NIXON PEABODY TRUST CO

Bank

CIK

1626757

Location

BOSTON, MA

Portfolio Value

Small $870,566,759

Diversification

Diversified

Filing Date

Global Rank

#1,649 / 8,232 ▲ 48

Top Industry

Semiconductors 12.8%

3Y Alpha vs SPY

-4.6%

Period ended 2 months ago

Filed Apr 27, 2026 · 48d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+57.1%

SPY

+76.3%

Annualised alpha

-4.6%

Max drawdown

−17.4%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

123 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

7.1%

−0.7 pts

Top 5

27.9%

−2.3 pts

Top 10

41.0%

−2.1 pts

HHI

276

Diversified−25

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	33.1%	$288,406,399	23
Financial Services	14.0%	$121,983,215	18
Consumer Cyclical	11.4%	$99,186,763	11
Healthcare	10.8%	$94,154,093	23
Industrials	9.1%	$79,296,105	16
Communication Services	6.4%	$55,992,897	4
Consumer Defensive	5.7%	$49,743,299	8
Energy	3.9%	$34,378,225	7
Unclassified	2.1%	$18,638,464	6
Utilities	1.9%	$16,664,945	3
Basic Materials	1.1%	$9,945,558	2
Real Estate	0.3%	$2,176,796	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
NOW	ServiceNow, Inc.	+87,567	133,109	$13,916,545
SHEL	Shell plc	+49,273	146,808	$13,653,144
MRSH	Marsh & Mclennan Companies, Inc.	+44,249	70,024	$12,145,662
PANW	Palo Alto Networks Inc	+32,512	145,434	$23,315,978
NFLX	Netflix Inc	+25,908	96,468	$9,275,398
IQV	Iqvia Holdings Inc.	+12,261	72,175	$12,308,724
APTV	Aptiv PLC	+7,688	102,809	$7,139,056
ISRG	Intuitive Surgical Inc	+3,996	10,092	$4,652,311
PWR	Quanta Services, Inc.	+3,702	22,033	$12,096,557
META	Meta Platforms, Inc.	+3,264	31,385	$17,956,300
AVY	Avery Dennison Corp	+2,735	34,404	$5,940,882
ETN	Eaton Corp plc	+2,717	26,142	$9,350,209
NEE	Nextera Energy Inc	+1,613	112,711	$10,468,597
ELV	Elevance Health, Inc.	+1,608	23,498	$6,879,039
V	Visa Inc.	+1,543	4,201	$1,269,710
SPY	Spdr S&P 500 ETF Trust	+1,471	19,093	$12,416,941
AVGO	Broadcom Inc.	+1,104	94,691	$29,307,811
CSCO	Cisco Systems, Inc.	+1,040	5,161	$400,441
DUK	Duke Energy CORP	+878	41,665	$5,455,615
WFC	Wells Fargo & Company/Mn	+851	4,202	$334,521
GD	General Dynamics Corp	+759	30,928	$10,615,108
GAM	General American Investors Co Inc	+692	7,047	$412,038
PFE	Pfizer Inc	+578	8,713	$244,661
IBM	International Business Machines Corp	+445	1,274	$308,804
UNH	Unitedhealth Group Inc	+396	1,134	$306,849
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
CRM	Salesforce, Inc.	−48,866	13,388	$2,499,137
AMT	American Tower Corp /Ma/	−30,713	11,336	$1,956,366
WM	Waste Management Inc	−29,581	17,375	$3,992,601
BAC	Bank Of America Corp /De/	−27,978	253,200	$12,343,500
TMO	Thermo Fisher Scientific Inc.	−19,197	12,192	$5,992,733
AAPL	Apple Inc.	−16,203	242,934	$61,654,219
PEP	Pepsico Inc	−14,168	26,304	$4,084,748
XOM	Exxon Mobil Corp	−13,951	34,642	$5,877,361
CVX	Chevron Corp	−12,891	65,364	$13,523,811
KO	Coca Cola Co	−11,547	176,914	$13,454,309
GOOGL	Alphabet Inc.	−10,528	99,289	$28,551,544
AMZN	Amazon Com Inc	−7,540	179,902	$37,468,189
MDY	Spdr S&P Midcap 400 ETF Trust	−7,389	7,556	$4,660,238
TJX	Tjx Companies Inc /De/	−6,988	119,735	$19,121,679
WMT	Walmart Inc.	−6,966	127,498	$15,845,451
NVDA	Nvidia Corp	−6,482	336,981	$58,769,486
LOW	Lowes Companies Inc	−6,451	40,702	$9,617,068
MS	Morgan Stanley	−6,318	105,390	$17,344,032
ICE	Intercontinental Exchange, Inc.	−5,523	90,612	$14,251,455
JNJ	Johnson & Johnson	−4,704	21,818	$5,333,191
PG	PROCTER & GAMBLE Co	−3,425	94,705	$13,679,190
JPM	Jpmorgan Chase & Co	−2,819	80,303	$23,621,930
VRT	Vertiv Holdings Co	−2,609	54,672	$13,699,709
DE	Deere & Co	−2,585	21,345	$12,023,638
GILD	Gilead Sciences, Inc.	−2,557	11,564	$1,611,674
No positions match the current search.

New Positions

Positions the filer opened this quarter

6 positions

Ticker	Company	Shares	Value
ARM	Arm Holdings PLC /Uk	47,107	$7,126,346
EMR	Emerson Electric Co	2,509	$328,729
IAU	Ishares Gold Trust	3,426	$302,036
SLV	iShares Silver Trust	3,515	$239,512
COP	Conocophillips	1,641	$216,612
T	At&T Inc.	7,232	$209,655
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
AJG	Arthur J. Gallagher & Co.	34,155	$8,838,972
ACN	Accenture plc	1,006	$269,909
PLTR	Palantir Technologies Inc.	1,235	$219,521
PAYX	Paychex Inc	1,850	$207,533
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

123 positions · $870,566,759 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 123 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	242,934	-16,203	$61,654,219	−12.5%	7.08%
NVDA	Nvidia Corp Technology	Reduced	336,981	-6,482	$58,769,486	−8.3%	6.75%
MSFT	Microsoft Corp Technology	Reduced	150,849	-1,973	$55,839,774	−24.4%	6.41%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	179,902	-7,540	$37,468,189	−13.4%	4.30%
AVGO	Broadcom Inc. Technology	Added	94,691	+1,104	$29,307,811	−9.5%	3.37%
GOOGL	Alphabet Inc. Communication Services	Reduced	99,289	-10,528	$28,551,544	−16.9%	3.28%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	80,303	-2,819	$23,621,930	−11.8%	2.71%
PANW	Palo Alto Networks Inc Technology	Added	145,434	+32,512	$23,315,978	+12.1%	2.68%
MA	Mastercard Inc Financial Services	Added	38,894	+330	$19,433,776	−11.7%	2.23%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	119,735	-6,988	$19,121,679	−1.8%	2.20%
META	Meta Platforms, Inc. Communication Services	Added	31,385	+3,264	$17,956,300	−3.3%	2.06%
MS	Morgan Stanley Financial Services	Reduced	105,390	-6,318	$17,344,032	−12.5%	1.99%
WMT	Walmart Inc. Consumer Defensive	Reduced	127,498	-6,966	$15,845,451	+5.8%	1.82%
LLY	ELI LILLY & Co Healthcare	Reduced	16,995	-1,527	$15,631,491	−21.5%	1.80%
ASML	Asml Holding NV Technology	Reduced	11,773	-1,001	$15,550,131	+13.8%	1.79%
ICE	Intercontinental Exchange, Inc. Financial Services	Reduced	90,612	-5,523	$14,251,455	−8.5%	1.64%
NOW	ServiceNow, Inc. Technology	Added	133,109	+87,567	$13,916,545	+99.5%	1.60%
BKNG	Booking Holdings Inc. Consumer Cyclical	Reduced	3,288	-88	$13,843,531	−23.4%	1.59%
VRT	Vertiv Holdings Co Industrials	Reduced	54,672	-2,609	$13,699,709	+47.6%	1.57%
SYK	Stryker Corp Healthcare	Reduced	41,634	-1,160	$13,680,516	−9.0%	1.57%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	94,705	-3,425	$13,679,190	−2.7%	1.57%
SHEL	Shell plc Energy	Added	146,808	+49,273	$13,653,144	+90.5%	1.57%
CVX	Chevron Corp Energy	Reduced	65,364	-12,891	$13,523,811	+13.4%	1.55%
KO	Coca Cola Co Consumer Defensive	Reduced	176,914	-11,547	$13,454,309	+2.1%	1.55%
ADI	Analog Devices Inc Technology	Reduced	40,361	-250	$12,840,448	+16.6%	1.47%
JBHT	Hunt J B Transport Services Inc Industrials	Reduced	59,017	-448	$12,505,702	+8.2%	1.44%
SPY	Spdr S&P 500 ETF Trust	Added	19,093	+1,471	$12,416,941	+3.3%	1.43%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	253,200	-27,978	$12,343,500	−20.2%	1.42%
IQV	Iqvia Holdings Inc. Healthcare	Added	72,175	+12,261	$12,308,724	−8.9%	1.41%
MRSH	Marsh & Mclennan Companies, Inc. Financial Services	Added	70,024	+44,249	$12,145,662	+154.0%	1.40%
PWR	Quanta Services, Inc. Industrials	Added	22,033	+3,702	$12,096,557	+56.4%	1.39%
DE	Deere & Co Industrials	Reduced	21,345	-2,585	$12,023,638	+7.9%	1.38%
DHR	Danaher Corp /De/ Healthcare	Reduced	58,548	-1,697	$11,100,700	−19.5%	1.28%
GD	General Dynamics Corp Industrials	Added	30,928	+759	$10,615,108	+4.5%	1.22%
BLK	BlackRock, Inc. Financial Services	Reduced	10,993	-231	$10,572,078	−12.0%	1.21%
NEE	Nextera Energy Inc Utilities	Added	112,711	+1,613	$10,468,597	+17.4%	1.20%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	40,702	-6,451	$9,617,068	−15.4%	1.10%
MRK	Merck & Co., Inc. Healthcare	Reduced	78,707	-1,390	$9,467,665	+12.3%	1.09%
ETN	Eaton Corp plc Industrials	Added	26,142	+2,717	$9,350,209	+25.3%	1.07%
NFLX	Netflix Inc Communication Services	Added	96,468	+25,908	$9,275,398	+40.2%	1.07%
LIN	Linde PLC Basic Materials	Reduced	17,544	-1,182	$8,697,613	+8.9%	1.00%
APTV	Aptiv PLC Consumer Cyclical	Added	102,809	+7,688	$7,139,056	−1.4%	0.82%
ARM	Arm Holdings PLC /Uk Technology	NEW	47,107	NEW	$7,126,346	NEW	0.82%
ELV	Elevance Health, Inc. Healthcare	Added	23,498	+1,608	$6,879,039	−10.4%	0.79%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	12,192	-19,197	$5,992,733	−67.1%	0.69%
AVY	Avery Dennison Corp Consumer Cyclical	Added	34,404	+2,735	$5,940,882	+3.1%	0.68%
XOM	Exxon Mobil Corp Energy	Reduced	34,642	-13,951	$5,877,361	+0.5%	0.68%
DUK	Duke Energy CORP Utilities	Added	41,665	+878	$5,455,615	+14.1%	0.63%
JNJ	Johnson & Johnson Healthcare	Reduced	21,818	-4,704	$5,333,191	−2.8%	0.61%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	11,126	+178	$5,331,579	−3.1%	0.61%