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Nixon Peabody Trust Co

Portfolio Manager
Nixon Peabody Trust Co
Performance
-6.82% (2026 Q1)
AUM (13F)
$1.26B
# of Holdings
161
Performance Rank
Allocation (Top 20)
59.76%

Nixon Peabody Trust Co Holdings Map

Top 50 Nixon Peabody Trust Co Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
IDEV
iShares Core MSCI Intl Developed Mkts ETF
7.24%1.09M$91.2M
-0.77%(-8.51K)
2025-Q1: 1.20M shares2025-Q2: 1.15M shares2025-Q3: 1.10M shares2025-Q4: 1.10M shares2026-Q1: 1.09M shares
$65.63(+36.43%)
2026-03-31
AVLV
Avantis US Large Cap Value ETF
6.61%1.03M$83.2M
+2.53%(+25.50K)
2025-Q1: 1.01M shares2025-Q2: 1.03M shares2025-Q3: 989.4K shares2025-Q4: 1.01M shares2026-Q1: 1.03M shares
$60.42(+46.08%)
2026-03-31
AAPL
Apple Inc
4.9%242.9K$61.7M
-6.25%(-16.20K)
2025-Q1: 268.0K shares2025-Q2: 265.8K shares2025-Q3: 266.6K shares2025-Q4: 259.1K shares2026-Q1: 242.9K shares
$158.72(+88.31%)
2026-03-31
NVDA
NVIDIA Corp
4.67%337.0K$58.8M
-1.89%(-6.48K)
2025-Q1: 351.5K shares2025-Q2: 350.7K shares2025-Q3: 349.7K shares2025-Q4: 343.5K shares2026-Q1: 337.0K shares
$42.61(+429.97%)
2026-03-31
MSFT
Microsoft Corp
4.44%150.8K$55.8M
-1.29%(-1.97K)
2025-Q1: 159.4K shares2025-Q2: 157.9K shares2025-Q3: 157.2K shares2025-Q4: 152.8K shares2026-Q1: 150.8K shares
$312.10(+29.83%)
2026-03-31
IWB
iShares Russell 1000 ETF
3.72%131.3K$46.8M
+14.27%(+16.39K)
2025-Q1: 176.3K shares2025-Q2: 155.9K shares2025-Q3: 120.0K shares2025-Q4: 114.9K shares2026-Q1: 131.3K shares
$301.62(+34.05%)
2026-03-31
IVV
iShares Core S&P 500 ETF
3.7%71.2K$46.5M
+9.95%(+6.44K)
2025-Q1: 43.0K shares2025-Q2: 50.7K shares2025-Q3: 57.0K shares2025-Q4: 64.7K shares2026-Q1: 71.2K shares
$600.76(+24.13%)
2026-03-31
AMZN
Amazon.com Inc
2.98%179.9K$37.5M
-4.02%(-7.54K)
2025-Q1: 198.8K shares2025-Q2: 198.4K shares2025-Q3: 196.7K shares2025-Q4: 187.4K shares2026-Q1: 179.9K shares
$133.29(+102.67%)
2026-03-31
GOOG
Alphabet Inc Cl C
2.95%129.6K$37.2M
+1.17%(+1.50K)
2025-Q1: 131.9K shares2025-Q2: 127.3K shares2025-Q3: 128.2K shares2025-Q4: 128.1K shares2026-Q1: 129.6K shares
$131.74(+202.90%)
2026-03-31
AVGO
Broadcom Inc
2.33%94.7K$29.3M
+1.18%(+1.10K)
2025-Q1: 97.0K shares2025-Q2: 95.7K shares2025-Q3: 97.0K shares2025-Q4: 93.6K shares2026-Q1: 94.7K shares
$106.03(+293.07%)
2026-03-31

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