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CIK: 0001611848
Total reported value
$1.6B
$1.6B
207 檔
18.6%
As reported in its official Q1 2026 Form 13F filing, BTC Capital Management, Inc.'s tracked investment portfolio stood at $1.6B with 207 total positions.
In Q1 2026, BTC Capital Management, Inc. displayed an active expansion posture, initiating 7 new positions and adding to 129 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 207 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BND | Vanguard Total Bond Market | ETF-Other | 4.61% | -0.23% | +6.20% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 4.39% | +0.27% | +6.33% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.13% | +0.19% | +15.47% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.86% | -0.08% | +29.90% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.79% | +0.13% | +26.53% | |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-Other | 3.37% | +0.02% | +3.14% | |
| 7 | AVGO | Broadcom Inc | Stock-Tech | 2.56% | +0.06% | +13.46% | |
| 8 | IWF | Ishares Russell 1000 Growth | ETF-Other | 2.54% | +0.17% | +1.07% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.24% | +0.30% | +12.73% | |
| 10 | XOM | Exxon Mobil CORP | Stock-Energy | 2.06% | -0.65% | -16.60% | |
| 11 | WMT | Walmart Inc | Stock-Consumer Staples | 1.97% | -0.43% | -5.37% | |
| 12 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.90% | -0.17% | +4.09% | |
| 13 | VUG | Vanguard Growth ETF | ETF-Other | 1.88% | +0.08% | +6.45% | |
| 14 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.72% | +0.31% | -3.50% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.51% | -0.06% | -1.85% | |
| 16 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.42% | +0.27% | -13.53% | |
| 17 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.33% | +0.02% | -0.46% | |
| 18 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.31% | +0.15% | +1.47% | |
| 19 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.22% | -0.11% | -19.20% | |
| 20 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.20% | -0.24% | +1.98% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.19% | +0.02% | -0.78% | |
| 22 | MS | Morgan Stanley | Stock-Financials | 1.14% | -0.11% | -4.12% | |
| 23 | ABBV | Abbvie Inc | Stock-Healthcare | 1.09% | +0.07% | +3.34% | |
| 24 | GILD | Gilead Sciences Inc | Stock-Healthcare | 1.06% | -0.19% | -5.10% | |
| 25 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.02% | +0.39% | +2.14% | |
| 26 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.01% | +0.02% | +13.63% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.01% | +0.02% | +28.32% | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.92% | +0.03% | +150.08% | |
| 29 | MA | Mastercard Inc - A | Stock-Financials | 0.91% | -0.07% | +6.60% | |
| 30 | STLD | Steel Dynamics Inc | Stock-Materials | 0.89% | -0.04% | -10.52% | |
| 31 | FAST | Fastenal Co | Stock-Industrials | 0.87% | -0.11% | -4.85% | |
| 32 | WFC | Wells Fargo & Co | Stock-Financials | 0.82% | -0.18% | +4.82% | |
| 33 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.78% | +0.20% | +10.77% | |
| 34 | NEE | Nextera Energy Inc | Stock-Utilities | 0.76% | -0.10% | -2.10% | |
| 35 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.75% | -0.08% | +3.92% | |
| 36 | MUB | Ishares National Muni Bond E | ETF-Other | 0.75% | +0.06% | +9.89% | |
| 37 | DE | Deere & Co | Stock-Industrials | 0.72% | +0.13% | -13.13% | |
| 38 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.71% | +0.24% | +3.79% | |
| 39 | VTV | Vanguard Value ETF | ETF-Other | 0.70% | -0.03% | -10.00% | |
| 40 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.67% | — | -12.33% | |
| 41 | NFLX | Netflix Inc | Stock-Comm Services | 0.65% | -0.20% | +57.26% | |
| 42 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.64% | -0.15% | -1.20% | |
| 43 | STX | Seagate Technology Holdings plc | Stock-Tech | 0.64% | +0.40% | -8.91% | |
| 44 | ETN | Eaton Corporation plc | Stock-Industrials | 0.63% | +0.04% | +2.25% | |
| 45 | PLD | Prologis Inc | Stock-Real Estate | 0.61% | -0.04% | +1.22% | |
| 46 | INTU | Intuit Inc | Stock-Tech | 0.58% | -0.55% | +30.72% | |
| 47 | JAZZ | Jazz Pharmaceuticals plc | Stock-Healthcare | 0.56% | +0.08% | -8.02% | |
| 48 | UHS | Universal Health Services-b | Stock-Healthcare | 0.55% | -0.53% | +8.02% | |
| 49 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.55% | — | -9.11% | |
| 50 | XEL | Xcel Energy Inc | Stock-Utilities | 0.54% | -0.08% | -0.81% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.5% | +29.90% | Add |
| 2 | VTI | Vanguard Total Stock Mkt ETF | +0.5% | +150.08% | Add |
| 3 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.3% | +193.37% | Add |
| 4 | XOM | Exxon Mobil CORP | +0.3% | -16.60% | Trim |
| 5 | NFLX | Netflix Inc | +0.2% | +57.26% | Add |
| 6 | AAPL | Apple Inc | +0.2% | +15.47% | Add |
| 7 | VOO | Vanguard S&p 500 ETF | +0.1% | +28.32% | Add |
| 8 | SUB | Ishares Short-term National | +0.1% | +578.27% | Add |
| 9 | BND | Vanguard Total Bond Market | +0.1% | +6.20% | Add |
| 10 | STX | Seagate Technology Holdings plc | +0.1% | -8.91% | Trim |
| 11 | CTRA | Coterra Energy Inc | +0.1% | +11.72% | Add |
| 12 | PSX | Phillips 66 | +0.1% | +9.31% | Add |
| 13 | PG | Procter & Gamble Co/the | +0.1% | +13.63% | Add |
| 14 | OUT | Outfront Media Inc | +0.1% | +28.31% | Add |
| 15 | ETR | Entergy CORP | +0.1% | +7.46% | Add |
| 16 | ASML | ASML Holding N.V. | +0.1% | +73.92% | Add |
| 17 | INVH | Invitation Homes Inc | +0.1% | +51.19% | Add |
| 18 | COST | Costco Wholesale CORP | +0.1% | +9.21% | Add |
| 19 | LHX | L3harris Technologies Inc | +0.1% | -1.20% | Trim |
| 20 | NEE | Nextera Energy Inc | +0.1% | -2.10% | Trim |
| 21 | HD | Home Depot Inc | +0.1% | +25.45% | Add |
| 22 | ETN | Eaton Corporation plc | +0.1% | +2.25% | Add |
| 23 | MDT | Medtronic plc | +0.1% | +33.23% | Add |
| 24 | WMT | Walmart Inc | +0.1% | -5.37% | Trim |
| 25 | FAST | Fastenal Co | +0.1% | -4.85% | Trim |
| 26 | GILD | Gilead Sciences Inc | +0.1% | -5.10% | Trim |
| 27 | SPGI | S&p Global Inc | +0.1% | +41.15% | Add |
| 28 | BNL | Broadstone Net Lease Inc | +0.1% | +15.82% | Add |
| 29 | GD | General Dynamics CORP | +0.1% | +18.58% | Add |
| 30 | UBER | Uber Technologies Inc | +0.1% | +79.16% | Add |
| 31 | WM | Waste Management Inc | +0.1% | +10.71% | Add |
| 32 | EFA | Ishares Msci Eafe ETF | 0% | +3.14% | Add |
| 33 | MUB | Ishares National Muni Bond E | 0% | +9.89% | Add |
| 34 | HON | Honeywell International Inc | 0% | +0.56% | Add |
| 35 | D | Dominion Energy Inc | 0% | +15.55% | Add |
| 36 | UNM | Unum Group | 0% | +17.29% | Add |
| 37 | AMGN | Amgen Inc | 0% | +21.36% | Add |
| 38 | SONY | Sony Group CORP - Sp Adr | 0% | +57.14% | Add |
| 39 | MCD | Mcdonald's CORP | 0% | +148.18% | Add |
| 40 | TJX | Tjx Companies Inc | 0% | +1.98% | Add |
| 41 | V | Visa Inc-class A Shares | 0% | +62.93% | Add |
| 42 | URI | United Rentals Inc | 0% | +47.77% | Add |
| 43 | EQH | Equitable Holdings Inc | 0% | +47.19% | Add |
| 44 | IAU | Ishares Gold Trust | 0% | +133.92% | Add |
| 45 | SNY | Sanofi-adr | 0% | +31.30% | Add |
| 46 | GWW | Ww Grainger Inc | 0% | +115.17% | Add |
| 47 | DE | Deere & Co | 0% | -13.13% | Trim |
| 48 | APH | Amphenol Corp-cl A | 0% | +14.68% | Add |
| 49 | XEL | Xcel Energy Inc | 0% | -0.81% | Trim |
| 50 | STT | State Street CORP | 0% | +14.36% | Add |
According to official SEC Form 13F filings, BTC Capital Management, Inc. reported a total U.S. public equity portfolio value of $1.6B across 207 disclosed positions in Q1 2026.
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, NVDA, AAPL) accounted for 18.6% of total reported equity market value during Q1 2026.
Top New Position Initiated
AWK 3.625 06-15-26
市值: $997.8K
Top Position Liquidated / Trimmed
SAP
前期市值: $2.2M
During Q1 2026, BTC Capital Management, Inc.'s top holdings by market value included BND (4.6%)、NVDA (4.4%)、AAPL (4.1%). The largest single position, BND, represented 4.6% of total portfolio value.
In Q1 2026, BTC Capital Management, Inc. made 187 total portfolio adjustments, initiating 7 new buys, adding to 129 positions, trimming 44 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.
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