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
AFLAFLAC Inc.
$824K
CGMUCapital Group Fixed Income Etf Trust
$811K
DFAEDimensional Etf/emerging Mkts Core
$807K
DYHTarget Corp.
$798K
STIPiShares 0-5 Year TIPS Bond ETF
$791K
JBNDJ.p. Morgan Exchange-traded Fund Trust
$786K
TOTLSPDR SSGA Active Total Return
$784K
ENBEnbridge Inc.
$782K
IEIMFC Ishares Tr Barclays 3-7 Yr Treas Bd Fd
$778K
FMBFirst Trust Managed Muni ETF
$776K
SLYVSPDR Series Tr DJ Wilshire Small Cap Val ETF
$773K
APHAmphenol Corp
$765K
ISRGIntuitive Surgical Inc.
$757K
IWNIShares Tr Russell 2000 Value Index Fd
$755K
WBDWarner Bros Discovery Inc Com Ser A
$751K
HDVIShares High Dividend Equity
$747K
JMUBJ.p. Morgan Exchange-traded Fund Trust
$747K
ISPYProshares Tr/s&p 500 High In Etf
$741K
LAKK LLC
$740K
XLESelect Sector SPDR Tr Energy
$736K
MDLZMondelez International Inc.
$732K
IJJIShares S&P MidCap 400 Value Index
$732K
VGTMFC Vanguard Information Tech ETF
$725K
TSMTaiwan Semiconductor Mfg Co LTD ADR
$725K
IXUSiShares Core MSCI Total Intl Stk
$725K
EVMOMorgan Stanley /Eaton Vance Mtg Opp
$723K
SMBVanEck Vectors AMT-Free Short Muni Index ETF
$720K
VSSMFC Vanguard Intl Equity Index FTSE All World
$720K
USBU. S. Bancorp New
$715K
VCSHVanguard Bond ETF
$715K
JIREJ.p. Morgan Exchange-traded Fund Trust
$713K
Dale Distribution Center LLC
$712K
STXSeagate Technology Holdings PLC
$712K
ITWIllinois Tool Works Inc.
$711K
VSLUEtf Opportuniti/applied Fin Valuati
$705K
MGKVanguard Mega Cap Growth ETF
$704K
110 Rio Bravo LLC
$700K
BTTBlackRock Municipal Target Term
$699K
ABGConcera Inc
$697K
RDVIFirst Trust Exchange-traded Fund Iv
$696K
OKEOneok Inc.
$694K
KMBKimberly Clark Corp.
$692K
VRTVertiv Holdings CO.
$688K
BDXBecton, Dickinson & CO.
$678K
GVIBlackrock Institutional Trust Company N.a.
$677K
SLYGSPDR S&P 600 Small Cap Growth ETF
$670K
COFCapital One Financial
$665K
AVLVAmern Centy Etf/avantis U S Large C
$662K
PFFAEtfis S Tr I/virtus Infracap U S
$661K
IGFIShares S&P Global Infrastructure Index ETF
$661K
FENIFid Covington T/Enhanced Intl ETF
$659K
ADBEAdobe Systems Inc.
$658K
VONGVanguard Scotts/vanguard Russell 10
$655K
NOWServiceNow, Inc.
$654K
TLTIShares Tr 20 plus Treas Index FD
$653K
ESGDiShares ESG MSCI EAFE ETF
$650K
PWRQuanta Services Inc.
$648K
KNGCBOE Vest S&P 500 Div Aristocrats Inc ETF
$645K
BCCCGlobal X U.S. Infrastructure Development ETF
$644K
NKENike Inc Cl B
$643K
ORLYO'Reilly Automotive, Inc New
$641K
MOATVanEck Vectors Morningstar Wide Moat ETF
$632K
SNPEDBX ETF Tr - Xtrackers S&P 500 ESG ETF
$627K
RSPTInvesco S&P 500 Equal Weight Tech ETF
$620K
AVUVAvantis U.S. Small Cap Value Fund ETF
$618K
ARCCAres Capital Corporation
$618K
CARRCarrier Global Corporation
$616K
WECWEC Energy Group Inc
$615K
KNSLKinsale Capital Group Inc
$612K
EPDEnterprise Products Partners LP
$609K
PGXInvesco Pfd ETF
$609K
QUSSPDR MSCI USA StrategicFactors ETF
$608K
TBILRbb Fd Inc/us Treas 3 Month B Etf
$608K
SHELRoyal Dutch Shell PLC Spon ADR
$606K
SCHGSchwab U.S. Large-Cap Growth ETF
$604K
HIIHuntington Ingalls Inds Inc
$603K
APDAir Products and Chemicals, Inc.
$601K
BABAALIBABA GROUP HOLDING
$597K
HELOJ.p. Morgan Exchange-traded Fund Trust
$597K
PAAAPgim Etf Tr/aaa Clo Etf
$594K
SHYIShares Tr Barclay 1-3 Years
$594K
PRUPrudential Financial
$594K
VXFVanguard Index Funds
$593K
CBOECBOE Holdings Inc
$591K
DHRDanaher Corp.
$588K
ITMVaneck Vectors AMT-Free Interim Muni ETF
$582K
GLDMSPDR Gold MiniShares New ETF
$579K
PLDProLogis Inc.
$577K
VBRVanguard Small Cap Value Fund
$577K
MARMarriott International Inc. Class A
$575K
GIGBGoldman Sachs Access Invest Grade Corp ETF
$573K
PAYXPaychex Inc.
$568K
PFFDGlobal X US Preferred ETF
$566K
VPLVanguard Pacific ETF
$565K
EFGIShares EAFE Growth Index Fd
$564K
FLMIFranklin Liberty Intermediate Muni Oppty ETF
$561K
A4SAmeriprise Financial, Inc.
$560K
IAGGiShares Core International Aggt Bd ETF
$559K
SCHWCharles Schwab Corp.
$557K
QGROAmerican Century U.S. Quality Growth ETF
$554K
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