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Asset Manager ← All Institutions

PRIVATE TRUST CO NA

1422 EUCLID AVENUE STE 1130, CLEVELAND, OH 44115-2001 • 2167716960

Q4 2025 · Filed 2026-01-26
Market Value
$1.1B
+0.1%
Holdings
2,625
-8
New Purchases
126
Added To
797
Closed
152
Reduced
722
Top 10 Concentration
19.0%
Turnover
10.6%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
GOOGL 1.81% 1.43% +0.38% $20M
GOOG 1.06% 0.82% +0.23% $12M
LLY 0.86% 0.65% +0.21% $10M
CB 0.32% 0.12% +0.20% $4M
MRK 0.46% 0.33% +0.13% $5M
HEGD 0.11% 0.00% +0.11% $1M
MU 0.21% 0.10% +0.11% $2M
XLK 0.34% 0.23% +0.11% $4M
AAPL 3.33% 3.23% +0.10% $37M
SETM 0.09% 0.00% +0.09% $1M
RDDT 0.11% 0.02% +0.09% $1M
BAC 0.39% 0.31% +0.08% $4M
LRCX 0.18% 0.10% +0.08% $2M
SPY 2.02% 1.95% +0.07% $23M
CAT 0.33% 0.26% +0.07% $4M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SYK 0.24% 0.66% -0.42% $3M
NVDA 2.15% 2.47% -0.32% $24M
ORCL 0.50% 0.79% -0.30% $6M
MSFT 3.18% 3.48% -0.30% $36M
MMC 0.05% 0.27% -0.22% $531K
SPTM 0.14% 0.32% -0.17% $2M
HD 0.53% 0.67% -0.14% $6M
SNPS 0.01% 0.15% -0.13% $146K
IVV 1.31% 1.41% -0.11% $15M
NFLX 0.23% 0.33% -0.10% $3M
PLTR 0.26% 0.34% -0.08% $3M
META 0.64% 0.71% -0.07% $7M
NOC 0.20% 0.27% -0.07% $2M
VZ 0.26% 0.32% -0.06% $3M
IJH 0.50% 0.57% -0.06% $6M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 55.3%
Technology 14.2%
Industrials 6.3%
Healthcare 5.7%
Communication Services 4.4%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 81 $445M 39.8%
Large Cap 956 $495M 44.2%
Mid Cap 833 $104M 9.3%
Small Cap 580 $62M 5.5%
Micro Cap 175 $14M 1.2%

Portfolio Analytics

Avg Market Cap
$41.6B
Median Market Cap
$6.0B
Avg P/E
31.8
Median P/E
20.9
Avg Dividend Yield
0.02%
Avg Beta
0.95
# Stocks
1,545
# ETFs / Funds
1,080

Top Holdings (2,625 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 AAPL 3.33% 137,311 $37M $271.86 $1M -4,679 -3.3%
2 MSFT 3.18% 73,694 $36M $483.62 -$3M -1,475 -2.0%
3 NVDA 2.15% 128,950 $24M $186.50 -$4M -19,164 -12.9%
4 SPY 2.02% 33,230 $23M $681.93 $866K +514 +1.6%
5 GOOGL 1.81% 64,796 $20M $313.00 $4M -1,028 -1.6%
6 AMZN 1.59% 77,270 $18M $230.82 $653K -983 -1.3%
7 AVGO 1.45% 46,950 $16M $346.10 $549K -639 -1.3%
8 IVV 1.31% 21,357 $15M $684.96 -$1M -2,292 -9.7%
9 QQQ 1.11% 20,198 $12M $614.30 $487K +342 +1.7%
10 JPM 1.06% 36,757 $12M $322.22 -$38K -912 -2.4%
11 GOOG 1.06% 37,714 $12M $313.80 $3M -136 -0.4%
12 VOO 1.03% 18,318 $11M $627.13 $285K +24 +0.1%
13 VTI 0.89% 29,656 $10M $335.28 $75K -414 -1.4%
14 LLY 0.86% 8,922 $10M $1,074.63 $2M -609 -6.4%
15 ABBV 0.79% 38,893 $9M $228.49 -$144K -111 -0.3%
16 SPYG 0.77% 80,351 $9M $106.70 -$423K -5,734 -6.7%
17 JNJ 0.73% 39,331 $8M $206.95 $793K -290 -0.7%
18 META 0.64% 10,849 $7M $660.09 -$807K -2 -0.0%
19 IEFA 0.58% 73,028 $7M $89.46 $75K -936 -1.3%
20 BRK-B 0.58% 12,821 $6M $502.66 -$221K -438 -3.3%
21 XOM 0.57% 53,300 $6M $120.34 $535K +1,160 +2.2%
22 RTX 0.57% 34,875 $6M $183.40 $617K +339 +1.0%
23 PG 0.55% 43,373 $6M $143.31 -$522K -480 -1.1%
24 HD 0.53% 17,217 $6M $344.09 -$2M -1,310 -7.1%
25 WMT 0.51% 50,868 $6M $111.41 $254K -1,661 -3.2%
26 IJH 0.50% 85,486 $6M $66.00 -$707K -11,797 -12.1%
27 ORCL 0.50% 28,456 $6M $194.91 -$3M -3,167 -10.0%
28 IWM 0.49% 22,306 $5M $246.16 $65K -118 -0.5%
29 MCD 0.48% 17,688 $5M $305.63 $47K +52 +0.3%
30 IJR 0.48% 44,682 $5M $120.18 -$142K -1,703 -3.7%
31 MA 0.47% 9,268 $5M $570.86 $52K +59 +0.6%
32 MRK 0.46% 48,965 $5M $105.26 $1M +4,381 +9.8%
33 CVX 0.45% 33,079 $5M $152.41 -$186K -587 -1.7%
34 COST 0.45% 5,781 $5M $862.40 -$277K +95 +1.7%
35 V 0.44% 14,110 $5M $350.70 $123K -26 -0.2%
36 IWF 0.42% 9,904 $5M $473.28 -$441K -1,045 -9.5%
37 IBM 0.41% 15,451 $5M $296.21 $336K +422 +2.8%
38 DFAC 0.41% 114,706 $5M $39.59 $366K +6,455 +6.0%
39 VEA 0.40% 71,798 $4M $62.47 -$99K -4,702 -6.2%
40 SPYV 0.39% 77,051 $4M $56.81 $307K +3,480 +4.7%
41 BAC 0.39% 79,188 $4M $55.00 $940K +12,992 +19.6%
42 CSCO 0.36% 53,016 $4M $77.03 $529K +1,055 +2.0%
43 ITOT 0.36% 27,342 $4M $148.69 $100K +119 +0.4%
44 QUAL 0.36% 20,201 $4M $198.62 -$382K -2,395 -10.6%
45 PM 0.35% 24,535 $4M $160.40 -$80K -222 -0.9%
46 BIL 0.35% 42,918 $4M $91.38 $215K +2,520 +6.2%
47 GLD 0.35% 9,802 $4M $396.30 $730K +928 +10.5%
48 GOVT 0.34% 164,646 $4M $23.02 $69K +3,678 +2.3%
49 IEMG 0.34% 56,391 $4M $67.22 $326K +3,830 +7.3%
50 XLK 0.34% 26,322 $4M $143.97 $1M +17,113 +185.8%
51 GS 0.33% 4,221 $4M $879.09 $327K -28 -0.7%
52 CAT 0.33% 6,475 $4M $572.85 $790K +356 +5.8%
53 QCOM 0.32% 20,946 $4M $171.05 $437K +2,035 +10.8%
54 CB 0.32% 11,464 $4M $312.12 $2M +6,546 +133.1%
55 SPDW 0.32% 80,371 $4M $44.41 -$167K -6,947 -8.0%
56 IVW 0.32% 28,780 $4M $123.26 -$86K -1,316 -4.4%
57 VTV 0.31% 18,380 $4M $190.99 $156K +391 +2.2%
58 TSLA 0.31% 7,738 $3M $449.72 -$262K -677 -8.1%
59 UNP 0.30% 14,728 $3M $231.33 -$612K -2,274 -13.4%
60 IWR 0.30% 34,783 $3M $96.27 $135K +1,500 +4.5%
61 SPHQ 0.30% 44,495 $3M $75.05 $260K +2,477 +5.9%
62 PEP 0.29% 22,695 $3M $143.52 $54K -112 -0.5%
63 AMGN 0.29% 9,909 $3M $327.31 $357K -318 -3.1%
64 VIG 0.29% 14,732 $3M $219.77 -$73K -612 -4.0%
65 IUSG 0.29% 19,023 $3M $167.94 $55K -60 -0.3%
66 AGG 0.28% 31,632 $3M $99.88 $402K +4,126 +15.0%
67 SPIB 0.28% 92,781 $3M $33.81 $298K +9,020 +10.8%
68 ABT 0.28% 24,615 $3M $125.29 -$106K +801 +3.4%
69 NEE 0.27% 38,238 $3M $80.28 $154K -391 -1.0%
70 DYNF 0.27% 50,035 $3M $60.81 $408K +5,533 +12.4%
71 VUG 0.27% 6,173 $3M $487.83 $88K +78 +1.3%
72 SPTI 0.26% 102,360 $3M $28.84 $83K +3,094 +3.1%
73 RSP 0.26% 15,212 $3M $191.56 $96K +359 +2.4%
74 PLTR 0.26% 16,248 $3M $177.75 -$907K -4,556 -21.9%
75 VZ 0.26% 70,792 $3M $40.73 -$716K -11,113 -13.6%
76 MBB 0.25% 29,565 $3M $95.22 $267K +2,788 +10.4%
77 RDVY 0.25% 40,386 $3M $69.47 $158K +1,017 +2.6%
78 SPSM 0.25% 59,788 $3M $46.86 -$89K -2,619 -4.2%
79 EFA 0.25% 29,145 $3M $96.03 $199K +1,301 +4.7%
80 TMO 0.25% 4,778 $3M $579.48 $466K +30 +0.6%
81 ETN 0.25% 8,621 $3M $318.51 -$586K -283 -3.2%
82 SPLG 0.24% 33,957 $3M $80.22 $228K +2,093 +6.6%
83 SYK 0.24% 7,546 $3M $351.48 -$5M -12,374 -62.1%
84 VO 0.23% 8,940 $3M $290.21 $250K +960 +12.0%
85 UBER 0.23% 31,636 $3M $81.71 -$548K -346 -1.1%
86 CME 0.23% 9,366 $3M $273.08 $138K +409 +4.6%
87 NFLX 0.23% 27,228 $3M $93.76 -$1M +24,188 +795.7%
88 CRWD 0.22% 5,360 $3M $468.76 -$41K +153 +2.9%
89 IUSV 0.22% 24,359 $2M $102.54 $82K +184 +0.8%
90 IWD 0.22% 11,735 $2M $210.33 $53K -127 -1.1%
91 VWO 0.22% 45,666 $2M $53.76 $8K +505 +1.1%
92 MO 0.22% 42,559 $2M $57.66 -$341K +245 +0.6%
93 BX 0.22% 15,914 $2M $154.14 -$245K +120 +0.8%
94 QQQM 0.22% 9,593 $2M $252.92 $203K +595 +6.6%
95 TJX 0.22% 15,764 $2M $153.61 -$86K -1,583 -9.1%
96 SHW 0.22% 7,470 $2M $324.03 -$464K -860 -10.3%
97 KO 0.21% 34,429 $2M $69.91 $221K +1,471 +4.5%
98 IWY 0.21% 8,630 $2M $276.94 $324K +1,081 +14.3%
99 GSUS 0.21% 25,281 $2M $94.40 $122K +773 +3.1%
100 CTAS 0.21% 12,655 $2M $188.07 -$527K -1,507 -10.6%

New Positions

SymbolValue% Port
HEGD $1M 0.11%
SETM $1M 0.09%
CLOZ $425K 0.04%
CLOX $377K 0.03%
KSPY $313K 0.03%
BDYN $240K 0.02%
DFIC $230K 0.02%
BDVL $230K 0.02%
FNB $205K 0.02%
SLX $190K 0.02%
RKT $189K 0.02%
QLTY $154K 0.01%
FIBR $148K 0.01%
CNEQ $138K 0.01%
MLN $129K 0.01%

Sold Out Positions

SymbolValue% Port
AAP —%
GWRE —%
FINV —%
FOUR —%
TME —%
QSR —%
WHD —%
GLOB —%
AVNT —%
PRMB —%
AESI —%
BGS —%
TECK —%
KNX —%
INFY —%
View SEC EDGAR Filings for PRIVATE TRUST CO NA →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms