Nixon Peabody Trust Co.

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 26, 2024), Nixon Peabody Trust Co. reported 128 stock positions worth $1.1 billion. Its top holding was iShares Core MSCI Dev MKTS (IDEV) at 6.5% of the portfolio, followed by Microsoft (MSFT, 6.3%) and Msa Safety (MSA, 6.3%). Compared with Q1 2024, it opened 12 new positions, sold out of 10, added to 16 and reduced 72. The biggest buy was iShares Russell 1000 ETF (IWB, shares +214%) and the biggest sale State Street SPDR S&P Midcap (MDY, shares −55%).

Most Recent 13F
Q2 2026
Location
BOSTON, MA
CIK
0001626757
Portfolio Value
$1.1B (Q2 2024)
SEC Filing
0001622820-24-000003 ↗ filed Jul 26, 2024

Holdings Value

0$500.0M$1.0B$1.5B Q1 2024: $1.1B Q1 2024 Q2 2024: $1.1B $1.1B Q2 2024 Q3 2024: $1.2B Q3 2024 Q4 2024: $1.2B Q4 2024 Q1 2025: $1.2B Q1 2025 Q2 2025: $1.3B Q2 2025 Q3 2025: $1.4B Q3 2025 Q4 2025: $1.3B Q4 2025 Q1 2026: $1.3B Q1 2026 Q2 2026: $1.4B Q2 2026

Holdings 128 stocks · $1.1B
IDEV iShares Core MSCI Dev MKTS 6.54% 1,121,534 $73.6M Add +8.5%
MSFT Microsoft Corp. 6.33% 159,454 $71.3M Reduce -5.0%
MSA Msa Safety Inc. 6.30% 377,725 $70.9M No change
AAPL Apple Inc. 5.17% 276,377 $58.2M Reduce -2.2%
AVLV Avantis US Large Cap Value 4.45% 797,745 $50.1M Add +37.3%
NVDA Nvidia Corp. 4.35% 396,140 $48.9M Reduce -4.3%
IWB iShares Russell 1000 ETF 3.72% 140,539 $41.8M Add +214.3%
AMZN Amazon.com Inc. 3.44% 200,115 $38.7M Reduce -6.6%
GOOG Alphabet Inc. Class C 2.09% 128,163 $23.5M Reduce -29.6%
MA Mastercard Inc. Class A 1.92% 48,928 $21.6M Reduce -0.5%
BKNG Booking Holdings Inc. 1.82% 5,170 $20.5M Reduce -0.3%
AVGO Broadcom Inc. 1.81% 12,652 $20.3M Add +3.8%
CRM Salesforce Inc. 1.78% 77,736 $20.0M Reduce -2.9%
TJX TJX Companies Inc. filed as TJX COS INC NEW 1.77% 181,119 $19.9M Reduce -3.2%
PANW Palo Alto Networks Inc. 1.77% 58,652 $19.9M Reduce -0.8%
SYK Stryker Corp. 1.71% 56,668 $19.3M Reduce -3.7%
TMO Thermo Fisher Scientific Inc. 1.65% 33,528 $18.5M Reduce -0.0%
LIN Linde PLC 1.60% 41,087 $18.0M Add +7.0%
GOOGL Alphabet Inc. Class A 1.57% 96,788 $17.6M Reduce -14.4%
JPM JPMorgan Chase & Co. 1.51% 83,956 $17.0M Reduce -3.2%
PG The Procter & Gamble Co. 1.46% 99,317 $16.4M Reduce -2.8%
GD General Dynamics Corp. 1.43% 55,308 $16.0M Reduce -3.5%
JNJ Johnson & Johnson 1.41% 108,502 $15.9M Reduce -2.8%
WM Waste Management Inc. 1.40% 73,871 $15.8M Reduce -0.2%
MRSH Marsh & McLennan Cos 1.38% 73,892 $15.6M Reduce -4.3%
ICE Intercontinental Exchange Inc. 1.38% 113,481 $15.5M Reduce -3.3%
IQV Iqvia Holdings Inc. 1.38% 73,443 $15.5M Reduce -0.1%
DHR Danaher Corp. 1.34% 60,559 $15.1M Reduce -1.0%
PEP Pepsico Inc. 1.29% 87,689 $14.5M Reduce -2.0%
SPY SS SPDR S&P 500 ETF Trust-US 1.26% 26,041 $14.2M Add +17.9%
CMCSA Comcast Corp. Class A 1.25% 359,098 $14.1M Reduce -4.2%
XOM Exxon Mobil Corp. 1.17% 114,387 $13.2M Reduce -8.7%
WMT Walmart Inc. 1.17% 194,349 $13.2M Reduce -3.5%
NVS Novartis AG-Sponsored ADR 1.14% 120,476 $12.8M Reduce -3.8%
DE Deere & Co. 1.12% 33,777 $12.6M Reduce -3.9%
KO The Coca-Cola Co. 1.08% 190,665 $12.1M Reduce -1.4%
BAC Bank of America Corp. filed as BANK AMERICA CORP 1.06% 299,110 $11.9M Reduce -1.9%
ROP Roper Technologies Inc. 1.03% 20,566 $11.6M Reduce -4.8%
MS Morgan Stanley 0.99% 114,916 $11.2M Reduce -0.9%
ROK Rockwell Automation Inc. 0.96% 39,430 $10.9M Reduce -3.1%
LOW Lowe's Cos Inc. 0.95% 48,462 $10.7M Add +0.1%
MRK Merck & Co. Inc. 0.91% 82,561 $10.2M Add +16.9%
CVX Chevron Corp. 0.90% 65,090 $10.2M Reduce -8.9%
MDT Medtronic PLC 0.90% 129,249 $10.2M Reduce -4.4%
MDY State Street SPDR S&P Midcap 0.89% 18,611 $10.0M Reduce -54.8%
BLK BlackRock Finance Inc. 0.81% 11,527 $9.1M Reduce -6.2%
AMT American Tower Corp. 0.76% 43,948 $8.5M Reduce -9.0%
EFA iShares MSCI Eafe ETF 0.73% 104,375 $8.2M Reduce -2.5%
NEE Nextera Energy Inc. 0.71% 113,150 $8.0M Reduce -37.4%
META Meta Platforms Inc. Class A 0.55% 12,202 $6.2M New
HD Home Depot Inc. 0.38% 12,484 $4.3M Reduce -1.0%
DUK Duke Energy Corp. 0.34% 38,645 $3.9M New
VUG Vanguard Mrngstar GR ETF-Sui 0.31% 9,450 $3.5M No change
BRK.B Berkshire Hathaway Inc. Class B 0.28% 7,647 $3.1M Reduce -1.2%
IJR iShares Core S&P Small-Cap E 0.23% 24,607 $2.6M Reduce -65.0%
ABT Abbott Laboratories 0.19% 20,981 $2.2M Add +13.3%
LLY Eli Lilly & Co. 0.19% 2,365 $2.1M No change
IWM iShares Russell 2000 ETF 0.19% 10,477 $2.1M Reduce -13.3%
VTV Vanguard Mrngstr Val ETF-Aui 0.15% 10,685 $1.7M No change
ADP Automatic Data Processing 0.15% 7,134 $1.7M Reduce -4.6%
AXP American Express Co. 0.15% 7,304 $1.7M No change
ADI Analog Devices Inc. 0.12% 5,887 $1.3M Reduce -0.6%
GILD Gilead Sciences Inc. 0.12% 18,900 $1.3M Reduce -9.6%
VXUS Vanguard Total Intl Stock 0.11% 20,430 $1.2M No change
BRK.A Berkshire Hathaway Inc. Class A 0.11% 2 $1.2M New
INTU Intuit Inc. 0.11% 1,805 $1.2M Reduce -20.3%
APD Air Products & Chemicals Inc. 0.11% 4,596 $1.2M Reduce -9.0%
ABBV Abbvie Inc. 0.10% 6,822 $1.2M No change
AMCR Amcor PLC 0.10% 112,449 $1.1M Reduce -2.7%
KMB Kimberly-Clark Corp. 0.09% 7,200 $995K No change
VTI VG Morningstar TS MKT ETF-US 0.08% 3,419 $915K No change
MCD McDonald's Corp. 0.08% 3,426 $873K Add +2.0%
MMM 3M Co. 0.08% 8,510 $870K Reduce -4.7%
V Visa Inc. Class A 0.07% 3,093 $812K Reduce -8.3%
ALNY Alnylam Pharmaceuticals Inc. 0.07% 3,300 $802K No change
QCOM Qualcomm Inc. 0.07% 3,854 $768K No change
ORCL Oracle Corp. 0.07% 5,408 $764K New
PGR Progressive Corp. 0.07% 3,660 $760K Add +229.7%
EW Edwards Lifesciences Corp. 0.07% 8,197 $757K Reduce -8.2%
ITW Illinois Tool Works 0.07% 3,110 $737K Reduce -13.8%
PVBC Provident Bancorp Inc. 0.06% 70,212 $715K No change
CHD Church & Dwight Co. Inc. 0.06% 6,766 $701K Reduce -10.6%
COST Costco Wholesale Corp. 0.06% 801 $681K Add +99.8%
SYY Sysco Corp. 0.06% 9,260 $661K Reduce -4.6%
UNH Unitedhealth Group Inc. 0.06% 1,250 $637K Add +31.4%
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 0.06% 2,400 $622K Add +166.4%
LII Lennox International Inc. 0.05% 1,121 $600K Add +10.6%
EEM iShares MSCI Emerging Market 0.05% 13,930 $593K Reduce -1.6%
TRV The Travelers Cos Inc. 0.05% 2,751 $559K Reduce -14.2%
KLAC KLA Corp. 0.05% 676 $557K New
GPC Genuine Parts Co. 0.05% 3,900 $539K No change
VXF Vanguard Extended Market ETF 0.04% 2,900 $489K No change
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.04% 2,020 $489K Reduce -44.9%
ZTS Zoetis Inc. 0.04% 2,641 $458K New
REGN Regeneron Pharmaceuticals 0.04% 430 $452K Reduce -19.8%
HPQ HP Inc. 0.04% 12,750 $447K No change
ZBH Zimmer Biomet Holdings Inc. 0.04% 4,000 $434K No change
ALC Alcon Inc. filed as ALCON AG 0.04% 4,740 $422K New
AEP American Electric Power 0.04% 4,800 $421K No change
GE General Electric filed as GE AEROSPACE 0.04% 2,575 $409K Reduce -0.6%

Show all 128 holdings

Portfolio Sells Q1 2024 → Q2 2024
MDY State Street SPDR S&P Midcap Reduce -54.8% 0.89% −1.22
IJR iShares Core S&P Small-Cap E Reduce -65.0% 0.23% −0.48
GOOG Alphabet Inc. Class C Reduce -29.6% 2.09% −0.46
CRM Salesforce Inc. Reduce -2.9% 1.78% −0.44
NEE Nextera Energy Inc. Reduce -37.4% 0.71% −0.35
IQV Iqvia Holdings Inc. Reduce -0.1% 1.38% −0.33
MA Mastercard Inc. Class A Reduce -0.5% 1.92% −0.26
CMCSA Comcast Corp. Class A Reduce -4.2% 1.25% −0.24
SYK Stryker Corp. Reduce -3.7% 1.71% −0.22
JNJ Johnson & Johnson Reduce -2.8% 1.41% −0.21
DE Deere & Co. Reduce -3.9% 1.12% −0.20
MDT Medtronic PLC Reduce -4.4% 0.90% −0.18
XOM Exxon Mobil Corp. Reduce -8.7% 1.17% −0.17
PEP Pepsico Inc. Reduce -2.0% 1.29% −0.15
MSFT Microsoft Corp. Reduce -5.0% 6.33% −0.15
TMO Thermo Fisher Scientific Inc. Reduce -0.0% 1.65% −0.14
BLK BlackRock Finance Inc. Reduce -6.2% 0.81% −0.13
CVX Chevron Corp. Reduce -8.9% 0.90% −0.13
ROK Rockwell Automation Inc. Reduce -3.1% 0.96% −0.12
AMT American Tower Corp. Reduce -9.0% 0.76% −0.12
AMZN Amazon.com Inc. Reduce -6.6% 3.44% −0.11
ICE Intercontinental Exchange Inc. Reduce -3.3% 1.38% −0.10
JPM JPMorgan Chase & Co. Reduce -3.2% 1.51% −0.09
ROP Roper Technologies Inc. Reduce -4.8% 1.03% −0.08
MRSH Marsh & McLennan Cos Reduce -4.3% 1.38% −0.08
PG The Procter & Gamble Co. Reduce -2.8% 1.46% −0.07
HD Home Depot Inc. Reduce -1.0% 0.38% −0.06
GD General Dynamics Corp. Reduce -3.5% 1.43% −0.06
EFA iShares MSCI Eafe ETF Reduce -2.5% 0.73% −0.06
DHR Danaher Corp. Reduce -1.0% 1.34% −0.06
WM Waste Management Inc. Reduce -0.2% 1.40% −0.05
XLK SS Technology Select Sector Sold out 0.00% −0.05
IWM iShares Russell 2000 ETF Reduce -13.3% 0.19% −0.04
FDS Factset Research Systems Inc. Sold out 0.00% −0.04
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -44.9% 0.04% −0.04
INTU Intuit Inc. Reduce -20.3% 0.11% −0.03
ETN Eaton Corp. PLC Reduce -57.2% 0.02% −0.03
LMT Lockheed Martin Corp. Sold out 0.00% −0.03
GILD Gilead Sciences Inc. Reduce -9.6% 0.12% −0.03
HUBB Hubbell Inc. Sold out 0.00% −0.03
ITW Illinois Tool Works Reduce -13.8% 0.07% −0.02
AOS Smith (a.o.) Corp. Sold out 0.00% −0.02
BRK.B Berkshire Hathaway Inc. Class B Reduce -1.2% 0.28% −0.02
CVS CVS Health Corp. Sold out 0.00% −0.02
VB Vanguard Most SM-Cap ETF-Usd Sold out 0.00% −0.02
FISV Fiserv Inc. Reduce -38.0% 0.03% −0.02
ADP Automatic Data Processing Reduce -4.6% 0.15% −0.02
ORLY O'reilly Automotive Inc. Reduce -34.0% 0.03% −0.02
IJH iShares Core S&P Midcap ETF Sold out 0.00% −0.02
CLX Clorox Company Sold out 0.00% −0.02

Portfolio Buys Q1 2024 → Q2 2024
IWB iShares Russell 1000 ETF Add +214.3% 3.72% +2.53
AVLV Avantis US Large Cap Value Add +37.3% 4.45% +1.03
META Meta Platforms Inc. Class A New 0.55% +0.55
DUK Duke Energy Corp. New 0.34% +0.34
AVGO Broadcom Inc. Add +3.8% 1.81% +0.32
SPY SS SPDR S&P 500 ETF Trust-US Add +17.9% 1.26% +0.20
IDEV iShares Core MSCI Dev MKTS Add +8.5% 6.54% +0.17
BRK.A Berkshire Hathaway Inc. Class A New 0.11% +0.11
ORCL Oracle Corp. New 0.07% +0.07
MRK Merck & Co. Inc. Add +16.9% 0.91% +0.05
KLAC KLA Corp. New 0.05% +0.05
PGR Progressive Corp. Add +229.7% 0.07% +0.05
ZTS Zoetis Inc. New 0.04% +0.04
ALC Alcon Inc. New 0.04% +0.04
AJG Arthur J Gallagher & Co. Add +166.4% 0.06% +0.03
SPGI S&P Global Inc. New 0.03% +0.03
COST Costco Wholesale Corp. Add +99.8% 0.06% +0.03
TXN Texas Instruments Inc. New 0.03% +0.03
NKE Nike Inc. Class B New 0.02% +0.02
CPRT Copart Inc. New 0.02% +0.02
APH Amphenol Corp. Class A New 0.02% +0.02
UNH Unitedhealth Group Inc. Add +31.4% 0.06% +0.01
LII Lennox International Inc. Add +10.6% 0.05% +0.01
ADBE Adobe Inc. Add +19.3% 0.03% +0.01
ABT Abbott Laboratories Add +13.3% 0.19% +0.00
MCD McDonald's Corp. Add +2.0% 0.08% −0.01
LIN Linde PLC Add +7.0% 1.60% −0.03
LOW Lowe's Cos Inc. Add +0.1% 0.95% −0.18

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 177$1.4BIDEV, AVLV, NVDA, AAPL, IVV
Q1 2026 161$1.3BIDEV, AVLV, AAPL, NVDA, MSFT
Q4 2025 160$1.3BIDEV, AVLV, MSFT, AAPL, NVDA
Q3 2025 152$1.4BIDEV, MSFT, AVLV, AAPL, NVDA
Q2 2025 148$1.3BIDEV, MSFT, AVLV, MSA, NVDA
Q1 2025 153$1.2BIDEV, AVLV, MSFT, AAPL, IWB
Q4 2024 147$1.2BIDEV, AAPL, MSFT, AVLV, MSA
Q3 2024 139$1.2BIDEV, MSFT, MSA, AAPL, AVLV
Q2 2024 128$1.1BIDEV, MSFT, MSA, AAPL, AVLV
Q1 2024 126$1.1BMSA, MSFT, IDEV, AAPL, AMZN