Long-term investor
Private Trust Co. Na @privatetrustcona
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001277557).
Record
- Tracked since 2025-06-30 (434 days), 20 trades recorded
- Returns: week n/a · month n/a · 90 days +8.2% · 6 months +7.2% · 1 year +14.1% · all +14.1%
- Max drawdown -2.0% · Sharpe 0.89 · win rate 30% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 3.2% · long · since 2025-06-30
- MSFT · 2.1% · long · since 2025-06-30
- SPY · 1.9% · long · since 2025-06-30
- NVDA · 1.9% · long · since 2025-06-30
- GOOGL · 1.7% · long · since 2025-06-30
- AMZN · 1.4% · long · since 2025-06-30
- AVGO · 1.3% · long · since 2025-06-30
- IVV · 1.3% · long · since 2025-06-30
- 46090E103 · 1.1% · long · since 2025-06-30
- GOOG · 1.0% · long · since 2025-06-30
- JPM · 1.0% · long · since 2025-06-30
- LLY · 0.9% · long · since 2025-06-30