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Portfolio (Quarterly) Guide ↗

BTC Capital Management, Inc.

· CIK 0001611848
13F Portfolio $1.6B AUM 508 positions Filed Jul 16, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 207 New
Page 2 of 11  ·  207 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ABBV ABBVIE INC Healthcare 75,841.0 $19.1M 1.16% NEW $251.64 +5.5%
22 JNJ JOHNSON & JOHNSON Healthcare 71,998.0 $18.3M 1.11% NEW $254.15 +7.6%
23 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 17,789.0 $17.2M 1.04% NEW $965.00 -17.2%
24 MU MICRON TECHNOLOGY INC Technology 14,756.0 $17.0M 1.03% NEW $1154.29 -20.6%
25 VOO VANGUARD INDEX FDS 24,772.0 $17.0M 1.03% NEW $686.81 +2.3%
26 PG PROCTER & GAMBLE CO Consumer Defensive 115,947.0 $17.0M 1.03% NEW $146.64 -0.6%
27 MS MORGAN STANLEY Financial Services 81,060.0 $16.9M 1.03% NEW $209.03 +2.4%
28 LLY ELI LILLY & CO Healthcare 13,431.0 $16.1M 0.98% NEW $1199.43 +3.6%
29 TJX TJX COS INC NEW Consumer Cyclical 104,668.0 $15.9M 0.96% NEW $151.49 -7.7%
30 VTI VANGUARD INDEX FDS 42,408.0 $15.7M 0.95% NEW $370.04 +2.0%
31 TSLA TESLA INC Consumer Cyclical 37,195.0 $15.6M 0.95% NEW $420.63 -15.6%
32 PH PARKER-HANNIFIN CORP Industrials 15,950.0 $15.6M 0.95% NEW $978.24 +2.9%
33 GILD GILEAD SCIENCES INC Healthcare 113,516.0 $14.3M 0.87% NEW $126.27 +15.8%
34 STLD STEEL DYNAMICS INC Basic Materials 61,303.0 $14.1M 0.85% NEW $229.40 +0.8%
35 DE DEERE & CO Industrials 21,996.0 $14.0M 0.85% NEW $634.24 +2.6%
36 MA MASTERCARD INCORPORATED Financial Services 27,049.0 $13.9M 0.84% NEW $513.60 +16.0%
37 MUB ISHARES TR 123,247.0 $13.3M 0.81% NEW $107.62 -2.0%
38 OUTFRONT MEDIA INC 399,298.0 $13.1M 0.79% NEW $32.76
39 FAST FASTENAL CO Industrials 260,880.0 $12.5M 0.76% NEW $48.03 +7.0%
40 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 120,001.0 $11.0M 0.67% NEW $92.08 -2.1%
Page 2 of 11  ·  207 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 31.1%
Financial Services 17.4%
Consumer Cyclical 10.6%
Communication Services 9.6%
Industrials 8.9%
Healthcare 8.8%
Consumer Defensive 4.5%
Energy 3.3%
Real Estate 2.5%
Utilities 2.0%