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Filers›Holding Co.›Trust Co
DOSSIER · 13F-HR · Q1 2026

Trust Co

Trust's holding co. based in Greenwich, CT — $1.1B in tracked AUM across 907 positions as of Q1 2026.

T
Trust·Greenwich, CT·Holding Co.
CIK 0001632554 · last filed Mar 31, 2026
Total AUM
$1.1B
▼ 4.7%
vs prior
Holdings
907
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
Top sector
Tech
40% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Portfolio Overview

The filing for Trust Co (CIK: 0001632554) reveals a dramatic transformation in the firm's portfolio management strategy during the quarter ending December 31, 2025. The total portfolio value surged by 417.9%, growing from approximately $205.87 million to $1.07 billion. This exponential increase is not merely a result of market appreciation but indicates a significant structural shift or a substantial inflow of new capital, evidenced by the overhaul of the port...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SHV
ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF
$87M790K8.2%
02
BND
VANGUARD TOTAL BOND MARKET ETF
$71M965K6.7%
03
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
$66M665K6.2%
04
VTV
VANGUARD VALUE ETF
$63M320K5.9%
05
VUG
VANGUARD GROWTH ETF
$59M136K5.6%
06
FNDF
SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF
$56M1.1M5.2%
07
EDIV
STATE STREET SPDR S&P EMERGING MARKETS DIVIDEND ETF
$56M1.4M5.2%
08
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
$51M803K4.8%
09
VOE
VANGUARD MID-CAP VALUE ETF
$48M261K4.5%
10
IWB
ISHARES RUSSELL 1000 ETF
$44M123K4.1%

Filing history

Filing history loading…
AI Agent · grounded in Trust
haiku-4-5 · 907 positions indexed
Sector mix
  • Tech40%
  • Financials29%
  • Health Care4%
  • Communications13%
  • Industrials18%
  • Energy7%
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