EdgeMarket › What Btc Capital Management, Inc. reported owning
What Btc Capital Management, Inc. reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.5BPositions
207Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| BND Vanguard Total Bond Market ETF | 68.2M | 4.6% | 925.8K | 72.23 | -1.8% |
| NVDA NVIDIA CORP | 64.9M | 4.4% | 372.2K | 214.72 | +22.4% |
| AAPL Apple Inc. | 61.0M | 4.1% | 240.3K | 309.35 | +36.9% |
| GOOGL Alphabet Inc. | 57.0M | 3.9% | 198.3K | 344.82 | +73.0% |
| MSFT MICROSOFT CORP | 56.0M | 3.8% | 151.4K | 483.24 | -4.4% |
| EFA iShares MSCI EAFE ETF | 49.8M | 3.4% | 512.4K | 108.24 | +17.1% |
| AVGO Broadcom Inc. | 37.9M | 2.6% | 122.4K | 368.45 | +26.5% |
| IWF iShares Russell 1000 Growth Fund | 37.6M | 2.5% | 88.1K | 122.39 | +11.2% |
| AMZN AMAZON COM INC | 33.1M | 2.2% | 158.8K | 258.63 | +15.6% |
| XOM ExxonMobil Holdings Corp | 30.5M | 2.1% | 179.4K | 165.11 | +52.1% |
| WMT Walmart Inc. | 29.2M | 2.0% | 234.8K | 103.70 | +1.1% |
| META Meta Platforms, Inc. | 28.1M | 1.9% | 49.1K | 549.90 | -26.5% |
| VUG Vanguard Morningstar Growth ETF | 27.8M | 1.9% | 63.6K | 87.50 | +15.9% |
| IWB iShares Russell 1000 ETF | 25.4M | 1.7% | 71.2K | 419.69 | +19.8% |
| JPM JPMORGAN CHASE & CO | 22.3M | 1.5% | 75.7K | 351.58 | +20.3% |
| IWD iShares Russell 1000 Value ETF | 21.1M | 1.4% | 98.5K | 257.29 | +29.2% |
| VWO Vanguard FTSE Emerging Markets ETF | 19.6M | 1.3% | 363.3K | 60.45 | +17.7% |
| IWM iShares Russell 2000 ETF | 19.4M | 1.3% | 77.9K | 299.96 | +33.1% |
| JNJ JOHNSON & JOHNSON | 18.0M | 1.2% | 73.6K | 270.24 | +51.1% |
| TJX TJX COMPANIES INC /DE/ | 17.8M | 1.2% | 111.3K | 140.53 | +1.6% |
| IVV iShares Core S&P 500 ETF | 17.6M | 1.2% | 26.9K | 769.31 | +20.0% |
| MS MORGAN STANLEY | 16.9M | 1.1% | 102.5K | 214.20 | +48.6% |
| ABBV AbbVie Inc. | 16.2M | 1.1% | 74.3K | 264.96 | +26.7% |
| GILD GILEAD SCIENCES, INC. | 15.6M | 1.1% | 111.9K | 146.12 | +23.1% |
| CRWD CrowdStrike Holdings, Inc. | 15.0M | 1.0% | 38.4K | 191.95 | +83.2% |
| PG PROCTER & GAMBLE Co | 15.0M | 1.0% | 103.8K | 144.68 | -9.3% |
| VOO Vanguard S&P 500 ETF | 15.0M | 1.0% | 25.1K | 703.71 | +20.0% |
| VTI Vanguard Morningstar Total Stock Market ETF | 13.6M | 0.9% | 42.4K | 378.24 | +20.5% |
| MA Mastercard Inc | 13.4M | 0.9% | 26.8K | 580.63 | -2.0% |
| STLD STEEL DYNAMICS INC | 13.1M | 0.9% | 72.7K | 228.68 | +82.3% |
| FAST FASTENAL CO | 12.9M | 0.9% | 277.7K | 51.26 | +3.5% |
| WFC WELLS FARGO & COMPANY/MN | 12.2M | 0.8% | 153.1K | 83.84 | +7.3% |
| LLY ELI LILLY & Co | 11.6M | 0.8% | 12.6K | 1,255.40 | +78.0% |
| NEE NEXTERA ENERGY INC | 11.2M | 0.8% | 120.2K | 83.65 | +9.8% |
| ORLY O REILLY AUTOMOTIVE INC | 11.1M | 0.8% | 120.1K | 89.11 | -14.3% |
| MUB iShares National Muni Bond ETF | 11.1M | 0.7% | 104.0K | 105.34 | +1.2% |
| DE DEERE & CO | 10.6M | 0.7% | 18.8K | 647.47 | +31.4% |
| TSLA Tesla, Inc. | 10.6M | 0.7% | 28.4K | 362.86 | +12.0% |
| VTV Vanguard Morningstar Value ETF | 10.3M | 0.7% | 52.7K | 226.40 | +24.6% |
| NSC NORFOLK SOUTHERN CORP | 9.9M | 0.7% | 34.3K | 350.72 | +22.8% |
| NFLX NETFLIX INC | 9.5M | 0.6% | 99.0K | 79.59 | -34.4% |
| LHX L3HARRIS TECHNOLOGIES, INC. /DE/ | 9.5M | 0.6% | 27.5K | 266.73 | -3.4% |
| STX Seagate Technology Holdings plc | 9.5M | 0.6% | 24.2K | 850.00 | +436.6% |
| ETN Eaton Corp plc | 9.2M | 0.6% | 25.8K | 419.20 | +21.1% |
| PLD Prologis, Inc. | 9.1M | 0.6% | 68.5K | 141.80 | +28.7% |
| INTU INTUIT INC. | 8.6M | 0.6% | 19.8K | 367.00 | -47.5% |
| JAZZ Jazz Pharmaceuticals plc | 8.3M | 0.6% | 43.7K | 254.28 | +113.6% |
| UHS UNIVERSAL HEALTH SERVICES INC | 8.2M | 0.6% | 45.6K | 177.26 | -4.0% |
| MAR MARRIOTT INTERNATIONAL INC /MD/ | 8.1M | 0.5% | 24.6K | 356.39 | +35.2% |
| XEL XCEL ENERGY INC | 8.0M | 0.5% | 100.6K | 76.30 | +4.3% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
The whole archive is one click away.
Screener, filings, insider flow, backtests and the AI — open without an account.
Free plan for good. Pro is $69.99/mo, or $4.99 for a 7-day trial. See the plans →