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CIK: 0001611848
Total reported value
$1.6B
$1.6B
210 檔
13.0%
As reported in its official Q2 2024 Form 13F filing, BTC Capital Management, Inc.'s tracked investment portfolio stood at $1.6B with 210 total positions.
During Q2 2024, BTC Capital Management, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 210 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BND | Vanguard Total Bond Market | ETF-Other | 4.64% | -0.23% | +7.78% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.44% | +0.13% | -1.54% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.18% | +0.19% | -5.87% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 3.62% | +0.27% | +991.25% | |
| 5 | IWF | Ishares Russell 1000 Growth | ETF-Other | 3.07% | +0.17% | -0.24% | |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-Other | 2.89% | +0.02% | -1.89% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.72% | -0.08% | -2.56% | |
| 8 | IWB | Ishares Russell 1000 ETF | ETF-Other | 2.36% | +0.31% | +0.47% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.25% | +0.30% | +15.89% | |
| 10 | AVGO | Broadcom Inc | Stock-Tech | 2.10% | +0.06% | -5.24% | |
| 11 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.64% | +0.27% | +1.06% | |
| 12 | WMT | Walmart Inc | Stock-Consumer Staples | 1.58% | -0.43% | -1.99% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.57% | -0.06% | -18.26% | |
| 14 | VUG | Vanguard Growth ETF | ETF-Other | 1.50% | +0.08% | +18.93% | |
| 15 | LRCXEUR | Lam Research CORP | Stock-Tech | 1.46% | — | -1.42% | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.35% | -0.17% | +3.94% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.33% | +0.02% | -1.83% | |
| 18 | XOM | Exxon Mobil CORP | Stock-Energy | 1.27% | -0.65% | +125.77% | |
| 19 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.23% | +0.02% | +2.64% | |
| 20 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.21% | -0.11% | -2.41% | |
| 21 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.19% | +0.02% | -10.66% | |
| 22 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.18% | +0.15% | +1.14% | |
| 23 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.15% | +0.39% | +4.33% | |
| 24 | ABBV | Abbvie Inc | Stock-Healthcare | 1.13% | +0.07% | -0.04% | |
| 25 | MA | Mastercard Inc - A | Stock-Financials | 1.05% | -0.07% | -0.27% | |
| 26 | CVX | Chevron CORP | Stock-Energy | 0.99% | -0.02% | -2.85% | |
| 27 | STLD | Steel Dynamics Inc | Stock-Materials | 0.99% | -0.04% | -1.23% | |
| 28 | MS | Morgan Stanley | Stock-Financials | 0.99% | -0.11% | -5.30% | |
| 29 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.98% | +0.02% | -7.67% | |
| 30 | ADBE | Adobe Inc | Stock-Tech | 0.98% | -0.39% | +2.92% | |
| 31 | WFC | Wells Fargo & Co | Stock-Financials | 0.97% | -0.18% | -1.86% | |
| 32 | BLKCHF | Blackrock Inc | Stock-Other | 0.95% | — | -8.81% | |
| 33 | ORCL | Oracle CORP | Stock-Tech | 0.90% | -0.12% | +934.12% | |
| 34 | VTV | Vanguard Value ETF | ETF-Other | 0.88% | -0.03% | -0.45% | |
| 35 | MUB | Ishares National Muni Bond E | ETF-Other | 0.86% | +0.06% | -24.96% | |
| 36 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.84% | — | -1.24% | |
| 37 | INTU | Intuit Inc | Stock-Tech | 0.84% | -0.55% | -0.76% | |
| 38 | FAST | Fastenal Co | Stock-Industrials | 0.84% | -0.11% | +1.19% | |
| 39 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.80% | — | -4.31% | |
| 40 | DE | Deere & Co | Stock-Industrials | 0.79% | +0.13% | -1.64% | |
| 41 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.78% | -0.24% | -6.53% | |
| 42 | FISV | Fiserv Inc | Stock-Other | 0.77% | — | -2.84% | |
| 43 | NEE | Nextera Energy Inc | Stock-Utilities | 0.76% | -0.10% | -12.40% | |
| 44 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.75% | +0.39% | NEW | |
| 45 | PLD | Prologis Inc | Stock-Real Estate | 0.74% | -0.04% | +2.39% | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.74% | +0.02% | — | |
| 47 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.73% | -0.08% | -1.76% | |
| 48 | FDX | Fedex CORP | Stock-Industrials | 0.72% | — | -1.15% | |
| 49 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.68% | — | -1.66% | |
| 50 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.67% | — | +0.66% |
According to official SEC Form 13F filings, BTC Capital Management, Inc. reported a total U.S. public equity portfolio value of $1.6B across 210 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including BND, MSFT, AAPL) accounted for 13.0% of total reported equity market value during Q2 2024.
During Q2 2024, BTC Capital Management, Inc.'s top holdings by market value included BND (4.6%)、MSFT (4.4%)、AAPL (4.2%). The largest single position, BND, represented 4.6% of total portfolio value.
In Q2 2024, BTC Capital Management, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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