BTR CAPITAL MANAGEMENT INC

13F Portfolio Filings

Most recent 13F
Q3 2022
Location
Oakland, CA
CIK
0000883790
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2022 162 640,626 AAPL, MSFT, GOOGL, UNH 13F-HR 10/12/2022 000088379022000008
Q2 2022 159 696,496 MSFT, AAPL, GOOGL, TMO 13F-HR 7/11/2022 000088379022000006
Q1 2022 168 812,985 AAPL, MSFT, GOOGL, MINT 13F-HR 5/2/2022 000088379022000004
Q4 2021 174 886,205 MSFT, AAPL, MINT, GOOGL 13F-HR 2/2/2022 000088379022000002
Q3 2021 162 806,615 MINT, MSFT, AAPL, GOOGL 13F-HR 10/18/2021 000088379021000009
Q2 2021 169 801,127 MSFT, AAPL, MINT, GOOGL 13F-HR 8/2/2021 000088379021000006
Q1 2021 169 687,069 MSFT, AAPL, JPM, GOOGL 13F-HR 4/8/2021 000088379021000004
Q4 2020 168 639,939 AAPL, MSFT, QCOM, DIS 13F-HR 1/12/2021 000088379021000002
Q3 2020 155 565,107 AAPL, MSFT, TMO, QCOM 13F-HR 10/15/2020 000088379020000008
Q2 2020 153 532,613 MSFT, AAPL, GOOGL, V 13F-HR 7/23/2020 000088379020000006
Q1 2020 145 451,829 MSFT, AAPL, GOOGL, JPM 13F-HR 4/21/2020 000088379020000004
Q4 2019 166 580,479 MSFT, AAPL, JPM, DIS 13F-HR 1/17/2020 000088379020000002
Q3 2019 166 531,937 MSFT, AAPL, JPM, GOOGL 13F-HR 10/21/2019 000088379019000008
Q2 2019 165 536,480 MSFT, AAPL, JPM, DIS 13F-HR 7/18/2019 000088379019000006
Q1 2019 163 520,365 MSFT, AAPL, GOOGL, JPM 13F-HR 4/4/2019 000088379019000004
Q4 2018 162 474,918 MSFT, JPM, GOOGL, AAPL 13F-HR 1/23/2019 000088379019000002
Q3 2018 172 574,941 MSFT, AAPL, JPM, GOOGL 13F-HR 10/4/2018 000088379018000008
Q2 2018 144 519,179 MSFT, AAPL, GOOGL, JPM 13F-HR 8/1/2018 000088379018000006
Q1 2018 143 500,016 MSFT, AAPL, JPM, GOOGL 13F-HR 5/1/2018 000088379018000004
Q4 2017 151 510,954 AAPL, MSFT, JPM, GOOGL 13F-HR 1/31/2018 000088379018000002
Q3 2017 148 490,365 AAPL, MSFT, JPM, GOOGL 13F-HR 10/27/2017 000088379017000008
Q2 2017 150 487,361 AAPL, MSFT, JPM, GOOGL 13F-HR 7/14/2017 000088379017000006
Q1 2017 155 478,132 AAPL, MSFT, JPM, GOOGL 13F-HR 4/25/2017 000088379017000004
Q4 2016 164 445,837 AAPL, MSFT, JPM, CVS 13F-HR 1/26/2017 000088379017000002
Q3 2016 164 445,837 AAPL, MSFT, JPM, CVS 13F-HR 10/14/2016 000088379016000019
Q2 2016 156 435,715 MSFT, JPM, CVS, AAPL 13F-HR 7/15/2016 000088379016000017
Q1 2016 157 430,187 MSFT, AAPL, ORCL, JPM 13F-HR 4/15/2016 000088379016000015
Q4 2015 169 439,986 MSFT, JPM, AAPL, JNJ 13F-HR 1/19/2016 000088379016000013
Q3 2015 168 417,837 AAPL, JPM, MSFT, ORCL 13F-HR 10/26/2015 000088379015000010
Q2 2015 154 424,943 AAPL, JPM, ORCL, CVX 13F-HR 7/13/2015 000088379015000007
Q1 2015 157 412,664 AAPL, ORCL, CVX, JPM 13F-HR 4/22/2015 000088379015000003
Q4 2014 135 366,666 ORCL, CVX, MSFT, JPM 13F-HR 1/9/2015 000088379015000001
Q3 2014 133 362,291 CVX, SLB, MSFT, JPM 13F-HR 10/14/2014 000088379014000005
Q2 2014 135 364,435 SLB, MSFT, CVX, ORCL 13F-HR 7/16/2014 000088379014000004
Q1 2014 137 343,125 MSFT, ORCL, SLB, CVX 13F-HR 4/9/2014 000088379014000002
Q4 2013 143 350,519 ORCL, STWD, MSFT, SLB 13F-HR 1/16/2014 000088379014000001