← Back to Discover

BTC Capital Management, Inc.

Period ended Jun 30, 2026 · Latest filing Jul 16, 2026

These quarterly holdings are delayed and may not include all assets or short positions. Values are from the reporting date, not current prices or purchase costs. The same security may appear in multiple rows.

Source: SEC

Reported portfolio value

Quarter-end reported holdings; not current value or investment performance.

View reported values
  • Jun 30, 2026: $1,647,097,868

More quarters will appear as history becomes available.

Top holdings

Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.

View top holdings values
  1. NVIDIA CORPORATION · COM · 67066G104 · shares: $76,674,098
  2. VANGUARD BD INDEX FDS · TOTAL BND MRKT · 921937835 · shares: $72,186,627
  3. APPLE INC · COM · 037833100 · shares: $71,137,886
  4. MICROSOFT CORP · COM · 594918104 · shares: $64,511,596
  5. ALPHABET INC · CAP STK CL A · 02079K305 · shares: $62,337,829
  6. ISHARES TR · MSCI EAFE ETF · 464287465 · shares: $55,761,426
  7. ISHARES TR · RUS 1000 GRW ETF · 464287614 · shares: $44,588,087
  8. BROADCOM INC · COM · 11135F101 · shares: $43,134,607
  9. AMAZON COM INC · COM · 023135106 · shares: $41,791,015
  10. ISHARES TR · RUS 1000 ETF · 464287622 · shares: $33,361,331

Reported holdings

508 reported entries
IssuerClassCUSIPTypeShares / principalReported value (USD)
CROWN CASTLE INCCOM22822V101 — 95 shares $7,194
HEALTHPEAK PROPERTIES INCCOM42250P103 — 200 shares $4,280
DIGITAL RLTY TR INCCOM253868103 — 22 shares $3,951
RAYONIER INCCOM754907103 — 152 shares $3,235
AMGEN INCCOM031162100 — 7 shares $2,535
SELECT SECTOR SPDR TRST STR ENERG ETF81369Y506 — 22 shares $1,168
VANGUARD INDEX FDSS&P 500 ETF SHS922908363 — 0 shares $1
VANGUARD INDEX FDSSM CP VAL ETF922908611 — 0 shares $0