— Know what they know.
Not Investment Advice
Asset Manager ← All Institutions

NBT BANK N A /NY

52 SOUTH BROAD STREET, NORWICH, NY 13815 • 6073376259

Q3 2025 · Filed 2025-10-28
Market Value
$1.5B
+0.3%
Holdings
827
+19
New Purchases
50
Added To
152
Closed
39
Reduced
377
Top 10 Concentration
30.0%
Turnover
10.8%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AAPL 4.90% 4.04% +0.86% $71M
GOOGL 2.61% 1.92% +0.69% $38M
GOOG 2.53% 1.90% +0.63% $37M
CAT 1.37% 1.13% +0.24% $20M
JNJ 1.41% 1.19% +0.23% $21M
ORCL 0.98% 0.77% +0.20% $14M
GUNR 2.82% 2.63% +0.19% $41M
MSFT 7.30% 7.14% +0.17% $106M
JPM 2.81% 2.64% +0.17% $41M
LOW 1.63% 1.46% +0.16% $24M
ABBV 0.84% 0.69% +0.15% $12M
NVDA 0.94% 0.81% +0.13% $14M
RTX 0.99% 0.87% +0.12% $14M
IBM 0.98% 0.88% +0.10% $14M
TJX 0.67% 0.57% +0.10% $10M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IUSG 0.00% 1.37% -1.37% $22K
VTV 0.02% 1.21% -1.19% $248K
VCSH 0.02% 0.62% -0.60% $268K
IXUS 0.01% 0.44% -0.43% $112K
AOR 0.00% 0.42% -0.42% $6K
TLT 0.00% 0.38% -0.38% $6K
ANGL 0.02% 0.39% -0.37% $221K
DE 0.97% 1.12% -0.15% $14M
PG 1.34% 1.44% -0.10% $20M
TT 1.74% 1.83% -0.09% $25M
SPGI 0.62% 0.71% -0.09% $9M
COST 0.96% 1.03% -0.07% $14M
TXN 0.08% 0.14% -0.06% $1M
GWW 0.51% 0.57% -0.06% $7M
BIV 0.08% 0.14% -0.06% $1M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 42.3%
Technology 15.0%
Industrials 11.4%
Healthcare 7.2%
Communication Services 7.0%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 76 $733M 50.3%
Large Cap 472 $605M 41.5%
Mid Cap 164 $103M 7.1%
Small Cap 87 $14M 0.9%
Micro Cap 28 $2M 0.1%

Portfolio Analytics

Avg Market Cap
$107.4B
Median Market Cap
$23.3B
Avg P/E
30.7
Median P/E
22.7
Avg Dividend Yield
0.02%
Avg Beta
0.96
# Stocks
515
# ETFs / Funds
312

Top Holdings (827 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 MSFT 7.30% 205,471 $106M $518.03 $3M -2,971 -1.4%
2 AAPL 4.90% 270,585 $71M $263.83 $13M -15,228 -5.3%
3 GUNR 2.82% 938,311 $41M $43.78 $3M -12,434 -1.3%
4 JPM 2.81% 128,430 $41M $318.85 $3M -4,053 -3.1%
5 GOOGL 2.61% 154,242 $38M $246.50 $10M -4,128 -2.6%
6 GOOG 2.53% 149,537 $37M $246.33 $9M -5,761 -3.7%
7 EFG 2.19% 276,227 $32M $115.27 $2M +5,798 +2.1%
8 TT 1.74% 59,946 $25M $421.96 -$1M -785 -1.3%
9 LOW 1.63% 94,156 $24M $251.95 $2M -1,650 -1.7%
10 AMZN 1.47% 96,351 $21M $221.87 -$352K -2,696 -2.7%
11 JNJ 1.41% 108,777 $21M $189.29 $3M -3,984 -3.5%
12 CAT 1.37% 31,110 $20M $641.04 $4M -11,063 -26.2%
13 PG 1.34% 123,582 $20M $158.01 -$1M -7,764 -5.9%
14 MCD 1.33% 63,978 $19M $302.85 $393K -995 -1.5%
15 XOM 1.33% 164,108 $19M $118.05 $490K -11,060 -6.3%
16 BRK-B 1.31% 35,781 $19M $531.47 $1M -736 -2.0%
17 VTI 1.28% 4,631 $19M $4,018.82 $1M -53,257 -92.0%
18 RTX 0.99% 83,921 $14M $171.35 $2M -2,196 -2.5%
19 IBM 0.98% 47,776 $14M $298.04 $2M +4,663 +10.8%
20 ORCL 0.98% 49,772 $14M $285.62 $3M -1,523 -3.0%
21 DE 0.97% 31,436 $14M $450.77 -$2M -636 -2.0%
22 ABT 0.96% 103,810 $14M $134.63 -$416K -2,001 -1.9%
23 COST 0.96% 15,829 $14M $881.13 -$956K +774 +5.1%
24 NVDA 0.94% 71,961 $14M $190.21 $2M -2,292 -3.1%
25 WMT 0.91% 117,975 $13M $112.80 $602K -11,972 -9.2%
26 IGSB 0.90% 247,727 $13M $53.13 $62K -594 -0.2%
27 CVX 0.89% 83,464 $13M $155.32 $707K -2,134 -2.5%
28 ABBV 0.84% 52,450 $12M $234.07 $2M -1,516 -2.8%
29 ADP 0.82% 40,936 $12M $291.81 -$667K +40 +0.1%
30 SDY 0.79% 82,327 $12M $140.05 $347K -65 -0.1%
31 STIP 0.78% 110,603 $11M $103.32 $779K +7,137 +6.9%
32 NBTB 0.77% 248,685 $11M $45.01 $23K -20,122 -7.5%
33 CSCO 0.73% 154,090 $11M $68.77 -$495K -5,768 -3.6%
34 PEP 0.73% 74,188 $11M $142.43 $329K -3,346 -4.3%
35 TJX 0.67% 67,726 $10M $144.54 $2M +694 +1.0%
36 MDY 0.66% 16,051 $10M $596.03 $205K -475 -2.9%
37 VOO 0.65% 16,954 $9M $558.19 $743K +1,601 +10.4%
38 SPY 0.62% 13,495 $9M $666.17 $254K -644 -4.5%
39 SPGI 0.62% 18,452 $9M $486.71 -$1M -996 -5.1%
40 UNP 0.60% 37,125 $9M $236.37 $251K +78 +0.2%
41 DHR 0.58% 43,123 $9M $197.42 -$294 +25 +0.1%
42 GS 0.57% 11,267 $8M $742.63 $1M +1,391 +14.1%
43 IWM 0.57% 34,016 $8M $245.44 $868K -653 -1.9%
44 AGG 0.57% 10,385 $8M $795.24 $80K -72,057 -87.4%
45 MRK 0.55% 94,175 $8M $84.62 $388K -1,597 -1.7%
46 SHY 0.53% 93,058 $8M $82.96 $152K +1,719 +1.9%
47 NFRA 0.52% 120,616 $8M $62.91 $67K -925 -0.8%
48 IEFA 0.52% 86,150 $8M $87.31 $307K -270 -0.3%
49 LLY 0.51% 10,441 $7M $716.73 -$817K -207 -1.9%
50 SCHD 0.51% 273,217 $7M $27.32 -$94K -11,976 -4.2%
51 GWW 0.51% 7,832 $7M $952.96 -$821K -132 -1.7%
52 EFA 0.49% 77,055 $7M $93.37 $352K +505 +0.7%
53 PANW 0.47% 33,943 $7M $203.62 $841K +4,278 +14.4%
54 IJT 0.46% 3,454 $7M $1,948.47 $475K -43,563 -92.7%
55 DIS 0.46% 57,889 $7M $115.94 -$571K -838 -1.4%
56 VBR 0.46% 828 $7M $8,025.00 $496K -30,701 -97.4%
57 META 0.46% 9,691 $7M $684.37 $51K +774 +8.7%
58 NEE 0.45% 84,990 $6M $76.39 $336K -3,695 -4.2%
59 GD 0.44% 19,221 $6M $335.98 $1M +1,075 +5.9%
60 HD 0.42% 15,179 $6M $405.20 $515K -193 -1.3%
61 BMO 0.41% 1,302 $6M $4,608.67 $902K -44,785 -97.2%
62 HON 0.41% 28,586 $6M $209.31 -$664K +41 +0.1%
63 KO 0.41% 89,335 $6M $66.44 -$543K -2,234 -2.4%
64 V 0.40% 17,298 $6M $338.14 -$192K +283 +1.7%
65 HYG 0.39% 54,407 $6M $104.47 -$61K -16,826 -23.6%
66 AXP 0.38% 16,691 $6M $332.16 $103K -368 -2.2%
67 NFLX 0.37% 5,564 $5M $969.22 -$576K +1,107 +24.8%
68 QCOM 0.37% 32,522 $5M $165.64 $185K -144 -0.4%
69 IVV 0.37% 4,983 $5M $1,078.70 $397K -3,035 -37.9%
70 NYF 0.35% 96,440 $5M $53.35 -$341K -8,780 -8.3%
71 AVGO 0.34% 15,138 $5M $329.91 $1M +686 +4.8%
72 TMO 0.34% 10,550 $5M $463.64 $1M +1,004 +10.5%
73 PM 0.33% 30,038 $5M $161.97 -$725K -655 -2.1%
74 XLK 0.33% 17,174 $5M $281.86 $425K -264 -1.5%
75 IR 0.33% 58,384 $5M $82.62 -$33K
76 SCHF 0.33% 193,536 $5M $24.91 $134K -18,523 -8.7%
77 UNH 0.33% 14,171 $5M $339.82 $242K -489 -3.3%
78 ETN 0.33% 13,027 $5M $365.32 $211K +286 +2.2%
79 MMC 0.32% 23,099 $5M $200.20 -$584K -723 -3.0%
80 EEM 0.32% 86,037 $5M $53.40 $413K -641 -0.7%
81 LMT 0.31% 9,671 $5M $467.38 $223K +394 +4.2%
82 PFE 0.29% 152,055 $4M $27.55 $132K -15,309 -9.2%
83 IJH 0.29% 63,036 $4M $66.06 $211K -705 -1.1%
84 LIN 0.29% 8,754 $4M $475.00 $128K +165 +1.9%
85 UBER 0.28% 40,936 $4M $97.98 $187K -45 -0.1%
86 SCZ 0.27% 51,755 $4M $76.67 $178K -394 -0.8%
87 GE 0.27% 13,651 $4M $290.65 $568K +442 +3.4%
88 VZ 0.27% 81,484 $4M $48.40 $47K -8,582 -9.5%
89 BRK-A 0.26% 5 $4M $754,200.00 $127K
90 GDX 0.26% 49,029 $4M $76.40 $1M -2,104 -4.1%
91 NVS 0.25% 28,689 $4M $127.92 $195K -30 -0.1%
92 MA 0.25% 6,947 $4M $522.63 -$25K +442 +6.8%
93 GLD 0.25% 6,435 $4M $563.04 $483K -3,865 -37.5%
94 TROW 0.25% 35,199 $4M $102.64 $173K -447 -1.2%
95 XLB 0.25% 40,237 $4M $89.62 $46K -305 -0.8%
96 IBB 0.25% 24,955 $4M $144.37 $434K -92 -0.4%
97 APH 0.24% 28,565 $4M $123.75 $750K +358 +1.3%
98 DON 0.24% 46,056 $3M $74.96 $92K -20,988 -31.3%
99 CRM 0.23% 14,569 $3M $233.54 -$524K +172 +1.2%
100 SPDW 0.23% 78,600 $3M $43.02 $6K -4,768 -5.7%

New Positions

SymbolValue% Port
CIBR $182K 0.01%
ROL $58K —%
LII $53K —%
WFC-PL $43K —%
PKG $41K —%
RPM $41K —%
STE $41K —%
TR $39K —%
USXF $38K —%
IBHE $37K —%
BBT $32K —%
ARCC $31K —%
IDEV $26K —%
ULTA $24K —%
NEM $23K —%

Sold Out Positions

SymbolValue% Port
PDI —%
CBZ —%
BGS —%
LUV —%
RQI —%
HLN —%
KMI —%
INGR —%
O —%
TK —%
COF —%
GNRC —%
OKE —%
CRON —%
MGEE —%
View SEC EDGAR Filings for NBT BANK N A /NY →

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms