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Paul Larsen

Btc Capital Management, Inc.

Assets Managed
$1.647B
Holdings
207
Last Quarter
2026 - Q2
Filed Date
4d ago
Growth Rate
11.49%(2Q avg: 7.29%)
Sustained Growth
2 quarters

Portfolio positions

This chart displays the top 10 holdings in Btc Capital Management, Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 207 positions.

Assets under management

The assets under management (AUM) of Btc Capital Management, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 1.647B in assets, with a quarterly growth rate of 11.49% and a 2-quarter average growth rate of 7.29%. The portfolio is managed by Paul Larsen, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
NVDA
Nvidia Corp
Recent Activity
Increased 2.99%
4.66%
$76.674M
383,269 shares@ $200.06 avg price
BND
Vanguard Total Bond Market
Recent Activity
Increased 6.31%
4.39%
$72.187M
984,185 shares@ $73.35 avg price
AAPL
Apple Inc
Recent Activity
Increased 2.09%
4.32%
$71.138M
245,369 shares@ $289.93 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 14.14%
3.92%
$64.512M
172,761 shares@ $373.42 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -12.22%
3.79%
$62.338M
174,067 shares@ $358.13 avg price
EFA
Ishares Msci Eafe Etf
Recent Activity
Increased 4.76%
3.39%
$55.761M
536,747 shares@ $103.89 avg price
IWF
Ishares Russell 1000 Growth
Recent Activity
Increased 306.68%
2.71%
$44.588M
358,431 shares@ $124.4 avg price
AVGO
Broadcom Inc
Recent Activity
Decreased -6.68%
2.62%
$43.135M
114,206 shares@ $377.7 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 10.4%
2.54%
$41.791M
175,342 shares@ $238.35 avg price
IWB
Ishares Russell 1000 Etf
Recent Activity
Increased 14.06%
2.03%
$33.361M
81,262 shares@ $410.55 avg price

1-10 of 207