BTC Capital Management, Inc.

Q1 2026 13F-HR Holdings

Location
Des Moines, IA
Holdings as of
3/31/2026
Date filed
4/20/2026
Form type
13F-HR
Num holdings
207
Total value ($000)
$1,477,385
Net value change ($000)
+44,165 (3.1%)
New positions
6
Sold out positions
7
Turnover %
0.5%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 1/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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 9,231 19.3%
VTI 7,919 139.3%
BIL 5,187 193.8%
XOM 4,564 17.6%
AAPL 4,350 7.7%
BND 3,975 6.2%
NFLX 3,623 61.3%
VOO 2,552 20.6%
STX 2,172 29.7%
EFA 2,117 4.4%
Top Reduces (Value $000, Stocks/ETFs)
IWF -3,691 -8.9%
META -3,074 -9.9%
IWD -2,916 -12.2%
AKRE -2,791 -77.3%
CRWD -2,661 -15.1%
JPM -2,612 -10.5%
SAP -2,195 -100.0%
IWB -2,180 -7.9%
MS -2,131 -11.2%
MSFT -1,887 -3.3%
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