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)

#StockSharesValue% PortfolioType
201
CGMSCapital Group Fixed Income Etf Trust
46,830$1.3M0.11%
202
XLCCommunication Services Sel Sect SPDR ETF
10,858$1.3M0.11%
203
JQUAJ.p. Morgan Exchange-traded Fund Trust
20,021$1.3M0.11%
204
SPABSPDR Portfolio Aggregate Bond ETF
48,923$1.3M0.11%
205
DFAIDimensional Etf/intl Core Etf
33,038$1.3M0.11%
206
TXNTexas Instruments Inc
7,206$1.3M0.11%
207
BHKBlackrock Core Bond Trust
129,919$1.2M0.11%
208
PDIPIMCO Dynamic Income Fd
70,320$1.2M0.11%
209
SPHDInvesco S&P 500 High Div, Low Vol. Port
25,927$1.2M0.11%
210
HEGDListed Funds Tr/Swan Hedged Equity
49,153$1.2M0.11%
211
EFVIShares Trust MSCI EAFE Value
17,295$1.2M0.11%
212
JAAAJanus Detroit Street Henderson AAA CLO ETF
24,411$1.2M0.11%
213
ALSAllstate Corp.
5,920$1.2M0.11%
214
VGKVanguard MSCI European ETF
14,725$1.2M0.11%
215
RDDTReddit Inc/sh Cl A
5,333$1.2M0.11%
216
VOOGVanguard S&P 500 Growth ETF
2,746$1.2M0.11%
217
PNCPNC Financial Services Group
5,798$1.2M0.11%
218
MTUMiShares MSCI USA Momentum Factor ETF
4,812$1.2M0.11%
219
SDVYFirst Trust Exchange-traded Fund Vi
31,293$1.2M0.11%
220
PYLDPimco Etf Tr/Multisector Bd Active
44,241$1.2M0.10%
221
SPMDSPDR Russell Small Cap Completeness ETF
20,265$1.2M0.10%
222
GEVGe Vernova Inc/sh
1,796$1.2M0.10%
223
BBUSJ.p. Morgan Exchange-traded Fund Trust
9,454$1.2M0.10%
224
DIVOAmplify CWP Enhanced Dividend Income ETF
26,174$1.2M0.10%
225
JMSTJPMorgan Ultra-Short Municipal Income ETF
22,807$1.2M0.10%
226
AVYAvery Dennison Corp.
6,358$1.2M0.10%
227
AEPAmerican Electric Power CO., Inc.
10,031$1.2M0.10%
228
AONAON PLC SHS CL A
3,262$1.1M0.10%
229
XLVSPDR -Health Care
7,368$1.1M0.10%
230
SHOPShopify Inc.
7,045$1.1M0.10%
231
MINTPIMCO Enchnaced Short Maturity Strgy
11,283$1.1M0.10%
232
VCITVanguard Intermed Corp Bond Fund ETF
13,486$1.1M0.10%
233
MUNIPIMCO Intermediate Muni Bd Trade Fd ETF
21,453$1.1M0.10%
234
INTCIntel Corp.
30,236$1.1M0.10%
235
XAIXDbx Etf Tr/xtrackers Artificia
25,675$1.1M0.10%
236
DHID. R. Horton Inc.
7,480$1.1M0.09%
237
DGROiShares Core Dividend Growth
15,372$1.1M0.09%
238
BABoeing CO.
4,894$1.1M0.09%
239
AQLTIShares Dow Jones Select Dividend Index
7,523$1.1M0.09%
240
ACNAccenture PLC
3,949$1.1M0.09%
241
KMIKinder Morgan, Inc.
38,276$1.1M0.09%
242
CEGConstellation Energy Corporation
2,947$1.0M0.09%
243
IEFIShares Tr Barclay 7-10 Year Treas Index Fd
10,818$1.0M0.09%
244
VONVVanguard Scottsdale Russell 1000 Value ETF
11,265$1.0M0.09%
245
SETMSprott Funds Tr/sprott Critical Mat
35,735$1.0M0.09%
246
HSYThe Hershey Company
5,681$1.0M0.09%
247
LMBSFirst Trust Low Duration Oppos ETF
20,658$1.0M0.09%
248
FTQIFirst Trust Exchange-traded Fund Vi
49,553$1.0M0.09%
249
HYMBSPDR Nuveen S&P High Yield Muni Bd ETF
41,183$1.0M0.09%
250
CGXUCapital Group Intl Focus Equity Etf
34,745$1.0M0.09%
251
CASYCasey's General Stores Inc.
1,853$1.0M0.09%
252
CSXCSX Corp.
28,100$1.0M0.09%
253
HYGMFC Ishare High Yield Corp
12,576$1.0M0.09%
254
AVUSAvantis U.S. Equity ETF
9,019$1.0M0.09%
255
DONSPDR Dow Jones Indl Average ETF Tr Unit Ser
2,093$1.0M0.09%
256
RSGRepublic Svcs Inc
4,734$1.0M0.09%
257
SWKStanley Black & Decker Inc.
13,491$1.0M0.09%
258
GSIEGoldman Sachs ActiveBeta Intl Eq ETF
23,290$1.0M0.09%
259
JEPQJ.p. Morgan Exchange-traded Fund Trust
17,158$997K0.09%
260
BUFZFirst Trust Exchange-traded Fund Viii
37,503$994K0.09%
261
XLISelect Sector SPDR TR INDL
6,396$992K0.09%
262
SBUXStarbucks corp
11,745$989K0.09%
263
CMICummins Inc
1,934$987K0.09%
264
MDTMedtronic PLC
10,196$979K0.09%
265
CGUSCap Grp Core Eq/shs Creation Ut
24,304$977K0.09%
266
GSLCGoldman Sachs ActiveBeta US LgCp Eq ETF
7,373$975K0.09%
267
COPConocoPhillips
10,261$960K0.08%
268
ADIAnalog Devices Inc.
3,537$959K0.08%
269
OEFIShares Tr S&P 100 Index Fd
2,795$958K0.08%
270
VTIPVanguard Short-Term Infl-Prot Secs ETF
19,285$953K0.08%
271
APPApplovin Corp Com Cl A
1,393$938K0.08%
272
SPTSSPDR Portfolio Short Term Treasury ETF
31,829$931K0.08%
273
TCAFT. Rowe Price Exchangetraded Funds Inc
24,247$926K0.08%
274
TFCTruist Financial Corp
18,778$924K0.08%
275
TLHIshares Trust Barclays 10-20 Year
9,081$923K0.08%
276
BKBank New York Mellon Corp
7,934$921K0.08%
277
MGCVanguard Mega Cap 300 Index ETF
3,666$920K0.08%
278
IJKIShares Tr S&P MidCap 400 Growth Index Fund
9,450$915K0.08%
279
PFFiShares Trust S & P Pfd Stock Index
29,432$911K0.08%
280
LINLinde Plc.
2,133$909K0.08%
281
JAVAJ.p. Morgan Exchange-traded Fund Trust
12,634$906K0.08%
282
TWTradeweb Mkts Inc Cl A
8,413$904K0.08%
283
IWVIShares Russell 3000 Index Fund
2,329$901K0.08%
284
SPTLSPDR Barclays Capital Long Term Treasury
33,955$898K0.08%
285
ESGUiShares MSCI USA ESG Optimized ETF
5,959$887K0.08%
286
WMBWilliams Company Inc.
14,653$880K0.08%
287
CGCPCap Grp Fxd In /core Plus In Etf
38,590$873K0.08%
288
YEARAb Active Etfs /ultra Short In Etf
17,275$872K0.08%
289
NVSNNovartis AG ADR
6,286$866K0.08%
290
SPGMSPDR Portfolio MSCI Global Stock Market ETF
11,267$864K0.08%
291
ANETArista Networks/sh New
6,590$863K0.08%
292
TMUST-Moble US Inc
4,209$854K0.07%
293
ILCGIShares Tr Large Growth Index
8,194$852K0.07%
294
CVSCVS/ Caremark Corp.
10,665$846K0.07%
295
VNQVanguard Index Tr REIT Viper Shs
9,496$840K0.07%
296
FLOTiShares Floating Rate Note
16,520$840K0.07%
297
ITA*MFC Ishares TR Dow Jones Aerospace
3,904$838K0.07%
298
SPEMSPDR Index Shares Fds S&P Emerging Market ETF
17,736$830K0.07%
299
SLViShares Silver Trust
12,838$827K0.07%
300
PSXPhillips 66
6,398$825K0.07%
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