NIXON PEABODY TRUST CO
SEC Form 13F institutional filer · CIK 0001626757
13F-HR · 120 reported holdings · 2026-03-31
NIXON PEABODY TRUST CO is a trust company.
Reported long-US-equity value
$1.07B
Top-10 concentration
48.9%
NIXON PEABODY TRUST CO — $1.07B AUM allocation strategy
NIXON PEABODY TRUST CO files SEC Form 13F and reports $1.07B of long US equity value across 120 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 22.8%, followed by Communication Services 7.9% and Financials 7.0%.
The top 10 holdings account for 49% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
NIXON PEABODY TRUST CO — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$1.07B
total across 120 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
49% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$NOW +87.6K sh · +$6.94M+$MRSH +44.2K sh · +$7.36M+$PANW +32.5K sh · +$2.52M
Biggest trims (shares)
−$CRM −48.9K sh · −$14M−$AMT −30.7K sh · −$5.43M−$WM −29.6K sh · −$6.32M
Exited to nil (held last quarter, gone now)
$AJG ($8.84M last qtr)$AMCR ($627K last qtr)$ACN ($270K last qtr)$PLTR ($220K last qtr)$PAYX ($208K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Systems Software8.8%—
- Semiconductors8.2%—
- Interactive Media & Services7.9%—
- Technology Hardware, Storage & Peripherals5.8%—
- Broadline Retail3.5%—
- Diversified Banks2.2%—
- Transaction & Payment Processing Services1.8%—
- Apparel Retail1.8%—
- Other holdings60.0%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
8 of 8 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 243K | $61.7M | -16.2K | 5.8% |
| $NVDA | NVIDIA Corporation | 337K | $58.8M | -6.48K | 5.5% |
| $MSFT | Microsoft Corporation | 151K | $55.8M | -1.97K | 5.2% |
| $AMZN | Amazon.com Inc | 180K | $37.5M | -7.54K | 3.5% |
| $GOOGL | Alphabet Inc | 130K | $37.2M | +1.5K | 3.5% |
| $AVGO | Broadcom Inc | 94.7K | $29.3M | +1.1K | 2.8% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 99.3K | $28.6M | -10.5K | 2.7% |
| $JPM | JP Morgan Chase & Co | 80.3K | $23.6M | -2.82K | 2.2% |
…and 112 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
Newsletter signup
Free subscription. Daily trading day morning dispatch. No spam.