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CIK: 0000898413
Total reported value
$1.5B
$1.5B
1069 檔
20.1%
According to the latest 13F quarterly dataset, Nbt Bank, N.a. managed an equity portfolio of $1.5B at the end of Q2 2026, spanning 1069 distinct U.S. exchange-listed positions.
In Q2 2026, Nbt Bank, N.a. adopted a defensive or profit-taking posture, trimming 140 positions and completely liquidating 8 holdings to manage risk exposure.
Showing top 200 holdings (of 1069 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 4.98% | +2.02% | -0.52% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.92% | +0.75% | -5.27% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.35% | -0.14% | -3.22% | |
| 4 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.24% | — | -4.28% | |
| 5 | GUNR | Flexshares Global Upstream N | ETF-Other | 3.07% | +0.18% | +1.55% | |
| 6 | CAT | Caterpillar Inc | Stock-Industrials | 2.71% | -0.68% | -4.09% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.66% | +0.03% | -1.78% | |
| 8 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 2.41% | +0.02% | +0.19% | |
| 9 | TT | Trane Technologies plc | Stock-Industrials | 1.82% | -0.08% | -0.99% | |
| 10 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.75% | +0.10% | -3.51% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.52% | +0.09% | -2.25% | |
| 12 | XOM | Exxon Mobil CORP | Stock-Energy | 1.42% | -1.42% | EXIT | |
| 13 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.32% | -0.22% | -0.89% | |
| 14 | DE | Deere & Co | Stock-Industrials | 1.27% | +0.06% | -0.39% | |
| 15 | CSCO | Cisco Systems Inc | Stock-Tech | 1.18% | -0.08% | -0.66% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.17% | +0.05% | +65.53% | |
| 17 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.13% | -0.01% | -4.28% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.10% | -0.01% | -10.14% | |
| 19 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.09% | -0.16% | -1.24% | |
| 20 | RTX | Rtx CORP | Stock-Industrials | 1.03% | -0.01% | -2.75% | |
| 21 | IBM | Intl Business Machines CORP | Stock-Tech | 0.94% | -0.18% | -6.89% | |
| 22 | WMT | Walmart Inc | Stock-Consumer Staples | 0.91% | -0.05% | -4.46% | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 0.91% | +0.17% | -3.82% | |
| 24 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.91% | +0.02% | +2.93% | |
| 25 | CVX | Chevron CORP | Stock-Energy | 0.88% | +0.20% | -2.80% | |
| 26 | NBTB | N B T Bancorp Inc | Stock-Other | 0.85% | +0.05% | +0.38% | |
| 27 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.85% | -0.04% | -2.70% | |
| 28 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.84% | -0.01% | -1.34% | |
| 29 | ABBV | Abbvie Inc | Stock-Healthcare | 0.83% | +0.05% | -2.25% | |
| 30 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.82% | -0.01% | -1.01% | |
| 31 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.80% | +0.06% | +16.67% | |
| 32 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.80% | +0.14% | +9.35% | |
| 33 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.75% | +0.11% | -2.57% | |
| 34 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.69% | -0.03% | -2.63% | |
| 35 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.68% | -0.07% | +0.49% | |
| 36 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.66% | -0.06% | -0.60% | |
| 37 | UNP | Union Pacific CORP | Stock-Industrials | 0.65% | +0.01% | -0.37% | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.65% | +0.01% | -1.83% | |
| 39 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.65% | -0.03% | -4.40% | |
| 40 | GWW | Ww Grainger Inc | Stock-Industrials | 0.64% | -0.04% | -2.51% | |
| 41 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.62% | -0.05% | -2.95% | |
| 42 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.59% | +0.02% | -1.73% | |
| 43 | ABT | Abbott Laboratories | Stock-Healthcare | 0.58% | +0.04% | -2.37% | |
| 44 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.57% | +0.03% | -0.53% | |
| 45 | EDV | Vanguard Extended Dur Treas | ETF-Other | 0.55% | -0.25% | -33.89% | |
| 46 | BMO | Bank Of Montreal | Stock-Financials | 0.54% | -0.02% | +0.03% | |
| 47 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.54% | -0.01% | +0.34% | |
| 48 | DHR | Danaher CORP | Stock-Healthcare | 0.51% | +0.07% | +0.74% | |
| 49 | ADP | Automatic Data Processing | Stock-Tech | 0.51% | +0.06% | -7.98% | |
| 50 | SPGI | S&p Global Inc | Stock-Financials | 0.48% | — | -1.97% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CAT | Caterpillar Inc | +0.9% | -4.09% | Trim |
| 2 | GOOGL | Alphabet Inc-cl A | +0.6% | -3.22% | Trim |
| 3 | VOO | Vanguard S&p 500 ETF | +0.6% | +65.53% | Add |
| 4 | GOOG | Alphabet Inc-cl C | +0.5% | -4.28% | Trim |
| 5 | PANW | Palo Alto Networks Inc | +0.5% | +9.35% | Add |
| 6 | AAPL | Apple Inc | +0.4% | -5.27% | Trim |
| 7 | CSCO | Cisco Systems Inc | +0.4% | -0.66% | Trim |
| 8 | INTC | Intel CORP | +0.3% | -0.33% | Trim |
| 9 | LLY | Eli Lilly & Co | +0.3% | +16.67% | Add |
| 10 | TT | Trane Technologies plc | +0.3% | -0.99% | Trim |
| 11 | EFG | Ishares Msci Eafe Growth ETF | +0.3% | +0.19% | Add |
| 12 | JPM | Jpmorgan Chase & Co | +0.3% | -1.78% | Trim |
| 13 | AMZN | Amazon.com Inc | +0.2% | -2.25% | Trim |
| 14 | DE | Deere & Co | +0.2% | -0.39% | Trim |
| 15 | XLK | Ss Technology Select Sector | +0.1% | +1.36% | Add |
| 16 | JMUB | Jpmorgan Municipal ETF | +0.1% | +128.85% | Add |
| 17 | GFFFX | Amer Fnd Grw Fd Of Am-f2 | +0.1% | NEW | New buy |
| 18 | SNVXX | Schwab Govt Mny Fnd-inv | +0.1% | NEW | New buy |
| 19 | BMO | Bank Of Montreal | +0.1% | +0.03% | Add |
| 20 | NBTB | N B T Bancorp Inc | +0.1% | +0.38% | Add |
| 21 | UNH | Unitedhealth Group Inc | +0.1% | -1.95% | Trim |
| 22 | GWW | Ww Grainger Inc | +0.1% | -2.51% | Trim |
| 23 | AMBFX | American Balanced Fund-f2 | +0.1% | NEW | New buy |
| 24 | GS | Goldman Sachs Group Inc | +0.1% | -0.60% | Trim |
| 25 | QCOM | Qualcomm Inc | +0.1% | -3.77% | Trim |
| 26 | ABBV | Abbvie Inc | +0.1% | -2.25% | Trim |
| 27 | PRPFX | Permanent Portfolio-i | +0.1% | NEW | New buy |
| 28 | PIPNX | Pimco Income Fund-i3 | +0.1% | NEW | New buy |
| 29 | FINFX | Amer Fnd Fndmntl Invst-f2 | +0.1% | NEW | New buy |
| 30 | IWM | Ishares Russell 2000 ETF | +0.1% | -4.40% | Trim |
| 31 | NVDA | Nvidia CORP | +0.1% | -3.82% | Trim |
| 32 | APH | Amphenol Corp-cl A | +0.1% | -1.52% | Trim |
| 33 | CVS | Cvs Health CORP | +0.1% | -1.24% | Trim |
| 34 | GE | General Electric | +0.1% | +2.41% | Add |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | -1.83% | Trim |
| 36 | AVGO | Broadcom Inc | +0.1% | +0.23% | Add |
| 37 | EEM | Ishares Msci Emerging Market | +0.1% | -0.66% | Trim |
| 38 | IBM | Intl Business Machines CORP | +0.1% | -6.89% | Trim |
| 39 | MDY | State Street Spdr S&p Midcap | +0.1% | -2.63% | Trim |
| 40 | AMAT | Applied Materials Inc | +0.1% | -0.82% | Trim |
| 41 | DGEIX | Dfa Global Equity Port-inst | +0.1% | NEW | New buy |
| 42 | UNP | Union Pacific CORP | +0.1% | -0.37% | Trim |
| 43 | MSFT | Microsoft CORP | +0.1% | -0.52% | Trim |
| 44 | ETN | Eaton Corporation plc | +0.1% | +1.11% | Add |
| 45 | V | Visa Inc-class A Shares | +0.1% | +3.31% | Add |
| 46 | MCHP | Microchip Technology Inc | +0.1% | -0.39% | Trim |
| 47 | CARR | Carrier Global CORP | +0.1% | -1.07% | Trim |
| 48 | ICAFX | Amer Fnd Inv Co Of Am-f2 | +0.1% | NEW | New buy |
| 49 | ADI | Analog Devices Inc | +0.1% | -0.21% | Trim |
| 50 | TROW | T Rowe Price Group Inc | +0.1% | -2.33% | Trim |
According to official SEC Form 13F filings, Nbt Bank, N.a. reported a total U.S. public equity portfolio value of $1.5B across 1069 disclosed positions in Q2 2026.
During Q2 2026, Nbt Bank, N.a.'s top holdings by market value included MSFT (5.0%)、AAPL (4.9%)、GOOGL (3.4%). The largest single position, MSFT, represented 5.0% of total portfolio value.
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 MSFT, AAPL, GOOGL) accounted for 20.1% of total reported equity market value during Q2 2026.
Top New Position Initiated
GFFFX
市值: $2.0M
Top Position Liquidated / Trimmed
HON
前期市值: $6.3M
In Q2 2026, Nbt Bank, N.a. made 196 total portfolio adjustments, initiating 19 new buys, adding to 29 positions, trimming 140 holdings, and fully liquidating 8 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.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
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