Btc Capital Management, Inc. has filed its 13F form on July 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.22 Billion distributed in 514 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Bd Index Fd Inc Total with a value of $56.8M, Microsoft Corp with a value of $55.1M, Nvidia Corp with a value of $51.3M, Ishares Tr Msci Eafe ETF with a value of $44.1M, and Apple Inc. with a value of $43M.

Examining the 13F form we can see an increase of $131M in the current position value, from $1.09B to 1.22B.

Below you can find more details about Btc Capital Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $1.22 Billion
ETFs: $366 Million
Technology: $259 Million
Financial Services: $144 Million
Consumer Cyclical: $91 Million
Industrials: $84.3 Million
Healthcare: $81.5 Million
Communication Services: $76.4 Million
Consumer Defensive: $43.2 Million
Other: $71.8 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 514
  • Current Value $1.22 Billion
  • Prior Value $1.09 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 16 stocks
  • Additional Purchases 108 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 55 stocks
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