Institutional Manager · CIK 0000898413
NBT BANK N A /NY
NORWICH, NY · File #028-03594
Latest AUM
$1.55B
Positions
1,374
Top-10 Concentration
43.7%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 20251,374 pos · $1.55B
- 13F HOLDINGS REPORTQ/E Sep 20251,359 pos · $1.54B
- 13F HOLDINGS REPORTQ/E Jun 20251,359 pos · $1.46B
- 13F HOLDINGS REPORTQ/E Mar 20251,369 pos · $1.38B
- 13F HOLDINGS REPORTQ/E Dec 20241,328 pos · $1.44B
- 13F HOLDINGS REPORTQ/E Sep 20241,414 pos · $1.48B
- 13F HOLDINGS REPORTQ/E Jun 20241,051 pos · $1.40B
- 13F HOLDINGS REPORTQ/E Mar 20241,064 pos · $1.37B
- 13F HOLDINGS REPORTQ/E Dec 2023573 pos · $1.04B
- 13F HOLDINGS REPORTQ/E Sep 2023464 pos · $700.3M
- 13F HOLDINGS REPORTQ/E Jun 2023456 pos · $684.2M
- 13F HOLDINGS REPORTQ/E Mar 2023452 pos · $686.2M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | Microsoft Corp | MSFT | 109,787 | $53.1M | 6.96% |
| 2 | Microsoft Corp | MSFT | 93,522 | $45.2M | 5.93% |
| 3 | Apple Inc | AAPL | 151,971 | $41.3M | 5.41% |
| 4 | FlexShares Mstar Glbl Upstrm N | FLEX | 850,625 | $39.0M | 5.11% |
| 5 | Apple Inc | AAPL | 112,130 | $30.5M | 4.00% |
| 6 | Ishares MSCI EAFE Growth ETF | 464288885 | 239,840 | $27.3M | 3.58% |
| 7 | Alphabet Inc Cl C | GOOG | 85,068 | $26.7M | 3.50% |
| 8 | Alphabet Inc Cl A | GOOG | 83,435 | $26.1M | 3.42% |
| 9 | JP Morgan Chase & CO | VYLD | 69,545 | $22.4M | 2.94% |
| 10 | Trane Technologies Plc ADR | TT | 56,228 | $21.9M | 2.87% |
| 11 | Ishares Core S&P US | 464287671 | 168 | $21.2M | 2.78% |
| 12 | Alphabet Inc Cl A | GOOG | 65,322 | $20.4M | 2.68% |
| 13 | Alphabet Inc Cl C | GOOG | 62,797 | $19.7M | 2.58% |
| 14 | Vanguard Value Etf | 922908744 | 191 | $18.4M | 2.40% |
| 15 | JP Morgan Chase & CO | VYLD | 56,071 | $18.1M | 2.37% |
| 16 | Vanguard Total Stock Market | 922908769 | 1,676 | $17.9M | 2.35% |
| 17 | Lowes Cos Inc | 548661107 | 64,453 | $15.5M | 2.04% |
| 18 | Johnson & Johnson | JNJ | 71,699 | $14.8M | 1.94% |
| 19 | McDonalds Corp | MCD | 43,768 | $13.4M | 1.75% |
| 20 | Procter & Gamble CO | 742718109 | 79,391 | $11.4M | 1.49% |