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Nixon Peabody Trust Company LLC
Shaun O'Brien · Investment Advisor · Multi-Strategy
Nixon Peabody Trust Company LLC, a subsidiary of the global law firm Nixon Peabody LLP, is a specialized wealth management and fiduciary services firm headquartered in Boston. Formed following the 1999 merger of two established legal practices, the company provides sophisticated financial planning, investment management, and trust administration for high-net-worth individuals and family offices. With over $4 billion in assets under administration, the firm distinguishes itself by integrating legal, tax, and investment expertise to offer a comprehensive, high-touch experience. Its history is rooted in a tradition of acting as trusted advisors to prominent families and businesses, and today it operates as a boutique institution with the scale of a major global legal network. The firm focuses on personalized client engagement, ensuring that wealth strategies are strictly aligned with long-term legacy goals and unique familial values.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +20.0% |
| YTD return | +14.2% |
| Sharpe ratio | 3.62 |
| Win rate | 42% |
| AUM | $0.7B |
| Inception | Oct 1, 2025 |
| Updated | Oct 2, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.7B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://nixonpeabodytrustcompany.com/ |
Current Holdings
Updated on Oct 2, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| AAPL | Apple Inc | 12.0% | +28.7% |
| NVDA | NVIDIA Corporation | 11.7% | +23.7% |
| MSFT | Microsoft Corporation | 11.3% | +6.9% |
| GOOGL | Alphabet Inc Class A | 11.2% | +31.3% |
| AMZN | Amazon.com Inc | 6.5% | +12.6% |
| PANW | Palo Alto Networks Inc | 5.6% | +90.9% |
| AVGO | Broadcom Inc | 4.9% | +4.7% |
| META | Meta Platforms Inc. | 4.3% | +9.2% |
| JPM | JPMorgan Chase & Co | 4.0% | +7.4% |
| MA | Mastercard Inc | 3.2% | -0.7% |
| ASML | ASML Holding NV ADR | 3.0% | +65.1% |
| MS | Morgan Stanley | 3.0% | +18.1% |
| IQV | IQVIA Holdings Inc | 2.9% | +24.0% |
| LLY | Eli Lilly and Company | 2.8% | +29.1% |
| NOW | ServiceNow Inc | 2.7% | +20.6% |
| TJX | The TJX Companies Inc | 2.3% | -9.6% |
| ARM | Arm Holdings plc American Depositary Shares | 2.2% | -3.5% |
| KO | The Coca-Cola Company | 2.2% | -2.0% |
| DE | Deere & Company | 2.1% | +0.9% |
| SHEL | Shell PLC ADR | 2.1% | +1.9% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 28, 2026 | SELL | NVDA | 11.6% → 11.7% |
| Sep 28, 2026 | BUY | JPM | 4.2% → 4.0% |
| Sep 28, 2026 | SELL | PANW | 5.4% → 5.6% |
| Sep 28, 2026 | SELL | ASML | 2.9% → 3.0% |
| Sep 28, 2026 | SELL | IQV | 2.9% → 2.9% |
Investment Style Analysis
Nixon Peabody Trust Company LLC is widely recognized for employing a Multi-Strategy strategy. As of Oct 2, 2026, the firm oversees approximately $0.7B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Software - Infrastructure sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Sep 28, Nixon Peabody Trust Company LLC made a significant move by reducing the position in NVDA. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Nixon Peabody Trust Company employs a goal-oriented investment philosophy centered on customized asset allocation and rigorous risk management. The institution prioritizes long-term wealth preservation and steady growth through a disciplined process of security selection and portfolio optimization. By utilizing a balanced mix of equities, fixed income, and alternative investments, the firm seeks to optimize returns relative to each client's specific life stage and risk tolerance. Their approach is fundamentally fiduciary, emphasizing independence, fee transparency, and the avoidance of commission-based products to ensure objective advice. This strategy is bolstered by an integrated framework where investment decisions are closely coordinated with tax planning and estate considerations to maximize multi-generational success.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Nixon Peabody Trust Company LLC.
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Frequently asked questions
How is the simulated portfolio for Nixon Peabody Trust Company LLC constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Nixon Peabody Trust Company LLC's largest holding?
As of the latest filing, Nixon Peabody Trust Company LLC's top position is Apple Inc (AAPL), representing 12.0% of the portfolio. This reflects a high-conviction bet by the institution.
What is Nixon Peabody Trust Company LLC's historical performance and risk profile?
Our simulation indicates a total return of +20.0% with a win rate of 42%. Notably, the portfolio maintains a Sharpe Ratio of 3.62, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Nixon Peabody Trust Company LLC primarily invest in?
Nixon Peabody Trust Company LLC has a strong preference for the Semiconductors sector, which makes up 18.8% of their disclosed assets. The portfolio also has exposure to Software - Infrastructure, indicating a specific thematic focus.
Is Nixon Peabody Trust Company LLC's portfolio concentrated or diversified?
Nixon Peabody Trust Company LLC runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 35.0% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Nixon Peabody Trust Company LLC performed in 2026?
Our AI-simulated model portfolio for Nixon Peabody Trust Company LLC tracks a Year-to-Date (YTD) return of +14.2%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Shaun O'Brien manage Nixon Peabody Trust Company LLC directly?
Yes, Shaun O'Brien serves as the key portfolio manager for Nixon Peabody Trust Company LLC, overseeing the investment strategy and final capital allocation decisions.