NIXON PEABODY TRUST CO

CIK

1626757

Location

BOSTON, MA

Portfolio Value

Mid $1,533,478,465

Diversification

Diversified

Filing Date

Global Rank

#2,024 / 8,816 ▼ 57 · as of Jun 2026

Top Industry

Semiconductors 13.0%

Period ended 24 days ago

Filed Oct 23, 2026 · 1d

27 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Diversified active

Top 10 weight 54.2%, 18.8 effective positions, active share 55.5% against the S&P 500 as of 2026-06-30; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Low turnover

14.0% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 16.2 quarters (12+), a floor since 35.7% of the book was already held when coverage starts

Closest benchmark: the S&P 500 as of 2026-06-30, active share 55.5%; sector active share 17.3% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

191 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

17.6%

−0.5 pts

Top 5

39.9%

−0.5 pts

Top 10

54.8%

+0.6 pts

HHI

521

Diversified−12

Portfolio Trend

27 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	28.2%	$431,977,127	47
Technology	26.8%	$410,789,241	30
Financial Services	9.5%	$145,727,506	26
Healthcare	8.2%	$126,407,290	25
Communication Services	7.6%	$116,905,172	5
Consumer Cyclical	6.7%	$102,431,228	14
Industrials	5.6%	$86,002,340	21
Consumer Defensive	3.5%	$53,310,487	9
Energy	2.3%	$34,886,226	8
Utilities	0.9%	$14,253,082	3
Basic Materials	0.6%	$9,481,047	2
Real Estate	0.1%	$1,307,719	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
IWR	iShares Russell Mid-Cap ETF	+43,701	47,020	$5,017,504
SHY	iShares 1-3 Year Treasury Bond ETF	+18,318	317,516	$25,782,299
NVDA	Nvidia Corp	+16,975	369,596	$84,408,334
IWM	iShares Russell 2000 ETF	+12,280	19,035	$5,289,636
MSFT	Microsoft Corp	+9,640	158,971	$81,536,225
GOOG	Alphabet Inc.	+7,843	138,904	$47,330,148
ABT	Abbott Laboratories	+7,580	23,417	$2,314,302
AMZN	Amazon Com Inc	+7,569	184,574	$45,986,612
CSRE	Cohen & Steers Real Estate Active ETF	+7,373	424,446	$11,332,708
IDEV	iShares Core MSCI International Developed Markets ETF	+7,229	1,114,184	$99,697,184
JPM	Jpmorgan Chase & Co	+6,935	87,117	$28,820,917
SMTH	ALPS \| Smith Core Plus Bond ETF	+6,466	313,275	$7,687,768
NFLX	Netflix Inc	+5,865	106,957	$7,442,068
AXP	American Express Co	+5,855	12,686	$3,857,812
JNJ	Johnson & Johnson	+5,799	28,134	$7,448,195
AAPL	Apple Inc.	+5,343	245,859	$81,875,964
ANET	Arista Networks, Inc.	+4,775	64,362	$13,103,459
LOW	Lowes Companies Inc	+4,192	45,269	$8,342,624
MU	Micron Technology Inc	+4,063	5,495	$5,852,779
IVV	iShares Core S&P 500 ETF	+3,457	78,580	$60,180,493
AVGO	Broadcom Inc.	+3,354	97,593	$34,273,685
TJX	Tjx Companies Inc	+3,208	121,760	$16,110,065
GOOGL	Alphabet Inc.	+2,943	93,362	$32,123,996
BKNG	Booking Holdings Inc.	+2,638	86,131	$14,031,601
QQQ	Invesco Qqq Trust, Series 1	+2,500	3,835	$2,837,017
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
AVLV	Avantis U.S. Large Cap Value ETF	−5,937	1,018,816	$92,141,719
VGNT	Versigent PLC	−2,255	12,995	$583,995
VGIT	VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND	−2,205	9,623	$545,239
AMT	American Tower Corp	−1,541	7,989	$1,307,719
PFE	Pfizer Inc	−1,411	10,063	$286,996
VXUS	Vanguard Total International Stock ETF	−1,147	12,841	$1,090,971
VUG	VANGUARD GROWTH INDEX FUND	−1,092	58,932	$5,310,362
ACWX	iShares MSCI ACWI ex U.S. ETF	−931	36,001	$2,722,395
WM	Waste Management Inc	−829	10,684	$2,178,681
IWB	iShares Russell 1000 ETF	−808	131,031	$54,525,930
UL	Unilever PLC	−766	111,418	$6,766,415
HD	Home Depot, Inc.	−678	12,738	$3,623,833
WMT	Walmart Inc.	−529	113,042	$11,747,324
PGR	Progressive Corp	−500	3,474	$720,194
XLF	State Street Corp	−492	9,198	$0
VZ	Verizon Communications Inc	−480	4,591	$210,589
CRM	Salesforce, Inc.	−427	9,127	$2,095,285
TMO	Thermo Fisher Scientific Inc.	−264	10,265	$6,929,388
SPY	Spdr S&P 500 ETF Trust	−202	17,201	$13,117,998
KLAC	Kla Corp	−158	7,152	$1,394,139
IBM	International Business Machines Corp	−137	1,668	$366,843
EW	Edwards Lifesciences Corp	−111	4,670	$403,114
IJT	iShares S&P Small-Cap 600 Growth ETF	−109	3,215	$515,460
LRCX	Lam Research Corp	−96	2,899	$952,350
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	−91	9,791	$580,704
No positions match the current search.

New Positions

Positions the filer opened this quarter

23 positions

Ticker	Company	Shares	Value
APO	Apollo Global Management, Inc.	21,616	$2,508,752
ZWS	Zurn Elkay Water Solutions Corp	53,200	$2,472,204
SCHW	Schwab Charles Corp	24,633	$2,407,629
BX	Blackstone Inc.	18,523	$2,076,243
AJG	Arthur J. Gallagher & Co.	8,598	$1,961,289
WAT	Waters Corp	4,462	$1,960,558
AGG	iShares Core U.S. Aggregate Bond ETF	19,766	$1,868,677
LH	Labcorp Holdings Inc.	5,106	$1,573,209
FERG	Ferguson Enterprises Inc.	6,279	$1,397,830
CACC	Credit Acceptance Corp	2,000	$1,062,000
RDNT	RadNet, Inc.	15,000	$1,034,100
RUSHA	Rush Enterprises Inc \Tx\	20,000	$916,200
SDY	State Street(R) SPDR(R) S&P(R) Dividend ETF	3,163	$463,316
HOOD	Robinhood Markets, Inc.	2,822	$317,475
VLO	Valero Energy Corp	771	$298,847
RTX	RTX Corp	1,572	$291,841
SNOW	Snowflake Inc.	785	$266,554
UBER	Uber Technologies, Inc	3,716	$254,583
QQQE	Direxion NASDAQ-100 Equal Weighted Index Shares	1,948	$233,974
DELL	Dell Technologies Inc.	407	$218,945
COP	Conocophillips	1,689	$211,378
CRCL	Circle Internet Group, Inc.	2,562	$210,519
DIA	Spdr Dow Jones Industrial Average ETF Trust	400	$203,420
No positions match the current search.

Sold Out

Positions the filer fully exited

7 positions

Ticker	Company	Shares	Value
VIG	Vanguard Specialized Funds	4,076	$964,463
SCHD	Schwab U.S. Dividend Equity ETF	24,843	$787,771
TXN	Texas Instruments Inc	1,386	$413,125
NVS	Novartis AG	2,136	$334,753
VB	Vanguard Index Funds	745	$225,824
SUI	Sun Communities Inc	1,750	$209,842
PFF	iShares Preferred and Income Securities ETF	6,597	$201,142
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

191 tracked positions · $1,533,478,465 total · filing declares 191 positions · $1,535,526,791 · as of Sep 30, 2026

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

Showing 1–50 of 191 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
IDEV	iShares Core MSCI International Developed Markets ETF	Added	1,114,184	+7,229	$99,697,184	+1.2%	6.50%
AVLV	Avantis U.S. Large Cap Value ETF	Reduced	1,018,816	-5,937	$92,141,719	−1.4%	6.01%
NVDA	Nvidia Corp Technology	Added	369,596	+16,975	$84,408,334	+19.6%	5.50%
AAPL	Apple Inc. Technology	Added	245,859	+5,343	$81,875,964	+17.6%	5.34%
MSFT	Microsoft Corp Technology	Added	158,971	+9,640	$81,536,225	+46.4%	5.32%
IVV	iShares Core S&P 500 ETF	Added	78,580	+3,457	$60,180,493	+7.0%	3.92%
IWB	iShares Russell 1000 ETF	Reduced	131,031	-808	$54,525,930	+1.0%	3.56%
GOOG	Alphabet Inc. Communication Services	Added	138,904	+7,843	$47,330,148	+2.2%	3.09%
AMZN	Amazon Com Inc Consumer Cyclical	Added	184,574	+7,569	$45,986,612	+9.0%	3.00%
PANW	Palo Alto Networks Inc Technology	Added	100,649	+389	$39,988,854	+17.0%	2.61%
AVGO	Broadcom Inc. Technology	Added	97,593	+3,354	$34,273,685	−3.7%	2.24%
GOOGL	Alphabet Inc. Communication Services	Added	93,362	+2,943	$32,123,996	−0.6%	2.09%
META	Meta Platforms, Inc. Communication Services	Added	41,091	+1,760	$29,798,371	+34.5%	1.94%
JPM	Jpmorgan Chase & Co Financial Services	Added	87,117	+6,935	$28,820,917	+9.8%	1.88%
SHY	iShares 1-3 Year Treasury Bond ETF	Added	317,516	+18,318	$25,782,299	+4.9%	1.68%
ASML	Asml Holding NV Technology	Added	11,736	+140	$21,261,759	−7.8%	1.39%
MA	Mastercard Inc Financial Services	Added	38,383	+512	$21,167,073	+8.8%	1.38%
IQV	Iqvia Holdings Inc. Healthcare	Added	74,072	+863	$19,914,257	+40.8%	1.30%
LLY	ELI LILLY & Co Healthcare	Added	17,058	+760	$19,737,470	+1.0%	1.29%
MS	Morgan Stanley Financial Services	Added	103,596	+1,451	$19,484,335	−8.7%	1.27%
NOW	ServiceNow, Inc. Technology	Added	136,822	+699	$18,335,516	+35.7%	1.20%
TJX	Tjx Companies Inc Consumer Cyclical	Added	121,760	+3,208	$16,110,065	−10.3%	1.05%
KO	Coca Cola Co Consumer Defensive	Reduced	171,314	-18	$14,746,709	+5.9%	0.96%
SHEL	Shell plc Energy	Added	149,156	+375	$14,177,277	+22.9%	0.92%
DE	Deere & Co Industrials	Reduced	20,917	-80	$14,046,811	+5.5%	0.92%
BKNG	Booking Holdings Inc. Consumer Cyclical	Added	86,131	+2,638	$14,031,601	−5.7%	0.92%
ARM	Arm Holdings PLC Technology	Added	48,014	+257	$13,907,735	−17.9%	0.91%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	94,641	+2,076	$13,749,444	+1.3%	0.90%
ICE	Intercontinental Exchange, Inc. Financial Services	Added	87,604	+1,096	$13,318,436	+25.1%	0.87%
DHR	Danaher Corp Healthcare	Added	59,533	+664	$13,189,536	+17.6%	0.86%
BAC	Bank Of America Corp Financial Services	Added	241,601	+125	$13,150,342	−4.4%	0.86%
SPY	Spdr S&P 500 ETF Trust	Reduced	17,201	-202	$13,117,998	+0.9%	0.86%
ANET	Arista Networks, Inc. Technology	Added	64,362	+4,775	$13,103,459	+29.4%	0.85%
CVX	Chevron Corp Energy	Added	63,710	+37	$13,010,219	+23.3%	0.85%
JBHT	Hunt J B Transport Services Inc Industrials	Added	57,221	+304	$12,820,365	−22.2%	0.84%
ETN	Eaton Corp plc Industrials	Added	28,245	+811	$12,137,158	+3.8%	0.79%
PWR	Quanta Services, Inc. Industrials	Added	18,887	+61	$12,135,086	−10.5%	0.79%
SYK	Stryker Corp Healthcare	Added	43,868	+1,787	$12,080,808	−8.8%	0.79%
MRSH	Marsh & Mclennan Companies, Inc. Financial Services	Added	69,959	+518	$11,944,100	+3.2%	0.78%
WMT	Walmart Inc. Consumer Defensive	Reduced	113,042	-529	$11,747,324	−8.7%	0.77%
BLK	BlackRock, Inc. Financial Services	Added	10,834	+85	$11,465,513	+10.9%	0.75%
MRK	Merck & Co., Inc. Healthcare	Added	78,263	+289	$11,372,396	+13.5%	0.74%
CSRE	Cohen & Steers Real Estate Active ETF	Added	424,446	+7,373	$11,332,708	−4.3%	0.74%
EFA	iShares MSCI EAFE ETF	Added	106,992	+301	$11,115,398	+0.3%	0.72%
GD	General Dynamics Corp Industrials	Added	31,161	+108	$10,340,154	−6.0%	0.67%
ELV	Elevance Health, Inc. Healthcare	Added	24,468	+651	$9,513,647	+3.3%	0.62%
VRT	Vertiv Holdings Co Industrials	Added	38,533	+738	$9,298,398	−26.5%	0.61%
NEE	Nextera Energy Inc Utilities	Added	114,780	+1,026	$8,693,437	−12.9%	0.57%
LOW	Lowes Companies Inc Consumer Cyclical	Added	45,269	+4,192	$8,342,624	−7.9%	0.54%
LIN	Linde PLC Basic Materials	Reduced	16,854	-23	$7,999,751	−8.7%	0.52%

Showing the top 50 of 191 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.