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CIK: 0001611848
Total reported value
$1.6B
$1.6B
201 檔
15.2%
According to the latest 13F quarterly dataset, BTC Capital Management, Inc. managed an equity portfolio of $1.6B at the end of Q2 2025, spanning 201 distinct U.S. exchange-listed positions.
BTC Capital Management, Inc. executed strategic sector rebalancing during Q2 2025, establishing 9 new positions while fully exiting 9 holdings and trimming 13 positions.
In terms of portfolio concentration, the top 5 core holdings (including BND, MSFT, NVDA) accounted for 15.2% of total reported equity market value during Q2 2025.
Top New Position Initiated
GS
市值: $6.6M
Top Position Liquidated / Trimmed
UNH
前期市值: $7.8M
Showing top 200 holdings (of 201 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BND | Vanguard Total Bond Market | ETF-Other | 4.64% | -0.23% | +4.42% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.49% | +0.13% | +0.94% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 4.19% | +0.27% | -1.65% | |
| 4 | EFA | Ishares Msci Eafe ETF | ETF-Other | 3.60% | +0.02% | +1.64% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.51% | +0.19% | -1.70% | |
| 6 | IWF | Ishares Russell 1000 Growth | ETF-Other | 3.04% | +0.17% | +2.17% | |
| 7 | AVGO | Broadcom Inc | Stock-Tech | 2.76% | +0.06% | -4.01% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.41% | +0.30% | +3.14% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.35% | -0.08% | +0.25% | |
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.28% | -0.17% | +20.11% | |
| 11 | VUG | Vanguard Growth ETF | ETF-Other | 2.16% | +0.08% | -1.39% | |
| 12 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.98% | +0.31% | +1.72% | |
| 13 | WMT | Walmart Inc | Stock-Consumer Staples | 1.82% | -0.43% | -0.09% | |
| 14 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.80% | +0.27% | +6.00% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.76% | -0.06% | +0.16% | |
| 16 | XOM | Exxon Mobil CORP | Stock-Energy | 1.69% | -0.65% | +14.99% | |
| 17 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.40% | +0.39% | -12.74% | |
| 18 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.38% | +0.02% | +5.99% | |
| 19 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.34% | +0.15% | +3.94% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.31% | +0.02% | -0.10% | |
| 21 | ORCL | Oracle CORP | Stock-Tech | 1.27% | -0.12% | -4.68% | |
| 22 | MS | Morgan Stanley | Stock-Financials | 1.25% | -0.11% | -0.28% | |
| 23 | MA | Mastercard Inc - A | Stock-Financials | 1.16% | -0.07% | +2.04% | |
| 24 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.13% | -0.11% | +8.56% | |
| 25 | ABBV | Abbvie Inc | Stock-Healthcare | 1.04% | +0.07% | +11.14% | |
| 26 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.04% | -0.24% | +12.28% | |
| 27 | FAST | Fastenal Co | Stock-Industrials | 1.03% | -0.11% | +100.96% | |
| 28 | WFC | Wells Fargo & Co | Stock-Financials | 1.01% | -0.18% | -6.08% | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.91% | +0.02% | +0.25% | |
| 30 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.90% | +0.02% | -11.80% | |
| 31 | STLD | Steel Dynamics Inc | Stock-Materials | 0.87% | -0.04% | +10.43% | |
| 32 | INTU | Intuit Inc | Stock-Tech | 0.86% | -0.55% | +8.30% | |
| 33 | DE | Deere & Co | Stock-Industrials | 0.84% | +0.13% | -4.36% | |
| 34 | VTV | Vanguard Value ETF | ETF-Other | 0.83% | -0.03% | -2.21% | |
| 35 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.80% | — | +0.93% | |
| 36 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.79% | -0.08% | +1384.46% | |
| 37 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.78% | +0.24% | +59.96% | |
| 38 | ETN | Eaton Corporation plc | Stock-Industrials | 0.77% | +0.04% | -0.72% | |
| 39 | ICE | Intercontinental Exchange In | Stock-Financials | 0.75% | -0.16% | -4.28% | |
| 40 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.70% | +0.20% | +4.72% | |
| 41 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.66% | — | -0.14% | |
| 42 | NEE | Nextera Energy Inc | Stock-Utilities | 0.65% | -0.10% | +1.61% | |
| 43 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.64% | -0.07% | +1.26% | |
| 44 | MUB | Ishares National Muni Bond E | ETF-Other | 0.63% | +0.06% | +19.61% | |
| 45 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.61% | -0.15% | -1.15% | |
| 46 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.60% | — | +7.35% | |
| 47 | NFLX | Netflix Inc | Stock-Comm Services | 0.60% | -0.20% | +876.83% | |
| 48 | XEL | Xcel Energy Inc | Stock-Utilities | 0.58% | -0.08% | -3.05% | |
| 49 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.58% | +0.07% | — | |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.57% | +0.02% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.9% | -1.65% | Trim |
| 2 | AVGO | Broadcom Inc | +0.8% | -4.01% | Trim |
| 3 | MSFT | Microsoft CORP | +0.7% | +0.94% | Add |
| 4 | META | Meta Platforms Inc-class A | +0.6% | +20.11% | Add |
| 5 | NFLX | Netflix Inc | +0.6% | +876.83% | Add |
| 6 | GS | Goldman Sachs Group Inc | +0.5% | NEW | New buy |
| 7 | COF | Capital One Financial CORP | +0.5% | NEW | New buy |
| 8 | BSX | Boston Scientific CORP | +0.5% | NEW | New buy |
| 9 | BN | Brookfield CORP | +0.5% | NEW | New buy |
| 10 | COST | Costco Wholesale CORP | +0.5% | NEW | New buy |
| 11 | WM | Waste Management Inc | +0.5% | NEW | New buy |
| 12 | TSLA | Tesla Inc | +0.3% | +59.96% | Add |
| 13 | ORCL | Oracle CORP | +0.3% | -4.68% | Trim |
| 14 | IWF | Ishares Russell 1000 Growth | +0.2% | +2.17% | Add |
| 15 | UHS | Universal Health Services-b | +0.2% | NEW | New buy |
| 16 | INTU | Intuit Inc | +0.2% | +8.30% | Add |
| 17 | CRWD | Crowdstrike Holdings Inc - A | +0.2% | -12.74% | Trim |
| 18 | AMZN | Amazon.com Inc | +0.1% | +3.14% | Add |
| 19 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.1% | +49.54% | Add |
| 20 | IBN | Icici Bank Ltd-spon Adr | +0.1% | NEW | New buy |
| 21 | SAP | Sap Se-sponsored Adr | +0.1% | NEW | New buy |
| 22 | ETN | Eaton Corporation plc | +0.1% | -0.72% | Trim |
| 23 | VUG | Vanguard Growth ETF | +0.1% | -1.39% | Trim |
| 24 | JPM | Jpmorgan Chase & Co | +0.1% | +0.16% | Add |
| 25 | MS | Morgan Stanley | +0.1% | -0.28% | Trim |
| 26 | GOOGL | Alphabet Inc-cl A | +0.1% | +0.25% | Add |
| 27 | VWO | Vanguard Ftse Emerging Marke | 0% | +5.99% | Add |
| 28 | MUB | Ishares National Muni Bond E | 0% | +19.61% | Add |
| 29 | IWB | Ishares Russell 1000 ETF | 0% | +1.72% | Add |
| 30 | IWM | Ishares Russell 2000 ETF | 0% | +3.94% | Add |
| 31 | TJX | Tjx Companies Inc | 0% | +12.28% | Add |
| 32 | STLD | Steel Dynamics Inc | — | +10.43% | Add |
| 33 | WMT | Walmart Inc | 0% | -0.09% | Trim |
| 34 | IVV | Ishares Core S&p 500 ETF | 0% | -0.10% | Trim |
| 35 | EFA | Ishares Msci Eafe ETF | 0% | +1.64% | Add |
| 36 | IWD | Ishares Russell 1000 Value E | -0.1% | +6.00% | Add |
| 37 | SUB | Ishares Short-term National | -0.1% | EXIT | Sold out |
| 38 | TKC | Turkcell Iletisim Hizmet-adr | -0.1% | EXIT | Sold out |
| 39 | HST | Host Hotels & Resorts Inc | -0.2% | EXIT | Sold out |
| 40 | EMN | Eastman Chemical Co | -0.2% | EXIT | Sold out |
| 41 | BND | Vanguard Total Bond Market | -0.3% | +4.42% | Add |
| 42 | PG | Procter & Gamble Co/the | -0.3% | -11.80% | Trim |
| 43 | FISV | Fiserv Inc | -0.5% | -22.64% | Trim |
| 44 | RF | Regions Financial CORP | -0.5% | EXIT | Sold out |
| 45 | FDX | Fedex CORP | -0.6% | EXIT | Sold out |
| 46 | TMO | Thermo Fisher Scientific Inc | -0.6% | EXIT | Sold out |
| 47 | MRK | Merck & Co. Inc. | -0.6% | EXIT | Sold out |
| 48 | UNH | Unitedhealth Group Inc | -0.7% | EXIT | Sold out |
| 49 | PEP | Pepsico Inc | -0.7% | -95.80% | Trim |
| 50 | AAPL | Apple Inc | -0.8% | -1.70% | Trim |
According to official SEC Form 13F filings, BTC Capital Management, Inc. reported a total U.S. public equity portfolio value of $1.6B across 201 disclosed positions in Q2 2025.
During Q2 2025, BTC Capital Management, Inc.'s top holdings by market value included BND (4.6%)、MSFT (4.5%)、NVDA (4.2%). The largest single position, BND, represented 4.6% of total portfolio value.
In Q2 2025, BTC Capital Management, Inc. made 50 total portfolio adjustments, initiating 9 new buys, adding to 19 positions, trimming 13 holdings, and fully liquidating 9 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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