StockDriftsStockDriftsTop 50 Btr Capital Management Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 5.37% | 248.9K | $34K | new | — | 2022-09-30 | |
| MSFT | MICROSOFT CORP | 4.97% | 136.6K | $32K | new | — | 2022-09-30 | |
| GOOGL | ALPHABET INC | 3.37% | 225.4K | $22K | new | — | 2022-09-30 | |
| UNH | UNITEDHEALTH GROUP INC | 3.33% | 42.2K | $21K | new | — | 2022-09-30 | |
| TMO | THERMO FISHER SCIENTIFIC INC | 3.24% | 40.8K | $21K | new | — | 2022-09-30 | |
| PEP | PEPSICO INC | 3.15% | 123.5K | $20K | new | — | 2022-09-30 | |
| V | VISA INC | 3.02% | 109.0K | $19K | new | — | 2022-09-30 | |
| QCOM | QUALCOMM INC | 2.96% | 167.7K | $19K | new | — | 2022-09-30 | |
| JPM | JPMORGAN CHASE & CO | 2.86% | 175.4K | $18K | new | — | 2022-09-30 | |
| CVX | CHEVRON CORP NEW | 2.83% | 126.3K | $18K | new | — | 2022-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Btr Capital Management Inc reports $696.50K in US-listed equity holdings across 162 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (5.4%), MSFT (5.0%) and GOOGL (3.4%). Figures reflect the Q3 2022 filing.
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Holdings on this page are parsed from Btr Capital Management Inc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 883790). View Btr Capital Management Inc’s 13F filings on SEC