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CIK: 0001611848
Total reported value
$1.6B
$1.6B
199 檔
13.6%
In Q4 2024, BTC Capital Management, Inc.'s U.S. equity holdings reached a combined market value of $1.6B, distributed across 199 disclosed stock positions.
In Q4 2024, BTC Capital Management, Inc. adopted a defensive or profit-taking posture, trimming 32 positions and completely liquidating 7 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BND | Vanguard Total Bond Market | ETF-Other | 4.77% | -0.23% | +4.17% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.74% | +0.19% | -1.39% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.09% | +0.13% | -1.14% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 4.01% | +0.27% | -3.95% | |
| 5 | EFA | Ishares Msci Eafe ETF | ETF-Other | 3.20% | +0.02% | +1.59% | |
| 6 | IWF | Ishares Russell 1000 Growth | ETF-Other | 3.15% | +0.17% | -3.86% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.73% | -0.08% | -1.94% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.50% | +0.30% | -1.43% | |
| 9 | AVGO | Broadcom Inc | Stock-Tech | 2.49% | +0.06% | -18.28% | |
| 10 | IWB | Ishares Russell 1000 ETF | ETF-Other | 2.29% | +0.31% | +6.09% | |
| 11 | WMT | Walmart Inc | Stock-Consumer Staples | 1.87% | -0.43% | -7.06% | |
| 12 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.66% | +0.27% | +14.55% | |
| 13 | XOM | Exxon Mobil CORP | Stock-Energy | 1.65% | -0.65% | +1.24% | |
| 14 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.65% | -0.17% | -0.20% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.63% | -0.06% | -6.71% | |
| 16 | VUG | Vanguard Growth ETF | ETF-Other | 1.62% | +0.08% | -0.65% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.41% | +0.02% | -2.37% | |
| 18 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.41% | +0.15% | -2.23% | |
| 19 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.30% | +0.02% | +2.24% | |
| 20 | MA | Mastercard Inc - A | Stock-Financials | 1.21% | -0.07% | -1.51% | |
| 21 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.18% | +0.02% | -0.91% | |
| 22 | MS | Morgan Stanley | Stock-Financials | 1.18% | -0.11% | -5.34% | |
| 23 | ORCL | Oracle CORP | Stock-Tech | 1.11% | -0.12% | +3.21% | |
| 24 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.11% | -0.11% | -2.81% | |
| 25 | WFC | Wells Fargo & Co | Stock-Financials | 1.10% | -0.18% | -18.97% | |
| 26 | ABBV | Abbvie Inc | Stock-Healthcare | 1.07% | +0.07% | -3.64% | |
| 27 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.00% | +0.39% | -1.26% | |
| 28 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.99% | -0.24% | +3.97% | |
| 29 | FISV | Fiserv Inc | Stock-Other | 0.97% | — | -3.33% | |
| 30 | FAST | Fastenal Co | Stock-Industrials | 0.94% | -0.11% | -0.39% | |
| 31 | VTV | Vanguard Value ETF | ETF-Other | 0.93% | -0.03% | +2.10% | |
| 32 | DE | Deere & Co | Stock-Industrials | 0.83% | +0.13% | -1.51% | |
| 33 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.81% | -0.08% | -1.95% | |
| 34 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.81% | — | -2.83% | |
| 35 | ETN | Eaton Corporation plc | Stock-Industrials | 0.80% | +0.04% | +5.05% | |
| 36 | STLD | Steel Dynamics Inc | Stock-Materials | 0.78% | -0.04% | -8.23% | |
| 37 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.77% | — | -2.33% | |
| 38 | INTU | Intuit Inc | Stock-Tech | 0.76% | -0.55% | -2.19% | |
| 39 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.72% | +0.02% | -19.49% | |
| 40 | NEE | Nextera Energy Inc | Stock-Utilities | 0.72% | -0.10% | -3.08% | |
| 41 | ICE | Intercontinental Exchange In | Stock-Financials | 0.72% | -0.16% | +0.15% | |
| 42 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.71% | +0.39% | NEW | |
| 43 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.69% | — | -1.19% | |
| 44 | ADBE | Adobe Inc | Stock-Tech | 0.68% | -0.39% | -8.92% | |
| 45 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.68% | — | -0.24% | |
| 46 | XEL | Xcel Energy Inc | Stock-Utilities | 0.67% | -0.08% | -4.96% | |
| 47 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.67% | -0.07% | -2.49% | |
| 48 | FDX | Fedex CORP | Stock-Industrials | 0.66% | — | -1.21% | |
| 49 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.66% | +0.20% | -13.08% | |
| 50 | PLD | Prologis Inc | Stock-Real Estate | 0.66% | -0.04% | -0.51% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PH | Parker Hannifin CORP | +0.5% | NEW | New buy |
| 2 | AAPL | Apple Inc | +0.5% | -1.39% | Trim |
| 3 | AMZN | Amazon.com Inc | +0.4% | -1.43% | Trim |
| 4 | GOOGL | Alphabet Inc-cl A | +0.4% | -1.94% | Trim |
| 5 | NVDA | Nvidia CORP | +0.4% | -3.95% | Trim |
| 6 | AVGO | Broadcom Inc | +0.3% | -18.28% | Trim |
| 7 | SUB | Ishares Short-term National | +0.3% | NEW | New buy |
| 8 | IWB | Ishares Russell 1000 ETF | +0.3% | +6.09% | Add |
| 9 | IWD | Ishares Russell 1000 Value E | +0.2% | +14.55% | Add |
| 10 | SSNC | Ss&c Technologies Holdings | +0.2% | NEW | New buy |
| 11 | IWF | Ishares Russell 1000 Growth | +0.2% | -3.86% | Trim |
| 12 | VTEB | Vanguard Tax-exempt Bond ETF | +0.2% | NEW | New buy |
| 13 | CRWD | Crowdstrike Holdings Inc - A | +0.2% | -1.26% | Trim |
| 14 | MS | Morgan Stanley | +0.2% | -5.34% | Trim |
| 15 | VUG | Vanguard Growth ETF | +0.2% | -0.65% | Trim |
| 16 | JPM | Jpmorgan Chase & Co | +0.2% | -6.71% | Trim |
| 17 | FISV | Fiserv Inc | +0.1% | -3.33% | Trim |
| 18 | JAZZ | Jazz Pharmaceuticals plc | +0.1% | +9.41% | Add |
| 19 | GM | General Motors Co | +0.1% | -2.19% | Trim |
| 20 | MSFT | Microsoft CORP | 0% | -1.14% | Trim |
| 21 | VWO | Vanguard Ftse Emerging Marke | 0% | +2.24% | Add |
| 22 | NSC | Norfolk Southern CORP | 0% | -2.83% | Trim |
| 23 | LOW | Lowe's Cos Inc | -0.1% | -1.19% | Trim |
| 24 | XOM | Exxon Mobil CORP | -0.1% | +1.24% | Add |
| 25 | MRK | Merck & Co. Inc. | -0.1% | -0.24% | Trim |
| 26 | LHX | L3harris Technologies Inc | -0.1% | -1.25% | Trim |
| 27 | GILD | Gilead Sciences Inc | -0.1% | -24.36% | Trim |
| 28 | SPYG | Ss Spdr P S&p 500 Growth ETF | -0.1% | EXIT | Sold out |
| 29 | AMP | Ameriprise Financial Inc | -0.1% | -31.48% | Trim |
| 30 | TMO | Thermo Fisher Scientific Inc | -0.1% | -2.16% | Trim |
| 31 | PLD | Prologis Inc | -0.1% | -0.51% | Trim |
| 32 | UNH | Unitedhealth Group Inc | -0.1% | -1.99% | Trim |
| 33 | DHR | Danaher CORP | -0.1% | -0.63% | Trim |
| 34 | ABBV | Abbvie Inc | -0.1% | -3.64% | Trim |
| 35 | HD | Home Depot Inc | -0.1% | -26.18% | Trim |
| 36 | JNJ | Johnson & Johnson | -0.1% | -2.81% | Trim |
| 37 | NEE | Nextera Energy Inc | -0.1% | -3.08% | Trim |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -23.01% | Trim |
| 39 | STLD | Steel Dynamics Inc | -0.1% | -8.23% | Trim |
| 40 | EFA | Ishares Msci Eafe ETF | -0.1% | +1.59% | Add |
| 41 | ADBE | Adobe Inc | -0.2% | -8.92% | Trim |
| 42 | NXST | Nexstar Media Group Inc | -0.2% | EXIT | Sold out |
| 43 | PHM | Pultegroup Inc | -0.2% | +0.66% | Add |
| 44 | LLY | Eli Lilly & Co | -0.2% | -13.08% | Trim |
| 45 | MCHP | Microchip Technology Inc | -0.2% | EXIT | Sold out |
| 46 | PEP | Pepsico Inc | -0.3% | -19.49% | Trim |
| 47 | VLO | Valero Energy CORP | -0.4% | EXIT | Sold out |
| 48 | MPC | Marathon Petroleum CORP | -0.5% | EXIT | Sold out |
| 49 | BLKCHF | Blackrock Inc | -1.1% | EXIT | Sold out |
| 50 | LRCXEUR | Lam Research CORP | -1.1% | EXIT | Sold out |
According to official SEC Form 13F filings, BTC Capital Management, Inc. reported a total U.S. public equity portfolio value of $1.6B across 199 disclosed positions in Q4 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, AAPL, MSFT) accounted for 13.6% of total reported equity market value during Q4 2024.
Top New Position Initiated
PH
市值: $5.5M
Top Position Liquidated / Trimmed
LRCXEUR
前期市值: $12.7M
During Q4 2024, BTC Capital Management, Inc.'s top holdings by market value included BND (4.8%)、AAPL (4.7%)、MSFT (4.1%). The largest single position, BND, represented 4.8% of total portfolio value.
In Q4 2024, BTC Capital Management, Inc. made 50 total portfolio adjustments, initiating 4 new buys, adding to 7 positions, trimming 32 holdings, and fully liquidating 7 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
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Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.