BTC Capital Management as of Dec. 31, 2025
Portfolio Holdings for BTC Capital Management
BTC Capital Management holds 207 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 4.6 | $65M | 350k | 186.50 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 4.5 | $65M | 872k | 74.07 | |
| Microsoft Corporation (MSFT) | 4.0 | $58M | 120k | 483.46 | |
| Apple (AAPL) | 4.0 | $57M | 208k | 271.86 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.4 | $48M | 153k | 314.08 | |
| Ishares Tr Msci Eafe Etf (EFA) | 3.3 | $48M | 497k | 96.03 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 2.9 | $41M | 87k | 473.30 | |
| Broadcom (AVGO) | 2.6 | $37M | 108k | 345.94 | |
| Amazon (AMZN) | 2.3 | $33M | 141k | 230.93 | |
| Meta Platforms Cl A (META) | 2.2 | $31M | 47k | 661.69 | |
| Vanguard Index Fds Growth Etf (VUG) | 2.0 | $29M | 60k | 487.86 | |
| Wal-Mart Stores (WMT) | 1.9 | $28M | 248k | 111.74 | |
| Ishares Tr Rus 1000 Etf (IWB) | 1.9 | $28M | 74k | 373.44 | |
| Exxon Mobil Corporation (XOM) | 1.8 | $26M | 215k | 120.41 | |
| JPMorgan Chase & Co. (JPM) | 1.7 | $25M | 77k | 322.61 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 1.7 | $24M | 114k | 210.34 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.4 | $20M | 365k | 53.76 | |
| Morgan Stanley Com New (MS) | 1.3 | $19M | 107k | 178.10 | |
| Ishares Tr Russell 2000 Etf (IWM) | 1.3 | $19M | 77k | 246.19 | |
| Johnson & Johnson (JNJ) | 1.3 | $19M | 91k | 206.76 | |
| Ishares Tr Core S&p500 Etf (IVV) | 1.3 | $19M | 27k | 684.94 | |
| Crowdstrike Hldgs Cl A (CRWD) | 1.2 | $18M | 38k | 469.28 | |
| TJX Companies (TJX) | 1.2 | $17M | 109k | 153.70 | |
| Abbvie (ABBV) | 1.1 | $16M | 72k | 228.49 | |
| Gilead Sciences (GILD) | 1.0 | $15M | 118k | 122.74 | |
| Mastercard Incorporated Cl A (MA) | 1.0 | $14M | 25k | 573.59 | |
| Steel Dynamics (STLD) | 1.0 | $14M | 81k | 169.61 | |
| Wells Fargo & Company (WFC) | 1.0 | $14M | 146k | 93.20 | |
| Procter & Gamble Company (PG) | 0.9 | $13M | 91k | 143.11 | |
| Tesla Motors (TSLA) | 0.9 | $12M | 27k | 449.89 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.9 | $12M | 20k | 627.13 | |
| Eli Lilly & Co. (LLY) | 0.9 | $12M | 11k | 1074.84 | |
| Fastenal Company (FAST) | 0.8 | $12M | 292k | 40.13 | |
| Norfolk Southern (NSC) | 0.8 | $11M | 39k | 289.17 | |
| Vanguard Index Fds Value Etf (VTV) | 0.8 | $11M | 59k | 190.99 | |
| O'reilly Automotive (ORLY) | 0.7 | $11M | 116k | 91.30 | |
| Ishares Tr National Mun Etf (MUB) | 0.7 | $10M | 95k | 107.11 | |
| Deere & Company (DE) | 0.7 | $10M | 22k | 465.48 | |
| Intuit (INTU) | 0.7 | $10M | 15k | 662.42 | |
| Nextera Energy (NEE) | 0.7 | $9.9M | 123k | 80.51 | |
| Universal Hlth Svcs CL B (UHS) | 0.6 | $9.2M | 42k | 217.78 | |
| General Motors Company (GM) | 0.6 | $8.9M | 110k | 81.32 | |
| Oracle Corporation (ORCL) | 0.6 | $8.8M | 45k | 194.91 | |
| Prologis (PLD) | 0.6 | $8.6M | 68k | 127.70 | |
| Marriott Intl Cl A (MAR) | 0.6 | $8.4M | 27k | 310.24 | |
| L3harris Technologies (LHX) | 0.6 | $8.2M | 28k | 293.57 | |
| Eaton Corp SHS (ETN) | 0.6 | $8.1M | 25k | 320.18 | |
| Jazz Pharmaceuticals Shs Usd (JAZZ) | 0.6 | $8.1M | 48k | 170.00 | |
| Intercontinental Exchange (ICE) | 0.6 | $8.0M | 50k | 162.21 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.6 | $7.9M | 13k | 614.31 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.5 | $7.7M | 11k | 681.92 | |
| Goldman Sachs (GS) | 0.5 | $7.6M | 8.7k | 879.00 | |
| Xcel Energy (XEL) | 0.5 | $7.5M | 101k | 73.86 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.5 | $7.5M | 61k | 123.26 | |
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.5 | $7.3M | 27k | 275.39 | |
| Parker-Hannifin Corporation (PH) | 0.5 | $7.3M | 8.2k | 883.37 | |
| Lowe's Companies (LOW) | 0.5 | $7.2M | 30k | 241.16 | |
| Amphenol Corp Cl A (APH) | 0.5 | $7.0M | 52k | 135.14 | |
| Metropcs Communications (TMUS) | 0.5 | $7.0M | 34k | 203.32 | |
| Capital One Financial (COF) | 0.5 | $6.9M | 29k | 242.36 | |
| Synchrony Financial (SYF) | 0.5 | $6.8M | 82k | 83.28 | |
| Ameriprise Financial (AMP) | 0.5 | $6.6M | 14k | 490.34 | |
| Unum (UNM) | 0.5 | $6.6M | 85k | 77.53 | |
| S&p Global (SPGI) | 0.5 | $6.6M | 13k | 522.59 | |
| Ishares Tr Russell 3000 Etf (IWV) | 0.5 | $6.5M | 17k | 386.85 | |
| Home Depot (HD) | 0.4 | $6.3M | 18k | 344.10 | |
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.4 | $6.3M | 136k | 46.14 | |
| Allstate Corporation (ALL) | 0.4 | $6.0M | 29k | 208.15 | |
| Netflix (NFLX) | 0.4 | $5.9M | 63k | 93.76 | |
| Adobe Systems Incorporated (ADBE) | 0.4 | $5.9M | 17k | 350.00 | |
| Leidos Holdings (LDOS) | 0.4 | $5.9M | 33k | 180.40 | |
| Otis Worldwide Corp (OTIS) | 0.4 | $5.7M | 66k | 87.35 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $5.7M | 17k | 335.27 | |
| Snap-on Incorporated (SNA) | 0.4 | $5.6M | 16k | 344.60 | |
| Ss&c Technologies Holding (SSNC) | 0.4 | $5.4M | 62k | 87.42 | |
| Waste Management (WM) | 0.4 | $5.3M | 24k | 219.99 | |
| Medtronic SHS (MDT) | 0.4 | $5.2M | 54k | 96.06 | |
| Boston Scientific Corporation (BSX) | 0.4 | $5.1M | 54k | 95.82 | |
| Honeywell International (HON) | 0.4 | $5.1M | 26k | 195.09 | |
| Citizens Financial (CFG) | 0.3 | $5.0M | 85k | 58.41 | |
| Costco Wholesale Corporation (COST) | 0.3 | $4.9M | 5.6k | 862.34 | |
| Entergy Corporation (ETR) | 0.3 | $4.6M | 50k | 92.43 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.3 | $4.5M | 47k | 96.27 | |
| General Dynamics Corporation (GD) | 0.3 | $4.1M | 12k | 336.66 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 0.3 | $4.0M | 19k | 212.07 | |
| Broadstone Net Lease (BNL) | 0.3 | $4.0M | 231k | 17.37 | |
| Invitation Homes (INVH) | 0.3 | $3.8M | 138k | 27.79 | |
| State Street Corporation (STT) | 0.3 | $3.7M | 29k | 129.01 | |
| Outfront Media Com New (OUT) | 0.3 | $3.6M | 151k | 24.10 | |
| Profesionally Managed Portfo Akre Focus Etf (AKRE) | 0.3 | $3.6M | 55k | 65.51 | |
| Cabot Oil & Gas Corporation (CTRA) | 0.2 | $3.6M | 135k | 26.27 | |
| Equitable Holdings (EQH) | 0.2 | $3.5M | 73k | 47.65 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $3.3M | 54k | 62.47 | |
| Dominion Resources (D) | 0.2 | $3.3M | 56k | 58.59 | |
| Spdr Index Shs Fds Msci Acwi Exus (CWI) | 0.2 | $3.3M | 92k | 35.92 | |
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.2 | $3.2M | 38k | 83.61 | |
| Unilever Spon Adr New (UL) | 0.2 | $3.2M | 48k | 65.40 | |
| Phillips 66 (PSX) | 0.2 | $3.0M | 24k | 129.04 | |
| Rio Tinto Sponsored Adr (RIO) | 0.2 | $2.7M | 34k | 80.03 | |
| Spdr Series Trust State Street Spd (BIL) | 0.2 | $2.7M | 29k | 91.47 | |
| Ubs Group SHS (UBS) | 0.2 | $2.7M | 58k | 46.31 | |
| Verizon Communications (VZ) | 0.2 | $2.7M | 66k | 40.65 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $2.5M | 29k | 88.49 | |
| Sony Group Corp Sponsored Adr (SONY) | 0.2 | $2.5M | 98k | 25.60 | |
| Orix Corp Sponsored Adr (IX) | 0.2 | $2.5M | 85k | 29.22 | |
| Novartis Sponsored Adr (NVS) | 0.2 | $2.4M | 17k | 137.87 | |
| Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) | 0.2 | $2.3M | 120k | 19.35 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $2.3M | 12k | 191.56 | |
| Ing Groep Sponsored Adr (ING) | 0.2 | $2.3M | 82k | 28.00 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $2.3M | 3.00 | 754800.00 | |
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.2 | $2.3M | 7.5k | 302.11 | |
| Amgen (AMGN) | 0.2 | $2.2M | 6.8k | 326.73 | |
| Sap Se Spon Adr (SAP) | 0.2 | $2.2M | 9.0k | 242.91 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $2.2M | 10k | 211.79 | |
| Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.1 | $2.0M | 126k | 15.87 | |
| Barclays Adr (BCS) | 0.1 | $1.9M | 76k | 25.45 | |
| Lloyds Banking Group Sponsored Adr (LYG) | 0.1 | $1.8M | 348k | 5.31 | |
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $1.8M | 13k | 136.94 | |
| Servicenow (NOW) | 0.1 | $1.8M | 12k | 153.19 | |
| Natwest Group Spons Adr (NWG) | 0.1 | $1.7M | 100k | 17.50 | |
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $1.7M | 5.4k | 323.01 | |
| United Rentals (URI) | 0.1 | $1.7M | 2.1k | 809.32 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $1.7M | 3.3k | 502.65 | |
| Shell Spon Ads (SHEL) | 0.1 | $1.6M | 22k | 73.48 | |
| Sanofi Sa Sponsored Adr (SNY) | 0.1 | $1.6M | 32k | 48.46 | |
| Honda Motor Adr Ech Cnv In 3 (HMC) | 0.1 | $1.6M | 53k | 29.48 | |
| Progressive Corporation (PGR) | 0.1 | $1.5M | 6.6k | 227.72 | |
| Uber Technologies (UBER) | 0.1 | $1.4M | 18k | 81.61 | |
| Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) | 0.1 | $1.4M | 16k | 90.40 | |
| Ishares Silver Tr Ishares (SLV) | 0.1 | $1.4M | 22k | 64.42 | |
| Visa Com Cl A (V) | 0.1 | $1.4M | 4.0k | 350.71 | |
| Delta Air Lines Inc Del Com New (DAL) | 0.1 | $1.3M | 18k | 69.40 | |
| Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $1.3M | 11k | 113.92 | |
| Intuitive Surgical Com New (ISRG) | 0.1 | $1.2M | 2.2k | 566.36 | |
| American Tower Reit (AMT) | 0.1 | $1.2M | 6.8k | 175.57 | |
| Ally Financial (ALLY) | 0.1 | $1.2M | 26k | 45.29 | |
| Nice Sponsored Adr (NICE) | 0.1 | $1.1M | 10k | 113.04 | |
| Applied Materials (AMAT) | 0.1 | $1.1M | 4.4k | 256.99 | |
| Equinix (EQIX) | 0.1 | $1.1M | 1.4k | 766.16 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $1.1M | 997.00 | 1069.86 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $1.0M | 10k | 99.88 | |
| salesforce (CRM) | 0.1 | $1.0M | 3.8k | 264.91 | |
| Check Point Software Tech Lt Ord (CHKP) | 0.1 | $1.0M | 5.4k | 185.56 | |
| Stryker Corporation (SYK) | 0.1 | $988k | 2.8k | 351.06 | |
| Live Nation Entertainment (LYV) | 0.1 | $949k | 6.7k | 142.50 | |
| Emcor (EME) | 0.1 | $872k | 1.4k | 614.72 | |
| Bank Ozk (OZK) | 0.1 | $860k | 19k | 46.18 | |
| Stonex Group (SNEX) | 0.1 | $824k | 8.7k | 95.13 | |
| MercadoLibre (MELI) | 0.1 | $818k | 406.00 | 2014.29 | |
| Global Net Lease Com New (GNL) | 0.1 | $814k | 95k | 8.61 | |
| Ishares Tr Select Us Reit (ICF) | 0.1 | $799k | 13k | 59.67 | |
| Comfort Systems USA (FIX) | 0.1 | $776k | 831.00 | 933.29 | |
| Mueller Industries (MLI) | 0.1 | $766k | 6.7k | 114.80 | |
| Warrior Met Coal (HCC) | 0.0 | $670k | 7.6k | 88.17 | |
| Primerica (PRI) | 0.0 | $637k | 2.5k | 259.08 | |
| Grand Canyon Education (LOPE) | 0.0 | $607k | 3.7k | 166.31 | |
| Union Pacific Corporation (UNP) | 0.0 | $598k | 2.6k | 231.32 | |
| Home BancShares (HOMB) | 0.0 | $578k | 21k | 27.78 | |
| Biosante Pharmaceuticals (ANIP) | 0.0 | $572k | 7.2k | 79.24 | |
| Ishares Tr Intrm Gov Cr Etf (GVI) | 0.0 | $569k | 5.3k | 107.35 | |
| Vanguard World Mega Cap Index (MGC) | 0.0 | $560k | 2.2k | 251.17 | |
| Bank of America Corporation (BAC) | 0.0 | $559k | 10k | 55.00 | |
| Epr Pptys Com Sh Ben Int (EPR) | 0.0 | $550k | 11k | 49.90 | |
| Performance Food (PFGC) | 0.0 | $533k | 5.9k | 89.92 | |
| Hancock Holding Company (HWC) | 0.0 | $531k | 8.3k | 63.92 | |
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.0 | $527k | 5.1k | 102.54 | |
| Community Trust Ban (CTBI) | 0.0 | $497k | 8.8k | 56.50 | |
| American Express Company (AXP) | 0.0 | $485k | 1.3k | 369.95 | |
| Exelixis (EXEL) | 0.0 | $478k | 11k | 43.83 | |
| Healthequity (HQY) | 0.0 | $471k | 5.1k | 91.97 | |
| Huron Consulting (HURN) | 0.0 | $467k | 2.7k | 172.91 | |
| SYNNEX Corporation (SNX) | 0.0 | $453k | 3.0k | 150.23 | |
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $452k | 2.5k | 181.21 | |
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $449k | 3.2k | 141.05 | |
| Caci Intl Cl A (CACI) | 0.0 | $444k | 834.00 | 532.81 | |
| Flowserve Corporation (FLS) | 0.0 | $444k | 6.4k | 69.68 | |
| Catalyst Pharmaceutical Partners (CPRX) | 0.0 | $436k | 19k | 23.34 | |
| Sanmina (SANM) | 0.0 | $433k | 2.9k | 150.07 | |
| Affiliated Managers (AMG) | 0.0 | $432k | 1.5k | 288.28 | |
| Halozyme Therapeutics (HALO) | 0.0 | $429k | 6.4k | 67.30 | |
| Taylor Morrison Hom (TMHC) | 0.0 | $413k | 7.0k | 59.13 | |
| Ligand Pharmaceuticals Com New (LGND) | 0.0 | $405k | 2.1k | 189.07 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $403k | 3.4k | 120.18 | |
| Patrick Industries (PATK) | 0.0 | $362k | 3.3k | 108.43 | |
| McDonald's Corporation (MCD) | 0.0 | $353k | 1.2k | 305.63 | |
| Chevron Corporation (CVX) | 0.0 | $349k | 2.3k | 152.41 | |
| Digital Realty Trust (DLR) | 0.0 | $342k | 2.2k | 154.71 | |
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.0 | $341k | 3.2k | 106.70 | |
| Emerson Electric (EMR) | 0.0 | $323k | 2.4k | 132.72 | |
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $317k | 3.9k | 81.17 | |
| Coca-Cola Company (KO) | 0.0 | $298k | 4.3k | 69.91 | |
| Spire (SR) | 0.0 | $295k | 3.5k | 83.23 | |
| Southwest Gas Corporation (SWX) | 0.0 | $293k | 3.7k | 80.02 | |
| W.W. Grainger (GWW) | 0.0 | $293k | 290.00 | 1009.05 | |
| Centerspace (CSR) | 0.0 | $285k | 4.3k | 66.72 | |
| Pepsi (PEP) | 0.0 | $264k | 1.8k | 143.52 | |
| Stag Industrial (STAG) | 0.0 | $252k | 6.8k | 36.76 | |
| Crown Castle Intl (CCI) | 0.0 | $249k | 2.8k | 88.87 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $243k | 3.7k | 66.00 | |
| Iron Mountain (IRM) | 0.0 | $237k | 2.9k | 82.95 | |
| Abbott Laboratories (ABT) | 0.0 | $226k | 1.8k | 125.29 | |
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $213k | 1.4k | 154.14 | |
| Potlatch Corporation | 0.0 | $211k | 5.3k | 39.78 | |
| Peak (DOC) | 0.0 | $206k | 13k | 16.08 | |
| Moody's Corporation (MCO) | 0.0 | $204k | 400.00 | 510.85 | |
| Agnc Invt Corp Com reit (AGNC) | 0.0 | $129k | 12k | 10.72 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $0 | 11k | 0.00 |