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.
BTS Asset Management, Inc. (CIK 1532842) reported $25.9M across 31 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BIL ($12.9M, 49.59%), JEPI ($1.2M, 4.60%), TFLO ($899,111, 3.47%), DIA ($678,360, 2.61%), SRLN ($599,821, 2.31%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BIL | STATE STREET SPDR BLOOMBERG 1 3 MONTH T BILL ETF | $12.9M | 49.59% | 140,398 | New |
| 2 | JEPI | JPMorgan Equity Premium Income ETF USD Class | $1.2M | 4.60% | 21,055 | Added |
| 3 | TFLO | iShares Treasury Floating Rate Bond ETF | $899,111 | 3.47% | 17,758 | Trimmed |
| 4 | DIA | STATE STREET SPDR DOW JONES INDUSTRIAL AVG ETF TRUST | $678,360 | 2.61% | 1,465 | Trimmed |
| 5 | SRLN | SPDR Blackstone Senior Loan ETF USD Class | $599,821 | 2.31% | 14,943 | Added |
| 6 | JEPQ | JPMorgan Nasdaq Equity Premium Income ETF USD Class | $592,812 | 2.28% | 10,677 | Added |
| 7 | PAYX | Paychex, Inc. | $586,312 | 2.26% | 6,365 | New |
| 8 | IEF | iShares 7-10 Year Treasury Bond ETF USD Class | $549,380 | 2.12% | 5,756 | Added |
| 9 | NVDA | NVIDIA Corporation | $515,068 | 1.99% | 2,953 | Added |
| 10 | ALLE | ALLEGION plc | $511,421 | 1.97% | 3,520 | New |
| 11 | KR | KROGER CO | $491,275 | 1.89% | 6,789 | Trimmed |
| 12 | CMCSA | Comcast Corporation | $486,964 | 1.88% | 16,961 | Added |
| 13 | JAAA | Janus Henderson AAA CLO ETF USD Class | $449,826 | 1.73% | 8,930 | Trimmed |
| 14 | AGZ | iShares Agency Bond ETF | $448,752 | 1.73% | 4,090 | Trimmed |
| 15 | GOOGL | ALPHABET INC | $396,510 | 1.53% | 1,379 | Added |
| 16 | META | Meta Platforms, Inc. | $387,277 | 1.49% | 677 | Added |
| 17 | EIX | Edison International | $344,239 | 1.33% | 4,704 | New |
| 18 | ALL | Allstate Corporation (The) | $319,511 | 1.23% | 1,541 | New |
| 19 | VGT | VANGUARD SECTOR INDEX FDS VANGUARD INFORMATION TECHNOLOGY VIPERS | $317,996 | 1.23% | 456 | New |
| 20 | IYM | ISHARES TR DOW JONES US BASIC MATERIALS SECTOR INDEX FD | $300,471 | 1.16% | 1,708 | New |
| 21 | JBBB | Janus Henderson B-BBB CLO ETF USD Class | $299,917 | 1.16% | 6,435 | Added |
| 22 | PCEF | Invesco CEF Income Composite ETF USD Class | $300,490 | 1.16% | 15,967 | Added |
| 23 | NOBL | ProShares S&P 500 Dividend Aristocrats ETF | $301,141 | 1.16% | 2,841 | Trimmed |
| 24 | SJNK | STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF | $299,923 | 1.16% | 12,007 | Added |
| 25 | RMD | ResMed, Inc. | $292,048 | 1.13% | 1,301 | New |
Source: SEC Form 13F filings · as of 2026-03-31