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 $1.38 billion in total holdings as of March 31, 2025.
Nbt Bank N A /Ny owns shares of 1,012 different stocks, but just 114 companies or ETFs make up 80% of its holdings.
Approximately 47.92% of the portfolio was purchased this quarter.
About 19.59% of the portfolio was sold this quarter.
This quarter, Nbt Bank N A /Ny has purchased 980 new stocks and bought additional shares in 241 stocks.
Nbt Bank N A /Ny sold shares of 267 stocks and completely divested from 55 stocks this quarter.

Largest Holdings

Microsoft: $78,722,286
Apple: $62,688,680
FlexShares Global Upstream Natural Resources Index Fund: $39,063,973
JPMorgan Chase & Co.: $33,064,115
iShares MSCI EAFE Growth ETF: $26,143,600

Largest New Holdings this Quarter

09290D101 - Blackrock Inc: $2,512,905 Holding
26922Y105 - Aberdeen Std Physical Swiss Gold: $1,639,474 Holding
72201B101 - PIMCO Corporate & Income Opportunity Fund: $1,278,264 Holding
46435G250 - iShares High Yield Bond Factor ETF: $404,739 Holding
217204106 - Copart: $352,273 Holding

Largest Purchases this Quarter

Microsoft: 208,774 shares (about $78.37M)
FlexShares Global Upstream Natural Resources Index Fund: 1,006,360 shares (about $39.06M)
JPMorgan Chase & Co.: 132,772 shares (about $32.57M)
iShares MSCI EAFE Growth ETF: 257,795 shares (about $25.78M)
Lowe's Companies: 95,786 shares (about $22.34M)

Largest Sales this Quarter

Apple: 281,506 shares (about $62.53M)
Alphabet: 165,117 shares (about $25.53M)
Alphabet: 155,339 shares (about $24.27M)
Amazon.com: 96,550 shares (about $18.37M)
Deere & Company: 34,673 shares (about $17.08M)

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	$78,722,286	$78,371,672 ▲	22,352.7%	209,708	5.7%	Computer and Technology
AAPL Apple	$62,688,680	$2,125,119 ▼	-3.3%	282,216	4.5%	Computer and Technology
GUNR FlexShares Global Upstream Natural Resources Index Fund	$39,063,973	$39,056,832 ▲	546,934.8%	1,006,544	2.8%	ETF
JPM JPMorgan Chase & Co.	$33,064,115	$32,568,856 ▲	6,576.1%	134,791	2.4%	Finance
EFG iShares MSCI EAFE Growth ETF	$26,143,600	$25,779,500 ▲	7,080.3%	261,436	1.9%	ETF
GOOGL Alphabet	$24,694,726	$1,156,418 ▼	-4.5%	159,689	1.8%	Computer and Technology
GOOG Alphabet	$23,950,834	$623,358 ▼	-2.5%	153,305	1.7%	Computer and Technology
LOW Lowe's Companies	$22,512,059	$22,340,168 ▲	12,996.7%	96,523	1.6%	Retail/Wholesale
PG Procter & Gamble	$22,011,277	$21,406,968 ▲	3,542.4%	129,159	1.6%	Consumer Staples
MCD McDonald's	$20,680,768	$20,653,904 ▲	76,883.7%	66,206	1.5%	Retail/Wholesale
TT Trane Technologies	$20,282,921	$227,758 ▼	-1.1%	60,201	1.5%	Construction
XOM Exxon Mobil	$19,815,998	$19,798,040 ▲	110,243.7%	166,619	1.4%	Energy
JNJ Johnson & Johnson	$19,066,625	$796,198 ▼	-4.0%	114,970	1.4%	Medical
BRK.B Berkshire Hathaway	$18,441,648	$18,281,874 ▲	11,442.3%	34,627	1.3%	Finance
AMZN Amazon.com	$18,354,762	$246,006 ▼	-1.3%	96,472	1.3%	Retail/Wholesale
VTV Vanguard Value ETF	$16,826,855	$759,023 ▲	4.7%	97,411	1.2%	ETF
IUSG iShares Core S&P U.S. Growth ETF	$16,687,002	$522,934 ▲	3.2%	131,311	1.2%	Manufacturing
DE Deere & Company	$15,458,158	$820,430 ▼	-5.0%	32,935	1.1%	Industrials
VTI Vanguard Total Stock Market ETF	$14,971,162	$14,149,386 ▲	1,721.8%	54,472	1.1%	ETF
ABT Abbott Laboratories	$14,556,215	$620,006 ▼	-4.1%	109,734	1.1%	Medical
CVX Chevron	$14,534,946	$14,528,924 ▲	241,247.2%	86,885	1.0%	Energy
COST Costco Wholesale	$14,420,307	$1,382,730 ▼	-8.7%	15,247	1.0%	Retail/Wholesale
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF	$13,259,718	$13,231,281 ▲	46,528.5%	253,193	1.0%	Manufacturing
ADP Automatic Data Processing	$12,941,640	$625,420 ▼	-4.6%	42,358	0.9%	Business Services
PEP PepsiCo	$11,843,311	$11,664,732 ▲	6,532.0%	78,987	0.9%	Consumer Staples
SDY SPDR S&P Dividend ETF	$11,178,946	$109,222 ▼	-1.0%	82,392	0.8%	ETF
RTX RTX	$11,173,134	$10,861,721 ▲	3,487.9%	84,351	0.8%	Aerospace
NBTB NBT Bancorp	$11,055,606	$10,398,291 ▲	1,581.9%	257,706	0.8%	Finance
ABBV AbbVie	$10,984,506	$465,763 ▼	-4.1%	52,427	0.8%	Medical
WMT Walmart	$10,581,943	$9,484,831 ▲	864.5%	120,537	0.8%	Retail/Wholesale
STIP iShares 0-5 Year TIPS Bond ETF	$10,515,139	$10,510,172 ▲	211,618.8%	101,625	0.8%	ETF
CSCO Cisco Systems	$10,272,953	$10,271,287 ▲	616,459.3%	166,471	0.7%	Computer and Technology
CAT Caterpillar	$10,252,567	$4,181,565 ▼	-29.0%	31,087	0.7%	Industrials
IBM International Business Machines	$10,011,302	$9,250,402 ▲	1,215.7%	40,261	0.7%	Computer and Technology
SPGI S&P Global	$9,865,269	$195,618 ▼	-1.9%	19,416	0.7%	Business Services
MDY SPDR S&P MidCap 400 ETF Trust	$9,311,857	$116,832 ▼	-1.2%	17,455	0.7%	ETF
UNH UnitedHealth Group	$9,063,344	$1,194,130 ▼	-11.6%	17,305	0.7%	Medical
DHR Danaher	$9,006,675	$377,405 ▼	-4.0%	43,935	0.7%	Medical
UNP Union Pacific	$8,882,860	$35,436 ▲	0.4%	37,601	0.6%	Transportation
SPY SPDR S&P 500 ETF Trust	$8,761,042	$93,417 ▼	-1.1%	15,662	0.6%	Finance
MRK Merck & Co., Inc.	$8,658,340	$8,574,504 ▲	10,227.7%	96,461	0.6%	Medical
VCSH Vanguard Short-Term Corporate Bond ETF	$8,607,474	$7,785,786 ▲	947.5%	109,038	0.6%	ETF
LLY Eli Lilly and Company	$8,498,614	$8,392,072 ▲	7,876.7%	10,290	0.6%	Medical
TJX TJX Companies	$8,386,904	$215,342 ▲	2.6%	68,858	0.6%	Retail/Wholesale
GWW W.W. Grainger	$7,981,667	$114,588 ▼	-1.4%	8,080	0.6%	Industrials
SCHD Schwab US Dividend Equity ETF	$7,922,717	$7,916,957 ▲	137,452.9%	283,359	0.6%	ETF
VOO Vanguard S&P 500 ETF	$7,890,106	$238,970 ▲	3.1%	15,353	0.6%	ETF
NVDA NVIDIA	$7,582,718	$7,435,212 ▲	5,040.6%	69,964	0.5%	Computer and Technology
SHY iShares 1-3 Year Treasury Bond ETF	$7,340,054	$246,701 ▼	-3.3%	88,723	0.5%	Manufacturing
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund	$7,141,481	$7,137,907 ▲	199,735.5%	123,898	0.5%	ETF
ORCL Oracle	$7,082,495	$6,912,766 ▲	4,072.8%	50,658	0.5%	Computer and Technology
AGG iShares Core U.S. Aggregate Bond ETF	$6,977,527	$6,425,553 ▲	1,164.1%	70,537	0.5%	Finance
IWM iShares Russell 2000 ETF	$6,950,704	$6,804,480 ▲	4,653.5%	34,843	0.5%	Finance
IEFA iShares Core MSCI EAFE ETF	$6,706,751	$2,131,061 ▼	-24.1%	88,655	0.5%	ETF
KO Coca-Cola	$6,564,761	$6,548,217 ▲	39,580.1%	91,661	0.5%	Consumer Staples
NEE NextEra Energy	$6,412,780	$63,376 ▼	-1.0%	90,461	0.5%	Utilities
EFA iShares MSCI EAFE ETF	$6,347,979	$112,788 ▲	1.8%	77,670	0.5%	Finance
MMC Marsh & McLennan Companies	$6,162,977	$6,150,776 ▲	50,410.0%	25,255	0.4%	Finance
HON Honeywell International	$6,144,139	$6,133,551 ▲	57,932.0%	29,016	0.4%	Multi-Sector Conglomerates
V Visa	$5,971,839	$5,909,808 ▲	9,527.1%	17,040	0.4%	Business Services
DIS Walt Disney	$5,912,455	$5,828,066 ▲	6,906.2%	59,903	0.4%	Consumer Discretionary
HD Home Depot	$5,689,984	$230,517 ▼	-3.9%	15,526	0.4%	Retail/Wholesale
VBR Vanguard Small-Cap Value ETF	$5,631,733	$5,511,017 ▲	4,565.3%	30,231	0.4%	ETF
NYF iShares New York Muni Bond ETF	$5,593,536	$95,033 ▼	-1.7%	106,240	0.4%	ETF
AOR iShares Core 60/40 Balanced Allocation ETF	$5,579,512	$168,392 ▲	3.1%	96,917	0.4%	ETF
IXUS iShares Core MSCI Total International Stock ETF	$5,578,308	$5,488,951 ▲	6,142.7%	79,907	0.4%	Manufacturing
TLT iShares 20+ Year Treasury Bond ETF	$5,521,698	$392,066 ▲	7.6%	60,658	0.4%	ETF
IJT iShares S&P Small-Cap 600 Growth ETF	$5,316,150	$4,899,449 ▲	1,175.8%	42,700	0.4%	ETF
QCOM QUALCOMM	$5,237,640	$71,582 ▼	-1.3%	34,097	0.4%	Computer and Technology
ANGL VanEck Fallen Angel High Yield Bond ETF	$5,154,924	$4,945,977 ▲	2,367.1%	178,618	0.4%	Manufacturing
GS The Goldman Sachs Group	$5,076,673	$457,791 ▲	9.9%	9,293	0.4%	Finance
TMO Thermo Fisher Scientific	$5,037,703	$5,027,751 ▲	50,520.0%	10,124	0.4%	Medical
PM Philip Morris International	$4,939,519	$4,920,471 ▲	25,832.5%	31,119	0.4%	Consumer Staples
META Meta Platforms	$4,805,690	$4,759,005 ▲	10,193.8%	8,338	0.3%	Computer and Technology
PANW Palo Alto Networks	$4,761,197	$1,219,564 ▲	34.4%	27,902	0.3%	Computer and Technology
GD General Dynamics	$4,738,803	$4,722,993 ▲	29,874.1%	17,385	0.3%	Aerospace
BMY Bristol-Myers Squibb	$4,706,172	$217,185 ▼	-4.4%	77,163	0.3%	Medical
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$4,687,249	$3,440,708 ▲	276.0%	59,415	0.3%	ETF
AXP American Express	$4,673,130	$431,287 ▼	-8.4%	17,369	0.3%	Finance
IR Ingersoll Rand	$4,672,471	$4,001 ▼	-0.1%	58,384	0.3%	Industrials
PFE Pfizer	$4,379,025	$4,071,727 ▲	1,325.0%	172,811	0.3%	Medical
LMT Lockheed Martin	$4,294,147	$121,056 ▼	-2.7%	9,613	0.3%	Aerospace
SCHF Schwab International Equity ETF	$4,029,047	$3,694,884 ▲	1,105.7%	203,693	0.3%	ETF
BRK.A Berkshire Hathaway	$3,992,208		0.0%	5	0.3%	Finance
MDLZ Mondelez International	$3,983,136	$3,976,351 ▲	58,605.0%	58,705	0.3%	Consumer Staples
Linde PLC	$3,979,359	$184,393 ▼	-4.4%	8,546	0.3%	Com
CRM Salesforce	$3,847,571	$3,840,862 ▲	57,248.0%	14,337	0.3%	Computer and Technology
CARR Carrier Global	$3,794,934	$51,798 ▼	-1.3%	59,857	0.3%	Computer and Technology
IJH iShares Core S&P Mid-Cap ETF	$3,773,028	$3,724,014 ▲	7,597.9%	64,662	0.3%	ETF
VZ Verizon Communications	$3,762,204	$3,412,660 ▲	976.3%	82,941	0.3%	Computer and Technology
EEM iShares MSCI Emerging Markets ETF	$3,704,191	$8,740 ▼	-0.2%	84,764	0.3%	Finance
IBB iShares Biotechnology ETF	$3,618,355	$88,122 ▼	-2.4%	28,291	0.3%	Finance
ETN Eaton	$3,598,214	$405,299 ▲	12.7%	13,237	0.3%	Industrials
MA Mastercard	$3,583,061	$3,580,320 ▲	130,640.0%	6,537	0.3%	Business Services
XLB Materials Select Sector SPDR Fund	$3,561,193	$43,334 ▲	1.2%	41,419	0.3%	ETF
XLK Technology Select Sector SPDR Fund	$3,553,520	$89,612 ▼	-2.5%	17,210	0.3%	ETF
NFLX Netflix	$3,463,417	$3,339,390 ▲	2,692.5%	3,714	0.3%	Consumer Discretionary
TROW T. Rowe Price Group	$3,449,168	$81,121 ▼	-2.3%	37,544	0.2%	Finance
SCZ iShares MSCI EAFE Small-Cap ETF	$3,371,728	$3,367,980 ▲	89,854.2%	53,073	0.2%	ETF
T AT&T	$3,363,433	$42,590 ▼	-1.3%	118,933	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

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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