NIXON PEABODY TRUST CO

Q1 2026 13F-HR Holdings

Location
Boston, MA
Holdings as of
3/31/2026
Date filed
4/27/2026
Form type
13F-HR
Num holdings
161
Total value ($000)
$1,258,311
Net value change ($000)
-62,357 (-4.7%)
New positions
10
Sold out positions
9
Turnover %
3.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/6/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
CSRE 10,316 NEW
MRSH 7,364 154.0%
ARM 7,126 NEW
NOW 6,940 99.5%
AVLV 6,926 9.1%
SHEL 6,486 90.5%
VRT 4,420 47.6%
PWR 4,360 56.4%
IWB 3,904 9.1%
NFLX 2,659 40.2%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -18,068 -24.4%
CRM -13,993 -84.8%
TMO -12,195 -67.0%
AJG -8,839 -100.0%
AAPL -8,795 -12.5%
AZN -7,133 -100.0%
WM -6,324 -61.3%
GOOGL -5,821 -16.9%
AMZN -5,797 -13.4%
AMT -5,427 -73.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type