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| Happy Holidays!! thanks for using AUM13F!! |
| NBT Capital Management Inc
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| CRD # | 104932 |
| SEC # | 801-30786 |
| CIK # | 0001983391 |
| AUM | $1.5 B (2025-06-17) |
| Employees | 15 (27% Investors, 13% Brokers) |
| Phone | 607-584-4141 |
| Address | 331 Main Street Johnson City, NY 13790-3330 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 103.7 | ||
| Apple Inc | 58.6 | ||
| J P Morgan Chase & Co | 38.4 | ||
| Alphabet Inc | 27.9 | ||
| Alphabet Inc | 27.5 | ||
| Ingersoll-Rand PLC | 26.6 | ||
| Amazon Com Inc | 21.7 | ||
| Lowes Companies Inc | 21.3 | ||
| Procter & Gamble Co | 20.9 | ||
| McDonalds Corp | 19.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 423 | 168.6 |
| (b) Individuals (high net worth individuals) | 170 | 202.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 346 | 1,123.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,384 | 1,494.5 |
| By Discretionary | ||
| Discretionary | 1,097 | 1,090.2 |
| Non-Discretionary | 287 | 404.3 |
| Total | 1,384 | 1,494.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.5 | |
| United States Persons | 1,494.1 | |
| Total | 1,384 | 1,494.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-NT | [0001983391] |
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Trivium Point Advisory LLC
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Magnolia Capital Advisors LLC
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MS | 1.5 |