$425 Million is the total value of BTR CAPITAL MANAGEMENT INC's 154 reported holdings in Q2 2015. The portfolio turnover from Q1 2015 to Q2 2015 was 10.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Buy | APPLE INC | $14,534,000 | +9.6% | 115,876 | +8.7% | 3.42% | +6.4% |
| JPM | Buy | JPMORGAN CHASE& CO | $14,136,000 | +15.2% | 208,611 | +3.0% | 3.33% | +11.8% |
| ORCL | Buy | ORACLE CORP | $13,160,000 | +4.0% | 326,543 | +11.3% | 3.10% | +1.0% |
| CVX | Buy | CHEVRON CORP | $12,184,000 | -2.5% | 126,295 | +6.1% | 2.87% | -5.3% |
| UTX | Buy | UNITED TECHNOLOGIES CORP | $11,573,000 | -0.2% | 104,331 | +5.5% | 2.72% | -3.1% |
| MSFT | Sell | MICROSOFT CORP | $11,058,000 | +3.6% | 250,468 | -4.6% | 2.60% | +0.6% |
| EMC | Buy | EMC CORP/MASS | $10,709,000 | +16.9% | 405,798 | +13.2% | 2.52% | +13.5% |
| SLB | Buy | SCHLUMBERGER LIMITED | $10,488,000 | +7.2% | 121,682 | +3.8% | 2.47% | +4.1% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $10,214,000 | +1.6% | 78,715 | +5.2% | 2.40% | -1.3% |
| JNJ | Buy | JOHNSON& JOHNSON | $10,028,000 | +7.2% | 102,895 | +10.7% | 2.36% | +4.1% |
| MET | Buy | METLIFE INC | $9,502,000 | +29.0% | 169,705 | +16.5% | 2.24% | +25.3% |
| HACK | Buy | PUREFUNDS ISE CYBER SEC ETF | $9,122,000 | +16.7% | 289,120 | +3.4% | 2.15% | +13.3% |
| KYN | Buy | KAYNE ANDERSON MLP INVESTMENT | $9,036,000 | +6.2% | 294,426 | +22.9% | 2.13% | +3.2% |
| QCOM | Buy | QUALCOMM INC. | $8,727,000 | -6.2% | 139,347 | +3.8% | 2.05% | -8.9% |
| PNR | Buy | PENTAIR PLC | $8,714,000 | +15.3% | 126,749 | +5.4% | 2.05% | +12.0% |
| AL | Buy | AIR LEASE CORP CL A | $8,329,000 | -3.9% | 245,700 | +7.0% | 1.96% | -6.7% |
| IHI | Buy | ISHARES US MEDICAL DEVICES ETF | $8,265,000 | +1.1% | 69,034 | +1.6% | 1.94% | -1.9% |
| STWD | Buy | STARWOOD PROPERTY TRUST, INC. | $7,975,000 | -4.4% | 369,736 | +7.7% | 1.88% | -7.2% |
| PEP | Buy | PEPSICO INCORPORATED | $7,844,000 | +3.9% | 84,040 | +6.5% | 1.85% | +0.9% |
| DIS | Buy | DISNEY CO. (WALT) | $7,785,000 | +14.4% | 68,202 | +5.2% | 1.83% | +11.1% |
| KEYS | Buy | KEYSIGHT TECHNOLOGIES INC | $6,773,000 | -9.8% | 217,162 | +7.4% | 1.59% | -12.4% |
| DD | Buy | DU PONT (E.I.) DE NEMOURS | $6,742,000 | +18.3% | 105,432 | +32.3% | 1.59% | +14.9% |
| UPS | Sell | UNITED PARCEL SERVICE -CL B | $6,626,000 | -1.8% | 68,375 | -1.8% | 1.56% | -4.6% |
| IAT | Buy | ISHARES DJ US REGIONAL BANKS | $6,536,000 | +12.5% | 178,544 | +7.2% | 1.54% | +9.2% |
| GOOGL | Buy | GOOGLE INC CLASS A | $6,438,000 | +0.2% | 11,921 | +3.0% | 1.52% | -2.6% |
| PG | Buy | PROCTER AND GAMBLE COMPANY | $5,548,000 | +10.4% | 70,904 | +15.6% | 1.31% | +7.2% |
| Buy | MATTHEWS PACIFIC TIGER FUNDfund | $5,527,000 | +12.5% | 192,384 | +11.9% | 1.30% | +9.3% | |
| ABBV | Sell | ABBVIE INC | $5,504,000 | +7.5% | 81,919 | -6.3% | 1.30% | +4.4% |
| CXP | Buy | COLUMBIA PPTY TR INC | $5,415,000 | +7.2% | 220,564 | +18.0% | 1.27% | +4.1% |
| ABT | Buy | ABBOTT LABORATORIES | $5,376,000 | +11.7% | 109,529 | +5.4% | 1.26% | +8.4% |
| GILD | Buy | GILEAD SCIENCES INC | $5,295,000 | +24.6% | 45,225 | +4.5% | 1.25% | +21.0% |
| Buy | MATTHEWS ASIA DIVIDEND FUNDfund | $5,230,000 | +14.7% | 307,856 | +11.8% | 1.23% | +11.4% | |
| J | Buy | JACOBS ENGINEERING GROUP INC | $5,126,000 | +14.5% | 126,189 | +27.3% | 1.21% | +11.2% |
| XOM | Buy | EXXON MOBIL CORP | $5,111,000 | +2.2% | 61,428 | +4.4% | 1.20% | -0.7% |
| MRK | Buy | MERCK& CO. INC. | $5,041,000 | +3.7% | 88,551 | +4.7% | 1.19% | +0.7% |
| CVS | Sell | CVS HEALTH CORPORATION | $4,920,000 | -4.2% | 46,907 | -5.8% | 1.16% | -7.0% |
| LOW | Buy | LOWES CO INC | $4,775,000 | -4.7% | 71,306 | +5.9% | 1.12% | -7.4% |
| CNK | Buy | CINEMARK HOLDINGS INC | $4,714,000 | -1.5% | 117,339 | +10.4% | 1.11% | -4.4% |
| AWK | Buy | AMERICAN WATER WORKS CO | $4,660,000 | +16.3% | 95,835 | +29.7% | 1.10% | +13.0% |
| MYL | Sell | MYLAN N V | $4,613,000 | -32.0% | 67,975 | -40.5% | 1.09% | -33.9% |
| V | Buy | VISA INC-CLASS A SHRS | $4,270,000 | +3.0% | 63,594 | +0.3% | 1.00% | 0.0% |
| WFC | Buy | WELLS FARGO& CO (NEW) | $3,932,000 | +15.3% | 69,923 | +11.6% | 0.92% | +12.0% |
| EOG | Buy | EOG RESOURCES INC | $3,804,000 | +23.1% | 43,451 | +28.9% | 0.90% | +19.5% |
| OXY | Sell | OCCIDENTAL PETROLEUM | $3,455,000 | +0.7% | 44,424 | -5.5% | 0.81% | -2.2% |
| XBI | Sell | SPDR SERIES TRUST S&P BIOTECH | $3,301,000 | -9.0% | 13,087 | -18.6% | 0.78% | -11.6% |
| DUK | Sell | DUKE ENERGY CORP | $3,025,000 | -9.6% | 42,841 | -1.7% | 0.71% | -12.2% |
| TYC | Buy | TYCO INTERNATIONAL PLC | $2,983,000 | +0.8% | 77,509 | +12.8% | 0.70% | -2.1% |
| CTSH | Buy | COGNIZANT TECH SOL CL A | $2,807,000 | -0.1% | 45,945 | +2.0% | 0.66% | -2.9% |
| GE | Sell | GENERAL ELECTRIC COMPANY | $2,674,000 | +4.9% | 100,636 | -2.0% | 0.63% | +1.8% |
| UBS | Buy | UBS GROUP AG | $2,655,000 | +20.2% | 125,235 | +6.5% | 0.62% | +16.8% |
| NVS | Buy | NOVARTIS A G SPON ADR Fsponsored adr | $2,605,000 | +18.1% | 26,486 | +18.4% | 0.61% | +14.6% |
| DVN | Buy | DEVON ENERGY CORP (NEW) | $2,543,000 | +2.8% | 42,744 | +4.2% | 0.60% | -0.2% |
| VGT | Sell | VANGUARD INFORMATION TECH ETF | $2,495,000 | -3.4% | 23,490 | -3.2% | 0.59% | -6.2% |
| BX | Sell | THE BLACKSTONE GROUP LP | $2,423,000 | +2.0% | 59,295 | -2.9% | 0.57% | -1.0% |
| ECL | Buy | ECOLAB INC | $2,139,000 | +18.9% | 18,916 | +20.3% | 0.50% | +15.4% |
| DHR | Buy | DANAHER CORP | $1,945,000 | +19.8% | 22,720 | +18.9% | 0.46% | +16.5% |
| PHO | Buy | POWERSHARES ETF TRUSTwater resource | $1,901,000 | +0.5% | 76,191 | +0.3% | 0.45% | -2.4% |
| VEU | Buy | VANGUARD FTSE ALL WORLDex us etf | $1,847,000 | +31.5% | 38,048 | +32.0% | 0.44% | +27.9% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHINE | $1,834,000 | -10.1% | 11,275 | -11.3% | 0.43% | -12.7% |
| AXP | Buy | AMERICAN EXPRESS CO | $1,806,000 | +11.3% | 23,241 | +11.9% | 0.42% | +8.1% |
| T | Sell | AT&T INC | $1,783,000 | -53.6% | 50,202 | -57.3% | 0.42% | -54.9% |
| IBB | Sell | ISHARES TR NASDAQ BIO FDnasdaq biotech in | $1,738,000 | -3.6% | 4,710 | -10.3% | 0.41% | -6.4% |
| TRV | Buy | TRAVELERS COS INC/THE | $1,716,000 | -10.5% | 17,751 | +0.1% | 0.40% | -13.1% |
| KMI | Buy | KINDER MORGAN INC | $1,710,000 | +8.5% | 44,553 | +18.9% | 0.40% | +5.2% |
| UNP | Buy | UNION PACIFIC CORPORATION | $1,650,000 | +1.2% | 17,297 | +14.9% | 0.39% | -1.8% |
| BRKB | BERKSHIRE HATHAWAY INC CLASS B | $1,533,000 | -5.7% | 11,266 | 0.0% | 0.36% | -8.4% | |
| TGT | Buy | TARGET CORP | $1,435,000 | +20.2% | 17,575 | +20.8% | 0.34% | +17.0% |
| VWO | Buy | VANGUARD MSCI EMERGING MARKETetf | $1,423,000 | +11.5% | 34,812 | +11.3% | 0.34% | +8.4% |
| NTG | Sell | TORTOISE MLP FUND, INC. | $1,403,000 | -53.9% | 66,049 | -47.8% | 0.33% | -55.2% |
| MAA | MID AMERICA APARTMENT COM. | $1,369,000 | -5.8% | 18,800 | 0.0% | 0.32% | -8.5% | |
| VTR | Buy | VENTAS INC | $1,228,000 | -12.3% | 19,770 | +3.0% | 0.29% | -15.0% |
| KO | Buy | COCA-COLA COMPANY | $1,205,000 | -1.7% | 30,712 | +1.5% | 0.28% | -4.4% |
| HD | Sell | HOME DEPOT INC | $1,170,000 | -2.8% | 10,525 | -0.7% | 0.28% | -5.8% |
| FDX | Buy | FEDEX CORPORATION | $1,136,000 | +3.8% | 6,667 | +0.8% | 0.27% | +0.8% |
| PJP | POWERSHARES DYNAMICpharmaceuticals | $971,000 | +2.5% | 12,400 | 0.0% | 0.23% | 0.0% | |
| EMR | Buy | EMERSON ELECTRIC COMPANY | $955,000 | -1.0% | 17,231 | +1.1% | 0.22% | -3.8% |
| CLB | New | CORE LABORATORIES N.V. | $956,000 | – | 8,385 | +100.0% | 0.22% | – |
| EBAY | Sell | EBAY INC | $949,000 | +2.5% | 15,750 | -1.9% | 0.22% | -0.4% |
| MMM | Sell | 3M CO | $938,000 | -6.6% | 6,079 | -0.2% | 0.22% | -9.1% |
| HCN | Sell | HEALTH CARE REIT INC | $928,000 | -15.8% | 14,145 | -0.7% | 0.22% | -18.4% |
| XLU | Sell | SECT SPDR THE UTILITES SEL FD | $862,000 | -13.4% | 20,793 | -7.2% | 0.20% | -15.8% |
| ES | Buy | EVERSOURCE ENERGY | $843,000 | -8.7% | 18,572 | +1.6% | 0.20% | -11.6% |
| COST | Buy | COSTCO WHSL CORP (NEW) | $843,000 | -8.5% | 6,242 | +2.6% | 0.20% | -11.2% |
| INTC | Sell | INTEL CORPORATION | $816,000 | -6.7% | 26,825 | -4.1% | 0.19% | -9.4% |
| SPY | Sell | S&P 500 DEPOSITARY RECEIPTS | $795,000 | -6.4% | 3,861 | -6.1% | 0.19% | -9.2% |
| SCHX | Sell | SCHWAB US LARGE CAP | $779,000 | -13.8% | 15,795 | -13.4% | 0.18% | -16.4% |
| HON | Sell | HONEYWELL INTERNATIONAL INC | $772,000 | -8.9% | 7,570 | -6.8% | 0.18% | -11.2% |
| PPL | PPL CORP | $761,000 | -12.4% | 25,819 | 0.0% | 0.18% | -15.2% | |
| VNQ | Buy | VANGUARD REIT ETF | $747,000 | -8.7% | 10,005 | +3.2% | 0.18% | -11.1% |
| NEE | Sell | NEXTERA ENERGY INC | $721,000 | -15.0% | 7,350 | -9.8% | 0.17% | -17.1% |
| Sell | VANGUARD 500 INDEX FUNDfund | $684,000 | -7.8% | 3,590 | -7.7% | 0.16% | -10.6% | |
| WM | Sell | WASTE MANAGEMENT INC. | $676,000 | -15.2% | 14,588 | -0.7% | 0.16% | -17.6% |
| HCP | HCP INC | $650,000 | -15.6% | 17,825 | 0.0% | 0.15% | -18.2% | |
| Sell | SCHWAB 1000 FUNDfund | $643,000 | -4.7% | 12,056 | -4.9% | 0.15% | -7.9% | |
| VZ | Buy | VERIZON COMMUNICATIONS | $639,000 | -0.3% | 13,704 | +4.0% | 0.15% | -3.2% |
| GOOG | Buy | GOOGLE INC CL C | $624,000 | +17.7% | 1,198 | +23.9% | 0.15% | +14.8% |
| VTI | Sell | VANGUARD TOTAL STOCK MKT | $610,000 | -13.5% | 5,700 | -13.3% | 0.14% | -15.8% |
| PFE | Sell | PFIZER INC | $605,000 | -3.7% | 18,031 | -0.1% | 0.14% | -6.6% |
| SRCL | Sell | STERICYCLE INC | $572,000 | -19.8% | 4,270 | -15.9% | 0.14% | -22.0% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $569,000 | +2.0% | 8,548 | -1.2% | 0.13% | -0.7% |
| BAC | Buy | BANK OF AMERICA CORP | $563,000 | +11.5% | 33,098 | +0.9% | 0.13% | +8.2% |
| PSX | Sell | PHILLIPS 66 | $526,000 | -3.0% | 6,526 | -5.4% | 0.12% | -5.3% |
| ADP | Buy | AUTOMATIC DATA PROCESSING INC | $505,000 | -6.1% | 6,291 | +0.2% | 0.12% | -8.5% |
| CL | Sell | COLGATE-PALMOLIVE CO. | $504,000 | -7.7% | 7,702 | -2.2% | 0.12% | -9.8% |
| NVO | Sell | NOVO-NORDISK A-S ADR F1 adr rep 1 ord | $488,000 | -2.0% | 8,920 | -4.3% | 0.12% | -5.0% |
| OIH | Sell | MARKET VECTORS ETF TR OIL SVCS | $482,000 | -34.0% | 13,825 | -36.1% | 0.11% | -36.2% |
| KMB | Sell | KIMBERLY CLARK | $476,000 | -2.7% | 4,495 | -1.6% | 0.11% | -5.1% |
| BDX | Buy | BECTON DICKINSON& CO | $473,000 | -1.0% | 3,340 | +0.4% | 0.11% | -4.3% |
| COP | Buy | CONOCOPHILLIPS | $459,000 | +1.3% | 7,471 | +2.8% | 0.11% | -1.8% |
| MCD | Buy | MCDONALDS CORP | $433,000 | -0.2% | 4,550 | +2.2% | 0.10% | -2.9% |
| WBA | Buy | WALGREEN BOOTS ALLIANCE INC | $401,000 | +5.2% | 4,750 | +5.6% | 0.09% | +2.2% |
| EQR | Buy | EQUITY RESIDENTIAL PPTYS TR | $381,000 | +16.9% | 5,435 | +29.9% | 0.09% | +13.9% |
| TYG | Sell | TORTOISE ENERGY INFRSTRC | $379,000 | -15.8% | 10,257 | -4.1% | 0.09% | -18.3% |
| ACN | Buy | ACCENTURE PLC | $368,000 | +17.6% | 3,807 | +14.0% | 0.09% | +14.5% |
| SCHW | SCHWAB CHARLES CORP | $357,000 | +7.5% | 10,922 | 0.0% | 0.08% | +5.0% | |
| CBRE | Buy | CBRE GROUP INC | $344,000 | +15.1% | 9,300 | +20.4% | 0.08% | +12.5% |
| MON | Sell | MONSANTO COMPANY | $344,000 | -21.8% | 3,231 | -17.3% | 0.08% | -24.3% |
| PM | Sell | PHILIP MORRIS INTL INC | $340,000 | +2.4% | 4,242 | -3.8% | 0.08% | 0.0% |
| TMK | TORCHMARK CORP | $338,000 | +6.0% | 5,812 | 0.0% | 0.08% | +3.9% | |
| GPC | Sell | GENUINE PARTS CO | $333,000 | -10.7% | 3,725 | -6.9% | 0.08% | -13.3% |
| FEZ | New | SPDR EURO STOXX 50 ETF | $323,000 | – | 8,635 | +100.0% | 0.08% | – |
| CB | Sell | CHUBB CORP | $317,000 | -8.1% | 3,335 | -2.4% | 0.08% | -10.7% |
| ENLC | ENLINK MIDSTREAM LLC | $315,000 | -4.5% | 10,135 | 0.0% | 0.07% | -7.5% | |
| DE | Buy | DEERE& CO | $307,000 | +31.2% | 3,166 | +18.8% | 0.07% | +26.3% |
| A | AGILENT TECHNOLOGIES INC | $291,000 | -7.3% | 7,545 | 0.0% | 0.07% | -10.5% | |
| GIS | Buy | GENERAL MILLS INCORPORATED | $287,000 | -1.0% | 5,156 | +0.7% | 0.07% | -2.9% |
| VGK | Buy | VANGUARD INTL EQUITY INDeuropean viper | $286,000 | +18.7% | 5,300 | +19.1% | 0.07% | +15.5% |
| PRICE T ROWE GROWTH STOCK FDfund | $284,000 | +1.1% | 5,099 | 0.0% | 0.07% | -1.5% | ||
| MDLZ | Sell | MONDELEZ INTERNATIONAL INC | $282,000 | +10.2% | 6,853 | -3.5% | 0.07% | +6.5% |
| USB | Buy | U.S. BANCORP | $278,000 | +20.9% | 6,399 | +21.6% | 0.06% | +16.1% |
| NNN | NATIONAL RETAIL PROPERTIES INC | $273,000 | -14.7% | 7,800 | 0.0% | 0.06% | -17.9% | |
| CMI | CUMMINS ENGINE INC | $262,000 | -5.4% | 2,000 | 0.0% | 0.06% | -7.5% | |
| FIDELITY MAGELLAN FD INCfund | $258,000 | -1.9% | 2,766 | 0.0% | 0.06% | -4.7% | ||
| DVY | Sell | ISHARES TR DJ SEL DVI INX | $259,000 | -29.2% | 3,450 | -26.6% | 0.06% | -31.5% |
| New | PARNASSUS FUNDfund | $257,000 | – | 5,172 | +100.0% | 0.06% | – | |
| RWX | Sell | SPDR INDEX SHS FDSdj wilshire intl | $253,000 | -46.5% | 6,050 | -44.6% | 0.06% | -47.8% |
| EPD | ENTERPRISE PRD PRTNRS LP | $256,000 | -9.2% | 8,562 | 0.0% | 0.06% | -11.8% | |
| MATTHEWS ASIAN GROWTH& | $257,000 | +0.4% | 13,936 | 0.0% | 0.06% | -3.2% | ||
| DREYFUS MID CAP INDEX FUNDfund | $249,000 | -1.2% | 6,375 | 0.0% | 0.06% | -3.3% | ||
| RY | ROYAL BANK CANADA MONTREAL QUE | $242,000 | +1.7% | 3,950 | 0.0% | 0.06% | -1.7% | |
| XLB | Sell | SECT SPDR MATERIALS FUND | $239,000 | -9.1% | 4,930 | -8.5% | 0.06% | -12.5% |
| AMJ | Sell | JP MORGAN ALERIAN MLP | $231,000 | -30.8% | 5,825 | -25.3% | 0.05% | -33.3% |
| SYK | STRYKER CORP | $220,000 | +3.8% | 2,300 | 0.0% | 0.05% | +2.0% | |
| SWK | STANLEY BLACK& DECKER INC | $221,000 | +10.5% | 2,100 | 0.0% | 0.05% | +8.3% | |
| EFA | Sell | ISHARES TR MSCI EAFE FUND ETF | $219,000 | -15.8% | 3,445 | -14.8% | 0.05% | -17.5% |
| EWG | New | ISHARES INC GERMANY INDEX FUND | $213,000 | – | 7,650 | +100.0% | 0.05% | – |
| BRKA | BERKSHIRE HATHAWAY INC | $205,000 | -6.0% | 1 | 0.0% | 0.05% | -9.4% | |
| ECON | Sell | EGSHARES ETF EMERGING MKTS CON | $206,000 | -58.0% | 7,895 | -57.5% | 0.05% | -59.7% |
| CELG | New | CELGENE CORPORATION | $203,000 | – | 1,750 | +100.0% | 0.05% | – |
| CAT | New | CATERPILLAR INC | $202,000 | – | 2,376 | +100.0% | 0.05% | – |
| GLD | SPDR GOLD TRUST | $205,000 | -1.0% | 1,824 | 0.0% | 0.05% | -4.0% | |
| LITMAN GREGORY MASTERS INTL FDinstitutional cla | $190,000 | +1.1% | 10,267 | 0.0% | 0.04% | -2.2% | ||
| PBW | Buy | PWRSHRS WILDERHIL CLEAN ENERGY | $150,000 | +127.3% | 27,700 | +134.7% | 0.04% | +118.8% |
| UABK | New | UNITED AMERICAN BANK | $5,000 | – | 13,750 | +100.0% | 0.00% | – |
| WFTIQ | Exit | WEATHERFORD INTL PLC | $0 | – | -11,975 | -100.0% | -0.04% | – |
| SCHM | Exit | SCHWAB U.S. MID-CAP | $0 | – | -4,700 | -100.0% | -0.05% | – |
| NSRGY | Exit | NESTLE SA SPNSRD ADR REP RG SH | $0 | – | -2,690 | -100.0% | -0.05% | – |
| AMGN | Exit | AMGEN INC | $0 | – | -1,285 | -100.0% | -0.05% | – |
| MMC | Exit | MARSH& MCLENNAN COS INC | $0 | – | -3,750 | -100.0% | -0.05% | – |
| BK | Exit | BANK OF NEW YORK MELLON CORP | $0 | – | -5,521 | -100.0% | -0.05% | – |
| NSC | Exit | NORFOLK SOUTHERN CORP | $0 | – | -2,251 | -100.0% | -0.06% | – |
| APD | Exit | AIR PRODUCTS& CHEMICALS INC | $0 | – | -1,600 | -100.0% | -0.06% | – |
| XLY | Exit | SECT SPDR CONS DISCR SELECT | $0 | – | -3,925 | -100.0% | -0.07% | – |
| GXC | Exit | SPDR S&P CHINA ETF | $0 | – | -5,000 | -100.0% | -0.10% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-07-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORP | 38 | Q3 2022 | 6.0% |
| APPLE INC | 38 | Q3 2022 | 5.9% |
| JPMORGAN CHASE& CO | 38 | Q3 2022 | 3.9% |
| THERMO FISHER SCIENTIFIC INC | 38 | Q3 2022 | 3.6% |
| CHEVRON CORP NEW | 38 | Q3 2022 | 3.6% |
| PEPSICO INCORPORATED | 38 | Q3 2022 | 3.3% |
| DISNEY WALT CO | 38 | Q3 2022 | 3.8% |
| QUALCOMM INC. | 38 | Q3 2022 | 3.9% |
| VISA INC-CLASS A SHRS | 38 | Q3 2022 | 3.3% |
| LOWES COS INC | 38 | Q3 2022 | 3.0% |
View BTR CAPITAL MANAGEMENT INC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2022-10-12 |
| 13F-HR | 2022-07-12 |
| 13F-HR | 2022-05-02 |
| 13F-HR | 2022-02-02 |
| 13F-HR | 2021-10-18 |
| 13F-HR | 2021-08-02 |
| 13F-HR | 2021-04-08 |
| 13F-HR | 2021-01-12 |
| 13F-HR | 2020-10-15 |
| 13F-HR | 2020-07-23 |
View BTR CAPITAL MANAGEMENT INC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.