account_balance
Investment manager · 13F filer · SEC CIK 1277557
Private Trust Co Na
Reported value$1.27Bas of Sep 30, 2026
Positions2,780 242 new, 169 sold out
Top 10 weight18.7%AAPL alone is 4%
FiledOct 2020 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
3.6%
MSFTMicrosoft Corp
3.0%Added +2%
NVDANVIDIA Corp
2.3%Added +7%
SPYSPDR S&P 500 ETF Trust
1.9%
GOOGLAlphabet Inc.
1.6%
AMZNAmazon.com Inc
1.5%
IVVIShares S&P 500 Index Fd
1.4%Added +10%
AVGOBroadcom Inc.
1.2%
QQQInvesco QQQ Trust
1.1%
GOOGAlphabet Inc.
1.0%+5%
JPMJPMorgan Chase & Co
1.0%Added +3%
VOOVanguard Index Funds S&P 500 ETF
0.9%
AAPLApple Inc.
3.6%
MSFTMicrosoft Corp
3.0%Added +2%
NVDANVIDIA Corp
2.3%
SPYSPDR S&P 500 ETF Trust
1.9%
GOOGLAlphabet Inc.
1.6%
AMZNAmazon.com Inc
1.5%
IVVIShares S&P 500 Index Fd
1.4%
AVGOBroadcom Inc.
1.2%
QQQ1.1%
GOOGJPM1.0%VOO0.9%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 3.6% HeldMSFT Microsoft Corp 3.0% Added +2%NVDA NVIDIA Corp 2.3% Added +7%SPY SPDR S&P 500 ETF Trust 1.9% HeldGOOGL Alphabet Inc. 1.6% HeldAMZN Amazon.com Inc 1.5% Held
IVV IShares S&P 500 Index Fd 1.4% Added +10%
AVGO Broadcom Inc. 1.2% HeldQQQ Invesco QQQ Trust 1.1% Held
GOOG Alphabet Inc. 1.0% Added +5%JPM JPMorgan Chase & Co 1.0% Added +3%VOO Vanguard Index Funds S&P 500 ETF 0.9% Held
What changed
Biggest moves since Jun 30, 2026
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