BTC Capital Management, Inc.

Q2 2026 13F-HR Holdings

Location
Des Moines, IA
Holdings as of
6/30/2026
Date filed
7/16/2026
Form type
13F-HR
Num holdings
207
Total value ($000)
$1,647,098
Net value change ($000)
+169,713 (11.5%)
New positions
12
Sold out positions
11
Turnover %
4.5%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 4/20/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
MU 17,033 NEW
NVDA 11,791 18.2%
AAPL 10,160 16.7%
AMZN 8,663 26.2%
MSFT 8,498 15.2%
PH 8,321 114.3%
CRWD 8,282 55.2%
IWB 7,970 31.4%
OUT 7,965 155.7%
STX 7,670 80.8%
Top Reduces (Value $000, Stocks/ETFs)
INTU -8,146 -95.1%
UHS -7,755 -95.1%
XOM -7,186 -23.6%
HON -5,966 -100.0%
ADBE -5,733 -94.9%
LDOS -5,346 -100.0%
CTRA -5,309 -100.0%
BSX -5,285 -100.0%
SSNC -5,014 -100.0%
OTIS -4,755 -90.3%
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