PRIVATE TRUST CO NA Q4 2025 Filing

Filed January 26, 2026

Portfolio Value

$1.1B

Holdings

2,547

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (2,547 positions)

StockValue
VNQIVanguard Global ex-US Real Estate ETF
$36K
QMOMEa S Tr/Momentumshares U S
$36K
UTGReaves Utility Income Fund
$36K
EIPXFirst Trust Exchange-Traded Fund Iv
$36K
LOGILogitech International SA
$35K
SMMUPIMCO Short Term Muni Bd Acrv ETF
$35K
UTHUnited Therapeutics Corp.
$35K
KDPKeurig Dr Pepper Inc
$35K
LULULululemon Athletica Inc
$35K
EWZIShares Inc Brazil Free Index Fd
$34K
EVRGEvergy Inc
$34K
SUNSunoco Ltd Partnership
$34K
ITBIShares Trust US Home Construct
$34K
SMFGSumitomo Mitsui Financial Group
$34K
SMBCSouthern Missouri Bancorp, Inc.
$34K
TTWOTake-Two Interactive Software, Inc.
$34K
AEISAdvanced Energy Industries, Inc.
$34K
ALLYAlly Financial, Inc.
$34K
BLOKAmplify Transformational Data S
$34K
DIVGlobal X SuperDividend U.S. ETF
$34K
KDKyndryl Holdings, Inc.
$34K
FERGFerguson Enterprises Inc.
$34K
BMIBadger Meter, Inc
$34K
JPSEJPMorgan Div Return U.S. Small Cap Eq ETF
$34K
IBDWIshares Tr/ibonds Dec 2031 Ter
$34K
VIKViking Holdings Ltd.
$33K
ESEEsco Technologies
$33K
GGenpact Limited
$33K
USRTiShares Core U.S. REIT ETF
$33K
HALHalliburton CO.
$33K
HYIWestern Asset High Yield Define
$33K
SILGlobal X Silver Miners ETF
$33K
INFLListed Funds Tr/horizon Kinetics In
$33K
PSKYParamount Skydance Corp.
$33K
ELEstee Lauder Cosmetics
$33K
FRTFederal Realty Invt Tr New
$33K
FISRSPDR SSGA Fixed Income Sector Rotation ETF
$33K
IPKWInvesco Exch Traded Fd Tr II Intl Buyback
$32K
IBDUIshares Tr/ibonds Dec 2029 Term Cor
$32K
NBETNeuberger Berma/Neuberger Berman Ca
$32K
NUDMNushares Etf Tr/esg Intl Developed
$32K
HEIHeico Corp New Cl A
$32K
TLNTalen Energy Corp
$32K
PWRDTcw Etf Tr/transform Sys Etf
$32K
UBSIUnited Bankshares Inc West Virginia Common
$32K
LYGLloyds TSB Group PLC
$32K
RPRXROYALTY PHARMA PLC SHS CL A
$32K
ARBAltshares Tr/merger Arbitrage Et
$32K
CRWVCoreweave Inc/sh
$32K
AWIArmstrong World Industries, Inc.
$32K
UGIUGI Corp New
$32K
FTDRfrontdoor, inc.
$32K
WYWeyerhaeuser CO.
$31K
AVTRAvantor, Inc.
$31K
INDAiShares MSCI India
$31K
SESea LTD ADR
$31K
LLoews Corporation
$31K
ISCVIShares Tr Small Value Index Fund
$31K
NPOEnpro Industries, Inc
$31K
WTMWhite Mountain Insurance Group Ltd
$31K
OSISOsi Systems, Inc.
$31K
IBUYAmplify Online Retail ETF
$31K
CHICalamos Conv Opportunities & Inc Fd
$31K
FLXRTCW Etf Tr/Flexible In Etf
$31K
LIESunLife Financial
$31K
JHSCJohn Hancock Investment Management Llc
$31K
OSEAHbr Etf Tr/hbr Intl Compounders Etf
$30K
ADUSAddus Homecare Corporation
$30K
CDXSimplify Exchane/Simplify High Yield
$30K
GALSPDR SSgA Global Allocation ETF
$30K
RWJInvesco S&P SmallCap 600 Revenue ETF
$30K
INDYIShares S&P India Nifty 50 Index Fund ETF
$30K
FCOMFid Covington T/msci Comm Svcs Ix E
$30K
VTWVVanguard Scotts/vanguard Russell 20
$30K
THGHanover Inc
$30K
PNRPentair PLC
$30K
KTBKontoor Brands II
$30K
BOHBank of Hawaii Corp
$30K
KALUKaiser Aluminum Corp Com
$30K
PSECProspect Capital Corp
$30K
TERTeradyne Inc
$30K
BIIBBiogen Idec Inc
$30K
EXLSExlservice Holdings, Inc.
$30K
XBXMXNuveen S&P 500 Buy Write Income Fund
$29K
RUSHARush Enterprises Inc
$29K
RYLDGlobal X Russell 2000 Covered Call ETF
$29K
UBSUBS Group AG
$29K
IGMIShares Goldman Sachs Tech Index Fd
$29K
CHWYChewy Inc Cl A
$29K
IBDVIshares Tr/ibonds Dec 2030 Term Cor
$29K
QQQHNeos Etf Tr/nasdaq 100 Hedged Equity
$29K
WCMI1st Tr Exchange/WCM Intl Equtiy ETF
$29K
VVRInvesco Van Kampen Senior Income Trust
$29K
AVBAvalon Bay Communities Inc.
$29K
HLIHoulihan Lokey, Inc.
$29K
NVRNVR, Inc.
$29K
NDSNNordson Corp.
$29K
CGMMCap Grp Equity /US Small & Mid Cap
$28K
GLPIGaming and Leisure Properties Inc.
$28K
FNVFranco-nevada Corporation
$28K
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