NBT BANK N A /NY
BankTop Portfolio Positions
730 positions ·
$1,004,134,109 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
202,622 | $75,004,584 | 7.47% | |
| AAPL |
Apple Inc.
Technology
|
270,817 | $68,730,645 | 6.84% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
146,381 | $42,093,319 | 4.19% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
125,008 | $36,772,351 | 3.66% | |
| XOM |
Exxon Mobil Corp
Energy
|
167,933 | $28,491,512 | 2.84% | |
| CAT |
Caterpillar Inc
Industrials
|
40,077 | $28,392,949 | 2.83% | |
| JNJ |
Johnson & Johnson
Healthcare
|
108,041 | $26,409,540 | 2.63% | |
| TT |
Trane Technologies plc
Industrials
|
56,562 | $23,571,647 | 2.35% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
90,969 | $21,494,154 | 2.14% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
98,446 | $20,503,347 | 2.04% |
Portfolio Trend
25 quarters · across all stocks
Holdings in CZFS
Shares Held
Position Value (USD)
9 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $73,991 | 1,210 | Shares | Defined | 2026-04-28 | |
| 2025-12-31 | $3,250 | 57 | Shares | Defined | 2026-01-23 | |
| 2025-09-30 | $3,616 | 60 | Shares | Defined | 2025-10-28 | |
| 2025-06-30 | $71,051 | 1,210 | Shares | Defined | 2025-07-23 | |
| 2025-03-31 | $69,601 | 1,199 | Shares | Defined | 2025-04-17 | |
| 2024-09-30 | $70,441 | 1,199 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $53,883 | 1,199 | Shares | Defined | 2024-07-30 | |
| 2024-03-31 | $57,870 | 1,188 | Shares | Defined | 2024-04-24 | |
| 2023-12-31 | $76,126 | 1,188 | Shares | Defined | 2024-02-09 | |
| No 13F history on record for this holder in this stock. | ||||||