PRIVATE TRUST CO NA Q2 2025 Filing

Filed July 29, 2025

Portfolio Value

$1.1B

Holdings

2,468

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (2,468 positions)

StockValue
VFMFVanguard Wellin/u S Multifactor Etf
$40K
HEIHeico Corp.
$40K
ARBAltshares Tr/merger Arbitrage Et
$40K
URTHIShares MSCI World ETF
$40K
SJNKSPDR BarCap ST High Yield Bond
$40K
PXFInvesco FST Rafi Developed Markets US ETF
$40K
INCYIncyte Pharmaceuticals Inc.
$40K
SMMUPIMCO Short Term Muni Bd Acrv ETF
$40K
PXHInvesco Exchange FTSE RAFI ETF
$40K
TOWNTownebank Portsmouth Va
$40K
BLDRBuilders FirstSource, Inc.
$40K
QQQXNuveen NASDAQ 100 Dynamic Overwrite Fd
$40K
FERGFerguson Enterprises Inc.
$40K
XSDSPDR S&P Semiconductor ETF
$40K
IXCIShares S&P Global Energy Sector
$39K
QQQHNeos Etf Tr/nasdaq 100 Hedged Equity
$39K
POOLPool Corporation
$39K
LPLALPL Financial Holdings, Inc.
$39K
INDBIndependent Bank Corp
$39K
JKHYJack Henry & Associates Inc.
$39K
TFISPDR Nuveen Barclays Muni Bd ETF
$39K
SNASnap-On Inc.
$39K
GJANFirst Trust Exchange-traded Fund Viii
$38K
IOOIShares Tr S&P Global 100 Index Fund
$38K
GNMAiShares Core GNMA Bond ETF
$38K
MLPAGlobal X MLP ETF New
$38K
ROAMLattice Strateg/emerging Mkts Strat
$38K
HEIHeico Corp New Cl A
$38K
CSGPCoStar Group Inc.
$38K
HLIHoulihan Lokey, Inc.
$38K
GCOWPacer Global High Dividend ETF
$38K
ILFIShares Tr S&P Latin Amer 40 Index Fd
$38K
STKColumbia Seligman Premium Tech Growth Fd
$38K
FWONALiberty Media C/sh Nv
$38K
SRSpire Inc
$37K
WBAWalgreens Boots Alliance Inc.
$37K
PSECProspect Capital Corp
$37K
IYJIshares Tr Dow Jones US Indl Sector Index Fd
$37K
FTGCFirst Trust GLobal Tact Cmdty Strat ETF
$37K
INFLListed Funds Tr/horizon Kinetics In
$36K
TDYTeledyne Technologies
$36K
VNQIVanguard Global ex-US Real Estate ETF
$36K
DDOGDatadog, Inc. Cl A Com
$36K
UTGReaves Utility Income Fund
$36K
TEXTerex Corp.
$36K
MUFGMitsubishi Group
$36K
RGAReinsurance Group of America Inc New
$36K
AEMAgnico Eagle Mines Ltd
$36K
HYIWestern Asset High Yield Define
$35K
BUFT1st Tr Exchange/ft Vest Buffered Al
$35K
DIVGlobal X SuperDividend U.S. ETF
$35K
IYCIShares Dow Jones US Consumer Svcs
$35K
IBDUIshares Tr/ibonds Dec 2029 Term Cor
$35K
TTWOTake-Two Interactive Software, Inc.
$35K
WF2Wintrust Financial Corp
$35K
SUNSunoco Ltd Partnership
$35K
BALLBall Corporation
$35K
USRTiShares Core U.S. REIT ETF
$35K
IATiShares Tr Dow Jones US Regional Bks Index
$35K
NSYNice Sys Ltd Spons ADR
$35K
TPDTempur Pedic International Inc.
$35K
QSRRestaurant Brands International, Inc.
$34K
FPXIFirst Trust International Equity Oppt ETF
$34K
BLDTopBuild Corp
$34K
DNPDNP Select Income Fund Inc.
$34K
XFFCXFlaherty & Crumrine Pfd Secs Income Fd
$34K
VVRInvesco Van Kampen Senior Income Trust
$34K
CNCCentene Corp.
$34K
RUNNStrategic Tr/running Oak Efficie
$34K
FTAFirst Trust Large Cap Value Opportunities
$34K
ARGTGlb X Funds/msci Argentina Etf
$34K
NDSNNordson Corp.
$34K
BJBJ'S WHOLESALE CLUB HOLDINGS, INC.
$34K
NTRSNorthern Trust Corp.
$33K
AGCOAgco Corp
$33K
GTEGran Tierra Energy Inc
$33K
SMFGSumitomo Mitsui Financial Group
$33K
EWZSBlackrock Institutional Trust Company N.A.
$33K
LWLamb Weston Holdings Inc
$33K
INDYIShares S&P India Nifty 50 Index Fund ETF
$33K
UIUbiquiti Inc
$33K
BLOKAmplify Transformational Data S
$33K
TECK/BTeck Cominco Ltd Cl B
$32K
JEFJefferies Finl Group Inc
$32K
SMBCSouthern Missouri Bancorp, Inc.
$32K
GDDYGoDaddy, Inc.
$32K
OZKBank Ozk
$32K
NUDMNushares Etf Tr/esg Intl Developed
$32K
CHICalamos Conv Opportunities & Inc Fd
$32K
DOXAmdocs Ltd
$31K
IBDVIshares Tr/ibonds Dec 2030 Term Cor
$31K
UBSIUnited Bankshares Inc West Virginia Common
$31K
HDBHDFC Bank LTD ADR
$31K
STLDSteel Dynamics Inc
$31K
ERICEricsson L M Telecom SA
$31K
MFDXPimco Equity S/Rafi Dynamic Multi-factor
$31K
FLOFlower Foods Inc
$31K
FFOGFranklin Temple/focused Gr Etf
$31K
HFXIIQ 50 Percent Hedged FTSE International ETF
$31K
EVRGEvergy Inc
$31K
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