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 |
---|---|---|---|
GSGoldman Sachs Group Inc
| 0.72% | $3.912M 6,832 shares@ $572.67 avg price | Decreased -6.23% |
SCHDSchwab Strategic Tr
| 0.7% | $3.774M 138,128 shares@ $27.32 avg price | Increased 194% |
PEPPepsico Inc
| 0.7% | $3.772M 24,808 shares@ $152.07 avg price | Increased 5.16% |
AMGNAmgen Inc
| 0.68% | $3.69M 14,157 shares@ $260.65 avg price | Increased 4.61% |
CVXChevron Corp New
| 0.68% | $3.679M 25,399 shares@ $144.85 avg price | Decreased -0.23% |
SHOPShopify Inc
| 0.61% | $3.316M 31,186 shares@ $106.34 avg price | Decreased -18.41% |
MAMastercard Incorporated
| 0.61% | $3.29M 6,248 shares@ $526.57 avg price | Decreased -1.32% |
COSTCostco Whsl Corp New
| 0.55% | $2.982M 3,254 shares@ $916.29 avg price | Increased 0.25% |
MLMMartin Marietta Matls Inc
| 0.55% | $2.97M 5,750 shares@ $516.46 avg price | Decreased -1.15% |
ROPRoper Technologies Inc
| 0.53% | $2.856M 5,493 shares@ $519.89 avg price | Increased 0.81% |