Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
BTR CAPITAL MANAGEMENT INC (CIK 883790) reported $640.6M across 162 reported positions in its SEC 13F filing for 2022-09-30. Largest positions: AAPL ($34.4M, 5.37%), MSFT ($31.8M, 4.97%), GOOGL ($21.6M, 3.37%), UNH ($21.3M, 3.33%), TMO ($20.7M, 3.24%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $34.4M | 5.37% | 248,868 | Trimmed |
| 2 | MSFT | MICROSOFT CORP | $31.8M | 4.97% | 136,602 | Trimmed |
| 3 | GOOGL | ALPHABET INC | $21.6M | 3.37% | 225,420 | Added |
| 4 | UNH | UNITEDHEALTH GROUP INC | $21.3M | 3.33% | 42,198 | Trimmed |
| 5 | TMO | THERMO FISHER SCIENTIFIC INC | $20.7M | 3.24% | 40,843 | Trimmed |
| 6 | PEP | PEPSICO INC | $20.2M | 3.15% | 123,515 | Trimmed |
| 7 | V | VISA INC | $19.4M | 3.02% | 109,004 | Trimmed |
| 8 | QCOM | QUALCOMM INC | $19.0M | 2.96% | 167,744 | Trimmed |
| 9 | JPM | JPMORGAN CHASE & CO | $18.3M | 2.86% | 175,371 | Trimmed |
| 10 | CVX | CHEVRON CORP NEW | $18.1M | 2.83% | 126,292 | Added |
| 11 | LOW | LOWES COS INC | $17.1M | 2.68% | 91,262 | Trimmed |
| 12 | MRK | MERCK & CO INC | $16.2M | 2.53% | 186,542 | Trimmed |
| 13 | PFE | PFIZER INC | $15.8M | 2.46% | 360,859 | Added |
| 14 | PG | PROCTER AND GAMBLE CO | $15.8M | 2.46% | 124,853 | Added |
| 15 | RTX | RAYTHEON TECHNOLOGIES CORP | $15.6M | 2.43% | 190,498 | Added |
| 16 | CCI | CROWN CASTLE INC | $14.3M | 2.24% | 99,168 | Added |
| 17 | HACK | ETF MANAGERS TR | $13.6M | 2.13% | 314,697 | Trimmed |
| 18 | DIS | DISNEY WALT CO | $12.9M | 2.02% | 136,966 | Trimmed |
| 19 | MET | METLIFE INC | $12.3M | 1.92% | 202,006 | Trimmed |
| 20 | J | JACOBS SOLUTIONS INC | $11.9M | 1.85% | 109,114 | New |
| 21 | MINT | PIMCO ETF TR | $11.8M | 1.84% | 119,481 | Trimmed |
| 22 | EMR | EMERSON ELEC CO | $11.5M | 1.80% | 157,385 | Trimmed |
| 23 | USB | US BANCORP DEL | $11.5M | 1.79% | 281,133 | Trimmed |
| 24 | IHI | ISHARES TR | $10.5M | 1.64% | 223,165 | Trimmed |
| 25 | ABT | ABBOTT LABS | $10.2M | 1.59% | 104,958 | Trimmed |
Source: SEC Form 13F filings · as of 2022-09-30