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BTR Capital Management Inc. Q2 2022 vs. Q3 2022: Analyzing the Top 50 Holdings

Ava Hoppe | 2 May, 2023

Investment management firm BTR Capital Management Inc recently released its Form 13F filing for Q3 2022. The document discloses the company's top 50 holdings, revealing the changes in the number of shares and value of each holding between Q2 2022 and Q3 2022. In this article, we will analyze the top holdings of BTR Capital Management Inc, highlighting the significant changes and trends in the firm's investment strategy.

The top holding of BTR Capital Management Inc is Apple Inc (AAPL), with 248,868 shares worth $34,394,000 as of Q3 2022. This represents a slight decrease of 0.8% in the number of shares compared to Q2 2022. Microsoft Corp (MSFT) is the second-largest holding with 136,602 shares valued at $31,815,000. Although the firm sold 11% of its Microsoft shares, it remains a significant part of their portfolio.

One notable shift in BTR Capital Management's investment strategy is the substantial increase in their holding of Alphabet Inc (GOOGL) shares. The company purchased 213,074 shares of the tech giant in Q3 2022, increasing their holding by 1,890%, making Alphabet Inc the third-largest holding for BTR Capital Management. On the other hand, the firm's holdings in Visa Inc (V) decreased by 11%, while its holding in the Procter & Gamble Co (PG) experienced an 11.8% decrease in value.

The company also added Lowes Cos Inc (LOW) and Jacobs Solutions Inc (J) to their portfolio, with 6.7% and 5.6% weightings, respectively. BTR Capital Management significantly reduced its position in PIMCO ETF TR (MINT) by 29.7% and sold 42% of its Verizon Communications Inc (VZ) shares.

Another interesting trend in BTR Capital Management’s portfolio is the significant investment in the SPDR S&P Biotech ETF Trust (XBI), which has increased by 11.4% between Q2 and Q3 2022. It is also worth noting the substantial decrease in holdings of the WisdomTree Europe Hedged Equity Fund (HEDJ) and the SPDR Bloomberg Barclays Short Term Corporate Bond ETF (SPSB), with a decrease of 5.1% and 19.3%, respectively.

In conclusion, BTR Capital Management Inc's recent 13F filing reflects a conservative investment strategy, with the company maintaining its top holdings, reducing holdings in some areas, and increasing holdings in others. It is important to note that the 13F filing is released 45 days after the end of the quarter and does not reflect any changes in the holdings of the portfolio since the filing date.

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