Nixon Peabody Trust Co.

Name: NIXON PEABODY TRUST CO 13F holdings, Q1 2025
Creator: NIXON PEABODY TRUST CO
Published: 2025-04-10

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q4 2024Q3 2024Q2 2024Q1 2024

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 10, 2025), Nixon Peabody Trust Co. reported 153 stock positions worth $1.2 billion. Its top holding was iShares Core MSCI Dev MKTS (IDEV) at 7.0% of the portfolio, followed by Avantis US Large Cap Value (AVLV, 5.6%) and Microsoft (MSFT, 5.1%). Compared with Q4 2024, it opened 15 new positions, sold out of 9, added to 49 and reduced 74. The biggest buy was iShares 1-3 Year Treasury Bo (SHY, shares +427%) and the biggest sale Nvidia (NVDA, shares −12%).

Most Recent 13F: Q2 2026
Location: BOSTON, MA
CIK: 0001626757
Portfolio Value: $1.2B (Q1 2025)
SEC Filing: 0001626757-25-000002 ↗ filed Apr 10, 2025

Holdings Value

Holdings 153 stocks · $1.2B


IDEV iShares Core MSCI Dev MKTS	7.01%	1,198,737	$82.6M	Reduce -0.1%
AVLV Avantis US Large Cap Value	5.59%	1,009,828	$65.9M	Add +11.2%
MSFT Microsoft Corp.	5.08%	159,355	$59.8M	Reduce -0.4%
AAPL Apple Inc.	5.05%	268,012	$59.5M	Reduce -2.1%
IWB iShares Russell 1000 ETF	4.59%	176,343	$54.1M	Add +21.6%
MSA Msa Safety Inc.	4.33%	347,550	$51.0M	No change
NVDA Nvidia Corp.	3.23%	351,494	$38.1M	Reduce -11.9%
AMZN Amazon.com Inc.	3.21%	198,850	$37.8M	Reduce -1.5%
IVV iShares Core S&P 500 ETF	2.05%	42,971	$24.1M	Add +61.4%
MA Mastercard Inc. Class A	1.90%	40,746	$22.3M	Reduce -18.6%
JPM JPMorgan Chase & Co.	1.77%	85,081	$20.9M	Reduce -0.3%
GOOG Alphabet Inc. Class C	1.75%	131,909	$20.6M	Reduce -0.4%
PANW Palo Alto Networks Inc.	1.69%	116,431	$19.9M	Reduce -0.2%
SHY iShares 1-3 Year Treasury Bo	1.62%	230,656	$19.1M	Add +427.4%
MRSH Marsh & McLennan Cos	1.53%	74,044	$18.1M	Reduce -0.3%
ICE Intercontinental Exchange Inc.	1.48%	100,798	$17.4M	Reduce -11.8%
CRM Salesforce Inc.	1.46%	64,259	$17.2M	Reduce -18.0%
WM Waste Management Inc.	1.46%	74,400	$17.2M	Reduce -1.2%
PG The Procter & Gamble Co.	1.45%	100,185	$17.1M	Reduce -0.7%
GOOGL Alphabet Inc. Class A	1.44%	110,000	$17.0M	Add +6.5%
TMO Thermo Fisher Scientific Inc.	1.41%	33,305	$16.6M	Add +0.4%
SYK Stryker Corp.	1.39%	44,000	$16.4M	Reduce -23.4%
AVGO Broadcom Inc.	1.38%	96,952	$16.2M	Reduce -20.2%
BKNG Booking Holdings Inc.	1.38%	3,523	$16.2M	Reduce -31.5%
LIN Linde PLC	1.37%	34,580	$16.1M	Reduce -12.5%
TJX TJX Companies Inc. filed as TJX COS INC NEW	1.36%	131,874	$16.1M	Reduce -15.2%
GD General Dynamics Corp.	1.32%	56,859	$15.5M	Add +1.4%
META Meta Platforms Inc. Class A	1.21%	24,801	$14.3M	Add +18.0%
CVX Chevron Corp.	1.17%	82,475	$13.8M	Reduce -0.0%
KO The Coca-Cola Co.	1.17%	191,785	$13.7M	Add +0.3%
MS Morgan Stanley	1.17%	117,686	$13.7M	Reduce -0.2%
BAC Bank of America Corp. filed as BANK AMERICA CORP	1.08%	303,788	$12.7M	Add +0.8%
WMT Walmart Inc.	1.08%	144,258	$12.7M	Reduce -27.4%
DHR Danaher Corp.	1.07%	61,715	$12.7M	Add +0.7%
DE Deere & Co.	1.03%	25,844	$12.1M	Reduce -24.2%
LOW Lowe's Cos Inc.	0.96%	48,646	$11.3M	Add +0.1%
IQV Iqvia Holdings Inc.	0.96%	63,823	$11.3M	Add +11.7%
BLK BlackRock Inc.	0.94%	11,756	$11.1M	Add +1.5%
SPY SS SPDR S&P 500 ETF Trust-US	0.94%	19,854	$11.1M	Reduce -31.2%
ASML ASML Holding NV-NY Reg SHS	0.89%	15,867	$10.5M	Add +54.7%
LLY Eli Lilly & Co.	0.84%	11,922	$9.8M	Add +13.8%
AMT American Tower Corp.	0.82%	44,520	$9.7M	Add +6.6%
ELV Elevance Health Inc.	0.81%	21,805	$9.5M	Add +82.3%
MDY State Street SPDR S&P Midcap	0.75%	16,558	$8.8M	Reduce -6.5%
EFA iShares MSCI Eafe ETF	0.72%	104,105	$8.5M	Reduce -0.2%
PEP Pepsico Inc.	0.72%	56,659	$8.5M	Reduce -36.1%
XOM Exxon Mobil Corp.	0.69%	68,324	$8.1M	Reduce -41.1%
NEE Nextera Energy Inc.	0.68%	112,452	$8.0M	Add +0.5%
MRK Merck & Co. Inc.	0.63%	82,017	$7.4M	Reduce -2.4%
JNJ Johnson & Johnson	0.57%	40,155	$6.7M	Reduce -57.5%
ETN Eaton Corp. PLC	0.53%	23,176	$6.3M	Add +60.2%
NOW ServiceNow Inc.	0.53%	7,852	$6.3M	Add +22.1%
BRK.B Berkshire Hathaway Inc. Class B	0.52%	11,459	$6.1M	Add +2.4%
APTV Aptiv PLC	0.50%	99,550	$5.9M	New
SHEL Shell PLC-ADR	0.49%	78,728	$5.8M	New
NFLX Netflix Inc.	0.48%	6,005	$5.6M	New
AZN Astrazeneca PLC-Spons ADR	0.47%	74,997	$5.5M	New
SMTH Alps SMTH Cor BD Plus ETF	0.45%	205,180	$5.3M	New
VRT Vertiv Holdings Co. Class A	0.43%	69,966	$5.1M	Add +59.8%
UL Unilever PLC	0.43%	84,812	$5.1M	New
DUK Duke Energy Corp.	0.42%	40,840	$5.0M	Add +0.7%
HD Home Depot Inc.	0.42%	13,402	$4.9M	Reduce -3.0%
PWR Quanta Services Inc.	0.36%	16,815	$4.3M	New
VUG Vanguard Mrngstar GR ETF-Sui	0.29%	9,300	$3.4M	Reduce -1.1%
IJR iShares Core S&P Small-Cap E	0.22%	24,240	$2.5M	Reduce -0.2%
ABT Abbott Laboratories	0.21%	19,010	$2.5M	Add +0.7%
VGIT Vanguard Intermediate-Term T	0.18%	36,412	$2.2M	Reduce -9.5%
ADP Automatic Data Processing	0.18%	6,993	$2.1M	Reduce -8.2%
AXP American Express Co.	0.17%	7,344	$2.0M	Reduce -1.2%
VTV Vanguard Mrngstr Val ETF-Aui	0.16%	10,685	$1.8M	No change
IWM iShares Russell 2000 ETF	0.16%	9,210	$1.8M	Reduce -10.4%
GILD Gilead Sciences Inc.	0.14%	15,148	$1.7M	Reduce -9.9%
ACWX iShares MSCI Acwi Ex US ETF	0.13%	28,180	$1.6M	New
XLK SS Technology Select Sector	0.13%	7,500	$1.5M	Add +105.5%
JGRO JPMorgan Active Growth ETF	0.13%	20,011	$1.5M	New
ABBV Abbvie Inc.	0.12%	6,823	$1.4M	Add +5.1%
APD Air Products & Chemicals Inc.	0.12%	4,807	$1.4M	Reduce -1.2%
INTU Intuit Inc.	0.11%	2,125	$1.3M	Add +8.8%
MMM 3M Co.	0.11%	8,688	$1.3M	Reduce -0.5%
VXUS Vanguard Total Intl Stock	0.11%	20,230	$1.3M	No change
MDT Medtronic PLC	0.10%	12,546	$1.1M	Reduce -75.1%
PGR Progressive Corp.	0.09%	3,932	$1.1M	Add +4.7%
AVUV Avantis US Small Cap Value	0.09%	12,700	$1.1M	New
COST Costco Wholesale Corp.	0.09%	1,098	$1.0M	Add +6.0%
ADI Analog Devices Inc.	0.09%	5,075	$1.0M	Reduce -14.5%
MCD McDonald's Corp.	0.08%	3,196	$998K	Reduce -0.8%
KMB Kimberly-Clark Corp.	0.08%	6,700	$953K	Reduce -0.9%
AMCR Amcor PLC	0.08%	91,967	$892K	Reduce -9.4%
NVS Novartis AG-Sponsored ADR	0.07%	7,842	$874K	Reduce -81.5%
V Visa Inc. Class A	0.07%	2,403	$842K	Add +13.2%
ITW Illinois Tool Works	0.07%	3,337	$828K	Add +3.4%
ORCL Oracle Corp.	0.07%	5,842	$817K	Add +5.5%
PVBC Provident Bancorp Inc.	0.07%	70,212	$806K	No change
ROK Rockwell Automation Inc.	0.06%	2,827	$730K	Reduce -75.5%
CHD Church & Dwight Co. Inc.	0.06%	6,498	$715K	Reduce -1.4%
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO	0.06%	2,025	$699K	Reduce -21.4%
LII Lennox International Inc.	0.06%	1,226	$688K	Reduce -2.4%
SYY Sysco Corp.	0.06%	8,655	$649K	Reduce -3.1%
TRV The Travelers Cos Inc.	0.05%	2,404	$636K	Reduce -19.2%
XLY SS Consumer Disc Select Sect	0.05%	3,200	$632K	No change
IUSB Ishr CR Unvrse Usd BD ETF-Ui	0.05%	13,692	$631K	New
ALNY Alnylam Pharmaceuticals Inc.	0.05%	2,277	$615K	Reduce -0.7%
VTI VG Morningstar TS MKT ETF-US	0.05%	2,197	$604K	Reduce -13.8%
QCOM Qualcomm Inc.	0.05%	3,898	$599K	Reduce -0.4%
AEP American Electric Power	0.05%	5,220	$570K	Add +1.4%
GE General Electric filed as GE AEROSPACE	0.05%	2,827	$566K	Add +9.8%
XLE SS Energy Select Sector	0.05%	6,000	$561K	Reduce -4.8%
TPL Texas Pacific Land Corp.	0.05%	414	$549K	Reduce -17.4%
KLAC KLA Corp.	0.05%	787	$535K	Add +11.6%
EW Edwards Lifesciences Corp.	0.05%	7,348	$533K	Reduce -4.3%
ZTS Zoetis Inc.	0.04%	3,074	$506K	Add +16.4%
EEM iShares MSCI Emerging Market	0.04%	11,550	$505K	Reduce -4.4%
VXF Vanguard Extended Market ETF	0.04%	2,865	$494K	No change
CMCSA Comcast Corp. Class A	0.04%	13,199	$487K	Reduce -80.1%
VO Vngrd Mrngstr MD-Cap ETF-Usd	0.04%	1,870	$484K	No change
ROP Roper Technologies Inc.	0.04%	801	$472K	Reduce -83.7%
ZBH Zimmer Biomet Holdings Inc.	0.04%	4,080	$462K	Add +1.5%
XLC SS Comm Select Sector SPDR	0.04%	4,750	$458K	Add +111.1%
ALC Alcon Inc. filed as ALCON AG	0.04%	4,740	$450K	No change
AMGN Amgen Inc.	0.04%	1,400	$436K	Add +19.4%
FISV Fiserv Inc.	0.04%	1,916	$423K	Reduce -4.6%
GPC Genuine Parts Co.	0.04%	3,500	$417K	Reduce -7.9%
XLV SS Health Care Select Sector	0.03%	2,750	$402K	No change
ORLY O'reilly Automotive Inc.	0.03%	271	$388K	Reduce -4.6%
ACN Accenture PLC Class A	0.03%	1,234	$385K	Reduce -10.7%
UNP Union Pacific Corp.	0.03%	1,555	$367K	Reduce -2.1%
VOO Vanguard S&P 500 ETF	0.03%	690	$355K	Add +8.2%
HPQ HP Inc.	0.03%	12,750	$353K	No change
PAYX Paychex Inc.	0.03%	2,198	$339K	Add +4.9%
IEFA iShares Core MSCI Eafe ETF	0.03%	4,430	$335K	No change
MPC Marathon Petroleum Corp.	0.03%	2,215	$323K	Add +7.1%
EMR Emerson Electric Co.	0.03%	2,923	$320K	Reduce -11.6%
NSC Norfolk Southern Corp.	0.03%	1,244	$295K	Add +3.7%
VB Vanguard Most SM-Cap ETF-Usd	0.03%	1,327	$294K	No change
IWR iShares Russell Mid-Cap ETF	0.02%	3,385	$288K	Reduce -3.3%
CSCO Cisco Systems Inc.	0.02%	4,600	$284K	Add +12.0%
UNH Unitedhealth Group Inc.	0.02%	536	$281K	Add +34.0%
SUI Sun Communities Inc. filed as SUN CMNTYS INC	0.02%	2,000	$257K	Reduce -25.9%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS	0.02%	1,029	$256K	New
LRCX Lam Research Corp.	0.02%	3,499	$254K	Add +24.4%
IJT iShares S&P Small-Cap 600 GR	0.02%	2,010	$250K	New
CP Canadian Pacific Kansas City	0.02%	3,500	$246K	Reduce -2.4%
CME Cme Group Inc.	0.02%	908	$241K	New
CPRT Copart Inc.	0.02%	4,108	$232K	Add +5.0%
TSLA Tesla Inc.	0.02%	872	$226K	Reduce -32.7%
IJH iShares Core S&P Midcap ETF	0.02%	3,837	$224K	Reduce -8.1%
SLB SLB Ltd. filed as SCHLUMBERGER LTD	0.02%	5,185	$217K	Reduce -2.2%
INTC Intel Corp.	0.02%	9,110	$207K	New
GEV GE Vernova Inc.	0.02%	671	$205K	Reduce -2.0%
HPE Hewlett Packard Enterprise	0.02%	13,258	$205K	Add +1.3%
RNXT Renovorx Inc.	0.01%	97,165	$96K	No change
QUINCE THERAPEUTICS INC	0.00%	11,126	$15K	No change
BOLT PROJS HLDGS INC	0.00%	13,507	$4K	No change

Portfolio Sells Q4 2024 → Q1 2025


NVDA Nvidia Corp.	Reduce -11.9%	3.23%	−1.18
AVGO Broadcom Inc.	Reduce -20.2%	1.38%	−0.94
BKNG Booking Holdings Inc.	Reduce -31.5%	1.38%	−0.73
CRM Salesforce Inc.	Reduce -18.0%	1.46%	−0.69
AAPL Apple Inc.	Reduce -2.1%	5.05%	−0.59
JNJ Johnson & Johnson	Reduce -57.5%	0.57%	−0.56
MSFT Microsoft Corp.	Reduce -0.4%	5.08%	−0.48
SPY SS SPDR S&P 500 ETF Trust-US	Reduce -31.2%	0.94%	−0.45
AMZN Amazon.com Inc.	Reduce -1.5%	3.21%	−0.44
WMT Walmart Inc.	Reduce -27.4%	1.08%	−0.40
PEP Pepsico Inc.	Reduce -36.1%	0.72%	−0.39
XOM Exxon Mobil Corp.	Reduce -41.1%	0.69%	−0.34
GOOG Alphabet Inc. Class C	Reduce -0.4%	1.75%	−0.33
SYK Stryker Corp.	Reduce -23.4%	1.39%	−0.31
MA Mastercard Inc. Class A	Reduce -18.6%	1.90%	−0.28
NVS Novartis AG-Sponsored ADR	Reduce -81.5%	0.07%	−0.27
MDT Medtronic PLC	Reduce -75.1%	0.10%	−0.24
ROK Rockwell Automation Inc.	Reduce -75.5%	0.06%	−0.21
TJX TJX Companies Inc.	Reduce -15.2%	1.36%	−0.18
ROP Roper Technologies Inc.	Reduce -83.7%	0.04%	−0.17
CMCSA Comcast Corp. Class A	Reduce -80.1%	0.04%	−0.16
DE Deere & Co.	Reduce -24.2%	1.03%	−0.16
MDY State Street SPDR S&P Midcap	Reduce -6.5%	0.75%	−0.08
MRK Merck & Co. Inc.	Reduce -2.4%	0.63%	−0.06
PANW Palo Alto Networks Inc.	Reduce -0.2%	1.69%	−0.06
MS Morgan Stanley	Reduce -0.2%	1.17%	−0.06
IWM iShares Russell 2000 ETF	Reduce -10.4%	0.16%	−0.03
ADBE Adobe Inc.	Sold out	0.00%	−0.03
HD Home Depot Inc.	Reduce -3.0%	0.42%	−0.03
TXN Texas Instruments Inc.	Sold out	0.00%	−0.03
VIG Vanguard Dividend Apprec ETF	Sold out	0.00%	−0.03
REGN Regeneron Pharmaceuticals	Sold out	0.00%	−0.03
VUG Vanguard Mrngstar GR ETF-Sui	Reduce -1.1%	0.29%	−0.03
BR Broadridge Financial Solutio	Sold out	0.00%	−0.02
TSLA Tesla Inc.	Reduce -32.7%	0.02%	−0.02
WSO Watsco Inc.	Sold out	0.00%	−0.02
NVO Novo-Nordisk A/S-Spons ADR	Sold out	0.00%	−0.02
TFC Truist Financial Corp.	Sold out	0.00%	−0.02
LMT Lockheed Martin Corp.	Sold out	0.00%	−0.02
ADI Analog Devices Inc.	Reduce -14.5%	0.09%	−0.02
IJR iShares Core S&P Small-Cap E	Reduce -0.2%	0.22%	−0.02
AXP American Express Co.	Reduce -1.2%	0.17%	−0.01
VTI VG Morningstar TS MKT ETF-US	Reduce -13.8%	0.05%	−0.01
VGIT Vanguard Intermediate-Term T	Reduce -9.5%	0.18%	−0.01
ACN Accenture PLC Class A	Reduce -10.7%	0.03%	−0.01
EMR Emerson Electric Co.	Reduce -11.6%	0.03%	−0.01
SUI Sun Communities Inc.	Reduce -25.9%	0.02%	−0.01
TRV The Travelers Cos Inc.	Reduce -19.2%	0.05%	−0.01
LII Lennox International Inc.	Reduce -2.4%	0.06%	−0.00
AMCR Amcor PLC	Reduce -9.4%	0.08%	−0.00

Portfolio Buys Q4 2024 → Q1 2025


SHY iShares 1-3 Year Treasury Bo	Add +427.4%	1.62%	+1.32
IVV iShares Core S&P 500 ETF	Add +61.4%	2.05%	+0.76
IWB iShares Russell 1000 ETF	Add +21.6%	4.59%	+0.74
AVLV Avantis US Large Cap Value	Add +11.2%	5.59%	+0.59
APTV Aptiv PLC	New	0.50%	+0.50
SHEL Shell PLC-ADR	New	0.49%	+0.49
NFLX Netflix Inc.	New	0.48%	+0.48
AZN Astrazeneca PLC-Spons ADR	New	0.47%	+0.47
SMTH Alps SMTH Cor BD Plus ETF	New	0.45%	+0.45
ELV Elevance Health Inc.	Add +82.3%	0.81%	+0.44
UL Unilever PLC	New	0.43%	+0.43
PWR Quanta Services Inc.	New	0.36%	+0.36
ASML ASML Holding NV-NY Reg SHS	Add +54.7%	0.89%	+0.31
META Meta Platforms Inc. Class A	Add +18.0%	1.21%	+0.20
AMT American Tower Corp.	Add +6.6%	0.82%	+0.19
KO The Coca-Cola Co.	Add +0.3%	1.17%	+0.19
LLY Eli Lilly & Co.	Add +13.8%	0.84%	+0.17
ETN Eaton Corp. PLC	Add +60.2%	0.53%	+0.14
ACWX iShares MSCI Acwi Ex US ETF	New	0.13%	+0.13
JGRO JPMorgan Active Growth ETF	New	0.13%	+0.13
BRK.B Berkshire Hathaway Inc. Class B	Add +2.4%	0.52%	+0.10
GD General Dynamics Corp.	Add +1.4%	1.32%	+0.10
AVUV Avantis US Small Cap Value	New	0.09%	+0.09
DUK Duke Energy Corp.	Add +0.7%	0.42%	+0.06
XLK SS Technology Select Sector	Add +105.5%	0.13%	+0.06
IUSB Ishr CR Unvrse Usd BD ETF-Ui	New	0.05%	+0.05
ABT Abbott Laboratories	Add +0.7%	0.21%	+0.04
IQV Iqvia Holdings Inc.	Add +11.7%	0.96%	+0.03
ABBV Abbvie Inc.	Add +5.1%	0.12%	+0.03
IBM Intl Business Machines Corp.	New	0.02%	+0.02
IJT iShares S&P Small-Cap 600 GR	New	0.02%	+0.02
XLC SS Comm Select Sector SPDR	Add +111.1%	0.04%	+0.02
CME Cme Group Inc.	New	0.02%	+0.02
PGR Progressive Corp.	Add +4.7%	0.09%	+0.02
VRT Vertiv Holdings Co. Class A	Add +59.8%	0.43%	+0.02
INTC Intel Corp.	New	0.02%	+0.02
V Visa Inc. Class A	Add +13.2%	0.07%	+0.02
NEE Nextera Energy Inc.	Add +0.5%	0.68%	+0.02
GE General Electric	Add +9.8%	0.05%	+0.01
AMGN Amgen Inc.	Add +19.4%	0.04%	+0.01
COST Costco Wholesale Corp.	Add +6.0%	0.09%	+0.01
INTU Intuit Inc.	Add +8.8%	0.11%	+0.01
AEP American Electric Power	Add +1.4%	0.05%	+0.01
KLAC KLA Corp.	Add +11.6%	0.05%	+0.01
ZTS Zoetis Inc.	Add +16.4%	0.04%	+0.01
UNH Unitedhealth Group Inc.	Add +34.0%	0.02%	+0.01
LRCX Lam Research Corp.	Add +24.4%	0.02%	+0.00
PAYX Paychex Inc.	Add +4.9%	0.03%	+0.00
ZBH Zimmer Biomet Holdings Inc.	Add +1.5%	0.04%	+0.00
CSCO Cisco Systems Inc.	Add +12.0%	0.02%	+0.00

All Filings

Quarter	Positions	13F Reported Value	Top Holdings
Q2 2026	177	$1.4B	IDEV, AVLV, NVDA, AAPL, IVV
Q1 2026	161	$1.3B	IDEV, AVLV, AAPL, NVDA, MSFT
Q4 2025	160	$1.3B	IDEV, AVLV, MSFT, AAPL, NVDA
Q3 2025	152	$1.4B	IDEV, MSFT, AVLV, AAPL, NVDA
Q2 2025	148	$1.3B	IDEV, MSFT, AVLV, MSA, NVDA
Q1 2025	153	$1.2B	IDEV, AVLV, MSFT, AAPL, IWB
Q4 2024	147	$1.2B	IDEV, AAPL, MSFT, AVLV, MSA
Q3 2024	139	$1.2B	IDEV, MSFT, MSA, AAPL, AVLV
Q2 2024	128	$1.1B	IDEV, MSFT, MSA, AAPL, AVLV
Q1 2024	126	$1.1B	MSA, MSFT, IDEV, AAPL, AMZN