13F Filings History of BTR CAPITAL MANAGEMENT INC

Latest 13F report
Q3 2022 - 12 Oct 2022
Value $
$640,626,000
Signature - Title
Anna Formicola - Senior Vice President
Location
Oakland, CA
Summary
This page shows a list of all the recent 13F filings made by BTR CAPITAL MANAGEMENT INC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. BTR CAPITAL MANAGEMENT INC reported 162 stock holdings with total value $640,626,000 as of Q3 2022. Top holdings included AAPL, MSFT, GOOGL, UNH, and TMO.

Notify me when BTR CAPITAL MANAGEMENT INC files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2022 162 $640,626,000 +$41,600,270 -$30,164,885 +$11,435,385 AAPL, MSFT, GOOGL, UNH, TMO 13F-HR 12 Oct 2022, 13:34
Q2 2022 159 $696,496,000 +$8,383,353 -$29,558,785 -$21,175,432 MSFT, AAPL, GOOGL, TMO, UNH 13F-HR 11 Jul 2022, 18:35
Q1 2022 168 $812,985,000 +$8,919,935 -$49,040,987 -$40,121,052 AAPL, MSFT, GOOGL, MINT, QCOM 13F-HR 02 May 2022, 15:16
Q4 2021 174 $886,205,000 +$38,094,162 -$37,616,354 +$477,808 MSFT, AAPL, MINT, GOOGL, QCOM 13F-HR 02 Feb 2022, 14:48
Q3 2021 162 $806,615,000 +$28,873,397 -$14,341,336 +$14,532,061 MINT, MSFT, AAPL, GOOGL, JPM 13F-HR 18 Oct 2021, 15:03
Q2 2021 169 $801,127,000 +$112,014,928 -$38,723,798 +$73,291,130 MSFT, AAPL, MINT, GOOGL, JPM 13F-HR 30 Jul 2021, 18:07
Q1 2021 169 $687,069,000 +$29,138,053 -$11,323,243 +$17,814,810 MSFT, AAPL, JPM, GOOGL, DIS 13F-HR 08 Apr 2021, 13:53
Q4 2020 168 $639,939,000 +$25,923,680 -$22,107,778 +$3,815,902 AAPL, MSFT, QCOM, DIS, V 13F-HR 12 Jan 2021, 14:18
Q3 2020 155 $565,107,000 +$34,462,083 -$17,555,818 +$16,906,265 AAPL, MSFT, TMO, QCOM, V 13F-HR 15 Oct 2020, 13:56
Q2 2020 153 $532,613,000 +$27,303,588 -$32,553,566 -$5,249,978 MSFT, AAPL, GOOGL, V, TMO 13F-HR 23 Jul 2020, 14:38
Q1 2020 145 $451,829,000 +$31,392,292 -$34,856,174 -$3,463,882 MSFT, AAPL, GOOGL, JPM, PEP 13F-HR 20 Apr 2020, 17:56
Q4 2019 166 $580,479,000 +$15,049,375 -$12,749,797 +$2,299,578 MSFT, AAPL, JPM, DIS, GOOGL 13F-HR 16 Jan 2020, 18:11
Q3 2019 166 $531,937,000 +$12,526,265 -$26,866,386 -$14,340,121 MSFT, AAPL, JPM, GOOGL, DIS 13F-HR 18 Oct 2019, 18:39
Q2 2019 165 $536,480,000 +$17,343,919 -$25,801,401 -$8,457,482 MSFT, AAPL, JPM, DIS, V 13F-HR 18 Jul 2019, 13:16
Q1 2019 163 $520,365,000 +$26,696,560 -$41,018,093 -$14,321,533 MSFT, AAPL, GOOGL, JPM, PEP 13F-HR 03 Apr 2019, 18:59
Q4 2018 162 $474,918,000 +$28,577,111 -$52,330,644 -$23,753,533 MSFT, JPM, GOOGL, AAPL, PEP 13F-HR 23 Jan 2019, 14:50
Q3 2018 172 $574,941,000 +$23,663,357 -$13,867,120 +$9,796,237 MSFT, AAPL, JPM, GOOGL, V 13F-HR 04 Oct 2018, 14:34
Q2 2018 144 $519,179,000 +$15,725,355 -$8,267,501 +$7,457,854 MSFT, AAPL, GOOGL, JPM, PEP 13F-HR 31 Jul 2018, 22:06
Q1 2018 143 $500,016,000 +$23,406,360 -$19,217,089 +$4,189,271 MSFT, AAPL, JPM, GOOGL, PEP 13F-HR 30 Apr 2018, 21:51
Q4 2017 151 $510,954,000 +$18,783,005 -$21,022,911 -$2,239,906 AAPL, MSFT, JPM, GOOGL, PEP 13F-HR 30 Jan 2018, 18:56
Q3 2017 148 $490,365,000 +$3,102,825 -$12,423,432 -$9,320,607 AAPL, MSFT, JPM, GOOGL, CVX 13F-HR 27 Oct 2017, 13:19
Q2 2017 150 $487,361,000 +$12,361,803 -$12,270,925 +$90,878 AAPL, MSFT, JPM, GOOGL, PEP 13F-HR 13 Jul 2017, 18:43
Q1 2017 155 $478,132,000 +$50,650,679 -$43,755,763 +$6,894,916 AAPL, MSFT, JPM, GOOGL, PEP 13F-HR 24 Apr 2017, 19:31
Q4 2016 164 $422,761,000 $0 $0 $0 AAPL, MSFT, CVS, GOOGL, CVX 13F-HR 25 Jan 2017, 19:08
Q3 2016 164 $445,837,000 +$38,530,533 -$39,710,344 -$1,179,811 AAPL, MSFT, JPM, CVS, GOOGL 13F-HR 14 Oct 2016, 16:43
Q2 2016 156 $435,715,000 +$20,082,122 -$24,019,979 -$3,937,857 MSFT, JPM, CVS, AAPL, CVX 13F-HR 15 Jul 2016, 14:17
Q1 2016 157 $430,187,000 +$29,771,707 -$43,252,911 -$13,481,204 MSFT, AAPL, ORCL, JPM, PEP 13F-HR 15 Apr 2016, 16:38
Q4 2015 169 $439,986,000 +$44,301,295 -$43,921,106 +$380,189 MSFT, JPM, AAPL, JNJ, ORCL 13F-HR 15 Jan 2016, 17:54
Q3 2015 167 $417,837,000 +$53,901,928 -$15,556,601 +$38,345,327 AAPL, JPM, MSFT, ORCL, JNJ 13F-HR 26 Oct 2015, 12:47
Q2 2015 154 $424,943,000 +$30,224,599 -$14,132,171 +$16,092,428 AAPL, JPM, ORCL, CVX, UTX 13F-HR 13 Jul 2015, 11:50
Q1 2015 157 $412,664,000 +$86,505,083 -$36,426,147 +$50,078,936 AAPL, ORCL, CVX, JPM, UTX 13F-HR 22 Apr 2015, 15:09
Q4 2014 135 $366,666,000 +$25,822,772 -$31,127,194 -$5,304,422 ORCL, CVX, MSFT, JPM, UTX 13F-HR 09 Jan 2015, 13:50
Q3 2014 133 $362,291,000 +$18,620,495 -$14,568,698 +$4,051,797 CVX, SLB, MSFT, JPM, ORCL 13F-HR 14 Oct 2014, 12:50
Q2 2014 135 $364,435,000 +$33,650,451 -$19,083,511 +$14,566,940 SLB, MSFT, CVX, ORCL, JPM 13F-HR 16 Jul 2014, 16:48
Q1 2014 137 $343,125,000 +$14,631,523 -$27,917,749 -$13,286,226 MSFT, ORCL, SLB, CVX, JNJ 13F-HR 08 Apr 2014, 19:52
Q4 2013 143 $350,519,000 $0 $0 $0 ORCL, STWD, MSFT, SLB, TMO 13F-HR 16 Jan 2014, 13:23