BTS Asset Management, Inc.
All 13F Filings
- Location
- Lincoln, MA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 73,945
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/26/2026 | 32 | 73,945 | 13F-HR | BTS Asset Management, Inc. |
| Q3 2025 | 11/12/2025 | 30 | 78,015 | 13F-HR | BTS Asset Management, Inc. |
| Q2 2025 | 7/30/2025 | 34 | 83,046 | 13F-HR | BTS Asset Management, Inc. |
| Q2 2014 | 7/18/2014 | 2 | 14,000 | 13F-HR | BTS Asset Management, Inc. |
| Q1 2014 | 5/6/2014 | 3 | 16,800 | 13F-HR | BTS Asset Management, Inc. |
| Q4 2013 | 2/12/2014 | 4 | 18,980 | 13F-HR | BTS Asset Management, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 5.206 K | 7.0% | 0 | 197 | -197 |
| ETFs | 68.74 K | 93.0% | 0 | 3.875 K | -3.875 K |
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Fund Snapshot
Q4 2025
Latest filed
1/26/2026
Total value ($000)
73,945
Holdings
32
QoQ value change ($000)
-4,070
(-5.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.