NBT BANK N A /NY
BankTop Portfolio Positions
727 positions ·
$986,073,286 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
202,622 | $75,004,584 | 7.61% | |
| AAPL |
Apple Inc.
Technology
|
270,817 | $68,730,645 | 6.97% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
146,381 | $42,093,319 | 4.27% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
125,008 | $36,772,351 | 3.73% | |
| XOM |
Exxon Mobil Corp
Energy
|
167,933 | $28,491,512 | 2.89% | |
| CAT |
Caterpillar Inc
Industrials
|
40,077 | $28,392,949 | 2.88% | |
| JNJ |
Johnson & Johnson
Healthcare
|
108,041 | $26,409,540 | 2.68% | |
| TT |
Trane Technologies plc
Industrials
|
56,562 | $23,571,647 | 2.39% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
90,969 | $21,494,154 | 2.18% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
98,446 | $20,503,347 | 2.08% |
Portfolio Trend
Holdings in VALU
Shares Held
Position Value (USD)
7 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,881 | 280 | Shares | Other | 2026-04-28 | |
| 2025-12-31 | $10,760 | 280 | Shares | Other | 2026-01-23 | |
| 2025-09-30 | $10,942 | 280 | Shares | Other | 2025-10-28 | |
| 2025-06-30 | $10,962 | 280 | Shares | Other | 2025-07-23 | |
| 2025-03-31 | $10,827 | 280 | Shares | Other | 2025-04-17 | |
| 2024-12-31 | $14,784 | 280 | Shares | Other | 2025-02-07 | |
| 2024-09-30 | $13,020 | 280 | Shares | Other | 2024-11-14 | |
| No 13F history on record for this holder in this stock. | ||||||