BTC Capital Management, Inc.

Q4 2025 13F-HR Detailed Holdings

Location
Des Moines, IA
Holdings as of
12/31/2025
Date filed
1/15/2026
Form type
13F-HR
Num holdings
523
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 broken out by other managers reported in the original SEC filing. View aggregated holdings

Prev filing: 11/6/2025 Next filing: 4/20/2026 SEC filing
You are on the SEC detailed breakdown page. Rows are shown as reported in the filing (including other manager, discretion, and voting authority fields), and are not merged like the standard holdings view. Switch to aggregated holdings.

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 Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 BANKERS TRUST CO 028-01949