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Private Trust Co NA

All holdings · as of Mar 31, 2026

2,607 positions

CompanyClassValueShares% of portfolio
iShares MSCI UAE ETF$3.82M26,8190.3%
IShares Russell Mid Cap$3.80M39,0760.3%
SPDR Portfolio Developed World ex-US ETF$3.78M82,7170.3%
IShares Core MSCI Emerging Mkts ETF$3.77M54,0870.3%
Chubb Ltd$3.69M11,3320.3%
INTERNATIONAL BUSINESS MACHINES CORP$3.66M15,1100.3%
Vanguard Value ETF$3.59M18,3050.3%
Union Pacific Corp$3.54M14,5910.3%
VERIZON COMMUNICATIONS INC$3.53M70,2540.3%
THE GOLDMAN SACHS GROUP, INC.$3.51M4,1480.3%
Invesco Exchange W&P 500 Quality$3.47M46,1610.3%
NEXTERA ENERGY INC$3.40M36,6580.3%
PEPSICO INC$3.30M21,2700.3%
IShares Core Total Bond Mkt$3.28M33,0080.3%
IShares S&P 500 Growth Index Fund$3.23M28,5590.3%
SPDR Barclays Intermediate Term Trs ETF$3.23M112,6900.3%
SPDR Barclays Interm Term Corp Bd ETF$3.19M95,0860.3%
Vanguard Specialized Portfolios Dividend ETF$3.15M14,6660.3%
Eaton Corp plc$3.15M8,7960.3%
MICRON TECHNOLOGY INC$3.02M8,9360.3%
Invesco S&P 500 Weight ETF$2.98M15,5020.3%
Tesla Inc$2.93M7,8860.3%
iShares Core S&P US Growth ETF$2.89M18,6580.3%
POWELL INDUSTRIES INC$2.88M5,3290.3%
First Trust Rising Dividend Achievers ETF$2.85M41,8100.3%
IShares Tr Europe and Far East Index Fd$2.82M29,0170.3%
ALTRIA GROUP, INC.$2.76M41,8770.2%
IShares Tr Barclays MBS Bond Fd$2.72M28,6980.2%
HONEYWELL INTERNATIONAL INC$2.71M11,9790.2%
SPDR Russell 2000 ETF$2.70M55,8830.2%
CME Group Inc$2.70M9,1320.2%
State Street SPDR Port S&P 500 Etf$2.67M34,9260.2%
QUALCOMM INC/DE$2.66M20,6430.2%
First Tr Exchng Traded Fd VIII CBOE Vest US E$2.66M77,0550.2%
COCA COLA CO$2.61M34,2820.2%
Vanguard Index Fd Growth ETF$2.59M5,9260.2%
BlackRock ETF Trust - iShares International Country Rotation Active ETF$2.58M44,2750.2%
iShares Russell 3000 Value Index$2.58M25,1910.2%
LAM RESEARCH CORP$2.57M12,0510.2%
LOCKHEED MARTIN CORP$2.56M4,2390.2%
Select Sector SPDR Tr Technology$2.56M19,2320.2%
TJX Cos Inc/The$2.56M16,0030.2%
APPLIED MATERIALS INC /DE$2.52M7,3800.2%
Duke Energy Corp$2.51M19,1540.2%
STRYKER CORP$2.51M7,6270.2%
Vanguard FTSE Emerging Markets ETF$2.50M46,2370.2%
Vanguard Mid-Cap ETF$2.49M8,6820.2%
Vanguard Whitehall Funds High Dividend Yield$2.49M16,8070.2%
CrowdStrike Holdings, Inc.$2.45M6,2840.2%
Northrop Grumman Corp$2.40M3,5220.2%
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