Nixon Peabody Trust Co.

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 17, 2025), Nixon Peabody Trust Co. reported 152 stock positions worth $1.4 billion. Its top holding was iShares Core MSCI Dev MKTS (IDEV) at 6.5% of the portfolio, followed by Microsoft (MSFT, 6.0%) and Avantis US Large Cap Value (AVLV, 5.2%). Compared with Q2 2025, it opened 7 new positions, sold out of 3, added to 51 and reduced 67. The biggest buy was Apple (AAPL, shares +0%) and the biggest sale iShares Russell 1000 ETF (IWB, shares −23%).

Most Recent 13F
Q2 2026
Location
BOSTON, MA
CIK
0001626757
Portfolio Value
$1.4B (Q3 2025)
SEC Filing
0001626757-25-000009 ↗ filed Oct 17, 2025

Holdings Value

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

Holdings 152 stocks · $1.4B
IDEV iShares Core MSCI Dev MKTS 6.48% 1,104,465 $88.5M Reduce -4.3%
MSFT Microsoft Corp. 5.96% 157,174 $81.4M Reduce -0.4%
AVLV Avantis US Large Cap Value 5.24% 989,447 $71.5M Reduce -4.4%
AAPL Apple Inc. 4.97% 266,608 $67.9M Add +0.3%
NVDA Nvidia Corp. 4.78% 349,693 $65.2M Reduce -0.3%
MSA Msa Safety Inc. 4.38% 347,550 $59.8M No change
IWB iShares Russell 1000 ETF 3.21% 120,036 $43.9M Reduce -23.0%
AMZN Amazon.com Inc. 3.16% 196,709 $43.2M Reduce -0.8%
IVV iShares Core S&P 500 ETF 2.79% 57,024 $38.2M Add +12.4%
AVGO Broadcom Inc. 2.34% 97,041 $32.0M Add +1.4%
GOOG Alphabet Inc. Class C 2.29% 128,215 $31.2M Add +0.7%
GOOGL Alphabet Inc. Class A 2.04% 114,506 $27.8M Add +1.1%
JPM JPMorgan Chase & Co. 1.97% 85,149 $26.9M Add +0.5%
PANW Palo Alto Networks Inc. 1.73% 116,147 $23.6M Reduce -0.1%
MA Mastercard Inc. Class A 1.65% 39,572 $22.5M Reduce -0.8%
SHY iShares 1-3 Year Treasury Bo 1.51% 249,203 $20.7M Reduce -0.1%
META Meta Platforms Inc. Class A 1.38% 25,746 $18.9M Add +1.3%
TJX TJX Companies Inc. filed as TJX COS INC NEW 1.38% 130,034 $18.8M Reduce -0.6%
BKNG Booking Holdings Inc. 1.37% 3,470 $18.7M Reduce -0.8%
MS Morgan Stanley 1.36% 117,030 $18.6M Add +0.0%
ICE Intercontinental Exchange Inc. 1.22% 99,149 $16.7M Reduce -0.3%
SYK Stryker Corp. 1.19% 43,829 $16.2M Add +0.0%
ASML ASML Holding NV-NY Reg SHS 1.15% 16,289 $15.8M Add +1.4%
TMO Thermo Fisher Scientific Inc. 1.14% 32,233 $15.6M Reduce -0.6%
PG The Procter & Gamble Co. 1.11% 98,989 $15.2M Reduce -0.8%
BAC Bank of America Corp. filed as BANK AMERICA CORP 1.11% 293,928 $15.2M Reduce -1.1%
CRM Salesforce Inc. 1.11% 63,719 $15.1M Reduce -0.3%
LLY Eli Lilly & Co. 1.09% 19,558 $14.9M Add +0.3%
MRSH Marsh & McLennan Cos 1.07% 72,384 $14.6M Reduce -1.1%
WMT Walmart Inc. 1.06% 139,871 $14.4M Reduce -1.6%
BLK BlackRock Inc. 0.99% 11,554 $13.5M Reduce -1.0%
SPY SS SPDR S&P 500 ETF Trust-US 0.93% 19,106 $12.7M Add +1.0%
CVX Chevron Corp. 0.92% 81,304 $12.6M Reduce -1.4%
KO The Coca-Cola Co. 0.92% 189,902 $12.6M Reduce -0.9%
DHR Danaher Corp. 0.89% 61,196 $12.1M Add +0.6%
LOW Lowe's Cos Inc. 0.88% 47,638 $12.0M Reduce -0.2%
IQV Iqvia Holdings Inc. 0.85% 60,771 $11.5M Add +0.2%
VRT Vertiv Holdings Co. Class A 0.82% 74,396 $11.2M Add +2.0%
DE Deere & Co. 0.82% 24,361 $11.1M Reduce -3.4%
WM Waste Management Inc. 0.79% 48,736 $10.8M Reduce -0.5%
ADI Analog Devices Inc. 0.76% 42,033 $10.3M Reduce -0.1%
GD General Dynamics Corp. 0.75% 30,224 $10.3M Reduce -46.0%
Nuveen Churchill Private Capital Inc I Escrow 0.73% 10,000,000 $10.0M New
EFA iShares MSCI Eafe ETF 0.71% 104,250 $9.7M Add +0.7%
LIN Linde PLC 0.69% 19,831 $9.4M Reduce -1.2%
MDY State Street SPDR S&P Midcap 0.66% 15,218 $9.1M Reduce -7.6%
ETN Eaton Corp. PLC 0.65% 23,627 $8.8M Add +1.5%
NFLX Netflix Inc. 0.63% 7,141 $8.6M Add +7.8%
AMT American Tower Corp. 0.63% 44,488 $8.6M Reduce -1.0%
NEE Nextera Energy Inc. 0.62% 113,013 $8.5M Add +0.4%
APTV Aptiv PLC 0.60% 94,724 $8.2M Add +2.8%
JBHT Hunt (jb) Transprt SVCS Inc. 0.59% 59,752 $8.0M New
PWR Quanta Services Inc. 0.56% 18,401 $7.6M Add +0.9%
ELV Elevance Health Inc. 0.52% 22,062 $7.1M Add +0.7%
SHEL Shell PLC-ADR 0.51% 97,942 $7.0M Add +4.1%
MRK Merck & Co. Inc. 0.49% 80,279 $6.7M Reduce -1.1%
NOW ServiceNow Inc. 0.48% 7,157 $6.6M Add +0.2%
SMTH Alps SMTH Cor BD Plus ETF 0.47% 244,347 $6.4M Add +3.0%
UL Unilever PLC 0.45% 104,380 $6.2M Add +3.5%
AZN Astrazeneca PLC-Spons ADR 0.44% 77,550 $5.9M Add +1.5%
PEP Pepsico Inc. 0.43% 41,465 $5.8M Reduce -9.5%
HD Home Depot Inc. 0.41% 13,812 $5.6M Reduce -1.8%
BRK.B Berkshire Hathaway Inc. Class B 0.41% 11,009 $5.5M Reduce -3.5%
XOM Exxon Mobil Corp. 0.40% 48,953 $5.5M Reduce -11.7%
JNJ Johnson & Johnson 0.39% 28,608 $5.3M Reduce -4.6%
AVY Avery Dennison Corp. 0.39% 32,617 $5.3M Add +0.1%
DUK Duke Energy Corp. 0.37% 40,987 $5.1M Add +0.2%
VUG Vanguard Mrngstar GR ETF-Sui 0.33% 9,300 $4.5M No change
JGRO JPMorgan Active Growth ETF 0.20% 29,463 $2.8M Add +1.4%
IJR iShares Core S&P Small-Cap E 0.19% 21,995 $2.6M Reduce -9.8%
AXP American Express Co. 0.19% 7,627 $2.5M No change
ABT Abbott Laboratories 0.18% 18,769 $2.5M Reduce -3.6%
XLK SS Technology Select Sector 0.17% 8,050 $2.3M Add +7.3%
ADP Automatic Data Processing 0.16% 7,402 $2.2M Add +2.7%
ACWX iShares MSCI Acwi Ex US ETF 0.16% 32,887 $2.1M Add +7.4%
IWM iShares Russell 2000 ETF 0.15% 8,685 $2.1M Reduce -3.5%
VOO Vanguard S&P 500 ETF 0.15% 3,383 $2.1M Reduce -11.3%
VTV Vanguard Mrngstr Val ETF-Aui 0.15% 10,685 $2.0M No change
AVUV Avantis US Small Cap Value 0.13% 17,684 $1.8M Add +4.0%
ORCL Oracle Corp. 0.13% 6,225 $1.8M Add +6.6%
ABBV Abbvie Inc. 0.12% 7,019 $1.6M Add +2.8%
GILD Gilead Sciences Inc. 0.11% 14,121 $1.6M Reduce -6.4%
VXUS Vanguard Total Intl Stock 0.10% 18,681 $1.4M Reduce -4.9%
MMM 3M Co. 0.10% 8,675 $1.3M No change
VGIT Vanguard Intermediate-Term T 0.10% 22,359 $1.3M Reduce -16.1%
INTU Intuit Inc. 0.09% 1,765 $1.2M Reduce -9.7%
APD Air Products & Chemicals Inc. 0.08% 4,151 $1.1M Reduce -14.8%
ALNY Alnylam Pharmaceuticals Inc. 0.08% 2,347 $1.1M Add +0.4%
COST Costco Wholesale Corp. 0.07% 1,044 $966K Reduce -6.8%
V Visa Inc. Class A 0.07% 2,795 $954K Add +28.8%
PGR Progressive Corp. 0.07% 3,783 $934K Reduce -2.8%
GE General Electric filed as GE AEROSPACE 0.07% 3,084 $928K No change
PVBC Provident Bancorp Inc. 0.06% 70,212 $880K No change
XLY SS Consumer Disc Select Sect 0.06% 3,552 $851K Add +7.6%
KMB Kimberly-Clark Corp. 0.06% 6,700 $833K No change
MDT Medtronic PLC 0.06% 8,383 $798K Reduce -22.6%
VTI VG Morningstar TS MKT ETF-US 0.06% 2,399 $787K No change
KLAC KLA Corp. 0.06% 728 $785K No change
MCD McDonald's Corp. 0.06% 2,474 $752K Reduce -24.2%
QCOM Qualcomm Inc. 0.05% 4,248 $707K Reduce -5.6%
SYY Sysco Corp. 0.05% 8,175 $673K Add +1.1%
XLC SS Comm Select Sector SPDR 0.05% 5,200 $616K Add +9.5%
AMCR Amcor PLC 0.05% 75,217 $615K Reduce -18.2%
EEM iShares MSCI Emerging Market 0.04% 11,200 $598K Reduce -3.0%
AEP American Electric Power 0.04% 5,266 $592K Add +0.9%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.04% 1,930 $567K No change
EW Edwards Lifesciences Corp. 0.04% 7,081 $551K Reduce -3.0%
TSLA Tesla Inc. 0.04% 1,217 $541K Add +19.6%
CHD Church & Dwight Co. Inc. 0.04% 6,130 $537K Reduce -5.1%
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 0.04% 1,724 $534K Reduce -13.8%
GEV GE Vernova Inc. 0.04% 830 $510K Reduce -1.3%
LII Lennox International Inc. 0.04% 955 $506K Reduce -22.1%
TRV The Travelers Cos Inc. 0.03% 1,659 $463K Reduce -29.5%
XLE SS Energy Select Sector 0.03% 5,175 $462K Reduce -10.0%
ITW Illinois Tool Works 0.03% 1,762 $459K Reduce -42.8%
XLV SS Health Care Select Sector 0.03% 3,125 $435K Add +13.6%
NSC Norfolk Southern Corp. 0.03% 1,416 $425K Add +3.0%
IEFA iShares Core MSCI Eafe ETF 0.03% 4,825 $421K Add +3.5%
MPC Marathon Petroleum Corp. 0.03% 2,102 $405K Add +2.0%
LRCX Lam Research Corp. 0.03% 3,008 $403K No change
IJT iShares S&P Small-Cap 600 GR 0.03% 2,820 $399K Add +7.4%
VXF Vanguard Extended Market ETF 0.03% 1,850 $387K No change
GPC Genuine Parts Co. 0.03% 2,750 $381K No change
TPL Texas Pacific Land Corp. 0.03% 400 $373K Reduce -1.5%
HPQ HP Inc. 0.03% 13,703 $373K No change
AMGN Amgen Inc. 0.03% 1,287 $363K No change
VB Vanguard Most SM-Cap ETF-Usd 0.03% 1,427 $363K Reduce -6.3%
ALC Alcon Inc. filed as ALCON AG 0.03% 4,740 $353K No change
HPE Hewlett Packard Enterprise 0.03% 14,161 $348K No change
NVS Novartis AG-Sponsored ADR 0.02% 2,652 $340K Reduce -58.9%
UNP Union Pacific Corp. 0.02% 1,393 $329K Add +9.1%
ZBH Zimmer Biomet Holdings Inc. 0.02% 3,250 $320K No change
ORLY O'reilly Automotive Inc. 0.02% 2,940 $317K Reduce -27.7%
IWR iShares Russell Mid-Cap ETF 0.02% 2,850 $275K Reduce -14.9%
WFC Wells Fargo & Co. 0.02% 3,236 $271K No change
IGV iShares Expanded Tech-Softwa 0.02% 2,328 $268K No change
CP Canadian Pacific Kansas City 0.02% 3,500 $261K No change
SUI Sun Communities Inc. filed as SUN CMNTYS INC 0.02% 2,000 $258K No change
ACN Accenture PLC Class A 0.02% 1,033 $255K Reduce -33.7%
PAYX Paychex Inc. 0.02% 1,816 $230K Reduce -10.5%
CME Cme Group Inc. 0.02% 846 $229K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.02% 800 $226K Add +11.4%
PLTR Palantir Technologies Inc. Class A 0.02% 1,235 $225K New
IJH iShares Core S&P Midcap ETF 0.02% 3,442 $225K No change
AMAT Applied Materials Inc. 0.02% 1,083 $222K Reduce -4.2%
INTC Intel Corp. 0.02% 6,507 $218K New
GS Goldman Sachs Group Inc. 0.02% 274 $218K New
XLI SS Industrial Select Sector 0.02% 1,400 $216K New
FISV Fiserv Inc. 0.02% 1,597 $206K Add +4.7%
CSCO Cisco Systems Inc. 0.01% 2,952 $202K New
RNXT Renovorx Inc. 0.01% 97,165 $123K No change
QUINCE THERAPEUTICS INC 0.00% 11,126 $18K No change

Portfolio Sells Q2 2025 → Q3 2025
IWB iShares Russell 1000 ETF Reduce -23.0% 3.21% −0.89
GD General Dynamics Corp. Reduce -46.0% 0.75% −0.51
IDEV iShares Core MSCI Dev MKTS Reduce -4.3% 6.48% −0.31
CRM Salesforce Inc. Reduce -0.3% 1.11% −0.24
AVLV Avantis US Large Cap Value Reduce -4.4% 5.24% −0.23
AMZN Amazon.com Inc. Reduce -0.8% 3.16% −0.21
BKNG Booking Holdings Inc. Reduce -0.8% 1.37% −0.20
ICE Intercontinental Exchange Inc. Reduce -0.3% 1.22% −0.19
DE Deere & Co. Reduce -3.4% 0.82% −0.18
MRSH Marsh & McLennan Cos Reduce -1.1% 1.07% −0.17
AMT American Tower Corp. Reduce -1.0% 0.63% −0.14
KO The Coca-Cola Co. Reduce -0.9% 0.92% −0.13
MSFT Microsoft Corp. Reduce -0.4% 5.96% −0.12
PG The Procter & Gamble Co. Reduce -0.8% 1.11% −0.12
PANW Palo Alto Networks Inc. Reduce -0.1% 1.73% −0.11
MA Mastercard Inc. Class A Reduce -0.8% 1.65% −0.09
SHY iShares 1-3 Year Treasury Bo Reduce -0.1% 1.51% −0.09
WM Waste Management Inc. Reduce -0.5% 0.79% −0.08
XOM Exxon Mobil Corp. Reduce -11.7% 0.40% −0.06
MDY State Street SPDR S&P Midcap Reduce -7.6% 0.66% −0.06
PEP Pepsico Inc. Reduce -9.5% 0.43% −0.04
LIN Linde PLC Reduce -1.2% 0.69% −0.04
ROK Rockwell Automation Inc. Sold out 0.00% −0.04
NVS Novartis AG-Sponsored ADR Reduce -58.9% 0.02% −0.04
ZTS Zoetis Inc. Sold out 0.00% −0.03
INTU Intuit Inc. Reduce -9.7% 0.09% −0.03
ROP Roper Technologies Inc. Sold out 0.00% −0.03
ITW Illinois Tool Works Reduce -42.8% 0.03% −0.03
VGIT Vanguard Intermediate-Term T Reduce -16.1% 0.10% −0.03
BRK.B Berkshire Hathaway Inc. Class B Reduce -3.5% 0.41% −0.02
APD Air Products & Chemicals Inc. Reduce -14.8% 0.08% −0.02
WMT Walmart Inc. Reduce -1.6% 1.06% −0.02
ABT Abbott Laboratories Reduce -3.6% 0.18% −0.02
AMCR Amcor PLC Reduce -18.2% 0.05% −0.02
ADI Analog Devices Inc. Reduce -0.1% 0.76% −0.02
MCD McDonald's Corp. Reduce -24.2% 0.06% −0.02
LII Lennox International Inc. Reduce -22.1% 0.04% −0.02
ACN Accenture PLC Class A Reduce -33.7% 0.02% −0.02
VOO Vanguard S&P 500 ETF Reduce -11.3% 0.15% −0.02
COST Costco Wholesale Corp. Reduce -6.8% 0.07% −0.02
IJR iShares Core S&P Small-Cap E Reduce -9.8% 0.19% −0.01
TRV The Travelers Cos Inc. Reduce -29.5% 0.03% −0.01
GILD Gilead Sciences Inc. Reduce -6.4% 0.11% −0.01
MDT Medtronic PLC Reduce -22.6% 0.06% −0.01
PGR Progressive Corp. Reduce -2.8% 0.07% −0.01
AJG Arthur J Gallagher & Co. Reduce -13.8% 0.04% −0.01
CHD Church & Dwight Co. Inc. Reduce -5.1% 0.04% −0.01
PAYX Paychex Inc. Reduce -10.5% 0.02% −0.01
TPL Texas Pacific Land Corp. Reduce -1.5% 0.03% −0.01
ORLY O'reilly Automotive Inc. Reduce -27.7% 0.02% −0.01

Portfolio Buys Q2 2025 → Q3 2025
AAPL Apple Inc. Add +0.3% 4.97% +0.75
Nuveen Churchill Private Capital Inc I Escrow New 0.73% +0.73
JBHT Hunt (jb) Transprt SVCS Inc. New 0.59% +0.59
GOOG Alphabet Inc. Class C Add +0.7% 2.29% +0.54
GOOGL Alphabet Inc. Class A Add +1.1% 2.04% +0.49
IVV iShares Core S&P 500 ETF Add +12.4% 2.79% +0.36
AVGO Broadcom Inc. Add +1.4% 2.34% +0.30
ASML ASML Holding NV-NY Reg SHS Add +1.4% 1.15% +0.16
APTV Aptiv PLC Add +2.8% 0.60% +0.11
IQV Iqvia Holdings Inc. Add +0.2% 0.85% +0.10
VRT Vertiv Holdings Co. Class A Add +2.0% 0.82% +0.10
MS Morgan Stanley Add +0.0% 1.36% +0.09
JPM JPMorgan Chase & Co. Add +0.5% 1.97% +0.06
ORCL Oracle Corp. Add +6.6% 0.13% +0.03
SPY SS SPDR S&P 500 ETF Trust-US Add +1.0% 0.93% +0.03
PWR Quanta Services Inc. Add +0.9% 0.56% +0.02
AZN Astrazeneca PLC-Spons ADR Add +1.5% 0.44% +0.02
ABBV Abbvie Inc. Add +2.8% 0.12% +0.02
NEE Nextera Energy Inc. Add +0.4% 0.62% +0.02
ALNY Alnylam Pharmaceuticals Inc. Add +0.4% 0.08% +0.02
XLK SS Technology Select Sector Add +7.3% 0.17% +0.02
PLTR Palantir Technologies Inc. Class A New 0.02% +0.02
GS Goldman Sachs Group Inc. New 0.02% +0.02
INTC Intel Corp. New 0.02% +0.02
XLI SS Industrial Select Sector New 0.02% +0.02
CSCO Cisco Systems Inc. New 0.01% +0.01
TSLA Tesla Inc. Add +19.6% 0.04% +0.01
ACWX iShares MSCI Acwi Ex US ETF Add +7.4% 0.16% +0.01
V Visa Inc. Class A Add +28.8% 0.07% +0.01
AVUV Avantis US Small Cap Value Add +4.0% 0.13% +0.01
JGRO JPMorgan Active Growth ETF Add +1.4% 0.20% +0.01
XLY SS Consumer Disc Select Sect Add +7.6% 0.06% +0.01
XLC SS Comm Select Sector SPDR Add +9.5% 0.05% +0.01
ETN Eaton Corp. PLC Add +1.5% 0.65% +0.00
NSC Norfolk Southern Corp. Add +3.0% 0.03% +0.00
MPC Marathon Petroleum Corp. Add +2.0% 0.03% +0.00
XLV SS Health Care Select Sector Add +13.6% 0.03% +0.00
IJT iShares S&P Small-Cap 600 GR Add +7.4% 0.03% +0.00
SYY Sysco Corp. Add +1.1% 0.05% +0.00
AEP American Electric Power Add +0.9% 0.04% +0.00
UNP Union Pacific Corp. Add +9.1% 0.02% +0.00
IEFA iShares Core MSCI Eafe ETF Add +3.5% 0.03% +0.00
IBM Intl Business Machines Corp. Add +11.4% 0.02% +0.00
SHEL Shell PLC-ADR Add +4.1% 0.51% −0.00
DUK Duke Energy Corp. Add +0.2% 0.37% −0.00
EFA iShares MSCI Eafe ETF Add +0.7% 0.71% −0.00
FISV Fiserv Inc. Add +4.7% 0.02% −0.01
SMTH Alps SMTH Cor BD Plus ETF Add +3.0% 0.47% −0.01
ADP Automatic Data Processing Add +2.7% 0.16% −0.01
UL Unilever PLC Add +3.5% 0.45% −0.02

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