Nixon Peabody Trust Co holds a diversified book of 177 reported positions worth $1.4B as of Q2 2026 (disclosed Jul 27, 2026, a ~27-day 13F lag). This quarter they opened Arista Networks Inc and trimmed Avantis US Large Cap Value. Their largest long position is Ishares Core Msci Dev MKTS at 7% of the reported non-option book. Cloning the disclosed picks since 2024 would be +34% (+17.3%/yr). That is a simulation of the disclosed long book, not audited returns.
Nixon Peabody Trust Co files as a bank or broker: much of this book is custody and client positions, not a proprietary portfolio.
Following at the filing date actually beat the quarter-end book by 2.4 points over this window.
Growth of $10,000 cloning Nixon Peabody Trust Co's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~27 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
70% mapped to company sectors
+5 sectors below the cut, 3% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Nixon Peabody Trust Co
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Innovator Capital Management, LLC | 8 / 80 | $2.9B |
| Donor Advised Charitable Giving, Inc. | 8 / 80 | $4.4B |
| Evelyn Partners Group Ltd | 59 / 80 | $44.6B |
| Swiss Re Ltd | 47 / 80 | $1.0B |
| Uhlmann Price Securities, LLC | 39 / 80 | $2.5B |
| New World Advisors LLC | 36 / 80 | $527.2M |
| Trans-Canada Capital Inc. | 9 / 80 | $1.6B |
| Ardent Capital Management, Inc. | 19 / 80 | $208.1M |
Ranked by the share of each fund's own book sitting in the names it shares with Nixon Peabody Trust Co: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | iShares Core MSCI Intl Developed Mkts ETF Com | $98.5M | 1.11M | 7.0% | ▲+1.5% Added · +16K sh | |
| 2 | Avantis US Large Cap Value ETF Com | $93.5M | 1.02M | 6.6% | ▼−0.7% Reduced · −7K sh | |
| 3 | Nvidia Corp Com | $70.6M | 352.6K | 5.0% | ▲+4.6% Added · +16K sh | |
| 4 | Apple Inc Com | $69.6M | 240.5K | 4.9% | ▼−1.0% Reduced · −2K sh | |
| 5 | iShares Core S&P 500 ETF Com | $56.3M | 75.1K | 4.0% | ▲+5.5% Added · +4K sh | |
| 6 | Microsoft Corp Com | $55.7M | 149.3K | 3.9% | ▼−1.0% Reduced · −2K sh | |
| 7 | iShares Russell 1000 ETF Com | $54.0M | 131.8K | 3.8% | ▲+0.4% Added · +564 sh | |
| 8 | Alphabet Inc Cl C Com | $46.3M | 131.1K | 3.3% | ▲+1.1% Added · +1K sh | |
| 9 | Amazon.com Inc Com | $42.2M | 177.0K | 3.0% | ▼−1.6% Reduced · −3K sh | |
| 10 | Broadcom Inc Com | $35.6M | 94.2K | 2.5% | ▼−0.5% Reduced · −452 sh | |
| 11 | Palo Alto Networks Inc Com | $34.2M | 100.3K | 2.4% | ▼−31% Reduced · −45K sh | |
| 12 | Alphabet Inc Cl A Com | $32.3M | 90.4K | 2.3% | ▼−8.9% Reduced · −9K sh | |
| 13 | JPMorgan Chase & Co Com | $26.2M | 80.2K | 1.9% | ▼−0.1% Reduced · −121 sh | |
| 14 | iShares 1-3 Year Treasury Bond ETF Com | $24.6M | 299.2K | 1.7% | ▲+6.0% Added · +17K sh | |
| 15 | ASML Holdings NV NY Registry Shs New 2012 Com | $23.1M | 11.6K | 1.6% | ▼−1.5% Reduced · −177 sh | |
| 16 | Meta Platforms Inc Com | $22.2M | 39.3K | 1.6% | ▲+25% Added · +8K sh | |
| 17 | Morgan Stanley Com New Com | $21.4M | 102.1K | 1.5% | ▼−3.1% Reduced · −3K sh | |
| 18 | Lilly Eli & Co Com | $19.5M | 16.3K | 1.4% | ▼−4.1% Reduced · −697 sh | |
| 19 | Mastercard Inc Cl A Com | $19.5M | 37.9K | 1.4% | ▼−2.6% Reduced · −1K sh | |
| 20 | TJX Companies Inc Com | $18.0M | 118.6K | 1.3% | ▼−1.0% Reduced · −1K sh | |
| 21 | Arm Holdings PLC ADR Com | $16.9M | 47.8K | 1.2% | ▲+1.4% Added · +650 sh | |
| 22 | J B Hunt Transport Services Inc Com | $16.5M | 56.9K | 1.2% | ▼−3.5% Reduced · −2K sh | |
| 23 | Booking Holdings Inc Com | $14.9M | 83.5K | 1.1% | ▲25× Added · +80K sh | |
| 24 | IQVIA Holdings Inc Com | $14.1M | 73.2K | 1.0% | ▲+1.4% Added · +1K sh | |
| 25 | Coca-Cola Co Com | $13.9M | 171.3K | 1.0% | ▼−3.1% Reduced · −6K sh | |
| 26 | Bank of America Corp Com | $13.8M | 241.5K | 1.0% | ▼−4.6% Reduced · −12K sh | |
| 27 | Procter & Gamble Co Com | $13.6M | 92.6K | 1.0% | ▼−2.3% Reduced · −2K sh | |
| 28 | Quanta Services Inc Com | $13.6M | 18.8K | 1.0% | ▼−15% Reduced · −3K sh | |
| 29 | ServiceNow Inc Com | $13.5M | 136.1K | 1.0% | ▲+2.3% Added · +3K sh | |
| 30 | Deere & Co Com | $13.3M | 21.0K | 0.9% | ▼−1.6% Reduced · −348 sh | |
| 31 | Stryker Corp Com | $13.2M | 42.1K | 0.9% | ▲+1.1% Added · +447 sh | |
| 32 | State Street SPDR S&P 500 ETF Trust Com | $13.0M | 17.4K | 0.9% | ▼−8.8% Reduced · −2K sh | |
| 33 | Walmart Inc Com | $12.9M | 113.6K | 0.9% | ▼−11% Reduced · −14K sh | |
| 34 | Vertiv Holdings Co Cl A Com | $12.7M | 37.8K | 0.9% | ▼−31% Reduced · −17K sh | |
| 35 | Cohen & Steers Real Estate Active ETF Com | $11.8M | 417.1K | 0.8% | ▲+6.2% Added · +25K sh | |
| 36 | Eaton Corp PLC Com | $11.7M | 27.4K | 0.8% | ▲+4.9% Added · +1K sh | |
| 37 | Marsh Com | $11.6M | 69.4K | 0.8% | ▼−0.8% Reduced · −583 sh | |
| 38 | Shell PLC ADR Com | $11.5M | 148.8K | 0.8% | ▲+1.3% Added · +2K sh | |
| 39 | Danaher Corp Com | $11.2M | 58.9K | 0.8% | ▲+0.5% Added · +321 sh | |
| 40 | iShares Msci Eafe ETF Com | $11.1M | 106.7K | 0.8% | ▲+3.3% Added · +3K sh | |
| 41 | General Dynamics Corp Com | $11.0M | 31.1K | 0.8% | ▲+0.4% Added · +125 sh | |
| 42 | Intercontinental Exchange Inc Com | $10.7M | 86.5K | 0.8% | ▼−4.5% Reduced · −4K sh | |
| 43 | Chevron Corp Com | $10.6M | 63.7K | 0.7% | ▼−2.6% Reduced · −2K sh | |
| 44 | Blackrock Inc Com | $10.3M | 10.7K | 0.7% | ▼−2.2% Reduced · −244 sh | |
| 45 | Arista Networks Inc Com | $10.1M | 59.6K | 0.7% | ▲New New position | |
| 46 | Merck & Co Inc Com | $10.0M | 78.0K | 0.7% | ▼−0.9% Reduced · −733 sh | |
| 47 | NextEra Energy Inc Com | $10.0M | 113.8K | 0.7% | ▲+0.9% Added · +1K sh | |
| 48 | Elevance Health Inc Com | $9.2M | 23.8K | 0.7% | ▲+1.4% Added · +319 sh | |
| 49 | Lowe's Cos Inc Com | $9.1M | 41.1K | 0.6% | ▲+0.9% Added · +375 sh | |
| 50 | Linde PLC Com | $8.8M | 16.9K | 0.6% | ▼−3.8% Reduced · −667 sh |
This bank page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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Use Arkolith to show NIXON PEABODY TRUST CO's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 27, 2026 | 27d | 177 | $1.4B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 27, 2026 | 27d | 161 | $1.3B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 6, 2026 | 37d | 160 | $1.3B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 17, 2025 | 17d | 152 | $1.4B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 8, 2025 | 39d | 148 | $1.3B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 10, 2025 | 10d | 153 | $1.2B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 5, 2025 | 36d | 147 | $1.2B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 7, 2024 | 38d | 139 | $1.2B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.