BTC Capital Management, Inc.
CIK: 0001611848SEC EDGAR →
Portfolio Value
$1.4T
Holdings
207
As of
Q4 2025
New Positions
15
Closed Positions
14
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | 350,002 | $65.3B | 4.56% |
| 2 | VANGUARD BD INDEX FDS | 871,735 | $64.2B | 4.48% |
| 3 | MICROSOFT CORP | 119,630 | $57.9B | 4.04% |
| 4 | APPLE INC | 208,149 | $56.6B | 3.95% |
| 5 | ALPHABET INC | 152,652 | $47.8B | 3.34% |
| 6 | ISHARES TR | 496,778 | $47.7B | 3.33% |
| 7 | ISHARES TR | 87,202 | $41.3B | 2.88% |
| 8 | BROADCOM INC | 107,861 | $37.3B | 2.61% |
| 9 | AMAZON COM INC | 140,896 | $32.6B | 2.27% |
| 10 | META PLATFORMS INC | 47,202 | $31.2B | 2.18% |
Quarterly Changes
New Positions (14)
$3.6B · 151K shares
$3.6B · 55K shares
$3.2B · 48K shares
$3.0B · 23K shares
$1.9B · 76K shares
$1.8B · 348K shares
$568.0M · 5K shares
$560.0M · 2K shares
$432.0M · 3K shares
$431.0M · 1K shares
$340.0M · 3K shares
$292.0M · 290 shares
$225.0M · 2K shares
$204.0M · 400 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 78 | $544.1B | 38.0% |
| Technology | 22 | $299.2B | 20.9% |
| Consumer Cyclical | 12 | $105.7B | 7.4% |
| Healthcare | 17 | $97.5B | 6.8% |
| Communication Services | 5 | $92.8B | 6.5% |
| Industrials | 21 | $89.9B | 6.3% |
| Unknown | 18 | $51.5B | 3.6% |
| Consumer Defensive | 7 | $49.9B | 3.5% |
| Energy | 6 | $35.1B | 2.5% |
| Utilities | 6 | $25.8B | 1.8% |
| Real Estate | 13 | $24.9B | 1.7% |
| Basic Materials | 2 | $16.5B | 1.2% |