B & T Capital Management DBA Alpha Capital Management

CIK: 0001450935Latest portfolio: $709.0M · Q4 2025

Holdings

116

Total Value

$709.0M

New Positions

4

Closed Positions

5

#StockSharesValue% PortfolioChangeType
1
BNDVANGUARD BD INDEX FDS
1,087,255$80.0M11.28%+1.1M
2
NDQINVESCO QQQ TR
91,702$56.0M7.90%-1,248
3
VIGIVANGUARD WHITEHALL FDS
301,294$27.0M3.81%+7K
4
SCHXSCHWAB STRATEGIC TR
808,245$21.0M2.96%-4,354
5
SCHGSCHWAB STRATEGIC TR
660,721$21.0M2.96%-9,512
6
VNQVANGUARD INDEX FDS
205,005$18.0M2.54%+575
7
QTUMETF SER SOLUTIONS
139,853$15.0M2.12%+54K
8
GOOGLALPHABET INC
45,215$14.0M1.97%-2,835
9
AAPLAPPLE INC
54,341$14.0M1.97%+139
10
BILSPDR SERIES TRUST
160,294$14.0M1.97%-114,300
11
SDVYFIRST TR EXCHANGE-TRADED FD
361,846$13.0M1.83%+10K
12
JMEEJ P MORGAN EXCHANGE TRADED F
207,629$13.0M1.83%+6K
13
IGFISHARES TR
210,193$12.0M1.69%+105K
14
JPMJPMORGAN CHASE & CO.
37,725$12.0M1.69%-706
15
AVGOBROADCOM INC
32,278$11.0M1.55%-2,310
16
PWRQUANTA SVCS INC
25,600$10.0M1.41%-423
17
AMZNAMAZON COM INC
46,858$10.0M1.41%+629
18
KKRKKR & CO INC
72,448$9.0M1.27%+1K
19
METAMETA PLATFORMS INC
13,856$9.0M1.27%+66
20
BXBLACKSTONE INC
59,045$9.0M1.27%+976
21
NEENEXTERA ENERGY INC
112,588$9.0M1.27%-571
22
NVDANVIDIA CORPORATION
52,877$9.0M1.27%-1,371
23
SOFISOFI TECHNOLOGIES INC
324,683$8.0M1.13%-21,273
24
BKNGBOOKING HOLDINGS INC
1,567$8.0M1.13%+7
25
MSFTMICROSOFT CORP
17,965$8.0M1.13%+8

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
IGF210K+105K
AESI758K+32K
TBIL178K+26K
SDVY362K+10K
VIGI301K+7K
SBUX50K+6K
JMEE208K+6K
BLSH16K+4K
UBER38K+2K
FAST135K+2K

Decreased Positions

NameSharesChange
BIL160K-114300
LPRO50K-36635
JPST11K-35500
SOFI325K-21273
SCHG661K-9512
SCHX808K-4354
STRS42K-4000
GOOGL45K-2835
AVGO32K-2310
SHOP28K-1936

Sector Breakdown

Financial Services0.0% ($8.000027000210002e+126T)
Technology0.0% ($1.40001100090008e+54T)
Consumer Cyclical0.0% ($100008000600039997440.0T)
Industrials0.0% ($100007000700070019072.0T)
Healthcare0.0% ($600050005000400.0T)
Consumer Defensive0.0% ($60004000.4T)
Basic Materials0.0% ($50004000.3T)
Energy0.0% ($7000700.0T)
Unknown0.0% ($5600.1T)
Communication Services0.0% ($14.0T)
Utilities0.0% ($90.0B)
Real Estate0.0% ($1.0M)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 13, 2026$709.0M116
Q3 2025Nov 12, 2025$630.4B117
Q2 2025Jul 31, 2025$580.8B112
Q1 2025May 1, 2025$526.1B115

Fund Information

CIK0001450935
Most Recent FilingFeb 13, 2026
Number of Filings4

B & T Capital Management DBA Alpha Capital Management is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $709.0M across 116 holdings. The largest position is VANGUARD BD INDEX FDS (BND), representing 11.3% of the portfolio. Compared to the previous quarter, the fund opened 4 new positions and closed 5 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.