PRIVATE TRUST CO NA Q1 2025 Filing

Filed April 28, 2025

Portfolio Value

$971.8M

Holdings

2,469

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (2,469 positions)

StockValue
OZKBank Ozk
$30K
FHLCFid Covington T/msci Health Care Ix
$29K
HAWXBlackrock Institutional Trust Company N.a.
$29K
CHWYChewy Inc Cl A
$29K
TEXTerex Corp.
$29K
NSPInsperity, Inc.
$29K
UTHUnited Therapeutics Corp.
$29K
SFLRInnovator Etfs /equity Managed Floo
$29K
PSTGPure Storage, Inc.
$29K
WTMWhite Mountain Insurance Group Ltd
$29K
CHICalamos Conv Opportunities & Inc Fd
$29K
HFXIIQ 50 Percent Hedged FTSE International ETF
$29K
GDDYGoDaddy, Inc.
$29K
FPXIFirst Trust International Equity Oppt ETF
$29K
PGHYInvesco Global Shrt Term Hi Yld Bd ETF
$29K
SLMSLM Corp
$29K
PG4Principal Financial Group Inc
$29K
NUDMNushares Etf Tr/esg Intl Developed
$29K
REETiShares Global REIT ETF
$28K
LSTRLandstar System Inc.
$28K
PFLTPennantPark Floating Rate Capital
$28K
PORPortland Electric CO.
$28K
AFGAmerican Financial Group Inc.
$28K
GLPIGaming and Leisure Properties Inc.
$28K
PSCMInvesco S&P SmallCap Materials ETF
$28K
VSDAVictoryShares Dividend Accelerator ETF
$28K
PAAPlains All American Pipeline, L.P.
$28K
LYGLloyds TSB Group PLC
$28K
ELEstee Lauder Cosmetics
$28K
WF2Wintrust Financial Corp
$28K
CGThe Carlyle Group Inc.
$28K
ENQEntegris Inc.
$27K
ICLNiShares Global Clean Energy ETF
$27K
HLIHoulihan Lokey, Inc.
$27K
GALSPDR SSgA Global Allocation ETF
$27K
NSYNice Sys Ltd Spons ADR
$27K
MGVVanguard Mega Cap Value ETF
$27K
KLGWk Kellogg Co/sh
$27K
OGNOrganon & Co Common Stock
$27K
IDOGALPS International Sector Div Dogs ETF
$27K
IBDWIshares Tr/ibonds Dec 2031 Ter
$27K
ALB 7.25 03/01/27Albemarle Corp/sh Sh
$27K
OSEAHbr Etf Tr/hbr Intl Compounders Etf
$27K
JKHYJack Henry & Associates Inc.
$26K
PRFDPimco Etf Tr/pfd & Cap Secs Acti
$26K
IBTLIshares Tr/ibonds Dec 2031 Ter
$26K
NTRSNorthern Trust Corp.
$26K
HDBHDFC Bank LTD ADR
$26K
JPMJpmorgan Chase /alerian Mlp Ix Etn
$26K
CGSDCap Grp Fxd In /short Duration In E
$26K
BURLBurlington Stores, Inc.
$26K
ARRArmour Residential REIT Inc
$26K
SSDSimpson Manufacturing CO
$26K
JGHNUVEEN GLOBAL HIGH INCOME FUND
$26K
VTWVVanguard Scotts/vanguard Russell 20
$25K
IBDVIshares Tr/ibonds Dec 2030 Term Cor
$25K
CVYInvesco Zacks Multi Asset Inc. ETF
$25K
GSSCGoldman Sachs small cap equity ETF
$25K
TTEKTetra Tech Inc New
$25K
RXSTRxsight Inc/sh
$25K
KXIIshares Trust S&P Global Consumer Staples
$25K
MORNMorningstar Inc
$25K
SHLDGlb X Funds/glb X Defense Tech Etf
$25K
PINSPinterest, Inc.
$25K
AGCOAgco Corp
$25K
FERGFerguson Enterprises Inc.
$25K
VALQAmerican Century STOXX U.S. Quality Value ETF
$25K
UIUbiquiti Inc
$25K
FEZSPDR Index Shs Fds DJ Euro Stoxx 50 ETF
$25K
SHYMBlackrock Etf T/high Yield Muni In
$25K
KMXCarMax Inc
$25K
TMToyota Motor Corp ADR
$25K
OBDCOwl Rock Capital Corp
$25K
HHyatt Hotels Corporation Class H
$25K
GNRSPDR Index Shs S&P Global Nat Fund
$24K
VKQInvesco Van Kampen Municipal Trust
$24K
IDMOInvesco Exchang/s&p Intl Dev Moment
$24K
FFOGFranklin Temple/focused Gr Etf
$24K
SDIVGlobal X Funds
$24K
RACEFerrari NV New
$24K
ARISUSDAris Water Solutions Inc
$24K
BSYBentley Systems, Incorporated
$24K
CPTCamden Property Tr
$24K
ONOn Semiconductor Corp
$24K
SSNCSS&C TECHNOLOGIES HOLDINGS INC
$24K
FSTAFid Covington T/msci Consumer Stapl
$24K
MKTXMarketAxess Holdings, Inc.
$24K
OUNZVaneck Merk Gol/gold Shs
$24K
PNRPentair PLC
$24K
IRTIndependence Realty Trust Inc
$24K
FLRTPacer Funds Tr/Pacific Asset Fltg Rate
$24K
MHDBlackrock Muniholdings Fund
$23K
ARWRArrowhead Pharmaceuticals Inc
$23K
BGBunge Global/regsh Usd0.01
$23K
RAAXVaneck Inflation Allocation ETF
$23K
GAPGap Inc.
$23K
LTCLTC Properties Inc.
$23K
CFRCullen Frost Bankers Inc
$23K
RHIRobert Half International Inc.
$23K
EHCEncompass Health Corp
$23K
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