NIXON PEABODY TRUST CO
Sector Allocation
- Technology34.5%$529.3M
- Other27.8%$426.5M
- Financials9.5%$146.5M
- Healthcare8.8%$135.7M
- Consumer Discretionary6.1%$93.2M
- Industrials5.0%$76.1M
- Consumer Staples3.4%$52.1M
- Energy2.3%$34.6M
- Utilities1.1%$16.4M
- Materials1.1%$16.2M
AUM History
13fpro.ai/research/fund/nixon-peabody-trust-co-1626757
Conviction and streaks
Stable · top 10 = 44.8%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
- iShares$99.7M
- Avantis$92.1M
NVDA
$84.4MAAPL
$81.9MMSFT
$81.5M- iShares$60.2M
- iShares$54.5M
GOOG
$47.3MAMZN
$46.0MPANW
$40.0MAVGO
$34.3MGOOGL
$32.1MMETA
$29.8MJPM
$28.8M- iShares$25.8M
ASML
$21.3MMA
$21.2MIQV
$19.9MLLY
$19.7MMS
$19.5M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/nixon-peabody-trust-co-1626757
NIXON PEABODY TRUST CO 13F holdings — Q3 2026
$1.5B portfolio (+8.6% QoQ) · 191 holdings · Q3 2026 13F · top 10 are 45% of the stock portfolio
- 1
iShares Core MSCI Intl Developed Mkts ETF - Com
$99.7M
6.5% of stocks
+0.7%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
Avantis US Large Cap Value ETF - Com
$92.1M
6.0% of stocks
-0.6%This quarter—Since filed—HeldAIQuality—Est. buy— $84.4M
5.5% of stocks
+5%This quarter+3.3%Since filed11+ qtrsHeld$81.9M
5.3% of stocks
+2%This quarter-0.2%Since filed11+ qtrsHeld$81.5M
5.3% of stocks
+6%This quarter+1.3%Since filed11+ qtrsHeld- 6
iShares Core S&P 500 ETF - Com
$60.2M
3.9% of stocks
+5%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
iShares Russell 1000 ETF - Com
$54.5M
3.5% of stocks
-0.6%This quarter—Since filed—HeldAIQuality—Est. buy— $47.3M
3.1% of stocks
+6%This quarter-0.1%Since filed11+ qtrsHeld$46.0M
3.0% of stocks
+4%This quarter+2.1%Since filed11+ qtrsHeld$40.0M
2.6% of stocks
+0.4%This quarter+5.6%Since filed11+ qtrsHeld
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | iShares Core MSCI Intl Developed Mkts ETF - Com | $99.7M | 6.5% | +0.7% | — | — | — | — | |
| 2 | Avantis US Large Cap Value ETF - Com | $92.1M | 6.0% | -0.6% | — | — | — | — | |
| 3 | $84.4M | 5.5% | +5% | +3.3% | 11+ qtrsAdded 2 qtrs in a row | 86.0#3 | Estimated buy price is Pro: unlock with a free trial | ||
| 4 | $81.9M | 5.3% | +2% | -0.2% | 11+ qtrs | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 5 | $81.5M | 5.3% | +6% | +1.3% | 11+ qtrs | 79.8#30 | Estimated buy price is Pro: unlock with a free trial | ||
| 6 | iShares Core S&P 500 ETF - Com | $60.2M | 3.9% | +5% | — | — | — | — | |
| 7 | iShares Russell 1000 ETF - Com | $54.5M | 3.5% | -0.6% | — | — | — | — | |
| 8 | $47.3M | 3.1% | +6% | -0.1% | 11+ qtrsAdded 3 qtrs in a row | 77.7#61 | Estimated buy price is Pro: unlock with a free trial | ||
| 9 | $46.0M | 3.0% | +4% | +2.1% | 11+ qtrs | 67.5#364 | Estimated buy price is Pro: unlock with a free trial | ||
| 10 | $40.0M | 2.6% | +0.4% | +5.6% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | Estimated buy price is Pro: unlock with a free trial |
All holdings — NIXON PEABODY TRUST CO (Q3 2026)
191 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | Broadcom Inc. | Technology | $34.3M | 2.2% | 98K | +4% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | Alphabet Inc. | Technology | $32.1M | 2.1% | 93K | +3% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | Meta Platforms, Inc. | Technology | $29.8M | 1.9% | 41K | +4% | 10 qtrsAdded 10 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | JPMORGAN CHASE & CO | Financials | $28.8M | 1.9% | 87K | +9% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | — | iShares 1-3 Year Treasury Bond ETF - Comnote | — | $25.8M | 1.7% | 318K | +6% | — | — | 13F |
| 16 | ASML HOLDING NV | Technology | $21.3M | 1.4% | 12K | +1% | 8 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | Mastercard Inc | Financials | $21.2M | 1.4% | 38K | +1% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | IQVIA HOLDINGS INC. | Healthcare | $19.9M | 1.3% | 74K | +1% | 11+ qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | ELI LILLY & Co | Healthcare | $19.7M | 1.3% | 17K | +5% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | MORGAN STANLEY | Financials | $19.5M | 1.3% | 104K | +1% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | ServiceNow, Inc. | Technology | $18.3M | 1.2% | 137K | +0.5% | 8 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | TJX COMPANIES INC /DE/ | Consumer Discretionary | $16.1M | 1.1% | 122K | +3% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | COCA COLA CO | Consumer Staples | $14.7M | 1.0% | 171K | -0.0% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | Shell plcadr | Energy | $14.2M | 0.9% | 149K | +0.3% | 7 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | DEERE & CO | Industrials | $14.0M | 0.9% | 21K | -0.4% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $BKNG | Booking Holdings Inc. | Consumer Discretionary | $14.0M | 0.9% | 86K | +3% | |||
| 27 | $ARM | ARM HOLDINGS PLC /UK | Technology | $13.9M | 0.9% | 48K | +0.5% | |||
| 28 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $13.7M | 0.9% | 95K | +2% | |||
| 29 | $ICE | Intercontinental Exchange, Inc. | Financials | $13.3M | 0.9% | 88K | +1% | |||
| 30 | $DHR | DANAHER CORP /DE/ | Healthcare | $13.2M | 0.9% | 60K | +1% | |||
| 31 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $13.2M | 0.9% | 242K | +0.1% | |||
| 32 | $SPY | SPDR S&P 500 ETF TRUST | — | $13.1M | 0.8% | 17K | -1% | |||
| 33 | $ANET | Arista Networks, Inc. | Technology | $13.1M | 0.8% | 64K | +8% | |||
| 34 | $CVX | CHEVRON CORP | Energy | $13.0M | 0.8% | 64K | +0.1% | |||
| 35 | $JBHT | HUNT J B TRANSPORT SERVICES INC | Industrials | $12.8M | 0.8% | 57K | +0.5% | |||
| 36 | $ETN | Eaton Corp plc | Industrials | $12.1M | 0.8% | 28K | +3% | |||
| 37 | $PWR | QUANTA SERVICES, INC. | Industrials | $12.1M | 0.8% | 19K | +0.3% | |||
| 38 | $SYK | STRYKER CORP | Healthcare | $12.1M | 0.8% | 44K | +4% | |||
| 39 | $MRSH | MARSH & MCLENNAN COMPANIES, INC. | Financials | $11.9M | 0.8% | 70K | +0.7% | |||
| 40 | $WMT | Walmart Inc. | Consumer Staples | $11.7M | 0.8% | 113K | -0.5% | |||
| 41 | $BLK | BlackRock, Inc. | Financials | $11.5M | 0.8% | 11K | +0.8% | |||
| 42 | $MRK | Merck & Co., Inc. | Healthcare | $11.4M | 0.7% | 78K | +0.4% | |||
| 43 | — | Cohen & Steers Real Estate Active ETF - Com | — | $11.3M | 0.7% | 424K | +2% | |||
| 44 | — | iShares MSCI EAFE ETF - Com | — | $11.1M | 0.7% | 107K | +0.3% | |||
| 45 | $GD | GENERAL DYNAMICS CORP | Industrials | $10.3M | 0.7% | 31K | +0.3% | |||
| 46 | $ELV | Elevance Health, Inc. | Healthcare | $9.5M | 0.6% | 24K | +3% | |||
| 47 | $VRT | Vertiv Holdings Co | Technology | $9.3M | 0.6% | 39K | +2% | |||
| 48 | $NEE | NEXTERA ENERGY INC | Utilities | $8.7M | 0.6% | 115K | +0.9% | |||
| 49 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $8.3M | 0.5% | 45K | +10% | |||
| 50 | $LIN | LINDE PLC | Materials | $8.0M | 0.5% | 17K | -0.1% | |||
| 51 | $ALPS | Alps Group Inc | Healthcare | $7.7M | 0.5% | 313K | +2% | |||
| 52 | $JNJ | JOHNSON & JOHNSON | Healthcare | $7.4M | 0.5% | 28K | +26% | |||
| 53 | $NFLX | NETFLIX INC | Communication Services | $7.4M | 0.5% | 107K | +6% | |||
| 54 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $6.9M | 0.5% | 10K | -3% | |||
| 55 | $AZN | ASTRAZENECA PLC | Healthcare | $6.9M | 0.5% | 42K | +0.6% | |||
| 56 | $UL | UNILEVER PLC | Consumer Staples | $6.8M | 0.4% | 111K | -0.7% | |||
| 57 | $AVY | Avery Dennison Corp | Materials | $6.1M | 0.4% | 36K | +1% | |||
| 58 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $6.0M | 0.4% | 37K | +2% | |||
| 59 | $MU | MICRON TECHNOLOGY INC | Technology | $5.9M | 0.4% | 5,495 | +284% | |||
| 60 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $5.8M | 0.4% | 12K | +1% | |||
| 61 | — | Vanguard Morningstar Growth ETF - Com | — | $5.3M | 0.3% | 59K | -2% | |||
| 62 | — | iShares Russell 2000 ETF - Com | — | $5.3M | 0.3% | 19K | +182% | |||
| 63 | $MDY | SPDR S&P MIDCAP 400 ETF TRUST | — | $5.1M | 0.3% | 7,722 | +2% | |||
| 64 | — | iShares Russell Mid-Cap ETF - Com | — | $5.0M | 0.3% | 47K | +1317% | |||
| 65 | $DUK | Duke Energy CORP | Utilities | $4.8M | 0.3% | 42K | +0.9% | |||
| 66 | $APTV | Aptiv PLC | Industrials | $4.6M | 0.3% | 106K | -0.0% | |||
| 67 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $4.5M | 0.3% | 11K | +3% | |||
| 68 | — | State Street Technology Select Sector SPDR - Com | — | $4.2M | 0.3% | 21K | +0.3% | |||
| 69 | $AXP | AMERICAN EXPRESS CO | Financials | $3.9M | 0.3% | 13K | +86% | |||
| 70 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $3.6M | 0.2% | 13K | -5% | |||
| 71 | $PEP | PEPSICO INC | Consumer Staples | $3.4M | 0.2% | 27K | -0.2% | |||
| 72 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $2.8M | 0.2% | 3,835 | +187% | |||
| 73 | — | iShares MSCI ACWI Ex US ETF - Com | — | $2.7M | 0.2% | 36K | -3% | |||
| 74 | — | JPMorgan Active Growth ETF - Com | — | $2.6M | 0.2% | 27K | +1% | |||
| 75 | $APO | Apollo Global Management, Inc. | Financials | $2.5M | 0.2% | 22K | New | |||
| 76 | $ABBV | AbbVie Inc. | Healthcare | $2.5M | 0.2% | 9,461 | +15% | |||
| 77 | $ZWS | Zurn Elkay Water Solutions Corp | Industrials | $2.5M | 0.2% | 53K | New | |||
| 78 | — | Vanguard S&P 500 ETF - Com | — | $2.4M | 0.2% | 3,453 | +10% | |||
| 79 | $SCHW | SCHWAB CHARLES CORP | Financials | $2.4M | 0.2% | 25K | New | |||
| 80 | — | Vanguard Morningstar Value ETF - Com | — | $2.4M | 0.2% | 11K | +2% | |||
| 81 | $ABT | ABBOTT LABORATORIES | Healthcare | $2.3M | 0.1% | 23K | +48% | |||
| 82 | $XYL | Xylem Inc. | Industrials | $2.2M | 0.1% | 22K | +12% | |||
| 83 | $WM | WASTE MANAGEMENT INC | Utilities | $2.2M | 0.1% | 11K | -7% | |||
| 84 | $CRM | Salesforce, Inc. | Technology | $2.1M | 0.1% | 9,127 | -4% | |||
| 85 | $BX | Blackstone Inc. | Financials | $2.1M | 0.1% | 19K | New | |||
| 86 | $ADI | ANALOG DEVICES INC | Technology | $2.0M | 0.1% | 5,051 | +3% | |||
| 87 | $AJG | Arthur J. Gallagher & Co. | Financials | $2.0M | 0.1% | 8,598 | New | |||
| 88 | $WAT | WATERS CORP /DE/ | Healthcare | $2.0M | 0.1% | 4,462 | New | |||
| 89 | — | Avantis US Small Cap Value ETF - Com | — | $2.0M | 0.1% | 17K | -0.3% | |||
| 90 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $1.9M | 0.1% | 7,522 | +2% | |||
| 91 | — | iShares Core US Aggregate Bond ETF - Com | — | $1.9M | 0.1% | 20K | New | |||
| 92 | $GILD | GILEAD SCIENCES, INC. | Healthcare | $1.7M | 0.1% | 12K | — | |||
| 93 | $V | VISA INC. | Financials | $1.7M | 0.1% | 4,693 | +8% | |||
| 94 | — | State Street Health Care Select Sector SPDR - Com | — | $1.7M | 0.1% | 9,880 | — | |||
| 95 | $MMM | 3M CO | Healthcare | $1.6M | 0.1% | 9,676 | +6% | |||
| 96 | $LH | LABCORP HOLDINGS INC. | Healthcare | $1.6M | 0.1% | 5,106 | New | |||
| 97 | $APD | Air Products & Chemicals, Inc. | Materials | $1.5M | 0.1% | 5,324 | +18% | |||
| 98 | $FERG | Ferguson Enterprises Inc. /DE/ | Consumer Discretionary | $1.4M | 0.1% | 6,279 | New | |||
| 99 | $KLAC | KLA CORP | Technology | $1.4M | 0.1% | 7,152 | -2% | |||
| 100 | — | iShares Core S&P Small Cap ETF - Com | — | $1.4M | 0.1% | 10K | +5% | |||
| 101 | $AMT | AMERICAN TOWER CORP /MA/ | Real Estate | $1.3M | 0.1% | 7,989 | -16% | |||
| 102 | $GE | GENERAL ELECTRIC CO | Industrials | $1.3M | 0.1% | 4,118 | +33% | |||
| 103 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $1.2M | 0.1% | 1,370 | +40% | |||
| 104 | — | Vanguard Total International Stock ETF - Com | — | $1.1M | 0.1% | 13K | -8% | |||
| 105 | — | State Street Industrial Select Sector SPDR - Com | — | $1.1M | 0.1% | 6,476 | — | |||
| 106 | $NBBK | NB Bancorp, Inc. | Financials | $1.1M | 0.1% | 49K | — | |||
| 107 | $CACC | CREDIT ACCEPTANCE CORP | Financials | $1.1M | 0.1% | 2,000 | New | |||
| 108 | $RDNT | RadNet, Inc. | Healthcare | $1.0M | 0.1% | 15K | New | |||
| 109 | — | Vanguard FTSE Developed Markets ETF - Com | — | $982K | 0.1% | 14K | +5% | |||
| 110 | — | State Street Energy Select Sector SPDR ETF - Com | — | $962K | 0.1% | 16K | -0.0% | |||
| 111 | $LRCX | LAM RESEARCH CORP | Technology | $952K | 0.1% | 2,899 | -3% | |||
| 112 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $923K | 0.1% | 1,508 | +201% | |||
| 113 | — | State Street Consumer Disc Select Sector SPDR - Com | — | $922K | 0.1% | 8,469 | — | |||
| 114 | $RUSHA | RUSH ENTERPRISES INC \TX\ | Consumer Discretionary | $916K | 0.1% | 20K | New | |||
| 115 | $HPE | Hewlett Packard Enterprise Co | Technology | $901K | 0.1% | 14K | -0.4% | |||
| 116 | — | Vanguard Morningstar Total Stock Market ETF - Com | — | $877K | 0.1% | 2,343 | — | |||
| 117 | $ITW | ILLINOIS TOOL WORKS INC | Industrials | $876K | 0.1% | 3,404 | +45% | |||
| 118 | $INTC | INTEL CORP | Technology | $861K | 0.1% | 7,159 | +5% | |||
| 119 | $ORCL | ORACLE CORP | Technology | $819K | 0.1% | 5,962 | -0.1% | |||
| 120 | $QCOM | QUALCOMM INC/DE | Technology | $817K | 0.1% | 4,438 | +21% | |||
| 121 | $GEV | GE Vernova Inc. | Industrials | $769K | 0.1% | 809 | -3% | |||
| 122 | $AEP | AMERICAN ELECTRIC POWER CO INC | Utilities | $767K | 0.1% | 6,465 | -0.1% | |||
| 123 | $PGR | PROGRESSIVE CORP/OH/ | Financials | $720K | 0.1% | 3,474 | -13% | |||
| 124 | $MDT | Medtronic plc | Healthcare | $672K | 0.0% | 7,783 | — | |||
| 125 | $MCD | MCDONALDS CORP | Consumer Discretionary | $645K | 0.0% | 2,795 | +10% | |||
| 126 | $MPC | Marathon Petroleum Corp | Energy | $643K | 0.0% | 1,627 | +2% | |||
| 127 | $KMB | KIMBERLY CLARK CORP | Materials | $624K | 0.0% | 6,400 | -0.7% | |||
| 128 | $SYY | SYSCO CORP | Consumer Discretionary | $600K | 0.0% | 7,697 | — | |||
| 129 | $TRV | TRAVELERS COMPANIES, INC. | Financials | $591K | 0.0% | 1,659 | — | |||
| 130 | — | Versigent PLC - Com | — | $584K | 0.0% | 13K | -15% | |||
| 131 | — | Vanguard FTSE Emerging Markets ETF - Com | — | $581K | 0.0% | 9,791 | -0.9% | |||
| 132 | — | State Street Comm Services Select Sector SPDR - Com | — | $577K | 0.0% | 5,200 | — | |||
| 133 | $ALNY | ALNYLAM PHARMACEUTICALS, INC. | Healthcare | $576K | 0.0% | 2,335 | +0.6% | |||
| 134 | $AMGN | AMGEN INC | Healthcare | $554K | 0.0% | 1,315 | -5% | |||
| 135 | $CSCO | CISCO SYSTEMS, INC. | Technology | $554K | 0.0% | 5,144 | -0.1% | |||
| 136 | — | Vanguard Interm-Term Treasury Index ETF - Com | — | $545K | 0.0% | 9,623 | -19% | |||
| 137 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $542K | 0.0% | 6,773 | +38% | |||
| 138 | — | iShares Core S&P Mid-Cap ETF - Com | — | $536K | 0.0% | 7,456 | -0.9% | |||
| 139 | — | iShares S&P Small Cap 600 Growth ETF - Com | — | $515K | 0.0% | 3,215 | -3% | |||
| 140 | $GS | GOLDMAN SACHS GROUP INC | Financials | $510K | 0.0% | 566 | +107% | |||
| 141 | $IAU | ISHARES GOLD TRUST | Financials | $506K | 0.0% | 6,479 | — | |||
| 142 | $TSLA | Tesla, Inc. | Consumer Discretionary | $494K | 0.0% | 1,392 | +19% | |||
| 143 | — | State Street Financial Select Sector SPDR ETF - Com | — | $491K | 0.0% | 9,198 | -5% | |||
| 144 | — | iShares Russell 1000 Growth ETF - Com | — | $485K | 0.0% | 3,869 | -0.3% | |||
| 145 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $477K | 0.0% | 1,299 | +46% | |||
| 146 | $AMCR | Amcor plc | Consumer Discretionary | $475K | 0.0% | 11K | — | |||
| 147 | — | State Street SPDR S&P Dividend ETF - Com | — | $463K | 0.0% | 3,163 | New | |||
| 148 | $EMR | EMERSON ELECTRIC CO | Industrials | $461K | 0.0% | 2,970 | +21% | |||
| 149 | $GAM | GENERAL AMERICAN INVESTORS CO INC | Other | $447K | 0.0% | 7,047 | — | |||
| 150 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $434K | 0.0% | 849 | -6% |
What changed in Q3 2026
Against the previous quarter's 13F: 23 new, 97 added to, 48 trimmed, 9 sold out. Share-count changes; largest moves by dollar size first.
New positions (23)
$APOApollo Global Management, Inc.$2.5M
first bought this quarter
$ZWSZurn Elkay Water Solutions Corp$2.5M
first bought this quarter
$SCHWSCHWAB CHARLES CORP$2.4M
first bought this quarter
$BXBlackstone Inc.$2.1M
first bought this quarter
$AJGArthur J. Gallagher & Co.$2.0M
first bought this quarter
$WATWATERS CORP /DE/$2.0M
first bought this quarter
+17 more in the Excel export
Added to (97)
now $81.5M · held 11+ qtrs
- iShares Russell Mid-Cap ETF - Com+1317%
now $5.0M
$MUMICRON TECHNOLOGY INC+284%
now $5.9M · held 4 qtrs
now $84.4M · held 11+ qtrs, 2 adds in a row
- iShares Russell 2000 ETF - Com+182%
now $5.3M
now $47.3M · held 11+ qtrs, 3 adds in a row
+91 more in the Excel export
Trimmed (48)
- Avantis US Large Cap Value ETF - Com-0.6%
now $92.1M
- iShares Russell 1000 ETF - Com-0.6%
now $54.5M
$AMTAMERICAN TOWER CORP /MA/-16%
now $1.3M · held 11+ qtrs, 5 trims in a row
$HDHOME DEPOT, INC.-5%
now $3.6M · held 11+ qtrs
$TMOTHERMO FISHER SCIENTIFIC INC.-3%
now $6.9M · held 11+ qtrs, 4 trims in a row
$WMWASTE MANAGEMENT INC-7%
now $2.2M · held 11+ qtrs, 4 trims in a row
+42 more in the Excel export
Sold out (9)
- Vanguard Dividend Appreciation - Comwas $964K
- Schwab US Dividend Equity ETF - Comwas $788K
$TXNTEXAS INSTRUMENTS INCwas $413K
held 1 qtr
$NVSNOVARTIS AGwas $335K
held 10+ qtrs
- Iroquois Valley Farmland REIT PBC - Comwas $304K
- Vanguard Small-Cap Index Fund ETF - Comwas $226K
+3 more in the Excel export
Holdings by quarter
Every 13F NIXON PEABODY TRUST CO has filed, 41 earlier quarters. Pick one to see what it held then.
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Q3 2026 13F filed with the SEC on Oct 23, 2026. Prices are closing prices as of Oct 27, 2026.
Average quality of NIXON PEABODY's top 20 holdings: 76/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)
Top 10 since filing
+1.6%
Value-weighted move of the 10 largest stock positions
Turnover
0%
Last quarter; 14% over the last 4
Top 10 weight
45%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
94%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
NIXON PEABODY TRUST CO disclosed 191 positions worth $1.5B in its Form 13F-HR for Q3 2026. During the quarter the fund opened 23 new positions and exited 9 — including a new stake in $APO. The portfolio is most concentrated in Technology (34.5% of disclosed assets). All figures are sourced directly from NIXON PEABODY TRUST CO’s Form 13F-HR filing with the SEC under CIK 1626757.
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AI-Powered Hedge Fund Analysis: NIXON PEABODY TRUST CO
13F Pro is an AI hedge fund tracker and stock research platform. For NIXON PEABODY TRUST CO (SEC CIK: 1626757), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in NIXON PEABODY TRUST CO's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.