BTC Capital Management as of June 30, 2026
Portfolio Holdings for BTC Capital Management
BTC Capital Management holds 207 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 4.7 | $77M | 383k | 200.04 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 4.4 | $72M | 984k | 73.35 | |
| Apple (AAPL) | 4.3 | $71M | 245k | 289.36 | |
| Microsoft Corporation (MSFT) | 3.9 | $65M | 173k | 373.79 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.8 | $62M | 174k | 357.37 | |
| Ishares Tr Msci Eafe Etf (EFA) | 3.4 | $56M | 537k | 103.90 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 2.7 | $45M | 358k | 124.34 | |
| Broadcom (AVGO) | 2.6 | $43M | 114k | 377.72 | |
| Amazon (AMZN) | 2.5 | $42M | 175k | 238.34 | |
| Ishares Tr Rus 1000 Etf (IWB) | 2.0 | $33M | 81k | 409.82 | |
| Vanguard Index Fds Growth Etf (VUG) | 2.0 | $32M | 376k | 86.14 | |
| Meta Platforms Cl A (META) | 1.7 | $29M | 51k | 563.26 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 1.7 | $28M | 115k | 241.82 | |
| Wal-Mart Stores (WMT) | 1.6 | $26M | 226k | 113.26 | |
| Ishares Tr Russell 2000 Etf (IWM) | 1.5 | $24M | 80k | 302.72 | |
| JPMorgan Chase & Co. (JPM) | 1.4 | $24M | 73k | 327.33 | |
| Crowdstrike Hldgs Cl A (CRWD) | 1.4 | $23M | 31k | 763.14 | |
| Exxon Mobil Corporation (XOM) | 1.4 | $23M | 170k | 136.72 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.3 | $22M | 372k | 59.69 | |
| Ishares Tr Core S&p500 Etf (IVV) | 1.2 | $20M | 27k | 748.89 | |
| Abbvie (ABBV) | 1.2 | $19M | 76k | 251.64 | |
| Johnson & Johnson (JNJ) | 1.1 | $18M | 72k | 254.31 | |
| Seagate Technology Hldngs Pl Ord Shs (STX) | 1.0 | $17M | 18k | 965.00 | |
| Micron Technology (MU) | 1.0 | $17M | 15k | 1154.29 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.0 | $17M | 25k | 686.81 | |
| Procter & Gamble Company (PG) | 1.0 | $17M | 116k | 146.64 | |
| Morgan Stanley Com New (MS) | 1.0 | $17M | 81k | 209.04 | |
| Eli Lilly & Co. (LLY) | 1.0 | $16M | 13k | 1199.09 | |
| TJX Companies (TJX) | 1.0 | $16M | 105k | 151.50 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.0 | $16M | 42k | 370.04 | |
| Tesla Motors (TSLA) | 1.0 | $16M | 37k | 420.60 | |
| Parker-Hannifin Corporation (PH) | 0.9 | $16M | 16k | 978.33 | |
| Gilead Sciences (GILD) | 0.9 | $14M | 114k | 126.20 | |
| Steel Dynamics (STLD) | 0.9 | $14M | 61k | 229.41 | |
| Deere & Company (DE) | 0.8 | $14M | 22k | 634.33 | |
| Mastercard Incorporated Cl A (MA) | 0.8 | $14M | 27k | 513.60 | |
| Ishares Tr National Mun Etf (MUB) | 0.8 | $13M | 123k | 107.62 | |
| Outfront Media Com New (OUT) | 0.8 | $13M | 399k | 32.76 | |
| Fastenal Company (FAST) | 0.8 | $13M | 261k | 48.03 | |
| O'reilly Automotive (ORLY) | 0.7 | $11M | 120k | 92.08 | |
| Norfolk Southern (NSC) | 0.7 | $11M | 35k | 314.59 | |
| Vanguard Index Fds Value Etf (VTV) | 0.7 | $11M | 51k | 217.93 | |
| Eaton Corp SHS (ETN) | 0.7 | $11M | 26k | 426.12 | |
| Nextera Energy (NEE) | 0.7 | $11M | 123k | 87.77 | |
| Amphenol Corp Cl A (APH) | 0.7 | $11M | 61k | 176.32 | |
| Wells Fargo & Company (WFC) | 0.6 | $11M | 129k | 82.64 | |
| Jazz Pharmaceuticals Shs Usd (JAZZ) | 0.6 | $11M | 44k | 240.97 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.6 | $9.4M | 13k | 736.40 | |
| Goldman Sachs (GS) | 0.6 | $9.4M | 9.3k | 1011.37 | |
| Prologis (PLD) | 0.6 | $9.3M | 69k | 135.43 | |
| Unum (UNM) | 0.6 | $9.1M | 102k | 89.40 | |
| Marriott Intl Cl A (MAR) | 0.5 | $9.0M | 24k | 370.59 | |
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.5 | $8.4M | 11k | 746.77 | |
| Home Depot (HD) | 0.5 | $8.3M | 24k | 352.68 | |
| Lowe's Companies (LOW) | 0.5 | $8.3M | 37k | 220.49 | |
| Spdr Series Trust St Str Blo 1 Etf (BIL) | 0.5 | $8.2M | 90k | 91.64 | |
| L3harris Technologies (LHX) | 0.5 | $8.0M | 28k | 290.59 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.5 | $7.9M | 57k | 137.53 | |
| Xcel Energy (XEL) | 0.5 | $7.5M | 93k | 80.30 | |
| Advanced Micro Devices (AMD) | 0.5 | $7.4M | 13k | 580.91 | |
| Netflix (NFLX) | 0.4 | $7.3M | 103k | 71.40 | |
| S&p Global (SPGI) | 0.4 | $7.3M | 20k | 372.72 | |
| Ishares Tr Russell 3000 Etf (IWV) | 0.4 | $7.1M | 17k | 426.40 | |
| Allstate Corporation (ALL) | 0.4 | $7.1M | 30k | 237.94 | |
| Capital One Financial (COF) | 0.4 | $7.0M | 35k | 200.62 | |
| Snap-on Incorporated (SNA) | 0.4 | $6.9M | 17k | 402.40 | |
| General Motors Company (GM) | 0.4 | $6.8M | 89k | 77.08 | |
| Oracle Corporation (ORCL) | 0.4 | $6.6M | 45k | 146.55 | |
| Invitation Homes (INVH) | 0.4 | $6.5M | 215k | 30.21 | |
| UnitedHealth (UNH) | 0.4 | $6.5M | 16k | 415.72 | |
| Citizens Financial (CFG) | 0.4 | $6.5M | 92k | 70.07 | |
| Waste Management (WM) | 0.4 | $6.4M | 29k | 222.88 | |
| Synchrony Financial (SYF) | 0.4 | $6.4M | 85k | 76.05 | |
| Valero Energy Corporation (VLO) | 0.4 | $6.3M | 24k | 260.44 | |
| Ameriprise Financial (AMP) | 0.4 | $6.2M | 14k | 458.76 | |
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.4 | $6.1M | 144k | 42.59 | |
| Intercontinental Exchange (ICE) | 0.4 | $6.1M | 49k | 123.06 | |
| Costco Wholesale Corporation (COST) | 0.4 | $6.0M | 6.5k | 934.89 | |
| Metropcs Communications (TMUS) | 0.4 | $6.0M | 36k | 167.65 | |
| Broadstone Net Lease (BNL) | 0.3 | $5.7M | 278k | 20.67 | |
| Entergy Corporation (ETR) | 0.3 | $5.6M | 49k | 114.86 | |
| Phillips 66 (PSX) | 0.3 | $5.6M | 33k | 169.05 | |
| State Street Corporation (STT) | 0.3 | $5.6M | 33k | 169.60 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $5.5M | 77k | 71.25 | |
| General Dynamics Corporation (GD) | 0.3 | $5.3M | 15k | 354.24 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.3 | $5.2M | 47k | 110.32 | |
| Medtronic SHS (MDT) | 0.3 | $5.1M | 65k | 78.23 | |
| Equitable Holdings (EQH) | 0.3 | $4.8M | 110k | 43.88 | |
| Dominion Resources (D) | 0.3 | $4.6M | 68k | 68.29 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 0.3 | $4.3M | 19k | 227.06 | |
| Unilever Spon Adr New (UL) | 0.3 | $4.1M | 69k | 60.12 | |
| Orix Corp Sponsored Adr (IX) | 0.2 | $4.1M | 107k | 38.04 | |
| United Rentals (URI) | 0.2 | $3.8M | 3.3k | 1132.89 | |
| Spdr Index Shs Fds St Str Acwi Etf (CWI) | 0.2 | $3.7M | 92k | 40.67 | |
| Ubs Group SHS (UBS) | 0.2 | $3.7M | 75k | 49.56 | |
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.2 | $3.6M | 1.8k | 1989.44 | |
| Applied Materials (AMAT) | 0.2 | $3.3M | 4.5k | 723.00 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $3.2M | 11k | 303.12 | |
| Sony Group Corp Sponsored Adr (SONY) | 0.2 | $3.2M | 157k | 20.06 | |
| Sumitomo Mitsui Fin Grp Sponsored Adr (SMFG) | 0.2 | $3.0M | 128k | 23.58 | |
| Microchip Technology (MCHP) | 0.2 | $2.9M | 32k | 91.20 | |
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.2 | $2.9M | 33k | 88.54 | |
| Barclays Adr (BCS) | 0.2 | $2.9M | 108k | 26.86 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $2.8M | 29k | 96.43 | |
| Novartis Sponsored Adr (NVS) | 0.2 | $2.7M | 17k | 156.72 | |
| Rio Tinto Sponsored Adr (RIO) | 0.2 | $2.6M | 28k | 94.93 | |
| Verizon Communications (VZ) | 0.2 | $2.6M | 62k | 42.34 | |
| Mitsubishi Ufj Financial Gro Sponsored Ads (MUFG) | 0.2 | $2.6M | 131k | 19.89 | |
| Ing Groep Sponsored Adr (ING) | 0.2 | $2.6M | 82k | 31.38 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $2.6M | 12k | 212.77 | |
| Uber Technologies (UBER) | 0.2 | $2.5M | 35k | 72.16 | |
| Lloyds Banking Group Sponsored Adr (LYG) | 0.1 | $2.5M | 421k | 5.83 | |
| Visa Com Cl A (V) | 0.1 | $2.5M | 7.2k | 343.09 | |
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $2.4M | 6.5k | 365.70 | |
| Natwest Group Spons Adr (NWG) | 0.1 | $2.3M | 132k | 17.63 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $2.2M | 3.00 | 748850.00 | |
| Honda Motor Adr Ech Cnv In 3 (HMC) | 0.1 | $2.2M | 81k | 27.11 | |
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $2.1M | 5.4k | 393.96 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $2.1M | 8.7k | 242.99 | |
| Delta Air Lines Com New (DAL) | 0.1 | $2.1M | 22k | 93.66 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $2.0M | 4.0k | 500.39 | |
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $1.9M | 13k | 146.41 | |
| Opera Sponsored Ads (OPRA) | 0.1 | $1.9M | 95k | 19.83 | |
| Sanofi Sa Sponsored Adr (SNY) | 0.1 | $1.8M | 43k | 42.66 | |
| Live Nation Entertainment (LYV) | 0.1 | $1.8M | 9.9k | 183.11 | |
| Servicenow (NOW) | 0.1 | $1.8M | 18k | 99.28 | |
| Ally Financial (ALLY) | 0.1 | $1.7M | 36k | 45.95 | |
| Equinix (EQIX) | 0.1 | $1.6M | 1.6k | 1042.40 | |
| Progressive Corporation (PGR) | 0.1 | $1.6M | 7.5k | 218.45 | |
| Shell Spon Ads (SHEL) | 0.1 | $1.6M | 21k | 77.54 | |
| Intuitive Surgical Com New (ISRG) | 0.1 | $1.6M | 4.0k | 397.68 | |
| Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) | 0.1 | $1.6M | 14k | 115.69 | |
| Performance Food (PFGC) | 0.1 | $1.5M | 13k | 111.79 | |
| Stryker Corporation (SYK) | 0.1 | $1.4M | 4.5k | 314.84 | |
| Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $1.4M | 11k | 124.42 | |
| Comfort Systems USA (FIX) | 0.1 | $1.3M | 681.00 | 1981.96 | |
| American Tower Reit (AMT) | 0.1 | $1.3M | 8.0k | 163.57 | |
| MercadoLibre (MELI) | 0.1 | $1.3M | 751.00 | 1697.38 | |
| salesforce (CRM) | 0.1 | $1.3M | 8.0k | 156.66 | |
| Stonex Group (SNEX) | 0.1 | $1.2M | 10k | 118.45 | |
| Ishares Silver Tr Ishares (SLV) | 0.1 | $1.2M | 22k | 53.47 | |
| Bank Ozk (OZK) | 0.1 | $1.1M | 20k | 55.41 | |
| Emcor (EME) | 0.1 | $1.1M | 1.3k | 829.88 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $1.0M | 10k | 98.98 | |
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $948k | 8.9k | 106.47 | |
| Ishares Tr Select Us Reit (ICF) | 0.1 | $900k | 13k | 67.63 | |
| Sanmina (SANM) | 0.1 | $896k | 3.2k | 280.09 | |
| Mueller Industries (MLI) | 0.1 | $884k | 7.0k | 125.73 | |
| SYNNEX Corporation (SNX) | 0.1 | $873k | 3.3k | 267.34 | |
| Primerica (PRI) | 0.1 | $837k | 2.8k | 294.58 | |
| Union Pacific Corporation (UNP) | 0.1 | $834k | 3.1k | 272.00 | |
| Global Net Lease Com New (GNL) | 0.1 | $826k | 92k | 8.94 | |
| Profesionally Managed Portfo Akre Focus Etf (AKRE) | 0.1 | $825k | 16k | 53.19 | |
| Pepsi (PEP) | 0.0 | $775k | 5.7k | 135.40 | |
| Spdr Series Trust St Str P500val (SPYV) | 0.0 | $771k | 13k | 60.79 | |
| Warrior Met Coal (HCC) | 0.0 | $767k | 9.2k | 83.35 | |
| Ligand Pharmaceuticals Com New (LGND) | 0.0 | $747k | 2.4k | 316.09 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $708k | 2.0k | 353.33 | |
| Community Trust Ban (CTBI) | 0.0 | $707k | 9.3k | 76.26 | |
| McDonald's Corporation (MCD) | 0.0 | $697k | 2.6k | 270.31 | |
| Biosante Pharmaceuticals (ANIP) | 0.0 | $697k | 8.4k | 82.78 | |
| Epr Pptys Com Sh Ben Int (EPR) | 0.0 | $690k | 12k | 58.01 | |
| Home BancShares (HOMB) | 0.0 | $669k | 23k | 28.55 | |
| Healthequity (HQY) | 0.0 | $668k | 7.0k | 96.11 | |
| Hancock Holding Company (HWC) | 0.0 | $652k | 8.7k | 74.72 | |
| Spdr Series Trust ST STR P500GRW (SPYG) | 0.0 | $640k | 5.4k | 118.99 | |
| Catalyst Pharmaceutical Partners (CPRX) | 0.0 | $626k | 20k | 31.43 | |
| Patrick Industries (PATK) | 0.0 | $610k | 6.8k | 89.78 | |
| Bank of America Corporation (BAC) | 0.0 | $589k | 10k | 56.98 | |
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.0 | $566k | 5.1k | 110.15 | |
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $552k | 2.5k | 221.20 | |
| Grand Canyon Education (LOPE) | 0.0 | $547k | 3.8k | 143.11 | |
| Affiliated Managers (AMG) | 0.0 | $547k | 1.6k | 338.40 | |
| Halozyme Therapeutics (HALO) | 0.0 | $539k | 6.9k | 78.27 | |
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $523k | 6.9k | 75.51 | |
| Otis Worldwide Corp (OTIS) | 0.0 | $509k | 7.1k | 71.48 | |
| Flowserve Corporation (FLS) | 0.0 | $500k | 6.7k | 74.16 | |
| Origin Bancorp (OBK) | 0.0 | $497k | 9.7k | 51.15 | |
| Napco Security Systems (NSSC) | 0.0 | $459k | 12k | 37.98 | |
| American Express Company (AXP) | 0.0 | $434k | 1.3k | 338.25 | |
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $431k | 2.6k | 164.60 | |
| Intuit (INTU) | 0.0 | $421k | 1.6k | 260.52 | |
| Taylor Morrison Hom (TMHC) | 0.0 | $404k | 5.6k | 71.74 | |
| Universal Hlth Svcs CL B (UHS) | 0.0 | $402k | 2.0k | 199.95 | |
| Digital Realty Trust (DLR) | 0.0 | $401k | 2.2k | 179.58 | |
| W.W. Grainger (GWW) | 0.0 | $395k | 290.00 | 1360.40 | |
| Emerson Electric (EMR) | 0.0 | $383k | 2.7k | 143.15 | |
| Southwest Gas Corporation (SWX) | 0.0 | $367k | 4.1k | 88.68 | |
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $362k | 11k | 33.84 | |
| Iron Mountain (IRM) | 0.0 | $361k | 2.9k | 126.31 | |
| Chevron Corporation (CVX) | 0.0 | $360k | 2.2k | 165.76 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $338k | 2.3k | 148.31 | |
| Coca-Cola Company (KO) | 0.0 | $338k | 4.2k | 81.27 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $312k | 4.1k | 77.11 | |
| Adobe Systems Incorporated (ADBE) | 0.0 | $308k | 1.5k | 203.03 | |
| Vanguard World Mega Cap Index (MGC) | 0.0 | $286k | 1.0k | 273.63 | |
| Peak (DOC) | 0.0 | $274k | 13k | 21.40 | |
| Stag Industrial (STAG) | 0.0 | $261k | 6.8k | 38.06 | |
| Centerspace (CSR) | 0.0 | $240k | 4.3k | 56.19 | |
| Us Bancorp Com New (USB) | 0.0 | $238k | 3.9k | 60.40 | |
| Public Storage (PSA) | 0.0 | $229k | 718.00 | 318.31 | |
| Amgen (AMGN) | 0.0 | $222k | 612.00 | 362.12 | |
| Crown Castle Intl (CCI) | 0.0 | $219k | 2.9k | 75.73 | |
| Highwoods Properties (HIW) | 0.0 | $218k | 7.2k | 30.16 | |
| Select Sector Spdr Tr St Str Energ Etf (XLE) | 0.0 | $214k | 4.0k | 53.09 | |
| Rayonier (RYN) | 0.0 | $208k | 9.8k | 21.28 | |
| Agnc Invt Corp Com reit (AGNC) | 0.0 | $131k | 12k | 10.90 |