Philadelphia Trust Co.
The Philadelphia Trust Company is a private bank and investment management firm headquartered in Philadelphia, Pennsylvania, founded in 1999. With about 17-25 employees, the firm caters to affluent investors, governments, non-profits, endowments, corporations, entrepreneurs, and individuals/families. It offers services including trust and estate advisory, personalized investment management, and private banking, with a focus on high-touch, client-first service that traditional megabanks cannot match.
Investment Strategy
The Philadelphia Trust Company follows a disciplined investment approach focused on 'growth at a reasonable price.' The Investment Policy Committee selects equities based on earnings momentum, strong balance sheets, reasonable price-to-earnings ratios, dominant market positions, and earnings growth. Portfolios are diversified and typically hold up to thirty-five carefully selected stocks. The firm emphasizes fundamental review and risk management, avoiding short-term market fads and instead seeking long-term value and stability for its clients.
Latest 13F Filing Activity
Philadelphia Trust Co. filed their most recent 13F report on Jun 30, 2025 disclosing 244 equity positions with a total 13F market value of $1B. The fund increased holdings in Nvidia Corp., Broadcom Inc., Microsoft Corp. among other positions. Philadelphia Trust Co. reduced exposure to Paypal Holdings Inc., Vertiv Holdings Co., Medtronic PLC among others.
Top Holdings
Equity Positions (244)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORP | 13.69% | $178.4M | 1,129,439 | $3.99 | $157.99 | +$52.0M |
M MSFT | MICROSOFT CORP | 5.03% | $65.5M | 131,706 | $59.70 | $497.41 | +$14.1M |
A AAPL | APPLE INC | 4.33% | $56.5M | 275,311 | $43.45 | $205.17 | -$5.1M |
B BRK-B | BERKSHIRE HATHAWAY INC-CL B | 3.49% | $45.5M | 93,682 | $163.87 | $485.77 | -$4.4M |
I IBM | IBM CORPORATION | 2.93% | $38.2M | 129,659 | $131.95 | $294.78 | +$5.9M |