$565 Million is the total value of BTR CAPITAL MANAGEMENT INC's 155 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was 6.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Buy | APPLE INC | $33,239,000 | +16.6% | 287,011 | +267.2% | 5.88% | +9.9% |
| MSFT | Sell | MICROSOFT CORP | $31,301,000 | -2.7% | 148,816 | -5.8% | 5.54% | -8.3% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $20,365,000 | +16.5% | 46,125 | -4.4% | 3.60% | +9.8% |
| QCOM | Sell | QUALCOMM INC. | $19,783,000 | +27.8% | 168,108 | -0.9% | 3.50% | +20.5% |
| V | Sell | VISA INC-CLASS A SHRS | $18,134,000 | +2.3% | 90,686 | -1.2% | 3.21% | -3.6% |
| GOOGL | Sell | ALPHABET CLASS A | $18,072,000 | +1.1% | 12,331 | -2.2% | 3.20% | -4.7% |
| AWK | Sell | AMERICAN WATER WORKS CO | $17,468,000 | +11.1% | 120,570 | -1.3% | 3.09% | +4.7% |
| PEP | Buy | PEPSICO INCORPORATED | $17,307,000 | +7.8% | 124,867 | +2.9% | 3.06% | +1.6% |
| LOW | Sell | LOWES CO INC | $17,210,000 | +20.7% | 103,762 | -1.7% | 3.04% | +13.7% |
| DIS | Sell | DISNEY CO. (WALT) | $17,068,000 | +8.7% | 137,559 | -2.3% | 3.02% | +2.4% |
| JPM | Buy | JPMORGAN CHASE& CO | $15,949,000 | +4.0% | 165,667 | +1.6% | 2.82% | -2.0% |
| CCI | Sell | CROWN CASTLE INTERNATIONAL | $15,109,000 | -0.8% | 90,744 | -0.3% | 2.67% | -6.5% |
| HACK | Sell | ETFMG PRIME CYBER SECURITY ETF | $14,111,000 | +3.2% | 303,208 | -1.4% | 2.50% | -2.8% |
| PG | Sell | PROCTER AND GAMBLE COMPANY | $14,093,000 | +14.9% | 101,397 | -1.1% | 2.49% | +8.3% |
| MRK | Sell | MERCK& CO. INC. | $13,539,000 | +5.7% | 163,215 | -1.4% | 2.40% | -0.3% |
| UNH | Sell | UNITED HEALTH GROUP INC. | $12,276,000 | +4.4% | 39,376 | -1.2% | 2.17% | -1.6% |
| IHI | Sell | ISHARES US MEDICAL DEVICES ETF | $11,765,000 | +9.8% | 39,265 | -2.9% | 2.08% | +3.5% |
| ABT | Sell | ABBOTT LABORATORIES | $11,084,000 | +16.5% | 101,849 | -2.1% | 1.96% | +9.8% |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $10,470,000 | -5.9% | 181,955 | +0.8% | 1.85% | -11.3% |
| XBI | Sell | SPDR SERIES TRUST S&P BIOTECH | $10,231,000 | -2.6% | 91,814 | -2.1% | 1.81% | -8.2% |
| PFE | Buy | PFIZER INC | $10,058,000 | +17.3% | 274,053 | +4.5% | 1.78% | +10.6% |
| J | Buy | JACOBS ENGINEERING GROUP INC | $9,642,000 | +10.4% | 103,930 | +0.9% | 1.71% | +4.0% |
| CVX | Buy | CHEVRON CORP | $9,621,000 | -19.0% | 133,631 | +0.4% | 1.70% | -23.7% |
| UPS | Sell | UNITED PARCEL SERVICE -CL B | $9,130,000 | +48.1% | 54,795 | -1.2% | 1.62% | +39.7% |
| T | Buy | AT&T INC | $8,770,000 | -1.2% | 307,615 | +4.8% | 1.55% | -6.8% |
| MET | Buy | METLIFE INC | $7,163,000 | +5.9% | 192,714 | +4.0% | 1.27% | -0.2% |
| Sell | AMERICAN GROWTH FUND F-3fund | $7,021,000 | +8.0% | 115,393 | -2.8% | 1.24% | +1.8% | |
| MAA | Sell | MID AMERICA APARTMENT COM. | $6,746,000 | -0.6% | 58,179 | -1.7% | 1.19% | -6.3% |
| STZ | Sell | CONSTELLATION BRANDS INC CL A | $6,603,000 | +7.5% | 34,842 | -0.7% | 1.17% | +1.3% |
| USB | Buy | U.S. BANCORP | $6,144,000 | +7.8% | 171,392 | +10.7% | 1.09% | +1.5% |
| KMI | Buy | KINDER MORGAN INC | $6,104,000 | -17.2% | 495,061 | +1.8% | 1.08% | -22.0% |
| DFS | Sell | DISCOVER FINL SVCS | $5,728,000 | +11.4% | 99,137 | -3.4% | 1.01% | +5.1% |
| JNJ | Buy | JOHNSON& JOHNSON | $5,522,000 | +6.4% | 37,090 | +0.5% | 0.98% | +0.3% |
| WY | Sell | WEYERHAEUSER COMPANY | $5,319,000 | +26.7% | 186,513 | -0.2% | 0.94% | +19.4% |
| HD | Sell | HOME DEPOT INC | $5,283,000 | +10.8% | 19,024 | -0.0% | 0.94% | +4.5% |
| CVS | Sell | CVS HEALTH CORPORATION | $4,899,000 | -11.1% | 83,879 | -1.2% | 0.87% | -16.2% |
| Buy | MFS VALUE FUND CL Ifund | $4,820,000 | +19.5% | 118,660 | +13.4% | 0.85% | +12.7% | |
| PNR | Sell | PENTAIR PLC | $4,410,000 | +18.7% | 96,359 | -1.5% | 0.78% | +11.7% |
| C | Sell | CITIGROUP INC | $3,996,000 | -37.2% | 92,685 | -25.5% | 0.71% | -40.8% |
| KL | New | KIRKLAND LAKE GOLD LTD | $3,883,000 | – | 79,690 | +100.0% | 0.69% | – |
| AMERICAN NEW PERSPECTIVE FD F3fund | $3,542,000 | +12.6% | 65,722 | 0.0% | 0.63% | +6.3% | ||
| VGT | Sell | VANGUARD INFORMATION TECH ETF | $3,279,000 | +7.7% | 10,529 | -3.6% | 0.58% | +1.4% |
| HEDJ | Buy | WISDOMTREE TRUST EUROPE HEDGEDequity fund | $3,166,000 | +26.0% | 51,276 | +23.9% | 0.56% | +18.6% |
| CSX | Sell | CSX CORPORATION | $2,867,000 | +8.4% | 36,910 | -2.7% | 0.51% | +2.0% |
| MDLZ | Buy | MONDELEZ INTERNATIONAL INC | $2,481,000 | +13.1% | 43,184 | +0.6% | 0.44% | +6.6% |
| COST | Sell | COSTCO WHSL CORP (NEW) | $2,289,000 | +10.3% | 6,448 | -5.8% | 0.40% | +3.8% |
| VZ | Buy | VERIZON COMMUNICATIONS | $2,090,000 | +13.2% | 35,132 | +4.9% | 0.37% | +6.6% |
| Buy | JPMORGAN INCOME BUILDER FUNDclass i shares | $2,050,000 | +5.9% | 198,656 | +2.7% | 0.36% | 0.0% | |
| BRKB | Sell | BERKSHIRE HATHAWAY INC CLASS B | $1,978,000 | +9.2% | 9,289 | -8.5% | 0.35% | +2.9% |
| BARON SMALL CAP FUNDinstitutional cla | $1,962,000 | +14.9% | 53,219 | 0.0% | 0.35% | +8.4% | ||
| XOM | Sell | EXXON MOBIL CORP | $1,806,000 | -32.8% | 52,601 | -12.5% | 0.32% | -36.6% |
| MATTHEWS ASIA DIVIDEND FUNDfund | $1,798,000 | +17.4% | 90,986 | 0.0% | 0.32% | +10.4% | ||
| LMT | Sell | LOCKHEED MARTIN CORP | $1,737,000 | +4.6% | 4,532 | -0.4% | 0.31% | -1.6% |
| NEE | Sell | NEXTERA ENERGY INC | $1,653,000 | +11.8% | 5,954 | -3.2% | 0.29% | +5.8% |
| ECL | Sell | ECOLAB INC | $1,637,000 | -0.1% | 8,190 | -0.6% | 0.29% | -5.8% |
| WM | WASTE MANAGEMENT INC. | $1,616,000 | +6.8% | 14,283 | 0.0% | 0.29% | +0.7% | |
| IAT | Sell | ISHARES DJ US REGIONAL BANKS | $1,480,000 | -15.6% | 45,204 | -12.8% | 0.26% | -20.4% |
| MCD | Buy | MCDONALDS CORP | $1,456,000 | +33.0% | 6,634 | +11.8% | 0.26% | +25.2% |
| ABBV | Sell | ABBVIE INC | $1,439,000 | -18.7% | 16,429 | -8.9% | 0.26% | -23.2% |
| GOOG | ALPHABET CLASS C | $1,417,000 | +4.0% | 964 | 0.0% | 0.25% | -2.0% | |
| KO | Sell | COCA-COLA COMPANY | $1,417,000 | +10.2% | 28,704 | -0.2% | 0.25% | +4.1% |
| INTC | Sell | INTEL CORPORATION | $1,321,000 | -19.5% | 25,517 | -7.0% | 0.23% | -24.0% |
| Buy | EATON VANCE DIV BUILDER Ifund | $1,291,000 | +6.5% | 84,136 | +1.2% | 0.23% | 0.0% | |
| ORCL | Sell | ORACLE CORP | $1,287,000 | +3.4% | 21,550 | -4.4% | 0.23% | -2.6% |
| OTIS | Sell | OTIS WORLDWIDE CORP | $1,264,000 | +6.3% | 20,243 | -3.2% | 0.22% | +0.4% |
| IBB | Sell | ISHARES TR NASDAQ BIO FDnasdaq biotech in | $1,257,000 | -4.0% | 9,280 | -3.1% | 0.22% | -9.8% |
| UNP | UNION PACIFIC CORPORATION | $1,251,000 | +16.5% | 6,352 | 0.0% | 0.22% | +9.4% | |
| TRV | Sell | TRAVELERS COS INC/THE | $1,223,000 | -5.9% | 11,302 | -0.9% | 0.22% | -11.5% |
| DHR | DANAHER CORP | $1,215,000 | +21.7% | 5,643 | 0.0% | 0.22% | +15.0% | |
| EFA | Sell | ISHARES TR MSCI EAFE FUND ETF | $1,199,000 | -14.2% | 18,840 | -18.0% | 0.21% | -19.1% |
| PHO | Sell | INVESCO WATER RESOURCES ETF | $1,153,000 | +9.0% | 29,065 | -0.2% | 0.20% | +2.5% |
| ES | Sell | EVERSOURCE ENERGY | $1,151,000 | -0.2% | 13,775 | -0.5% | 0.20% | -5.6% |
| SPY | Sell | S&P 500 DEPOSITARY RECEIPTS | $1,102,000 | -38.4% | 3,292 | -43.2% | 0.20% | -42.0% |
| VEU | VANGUARD FTSE ALL WORLDex us etf | $1,098,000 | +6.0% | 21,770 | 0.0% | 0.19% | -0.5% | |
| IWP | ISHARES RUSSELL MID CAP GROWTH | $952,000 | +9.3% | 5,506 | 0.0% | 0.17% | +2.4% | |
| IWR | Sell | ISHARES RUSSELL MIDCAP INDEX | $945,000 | +6.8% | 16,475 | -0.2% | 0.17% | +0.6% |
| DE | Sell | DEERE& CO | $910,000 | +38.7% | 4,105 | -1.7% | 0.16% | +30.9% |
| EOG | Buy | EOG RESOURCES INC | $905,000 | +16.8% | 25,170 | +64.6% | 0.16% | +9.6% |
| MMM | Buy | 3M CO | $884,000 | +29.8% | 5,518 | +26.3% | 0.16% | +21.9% |
| EMR | Sell | EMERSON ELECTRIC COMPANY | $862,000 | +4.5% | 13,145 | -1.1% | 0.15% | -1.3% |
| SLB | Sell | SCHLUMBERGER LIMITED | $841,000 | -21.1% | 54,017 | -6.8% | 0.15% | -25.5% |
| KMB | Sell | KIMBERLY CLARK | $827,000 | +3.5% | 5,602 | -0.9% | 0.15% | -2.7% |
| IVV | ISHARES TR S&P 500 INDEX FUND | $817,000 | +8.5% | 2,431 | 0.0% | 0.14% | +2.8% | |
| HON | HONEYWELL INTERNATIONAL INC | $806,000 | +13.8% | 4,899 | 0.0% | 0.14% | +7.5% | |
| VTI | Sell | VANGUARD TOTAL STOCK MKT | $797,000 | +7.8% | 4,679 | -0.9% | 0.14% | +1.4% |
| Sell | VANGUARD INDEX FUNDS500 index admi | $796,000 | +6.3% | 2,564 | -2.1% | 0.14% | 0.0% | |
| CMCSA | COMCAST CORP CL A (NEW) | $780,000 | +18.7% | 16,859 | 0.0% | 0.14% | +12.2% | |
| DUK | Buy | DUKE ENERGY CORP | $779,000 | +23.5% | 8,793 | +11.4% | 0.14% | +16.9% |
| ADBE | ADOBE INC. | $772,000 | +12.5% | 1,575 | 0.0% | 0.14% | +6.2% | |
| XLU | SECT SPDR THE UTILITES SEL FD | $760,000 | +5.3% | 12,793 | 0.0% | 0.13% | -1.5% | |
| ADP | AUTOMATIC DATA PROCESSING INC | $733,000 | -6.3% | 5,252 | 0.0% | 0.13% | -11.6% | |
| IWS | ISHARES RUSELL MIDCAPE VALUE | $690,000 | +5.7% | 8,536 | 0.0% | 0.12% | -0.8% | |
| XLV | SECT SPDR HEALTH CARE SELECT | $632,000 | +5.5% | 5,987 | 0.0% | 0.11% | 0.0% | |
| PJP | INVESCO DYNAMIC PHARMACEUTICAL | $604,000 | -1.3% | 9,450 | 0.0% | 0.11% | -7.0% | |
| CL | Sell | COLGATE-PALMOLIVE CO. | $594,000 | +4.0% | 7,699 | -1.3% | 0.10% | -1.9% |
| CSCO | Buy | CISCO SYSTEMS INC | $588,000 | +7.5% | 14,918 | +27.3% | 0.10% | +1.0% |
| SCHX | SCHWAB US LARGE CAP | $575,000 | +8.9% | 7,130 | 0.0% | 0.10% | +3.0% | |
| WMT | Sell | WAL MART INC. | $574,000 | +15.7% | 4,100 | -1.0% | 0.10% | +9.7% |
| SBUX | Sell | STARBUCKS CORP | $569,000 | +16.4% | 6,619 | -0.4% | 0.10% | +9.8% |
| PBW | Sell | INVESCO CLEAN ENERGY ETF | $565,000 | +34.2% | 9,295 | -10.3% | 0.10% | +26.6% |
| NVO | Sell | NOVO-NORDISK A-S ADR F1 adr rep 1 ord | $543,000 | -0.4% | 7,820 | -6.0% | 0.10% | -5.9% |
| Sell | SCHWAB S&P 500 INDEX FUNd - select shares | $521,000 | -18.3% | 9,994 | -25.0% | 0.09% | -23.3% | |
| XLF | Sell | AMEX FINANCIAL SELECT SPDR | $491,000 | -3.9% | 20,395 | -7.7% | 0.09% | -9.4% |
| IWM | ISHARES TR RUSSELL 2000 | $494,000 | +4.7% | 3,300 | 0.0% | 0.09% | -2.2% | |
| AMGN | AMGEN INC | $485,000 | +7.8% | 1,907 | 0.0% | 0.09% | +2.4% | |
| OLED | UNIVERSAL DISPLAY CORP | $483,000 | +20.8% | 2,675 | 0.0% | 0.08% | +13.3% | |
| NSRGY | NESTLE SA SPNSRD ADR REP RG SH | $478,000 | +7.9% | 4,008 | 0.0% | 0.08% | +2.4% | |
| SSO | Buy | PROSHARES ULTRA S&P500 | $481,000 | +17.3% | 6,550 | +100.0% | 0.08% | +10.4% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHINE | $472,000 | +9.3% | 3,881 | +8.4% | 0.08% | +3.7% |
| SYK | Sell | STRYKER CORP | $477,000 | +13.0% | 2,290 | -2.1% | 0.08% | +6.3% |
| CARR | Sell | CARRIER GLOBAL CORPORATION | $439,000 | +26.1% | 14,383 | -8.3% | 0.08% | +20.0% |
| BAC | BANK OF AMERICA CORP | $433,000 | +1.4% | 17,981 | 0.0% | 0.08% | -3.8% | |
| PRICE T ROWE GROWTH STOCK FDfund | $428,000 | +12.0% | 4,771 | 0.0% | 0.08% | +5.6% | ||
| MCO | MOODY'S CORP | $396,000 | +5.3% | 1,367 | 0.0% | 0.07% | -1.4% | |
| WPM | WHEATON PRECIOUS METALS CORP | $378,000 | +11.5% | 7,700 | 0.0% | 0.07% | +4.7% | |
| LLY | ELI LILLY& COMPANY | $367,000 | -9.8% | 2,477 | 0.0% | 0.06% | -14.5% | |
| NEM | Buy | NEWMONT CORPORATION | $362,000 | +6.5% | 5,700 | +3.6% | 0.06% | 0.0% |
| AXP | AMERICAN EXPRESS CO | $342,000 | +5.2% | 3,410 | 0.0% | 0.06% | 0.0% | |
| GPC | Sell | GENUINE PARTS CO | $340,000 | -0.3% | 3,570 | -8.9% | 0.06% | -6.2% |
| MATTHEWS PACIFIC TIGER FUNDfund | $333,000 | +13.3% | 10,721 | 0.0% | 0.06% | +7.3% | ||
| XLK | SPDR AMEX TECH SELECT INDEX | $327,000 | +11.6% | 2,800 | 0.0% | 0.06% | +5.5% | |
| EPD | ENTERPRISE PRD PRTNRS LP | $316,000 | -13.2% | 20,042 | 0.0% | 0.06% | -17.6% | |
| NSC | Sell | NORFOLK SOUTHERN CORP | $308,000 | +18.9% | 1,437 | -2.6% | 0.06% | +12.2% |
| BIO | BIO RAD LABS INC | $304,000 | +14.3% | 590 | 0.0% | 0.05% | +8.0% | |
| STWD | Sell | STARWOOD PROPERTY TRUST, INC. | $302,000 | -92.7% | 20,006 | -92.8% | 0.05% | -93.2% |
| VANGUARD INTERNATIONAL GROWTHfund | $287,000 | +16.2% | 6,806 | 0.0% | 0.05% | +10.9% | ||
| WEC | WEC ENERGY GROUP INC | $280,000 | +10.7% | 2,892 | 0.0% | 0.05% | +4.2% | |
| WILLIAM BLAIR INT'L GROWTH FDclass i #1747 | $276,000 | +13.1% | 8,013 | 0.0% | 0.05% | +6.5% | ||
| SCHWAB 1000 FUNDfund | $275,000 | +9.1% | 3,646 | 0.0% | 0.05% | +4.3% | ||
| CTSH | COGNIZANT TECH SOL CL A | $259,000 | +22.2% | 3,725 | 0.0% | 0.05% | +15.0% | |
| DOW | Sell | DOW INC | $259,000 | +14.1% | 5,507 | -1.0% | 0.05% | +7.0% |
| APD | AIR PRODUCTS& CHEMICALS INC | $253,000 | +23.4% | 850 | 0.0% | 0.04% | +18.4% | |
| SRE | SEMPRA ENERGY | $254,000 | +0.8% | 2,149 | 0.0% | 0.04% | -4.3% | |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $257,000 | -4.1% | 4,265 | -6.6% | 0.04% | -10.0% |
| BDX | Sell | BECTON DICKINSON& CO | $250,000 | -3.8% | 1,073 | -1.3% | 0.04% | -10.2% |
| WFC | Sell | WELLS FARGO& CO (NEW) | $247,000 | -21.6% | 10,516 | -14.6% | 0.04% | -25.4% |
| T. ROWE PRICE NEW HORIZONS FDfund | $243,000 | +12.5% | 3,019 | 0.0% | 0.04% | +4.9% | ||
| PEAK | Sell | HEALTHPEAK PPTYS INC. | $244,000 | -19.5% | 8,991 | -18.2% | 0.04% | -24.6% |
| GL | GLOBE LIFE INC | $240,000 | +7.6% | 3,004 | 0.0% | 0.04% | 0.0% | |
| AMZN | Sell | AMAZON.COM | $233,000 | -10.0% | 74 | -21.3% | 0.04% | -16.3% |
| FTV | FORTIVE CORP COMMON SHARE | $232,000 | +12.6% | 3,050 | 0.0% | 0.04% | +5.1% | |
| COP | Buy | CONOCOPHILLIPS | $231,000 | -19.8% | 7,049 | +2.9% | 0.04% | -24.1% |
| MA | MASTERCARD INC | $231,000 | +14.4% | 683 | 0.0% | 0.04% | +7.9% | |
| TGT | New | TARGET CORP | $224,000 | – | 1,426 | +100.0% | 0.04% | – |
| A | Sell | AGILENT TECHNOLOGIES INC | $228,000 | +8.1% | 2,263 | -5.2% | 0.04% | 0.0% |
| BAX | BAXTER INTERNATIONAL INC | $223,000 | -6.7% | 2,775 | 0.0% | 0.04% | -13.3% | |
| BLK | BLACKROCK INC | $213,000 | +3.4% | 378 | 0.0% | 0.04% | -2.6% | |
| SCHW | New | SCHWAB CHARLES CORP | $213,000 | – | 5,887 | +100.0% | 0.04% | – |
| QUAL | New | ISHARES MSCI USA QUALITYFACTOR | $209,000 | – | 2,014 | +100.0% | 0.04% | – |
| XLB | Sell | SECT SPDR MATERIALS FUND | $207,000 | -70.0% | 3,250 | -73.5% | 0.04% | -71.5% |
| VIG | New | VANGUARD DIVIDEND APPRECIATIONetf | $205,000 | – | 1,593 | +100.0% | 0.04% | – |
| USMV | New | ISHARES TR USA MIN VOL ID | $202,000 | – | 3,166 | +100.0% | 0.04% | – |
| DVN | Sell | DEVON ENERGY CORP (NEW) | $183,000 | -72.5% | 19,389 | -67.0% | 0.03% | -74.4% |
| PIMCO INCOME FD CL I-2fund | $122,000 | +1.7% | 10,414 | 0.0% | 0.02% | -4.3% | ||
| SIRI | SIRIUS XM HOLDINGS INC. | $62,000 | -8.8% | 11,500 | 0.0% | 0.01% | -15.4% | |
| CWT | Exit | CALIFORNIA WTR SVC GRP CA | $0 | – | -4,200 | -100.0% | -0.04% | – |
| CB | Exit | CHUBB LIMITED | $0 | – | -1,656 | -100.0% | -0.04% | – |
| WBA | Exit | WALGREEN BOOTS ALLIANCE INC | $0 | – | -5,000 | -100.0% | -0.04% | – |
| Exit | T ROWE PRICE EQUITY INCOME FDfund | $0 | – | -16,875 | -100.0% | -0.08% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-10-15
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.