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Filers›Family Office›PRIVATE TRUST CO NA
DOSSIER · 13F-HR · Q1 2026

PRIVATE TRUST CO NA

PRIVATE TRUST NA's family office based in Greenwich, CT — $1.1B in tracked AUM across 2,614 positions as of Q1 2026.

PT
PRIVATE TRUST NA·Greenwich, CT·Family Office
CIK 0001277557 · last filed Mar 31, 2026
Total AUM
$1.1B
▼ 4.7%
vs prior
Holdings
2,614
—
positions
Whale Score
49
49
tracked
Activity
—
no data
changes this Q
Top sector
Tech
52% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

PRIVATE TRUST CO NA filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AAPL
Apple Inc.
$34M135K3.1%
02
MSFT
Microsoft Corp.
$27M72K2.4%
03
SPY
SPDR S&P 500 ETF
$22M34K2.0%
04
NVDA
Nvidia Corp
$22M125K1.9%
05
GOOGL
ALPHABET INC CLASS A
$18M61K1.6%
06
AMZN
Amazon.Com
$16M78K1.5%
07
IVV
IShares S&P 500 Index Fd
$14M22K1.3%
08
AVGO
Broadcom Inc
$14M45K1.2%
09
QQQ
Invesco QQQ Trust
$12M20K1.0%
10
GOOG
ALPHABET INC CLASS C
$11M38K1.0%

Filing history

Filing history loading…
AI Agent · grounded in PRIVATE
haiku-4-5 · 2,614 positions indexed
Sector mix
  • Tech52%
  • Health Care5%
  • Cons. Disc.7%
  • Communications16%
  • Industrials12%
  • Energy26%
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