BTC Capital Management, Inc.

Q4 2025 13F-HR Holdings

Location
Des Moines, IA
Holdings as of
12/31/2025
Date filed
1/15/2026
Form type
13F-HR
Num holdings
207
Total value ($000)
$1,433,220
Net value change ($000)
-15,858 (-1.1%)
New positions
14
Sold out positions
9
Turnover %
2.6%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 11/6/2025 Next filing: 4/20/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GOOGL 11,281 30.9%
APH 5,943 573.6%
UHS 5,900 178.6%
IWD 4,592 23.7%
OUT 3,625 NEW
AKRE 3,611 NEW
LLY 3,394 38.4%
UL 3,161 NEW
BND 3,128 5.1%
PSX 3,024 NEW
Top Reduces (Value $000, Stocks/ETFs)
WMT -24,149 -46.6%
WFC -10,753 -44.1%
XEL -9,878 -56.8%
WM -6,215 -53.8%
PINS -5,983 -100.0%
BIL -4,758 -64.0%
ORCL -3,951 -31.0%
META -3,908 -11.1%
Unilever PLC -3,043 -100.0%
FAST -3,003 -20.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type