its unique employee-owned structure is designed to foster long-term client relationships and ensure that the interests of its professionals are directly aligned with client success. The company prioritizes holistic asset management, focusing on financial security, transparency, and family goals through a fee-only service model.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +20.8% |
| YTD return | +15.2% |
| Sharpe ratio | 3.28 |
| Win rate | 67% |
| AUM | $1.3B |
| Inception | Oct 1, 2025 |
| Updated | Sep 18, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $1.3B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://tcvermont.com |
Current Holdings
Updated on Sep 18, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| AAPL | Apple Inc | 13.4% | +31.1% |
| GOOGL | Alphabet Inc Class A | 11.8% | +41.6% |
| MSFT | Microsoft Corporation | 9.5% | -2.4% |
| AMZN | Amazon.com Inc | 6.7% | +13.5% |
| NVDA | NVIDIA Corporation | 6.1% | +17.2% |
| PANW | Palo Alto Networks Inc | 5.9% | +65.6% |
| JPM | JPMorgan Chase & Co | 5.8% | +13.2% |
| BRK-A | Berkshire Hathaway Inc | 4.9% | +3.1% |
| AMAT | Applied Materials Inc | 4.5% | +68.3% |
| JNJ | Johnson & Johnson | 4.1% | +38.1% |
| COST | Costco Wholesale Corp | 3.8% | -3.3% |
| TSM | Taiwan Semiconductor Manufacturing | 3.2% | +43.0% |
| META | Meta Platforms Inc. | 3.1% | -4.1% |
| ABBV | AbbVie Inc | 3.0% | +11.2% |
| NEE | Nextera Energy Inc | 2.8% | +1.7% |
| BLK | BlackRock Inc | 2.4% | -5.6% |
| MA | Mastercard Inc | 2.4% | +0.1% |
| RTX | Raytheon Technologies Corp | 2.3% | +5.2% |
| TMO | Thermo Fisher Scientific Inc | 2.2% | +15.0% |
| V | Visa Inc. Class A | 2.0% | +0.8% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 17, 2026 | BUY | META | 3.2% → 3.1% |
| Aug 17, 2026 | BUY | TSM | 3.0% → 3.2% |
| Aug 17, 2026 | BUY | MSFT | 7.3% → 9.5% |
| Aug 17, 2026 | SELL | PG | 2.2% → 0.0% |
| Aug 17, 2026 | BUY | JNJ | 4.0% → 4.1% |
Investment Style Analysis
Trust Company of Vermont is widely recognized for employing a Multi-Strategy strategy. As of Sep 18, 2026, the firm oversees approximately $1.3B in assets under management (AUM). The portfolio demonstrates a clear preference for the Software - Infrastructure and Internet Content & Information sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 17, Trust Company of Vermont made a significant move by increasing exposure to META. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Trust Company of Vermont's investment philosophy centers on simplicity, transparency, and a holistic fiduciary approach that integrates asset management with trust and estate planning. The firm avoids unnecessary complexity, believing that straightforward strategies lead to more accurate adherence to long-term plans and more favorable outcomes for clients. As a fee-only advisor, they maintain a clear alignment of incentives, focusing on high-quality, diversified portfolios across equities, fixed income, and alternative assets. Their strategy is designed to provide peace of mind across generations by emphasizing risk management and deeply rooted local expertise.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Trust Company of Vermont.
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Frequently asked questions
How is the simulated portfolio for Trust Company of Vermont constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Trust Company of Vermont's largest holding?
As of the latest filing, Trust Company of Vermont's top position is Apple Inc (AAPL), representing 13.4% of the portfolio. This reflects a high-conviction bet by the institution.
What is Trust Company of Vermont's historical performance and risk profile?
Our simulation indicates a total return of +20.8% with a win rate of 67%. Notably, the portfolio maintains a Sharpe Ratio of 3.28, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Trust Company of Vermont primarily invest in?
Trust Company of Vermont has a strong preference for the Software - Infrastructure sector, which makes up 15.4% of their disclosed assets. The portfolio also has exposure to Internet Content & Information, indicating a specific thematic focus.
Is Trust Company of Vermont's portfolio concentrated or diversified?
Trust Company of Vermont runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 34.6% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Trust Company of Vermont performed in 2026?
Our AI-simulated model portfolio for Trust Company of Vermont tracks a Year-to-Date (YTD) return of +15.2%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Chris Cassidy manage Trust Company of Vermont directly?
Yes, Chris Cassidy serves as the key portfolio manager for Trust Company of Vermont, overseeing the investment strategy and final capital allocation decisions.