NBT BANK N A /NY
•CIK: 898413•Filing: Q4 2025
**NBT BANK N A /NY** manages $1.5B across a diversified portfolio of 821 positions. The fund exhibits significant concentration in mega-cap technology and financial names, notably holding MSFT at $98.6M and AAPL at $74.6M. Further top allocations include GOOGL ($47.3M), GOOG ($47.0M), and JPM ($41.1M). This structure suggests a core strategy focused on established market leaders across technology and financial services sectors.
Total AUM
$1.5B
QoQ Performance
+0.9%
Positions
819
Top 10 Concentration
31.2%
Latest Filing
Q4 2025
Top Holdings Allocation
MSFT
MSFT6.4%
AAPL4.8%
GOOGL3.1%
GOOG3.0%
GUNR2.7%
JPM2.7%
EFG2.1%
CAT1.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other42.5%
Technology23.5%
Financial7.5%
Consumer7.0%
Healthcare6.9%
Industrial5.6%
ETF1.7%
Consumer Staples1.5%
🚪 Exited Positionssold since Q3 2025
+608 more exited positions
Changes from Q3 2025
↑55 increased
↓138 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023