BMT INVESTMENT ADVISORS
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Mar 31, 2020, never from the firm's own description.
Closest benchmark: the S&P 500 as of 2020-03-31, active share 76.0%; sector active share 41.6% against the combined 13F book's sector weights.
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
73 tracked positions · as of Mar 31, 2020Sector Breakdown
As of Mar 31, 2020| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 20.2% | $30,041,984 |
| Healthcare | 17.4% | $25,875,627 |
| Industrials | 16.4% | $24,295,933 |
| Financial Services | 14.4% | $21,427,777 |
| Consumer Cyclical | 9.5% | $14,167,196 |
| Consumer Defensive | 8.2% | $12,152,204 |
| Communication Services | 3.6% | $5,324,365 |
| Basic Materials | 3.1% | $4,631,864 |
| Unclassified | 3.0% | $4,505,000 |
| Energy | 2.4% | $3,525,443 |
| Utilities | 1.6% | $2,419,416 |
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
First | 23,722 | $6,032,267 | 4.07% | |
| MSFT |
Microsoft Corp
Technology
|
First | 32,953 | $5,197,017 | 3.50% | |
| BDX |
Becton Dickinson & Co
Healthcare
|
First | 17,228 | $3,958,477 | 2.67% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
First | 43,205 | $3,889,746 | 2.62% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
First | 13,282 | $3,766,775 | 2.54% | |
| MA |
Mastercard Inc
Financial Services
|
First | 15,085 | $3,643,932 | 2.46% | |
| CACI |
Caci International Inc
Technology
|
First | 15,913 | $3,360,029 | 2.26% | |
| HRL |
Hormel Foods Corp
Consumer Defensive
|
First | 61,587 | $2,872,417 | 1.94% | |
| HON |
Honeywell International Inc
Industrials
|
First | 21,430 | $2,867,119 | 1.93% | |
| TFX |
Teleflex Inc
Healthcare
|
First | 9,716 | $2,845,427 | 1.92% | |
| ABT |
Abbott Laboratories
Healthcare
|
First | 35,589 | $2,808,327 | 1.89% | |
|
|
First | 19,837 | $2,781,000 | 1.87% | ||
| TJX |
Tjx Companies Inc
Consumer Cyclical
|
First | 56,706 | $2,711,113 | 1.83% | |
| VZ |
Verizon Communications Inc
Communication Services
|
First | 49,830 | $2,677,365 | 1.80% | |
| GOOG |
Alphabet Inc.
Communication Services
|
First | 2,276 | $2,647,000 | 1.78% | |
| SWKS |
Skyworks Solutions, Inc.
Technology
|
First | 29,315 | $2,620,174 | 1.77% | |
| SYK |
Stryker Corp
Healthcare
|
First | 15,620 | $2,600,573 | 1.75% | |
| NDSN |
Nordson Corp
Industrials
|
First | 19,082 | $2,577,405 | 1.74% | |
| GPN |
Global Payments Inc
Industrials
|
First | 17,486 | $2,522,005 | 1.70% | |
|
|
First | 14,100 | $2,497,000 | 1.68% | ||
| AMGN |
Amgen Inc
Healthcare
|
First | 11,971 | $2,426,880 | 1.64% | |
| AWK |
American Water Works Company, Inc.
Utilities
|
First | 20,236 | $2,419,416 | 1.63% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
First | 61,357 | $2,411,943 | 1.63% | |
| ADI |
Analog Devices Inc
Technology
|
First | 26,646 | $2,388,813 | 1.61% | |
| JNJ |
Johnson & Johnson
Healthcare
|
First | 18,187 | $2,384,861 | 1.61% | |
| UPS |
United Parcel Service Inc
Industrials
|
First | 24,956 | $2,331,389 | 1.57% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
First | 18,709 | $2,246,950 | 1.51% | |
| PAYX |
Paychex Inc
Technology
|
First | 34,675 | $2,181,751 | 1.47% | |
| CHD |
Church & Dwight Co Inc
Consumer Defensive
|
First | 33,316 | $2,138,220 | 1.44% | |
| TFC |
Truist Financial Corp
Financial Services
|
First | 68,547 | $2,113,989 | 1.42% | |
| CRUS |
Cirrus Logic, Inc.
Technology
|
First | 31,780 | $2,085,721 | 1.41% | |
| NSC |
Norfolk Southern Corp
Industrials
|
First | 14,000 | $2,044,000 | 1.38% | |
| AUB |
Atlantic Union Bankshares Corp
Financial Services
|
First | 92,310 | $2,021,589 | 1.36% | |
| GLW |
Corning Inc
Technology
|
First | 98,009 | $2,013,104 | 1.36% | |
| JCI |
Johnson Controls International plc
Industrials
|
First | 74,616 | $2,011,647 | 1.36% | |
| MMS |
Maximus, Inc.
Industrials
|
First | 34,456 | $2,005,339 | 1.35% | |
| BRC |
Brady Corp
Industrials
|
First | 40,400 | $1,823,252 | 1.23% | |
| CBOE |
Cboe Global Markets, Inc.
Financial Services
|
First | 20,082 | $1,792,318 | 1.21% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
First | 20,650 | $1,776,932 | 1.20% | |
| CAC |
Camden National Corp
Financial Services
|
First | 55,694 | $1,751,576 | 1.18% | |
| BMI |
Badger Meter Inc
Technology
|
First | 32,671 | $1,751,165 | 1.18% | |
| SYY |
Sysco Corp
Consumer Defensive
|
First | 36,918 | $1,684,568 | 1.14% | |
| RJF |
Raymond James Financial Inc
Financial Services
|
First | 26,132 | $1,651,541 | 1.11% | |
| ABM |
Abm Industries Inc
Industrials
|
First | 66,874 | $1,629,050 | 1.10% | |
| AMCR |
Amcor plc
Consumer Cyclical
|
First | 200,481 | $1,627,905 | 1.10% | |
| KMB |
Kimberly Clark Corp
Consumer Defensive
|
First | 12,666 | $1,619,601 | 1.09% | |
| SXI |
Standex International Corp
Industrials
|
First | 32,605 | $1,598,297 | 1.08% | |
| MKC |
Mccormick & Co Inc
Consumer Defensive
|
First | 11,263 | $1,590,448 | 1.07% | |
| PRU |
Prudential Financial Inc
Financial Services
|
First | 29,932 | $1,560,654 | 1.05% | |
| SXT |
Sensient Technologies Corp
Basic Materials
|
First | 35,728 | $1,554,525 | 1.05% |
Showing the top 50 of 73 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.