Mike Turner
@B & T Capital Management Dba Alpha Capital Management
Latest period2024 - Q4ReportedManaged Assets$545.583MTotal holdings114
Assets growth rate2.54%Assets growth rate (2-Q avg)3.05%Continuous growth in asset value6 quarters
Portfolio positions
This chart displays the top 10 holdings in B & T Capital Management Dba Alpha Capital Management's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 114 positions.
Assets under management
The assets under management (AUM) of B & T Capital Management Dba Alpha Capital Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 6 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 545.583M in assets, with a quarterly growth rate of 2.54% and a 2-quarter average growth rate of 3.05%. The portfolio is managed by Mike Turner, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
VIGIVanguard Whitehall Fds
| 3.98% | $21.684M 271,085 shares@ $80.0 avg price | Increased 5.69% |
SCHGSchwab Strategic Tr
| 3.93% | $21.393M 767,615 shares@ $27.88 avg price | Increased 292.96% |
SCHXSchwab Strategic Tr
| 3.36% | $18.316M 790,181 shares@ $23.18 avg price | Increased 198.37% |
VNQVanguard Index Fds
| 3.09% | $16.831M 188,943 shares@ $89.08 avg price | Increased 1.45% |
XLESelect Sector Spdr Tr
| 2.92% | $15.919M 185,837 shares@ $85.66 avg price | Increased 2.72% |
AESIAtlas Energy Solutions Inc
| 1.43% | $7.798M 351,565 shares@ $22.19 avg price | Increased 0.82% |
NEENextera Energy Inc
| 1.42% | $7.717M 107,638 shares@ $71.7 avg price | Increased 0.45% |
HONHoneywell Intl Inc
| 1.4% | $7.626M 33,761 shares@ $225.89 avg price | Increased 1.27% |
BRK.BBerkshire Hathaway Inc Del
| 1.39% | $7.576M 16,714 shares@ $453.29 avg price | Increased 1.07% |
XOMExxon Mobil Corp
| 1.14% | $6.17M 57,359 shares@ $107.57 avg price | Increased 0.21% |