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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 7 of 11  ·  207 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 BERKSHIRE HATHAWAY INC DEL 3,979.0 $2.0M 0.12% NEW $500.39
122 IWP ISHARES TR 12,946.0 $1.9M 0.12% NEW $146.41 -3.2%
123 OPRA OPERA LTD Communication Services 94,701.0 $1.9M 0.11% NEW $19.83 -4.9%
124 SNY SANOFI SA Healthcare 43,138.0 $1.8M 0.11% NEW $42.66 +7.1%
125 LYV LIVE NATION ENTERTAINMENT IN Communication Services 9,852.0 $1.8M 0.11% NEW $183.11 +0.8%
126 NOW SERVICENOW INC Technology 17,667.0 $1.8M 0.11% NEW $99.28 +29.0%
127 ALLY ALLY FINL INC Financial Services 36,322.0 $1.7M 0.10% NEW $45.95 -7.6%
128 EQIX EQUINIX INC Real Estate 1,576.0 $1.6M 0.10% NEW $1042.39 +1.2%
129 PGR PROGRESSIVE CORP Financial Services 7,504.0 $1.6M 0.10% NEW $218.45 +2.5%
130 SHEL SHELL PLC Energy 20,869.0 $1.6M 0.10% NEW $77.54 +19.9%
131 ISRG INTUITIVE SURGICAL INC Healthcare 3,965.0 $1.6M 0.10% NEW $397.68 -6.1%
132 VPL VANGUARD INTL EQUITY INDEX F 13,457.0 $1.6M 0.10% NEW $115.69 -1.5%
133 PFGC PERFORMANCE FOOD GROUP CO Consumer Defensive 13,246.0 $1.5M 0.09% NEW $113.68 -6.9%
134 SYK STRYKER CORPORATION Healthcare 4,507.0 $1.4M 0.09% NEW $318.33 +3.0%
135 FIX COMFORT SYS USA INC Industrials 681.0 $1.4M 0.08% NEW $2028.53 -20.6%
136 EFG ISHARES TR 11,025.0 $1.4M 0.08% NEW $124.42 +0.5%
137 AMT AMERICAN TOWER CORP Real Estate 8,030.0 $1.3M 0.08% NEW $163.57 +9.1%
138 MELI MERCADOLIBRE INC Consumer Cyclical 751.0 $1.3M 0.08% NEW $1697.38 +14.8%
139 CRM SALESFORCE INC Technology 7,980.0 $1.3M 0.08% NEW $156.66 +33.4%
140 SNEX STONEX GROUP INC Financial Services 10,282.0 $1.2M 0.08% NEW $121.45 -44.2%
Page 7 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%