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Corey Lampman

Bts Asset Management, Inc.

Assets Managed
$25.945M
Holdings
31
Last Quarter
2026 - Q1
Filed Date
1d ago
Growth Rate
-64.91%(2Q avg: -35.06%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Bts Asset Management, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 31 positions.

Assets under management

The assets under management (AUM) of Bts Asset Management, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 25.945M in assets, with a quarterly growth rate of -64.91% and a 2-quarter average growth rate of -35.06%. The portfolio is managed by Corey Lampman, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
BIL
Spdr Bloomberg 1-3 Month T-b
Recent Activity
New Position
49.59%
$12.866M
140,398 shares@ $91.64 avg price
JEPI
Jpmorgan Equity Premium Inco
Recent Activity
Increased 2.37%
4.6%
$1.193M
21,055 shares@ $56.68 avg price
TFLO
Ishares Treasury Floating Ra
Recent Activity
Decreased -0.94%
3.47%
$899,111
17,758 shares@ $50.64 avg price
DIA
Spdr Djia Trust
Recent Activity
Decreased -37.33%
2.62%
$678,360
1,465 shares@ $463.05 avg price
SRLN
Spdr Blackstone Senior Loan
Recent Activity
Increased 2.26%
2.32%
$599,821
14,943 shares@ $40.15 avg price
JEPQ
Jpm Nasdaq Equity Premium
Recent Activity
Increased 7.81%
2.29%
$592,812
10,677 shares@ $55.53 avg price
PAYX
Paychex Inc
Recent Activity
New Position
2.26%
$586,312
6,365 shares@ $92.12 avg price
IEF
Ishares 7-10 Year Treasury B
Recent Activity
Increased 0.07%
2.12%
$549,380
5,756 shares@ $95.45 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 8.61%
1.99%
$515,068
2,953 shares@ $174.43 avg price
ALLE
Allegion Plc
Recent Activity
New Position
1.98%
$511,421
3,520 shares@ $145.3 avg price

1-10 of 31