Nbt Bank N A /Ny Top Holdings and 13F Report (2025)

About Nbt Bank N A /Ny

Investment Activity

Nbt Bank N A /Ny has $1.46 billion in total holdings as of June 30, 2025.
Nbt Bank N A /Ny owns shares of 994 different stocks, but just 110 companies or ETFs make up 80% of its holdings.
Approximately 63.42% of the portfolio was purchased this quarter.
About 1.95% of the portfolio was sold this quarter.
This quarter, Nbt Bank N A /Ny has purchased 1,004 new stocks and bought additional shares in 289 stocks.
Nbt Bank N A /Ny sold shares of 197 stocks and completely divested from 53 stocks this quarter.

Largest Holdings

Microsoft: $103,681,167
Apple: $58,640,947
FlexShares Morningstar Global Upstream Natural Resources Index Fund: $38,129,168
JPMorgan Chase & Co.: $37,821,369
iShares MSCI EAFE Growth ETF: $29,898,176

Largest New Holdings this Quarter

75281A109 - Range Resources: $213,273 Holding
45783Y855 - Innovator Defined Wealth Shield ETF: $201,430 Holding
55277P104 - MGE Energy: $156,293 Holding
45782C474 - Innovator U.S. Small Cap Power Buffer ETF - January: $103,070 Holding
46138K103 - Invesco CurrencyShares Euro Trust: $21,758 Holding

Largest Purchases this Quarter

Microsoft: 207,507 shares (about $103.22M)
Apple: 275,536 shares (about $56.53M)
FlexShares Morningstar Global Upstream Natural Resources Index Fund: 950,431 shares (about $38.12M)
JPMorgan Chase & Co.: 128,440 shares (about $37.24M)
iShares MSCI EAFE Growth ETF: 263,420 shares (about $29.50M)

Largest Sales this Quarter

TJX Companies: 68,818 shares (about $8.50M)
QUALCOMM: 34,072 shares (about $5.43M)
SPDR S&P 500 ETF Trust: 1,523 shares (about $941.00K)
UnitedHealth Group: 2,645 shares (about $825.17K)
iShares Intermediate Government/Credit Bond ETF: 6,908 shares (about $737.71K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
MSFT Microsoft	$103,681,167	$103,216,089 ▲	22,193.3%	208,442	7.1%	Computer and Technology
AAPL Apple	$58,640,947	$56,532,390 ▲	2,681.1%	285,813	4.0%	Computer and Technology
GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund	$38,129,168	$38,121,788 ▲	516,538.6%	950,615	2.6%	ETF
JPM JPMorgan Chase & Co.	$37,821,369	$37,236,041 ▲	6,361.6%	130,459	2.6%	Finance
EFG iShares MSCI EAFE Growth ETF	$29,898,176	$29,503,040 ▲	7,466.6%	266,948	2.1%	ETF
GOOGL Alphabet	$27,548,202	$27,186,931 ▲	7,525.4%	156,320	1.9%	Computer and Technology
GOOG Alphabet	$27,201,740	$26,854,765 ▲	7,739.7%	153,344	1.9%	Computer and Technology
TT Trane Technologies	$26,564,347	$231,827 ▲	0.9%	60,731	1.8%	Construction
AMZN Amazon.com	$21,460,071	$21,193,512 ▲	7,950.8%	97,817	1.5%	Retail/Wholesale
LOW Lowe's Companies	$21,091,849	$20,927,887 ▲	12,763.9%	95,064	1.4%	Retail/Wholesale
PG Procter & Gamble	$20,926,082	$20,360,814 ▲	3,602.0%	131,346	1.4%	Consumer Staples
IUSG iShares Core S&P U.S. Growth ETF	$19,868,141	$118,966 ▲	0.6%	132,102	1.4%	Manufacturing
MCD McDonald's	$18,958,035	$18,932,908 ▲	75,350.0%	64,887	1.3%	Retail/Wholesale
XOM Exxon Mobil	$18,029,981	$17,179,547 ▲	2,020.1%	167,254	1.2%	Energy
VTV Vanguard Value ETF	$17,524,029	$307,529 ▲	1.8%	99,151	1.2%	ETF
JNJ Johnson & Johnson	$17,224,243	$337,425 ▼	-1.9%	112,761	1.2%	Medical
VTI Vanguard Total Stock Market ETF	$16,685,281	$15,776,523 ▲	1,736.1%	54,898	1.1%	ETF
CAT Caterpillar	$16,372,151	$4,303,741 ▲	35.7%	42,173	1.1%	Industrials
DE Deere & Company	$16,302,493	$16,297,408 ▲	320,510.0%	32,061	1.1%	Industrials
BRK.B Berkshire Hathaway	$16,061,499	$14,384,135 ▲	857.5%	33,064	1.1%	Finance
COST Costco Wholesale	$14,740,206	$14,576,866 ▲	8,924.2%	14,890	1.0%	Retail/Wholesale
ABT Abbott Laboratories	$14,300,636	$14,209,917 ▲	15,663.7%	105,144	1.0%	Medical
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF	$13,072,767	$13,044,118 ▲	45,531.3%	247,778	0.9%	Manufacturing
ADP Automatic Data Processing	$12,594,439	$12,576,552 ▲	70,310.3%	40,838	0.9%	Computer and Technology
RTX RTX	$12,231,511	$11,888,218 ▲	3,463.0%	83,766	0.8%	Aerospace
CVX Chevron	$12,209,945	$12,163,265 ▲	26,056.7%	85,271	0.8%	Energy
IBM International Business Machines	$11,751,765	$10,793,725 ▲	1,126.6%	39,866	0.8%	Computer and Technology
WMT Walmart	$11,563,365	$10,402,423 ▲	896.0%	118,259	0.8%	Retail/Wholesale
NVDA NVIDIA	$11,482,169	$11,259,246 ▲	5,050.7%	72,677	0.8%	Computer and Technology
SDY SPDR S&P Dividend ETF	$11,183,066		0.0%	82,392	0.8%	ETF
NBTB NBT Bancorp	$11,168,918	$10,406,601 ▲	1,365.1%	268,807	0.8%	Finance
CSCO Cisco Systems	$11,090,971	$11,031,304 ▲	18,488.1%	159,858	0.8%	Computer and Technology
ORCL Oracle	$10,983,753	$10,718,336 ▲	4,038.3%	50,239	0.8%	Computer and Technology
STIP iShares 0-5 Year TIPS Bond ETF	$10,644,085	$10,639,145 ▲	215,381.3%	103,431	0.7%	ETF
SPGI S&P Global	$10,254,736	$16,873 ▲	0.2%	19,448	0.7%	Finance
PEP PepsiCo	$10,080,330	$9,923,070 ▲	6,310.0%	76,343	0.7%	Consumer Staples
ABBV AbbVie	$9,867,745	$9,718,321 ▲	6,503.9%	53,161	0.7%	Medical
MDY SPDR S&P MidCap 400 ETF Trust	$9,361,849	$526,271 ▼	-5.3%	16,526	0.6%	ETF
SPY SPDR S&P 500 ETF Trust	$8,735,958	$941,005 ▼	-9.7%	14,139	0.6%	Finance
VCSH Vanguard Short-Term Corporate Bond ETF	$8,730,943	$8,473,204 ▲	3,287.5%	109,823	0.6%	ETF
VOO Vanguard S&P 500 ETF	$8,721,015		0.0%	15,353	0.6%	ETF
UNP Union Pacific	$8,523,774	$127,464 ▼	-1.5%	37,047	0.6%	Transportation
DHR Danaher	$8,513,579	$165,341 ▼	-1.9%	43,098	0.6%	Medical
GWW W.W. Grainger	$8,284,471	$120,668 ▼	-1.4%	7,964	0.6%	Industrials
TJX TJX Companies	$8,272,842	$230,432 ▼	-2.7%	66,992	0.6%	Retail/Wholesale
LLY Eli Lilly and Company	$8,199,097	$8,098,538 ▲	8,053.5%	10,518	0.6%	Medical
MRK Merck & Co., Inc.	$7,581,336	$7,507,005 ▲	10,099.4%	95,772	0.5%	Medical
SHY iShares 1-3 Year Treasury Bond ETF	$7,568,350	$216,762 ▲	2.9%	91,339	0.5%	Manufacturing
SCHD Schwab US Dividend Equity ETF	$7,552,076	$7,546,591 ▲	137,573.4%	284,984	0.5%	ETF
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund	$7,518,296	$7,514,459 ▲	195,864.5%	121,498	0.5%	ETF
IWM iShares Russell 2000 ETF	$7,322,851	$7,164,681 ▲	4,529.7%	33,936	0.5%	Finance
IEFA iShares Core MSCI EAFE ETF	$7,214,342	$186,578 ▼	-2.5%	86,420	0.5%	ETF
DIS Walt Disney	$7,173,643	$7,064,514 ▲	6,473.5%	57,847	0.5%	Consumer Discretionary
AGG iShares Core U.S. Aggregate Bond ETF	$7,159,566	$6,149,809 ▲	609.0%	72,173	0.5%	Finance
GS The Goldman Sachs Group	$6,989,739	$412,618 ▲	6.3%	9,876	0.5%	Finance
EFA iShares MSCI EAFE ETF	$6,842,765	$100,116 ▼	-1.4%	76,550	0.5%	Finance
HON Honeywell International	$6,635,916	$6,624,272 ▲	56,890.0%	28,495	0.5%	Multi-Sector Conglomerates
META Meta Platforms	$6,521,764	$6,461,979 ▲	10,808.6%	8,836	0.4%	Computer and Technology
KO CocaCola	$6,462,163	$6,445,820 ▲	39,440.3%	91,338	0.4%	Consumer Staples
IXUS iShares Core MSCI Total International Stock ETF	$6,278,268	$6,179,311 ▲	6,244.5%	81,209	0.4%	Manufacturing
NEE NextEra Energy	$6,156,513	$123,290 ▼	-2.0%	88,685	0.4%	Utilities
AOR iShares Core 60/40 Balanced Allocation ETF	$6,087,118	$119,938 ▲	2.0%	98,865	0.4%	ETF
PANW Palo Alto Networks	$6,070,646	$360,780 ▲	6.3%	29,665	0.4%	Computer and Technology
VBR Vanguard Small-Cap Value ETF	$6,027,759	$5,912,118 ▲	5,112.5%	30,910	0.4%	ETF
V Visa	$5,978,332	$5,915,488 ▲	9,413.0%	16,838	0.4%	Business Services
IJT iShares S&P Small-Cap 600 Growth ETF	$5,820,500	$5,373,885 ▲	1,203.2%	43,750	0.4%	ETF
NFLX Netflix	$5,790,398	$5,612,294 ▲	3,151.1%	4,324	0.4%	Consumer Discretionary
HD Home Depot	$5,635,853	$56,461 ▼	-1.0%	15,372	0.4%	Retail/Wholesale
PM Philip Morris International	$5,568,261	$5,546,405 ▲	25,377.5%	30,573	0.4%	Consumer Staples
TLT iShares 20+ Year Treasury Bond ETF	$5,500,534	$147,466 ▲	2.8%	62,329	0.4%	ETF
NYF iShares New York Muni Bond ETF	$5,486,171	$53,183 ▼	-1.0%	105,220	0.4%	ETF
AXP American Express	$5,441,480	$98,884 ▼	-1.8%	17,059	0.4%	Finance
ANGL VanEck Fallen Angel High Yield Bond ETF	$5,419,757	$5,207,770 ▲	2,456.6%	185,101	0.4%	Manufacturing
GD General Dynamics	$5,275,546	$5,258,630 ▲	31,086.2%	18,088	0.4%	Aerospace
QCOM QUALCOMM	$5,198,406	$231,883 ▼	-4.3%	32,641	0.4%	Computer and Technology
MMC Marsh & McLennan Companies	$5,197,510	$5,186,578 ▲	47,444.0%	23,772	0.4%	Finance
BMO Bank Of Montreal	$5,098,605	$4,876,017 ▲	2,190.6%	46,087	0.4%	Finance
IR Ingersoll Rand	$4,856,382		0.0%	58,384	0.3%	Industrials
UNH UnitedHealth Group	$4,573,528	$825,169 ▼	-15.3%	14,660	0.3%	Medical
ETN Eaton	$4,548,410	$177,067 ▼	-3.7%	12,741	0.3%	Industrials
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$4,473,656	$3,202,289 ▲	251.9%	55,470	0.3%	ETF
XLK Technology Select Sector SPDR Fund	$4,415,824	$57,736 ▲	1.3%	17,438	0.3%	ETF
SCHF Schwab International Equity ETF	$4,372,773	$4,060,014 ▲	1,298.1%	197,863	0.3%	ETF
LMT Lockheed Martin	$4,296,595	$155,617 ▼	-3.5%	9,277	0.3%	Aerospace
EEM iShares MSCI Emerging Markets ETF	$4,181,331	$92,331 ▲	2.3%	86,678	0.3%	Finance
CARR Carrier Global	$4,146,653	$4,139,920 ▲	61,482.6%	56,656	0.3%	Construction
Linde PLC	$4,029,787	$20,175 ▲	0.5%	8,589	0.3%	Com
AVGO Broadcom	$3,983,694	$602,847 ▲	17.8%	14,452	0.3%	Computer and Technology
CRM Salesforce	$3,919,225	$3,912,408 ▲	57,388.0%	14,372	0.3%	Computer and Technology
IJH iShares Core S&P Mid-Cap ETF	$3,901,120	$3,849,023 ▲	7,388.2%	62,901	0.3%	ETF
TMO Thermo Fisher Scientific	$3,862,412	$3,854,303 ▲	47,530.0%	9,526	0.3%	Medical
UBER Uber Technologies	$3,823,527	$4,665 ▼	-0.1%	40,981	0.3%	Computer and Technology
SCZ iShares MSCI EAFE Small-Cap ETF	$3,787,209	$3,782,921 ▲	88,218.6%	52,108	0.3%	ETF
PFE Pfizer	$3,758,578	$3,454,706 ▲	1,136.9%	155,057	0.3%	Medical
MDLZ Mondelez International	$3,718,010	$3,711,266 ▲	55,031.0%	55,131	0.3%	Consumer Staples
MA Mastercard	$3,652,610	$3,649,800 ▲	129,900.0%	6,500	0.3%	Business Services
BRK.A Berkshire Hathaway	$3,644,000		0.0%	5	0.3%	Finance
VZ Verizon Communications	$3,577,261	$3,243,087 ▲	970.5%	82,673	0.2%	Computer and Technology
XLB Materials Select Sector SPDR Fund	$3,559,996	$77,009 ▼	-2.1%	40,542	0.2%	ETF
T AT&T	$3,496,859	$3,193,133 ▲	1,051.3%	120,831	0.2%	Computer and Technology

Showing largest 100 holdings. View all holdings.

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Nbt Bank N A /Ny Top Holdings and 13F Report (2025)

About Nbt Bank N A /Ny

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Nbt Bank N A /Ny Top Holdings and 13F Report (2025)

About Nbt Bank N A /Ny

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofNbt Bank N A /Ny

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools