Institutions / B & T Capital Management DBA Alpha Capital Management

B & T Capital Management DBA Alpha Capital Management

CIK 1450935 · Institution · as of Jun 30, 2026
Portfolio value
$762.88M
Positions
128
As of
Jun 30, 2026

Portfolio trend

Portfolio value

$762.88M+7.5%
$762.88M$736.36M$709.85MQ4 '25Q2 '26

Positions

128+10.3%
128122116Q4 '25Q2 '26

Top holdings

Jun 30, 2026View all 128 →
CompanyClassValueShares% of portfolio
Vanguard Bd Index Fds$80.36M1,094,72310.5%
Invesco Qqq Tr$59.23M80,4367.8%
Vanguard Whitehall Fds$29.10M311,5963.8%
Vanguard Index Fds$23.52M243,8793.1%
ETF Ser Solutions$23.46M141,8483.1%
Schwab Strategic Tr$22.94M779,6373.0%
iShares MSCI UAE ETF$22.34M335,5092.9%
Schwab Strategic Tr$21.39M632,0372.8%
SPDR Series Trust$16.87M184,1032.2%
J P Morgan Exchange Traded F$16.35M209,5062.1%
Rbb Fd Inc$16.26M326,0512.1%
First Tr Exchange Traded Fd$15.71M364,2522.1%
Apple Inc.$14.45M49,9311.9%
Alphabet Inc.$14.23M39,8071.9%
NVIDIA Corp$13.31M66,5371.7%
JPMorgan Chase & Co$12.05M36,8171.6%
Amazon.com Inc$11.17M46,8721.5%
Quanta Services Inc$10.86M15,0831.4%
Atlas Energy Solutions Inc.$10.56M635,4811.4%
Blackstone Inc$9.70M82,4131.3%
Nextera Energy Inc$9.61M109,5341.3%
KKR & Co. Inc.$9.35M101,9031.2%
Taiwan Semiconductor Manufacturing Co LtdTSMADR$8.53M17,8651.1%
Caterpillar Inc$8.52M8,0001.1%
Meta Platforms Inc$8.19M14,5311.1%

Activity

InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
DateActionCompanyValueShares ΔPosition afterImpact
Q2 2026
as of
ExitBooking Holdings Inc
Common stock
$-8.39M-2K
-100.00%
0
medium
Q2 2026
as of
AddiShares MSCI UAE ETF
Common stock
$8.35M+125K
+59.62%
335,509
2.93% of portfolio
medium
Q2 2026
as of
Trim46090E103
Common stock
$-8.30M-11K
-12.29%
80,436
7.76% of portfolio
medium
Q2 2026
as of
TrimQuanta Services Inc
Common stock
$-7.57M-11K
-41.08%
15,083
1.42% of portfolio
medium
Q2 2026
as of
TrimWarren E. Buffett
Common stock
$-7.51M-15K
-91.13%
1,461
0.10% of portfolio
medium
Q2 2026
as of
Add74933W452
Common stock
$7.39M+148K
+83.44%
326,051
2.13% of portfolio
medium
Q2 2026
as of
ExitHoneywell International Inc
Common stock
$-7.22M-37K
-100.00%
0
medium
Q2 2026
as of
TrimSnowflake Inc.
Common stock
$-5.40M-21K
-54.47%
17,726
0.59% of portfolio
medium
Q2 2026
as of
NewWalt Disney Co
Common stock
$5.22M+54K
54,237
0.68% of portfolio
medium
Q2 2026
as of
TrimCaterpillar Inc
Common stock
$-5.01M-5K
-37.02%
8,000
1.12% of portfolio
medium