NBT Bank, N.A.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 28, 2025), NBT Bank, N.A. reported 811 stock positions worth $1.5 billion. Its top holding was Microsoft (MSFT) at 6.9% of the portfolio, followed by Apple (AAPL, 4.6%) and NT Mstar GLBL NR ETF (GUNR, 2.7%). Compared with Q2 2025, it opened 54 new positions, sold out of 45, added to 156 and reduced 387. The biggest buy was TJX Companies (TJX, shares +1%) and the biggest sale Deere (DE, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- NORWICH, NY
- CIK
- 0000898413
- Portfolio Value
- $1.5B (Q3 2025)
- SEC Filing
- 0001140361-25-039589 ↗ filed Oct 28, 2025
Holdings Value
Holdings 811 stocks · $1.5B
| MSFT Microsoft Corp. | 6.93% | 205,471 | $106.4M | Reduce -1.4% |
| AAPL Apple Inc. | 4.65% | 270,585 | $71.4M | Reduce -5.3% |
| GUNR NT Mstar GLBL NR ETF | 2.68% | 938,311 | $41.1M | Reduce -1.3% |
| JPM JPMorgan Chase & Co. | 2.67% | 128,430 | $41.0M | Reduce -3.1% |
| GOOGL Alphabet Inc. Class A | 2.48% | 154,242 | $38.0M | Reduce -2.6% |
| GOOG Alphabet Inc. Class C | 2.40% | 149,537 | $36.8M | Reduce -3.7% |
| EFG iShares MSCI Eafe Growth ETF | 2.07% | 276,227 | $31.8M | Add +2.1% |
| TT Trane Technologies PLC | 1.65% | 59,946 | $25.3M | Reduce -1.3% |
| LOW Lowe's Cos Inc. | 1.55% | 94,156 | $23.7M | Reduce -1.7% |
| IUSG iShares Core S&P U.S. Growth | 1.42% | 165 | $21.8M | Reduce -99.9% |
| AMZN Amazon.com Inc. | 1.39% | 96,351 | $21.4M | Reduce -2.7% |
| JNJ Johnson & Johnson | 1.34% | 108,777 | $20.6M | Reduce -3.5% |
| CAT Caterpillar Inc. | 1.30% | 31,110 | $19.9M | Reduce -26.2% |
| PG The Procter & Gamble Co. | 1.27% | 123,582 | $19.5M | Reduce -5.9% |
| MCD McDonald's Corp. | 1.26% | 63,978 | $19.4M | Reduce -1.5% |
| XOM Exxon Mobil Corp. | 1.26% | 164,108 | $19.4M | Reduce -6.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.24% | 35,781 | $19.0M | Reduce -2.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.21% | 1,415 | $18.6M | Reduce -98.6% |
| VTI VG Morningstar TS MKT ETF-US | 1.21% | 4,631 | $18.6M | Reduce -92.0% |
| RTX RTX Corp. | 0.94% | 83,921 | $14.4M | Reduce -2.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.93% | 47,776 | $14.2M | Add +10.8% |
| ORCL Oracle Corp. | 0.93% | 49,772 | $14.2M | Reduce -3.0% |
| DE Deere & Co. | 0.92% | 31,436 | $14.2M | Reduce -2.0% |
| ABT Abbott Laboratories | 0.91% | 103,810 | $14.0M | Reduce -1.9% |
| COST Costco Wholesale Corp. | 0.91% | 15,829 | $13.9M | Add +5.1% |
| NVDA Nvidia Corp. | 0.89% | 71,961 | $13.7M | Reduce -3.1% |
| WMT Walmart Inc. | 0.87% | 117,975 | $13.3M | Reduce -9.2% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.86% | 247,727 | $13.2M | Reduce -0.2% |
| CVX Chevron Corp. | 0.84% | 83,464 | $13.0M | Reduce -2.5% |
| ABBV Abbvie Inc. | 0.80% | 52,450 | $12.3M | Reduce -2.8% |
| ADP Automatic Data Processing | 0.78% | 40,936 | $11.9M | Add +0.1% |
| SDY SS SPDR S&P Dividend ETF | 0.75% | 82,327 | $11.5M | Reduce -0.1% |
| STIP iShares 0-5 Year Tips Bond E | 0.74% | 110,603 | $11.4M | Add +6.9% |
| NBTB N B T Bancorp Inc. | 0.73% | 248,685 | $11.2M | Reduce -7.5% |
| CSCO Cisco Systems Inc. | 0.69% | 154,090 | $10.6M | Reduce -3.6% |
| PEP Pepsico Inc. | 0.69% | 74,188 | $10.6M | Reduce -4.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.64% | 67,726 | $9.8M | Add +1.0% |
| MDY State Street SPDR S&P Midcap | 0.62% | 16,051 | $9.6M | Reduce -2.9% |
| VOO Vanguard S&P 500 ETF | 0.62% | 16,954 | $9.5M | Add +10.4% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.59% | 3,402 | $9.1M | Reduce -97.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.59% | 13,495 | $9.0M | Reduce -4.5% |
| SPGI S&P Global Inc. | 0.58% | 18,452 | $9.0M | Reduce -5.1% |
| UNP Union Pacific Corp. | 0.57% | 37,125 | $8.8M | Add +0.2% |
| DHR Danaher Corp. | 0.55% | 43,123 | $8.5M | Add +0.1% |
| GS Goldman Sachs Group Inc. | 0.55% | 11,267 | $8.4M | Add +14.1% |
| IWM iShares Russell 2000 ETF | 0.54% | 34,016 | $8.3M | Reduce -1.9% |
| AGG iShares Core U.S. Aggregate | 0.54% | 10,385 | $8.3M | Reduce -87.4% |
| MRK Merck & Co. Inc. | 0.52% | 94,175 | $8.0M | Reduce -1.7% |
| SHY iShares 1-3 Year Treasury Bo | 0.50% | 93,058 | $7.7M | Add +1.9% |
| NFRA NT GLBL BRD Infra ETF | 0.49% | 120,616 | $7.6M | Reduce -0.8% |
| IEFA iShares Core MSCI Eafe ETF | 0.49% | 86,150 | $7.5M | Reduce -0.3% |
| LLY Eli Lilly & Co. | 0.49% | 10,441 | $7.5M | Reduce -1.9% |
| SCHD Schwab US DVD Equity ETF | 0.49% | 273,217 | $7.5M | Reduce -4.2% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.49% | 7,832 | $7.5M | Reduce -1.7% |
| EFA iShares MSCI Eafe ETF | 0.47% | 77,055 | $7.2M | Add +0.7% |
| PANW Palo Alto Networks Inc. | 0.45% | 33,943 | $6.9M | Add +14.4% |
| IXUS iShares Core Intl Stock ETF | 0.45% | 1,363 | $6.9M | Reduce -98.3% |
| IJT iShares S&P Small-Cap 600 GR | 0.44% | 3,454 | $6.7M | Reduce -92.7% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.44% | 57,889 | $6.7M | Reduce -1.4% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.43% | 828 | $6.6M | Reduce -97.4% |
| META Meta Platforms Inc. Class A | 0.43% | 9,691 | $6.6M | Add +8.7% |
| NEE Nextera Energy Inc. | 0.42% | 84,990 | $6.5M | Reduce -4.2% |
| GD General Dynamics Corp. | 0.42% | 19,221 | $6.5M | Add +5.9% |
| AOR iShares Core 60/40 Balanced | 0.42% | 64 | $6.4M | Reduce -99.9% |
| HD Home Depot Inc. | 0.40% | 15,179 | $6.2M | Reduce -1.3% |
| BMO Bank of Montreal filed as BANK MONTREAL QUE | 0.39% | 1,302 | $6.0M | Reduce -97.2% |
| HON Honeywell International Inc. | 0.39% | 28,586 | $6.0M | Add +0.1% |
| KO The Coca-Cola Co. | 0.39% | 89,335 | $5.9M | Reduce -2.4% |
| V Visa Inc. Class A | 0.38% | 17,298 | $5.8M | Add +1.7% |
| ANGL Vaneck Fallen Angel High YLD | 0.38% | 7,270 | $5.8M | Reduce -96.2% |
| TLT iShares 20+ Year Treasury BD | 0.37% | 89 | $5.7M | Reduce -99.9% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.37% | 54,407 | $5.7M | Reduce -23.6% |
| AXP American Express Co. | 0.36% | 16,691 | $5.5M | Reduce -2.2% |
| NFLX Netflix Inc. | 0.35% | 5,564 | $5.4M | Add +24.8% |
| QCOM Qualcomm Inc. | 0.35% | 32,522 | $5.4M | Reduce -0.4% |
| IVV iShares Core S&P 500 ETF | 0.35% | 4,983 | $5.4M | Reduce -37.9% |
| NYF iShares New York Muni Bond E | 0.34% | 96,440 | $5.1M | Reduce -8.3% |
| AVGO Broadcom Inc. | 0.33% | 15,138 | $5.0M | Add +4.8% |
| TMO Thermo Fisher Scientific Inc. | 0.32% | 10,550 | $4.9M | Add +10.5% |
| PM Philip Morris International | 0.32% | 30,038 | $4.9M | Reduce -2.1% |
| XLK SS Technology Select Sector | 0.32% | 17,174 | $4.8M | Reduce -1.5% |
| IR Ingersoll-Rand Inc. | 0.31% | 58,384 | $4.8M | No change |
| SCHF Schwab Intl Equity ETF | 0.31% | 193,536 | $4.8M | Reduce -8.7% |
| UNH Unitedhealth Group Inc. | 0.31% | 14,171 | $4.8M | Reduce -3.3% |
| ETN Eaton Corp. PLC | 0.31% | 13,027 | $4.8M | Add +2.2% |
| MRSH Marsh & McLennan Cos | 0.30% | 23,099 | $4.6M | Reduce -3.0% |
| EEM iShares MSCI Emerging Market | 0.30% | 86,037 | $4.6M | Reduce -0.7% |
| LMT Lockheed Martin Corp. | 0.29% | 9,671 | $4.5M | Add +4.3% |
| PFE Pfizer Inc. | 0.27% | 152,055 | $4.2M | Reduce -9.2% |
| IJH iShares Core S&P Midcap ETF | 0.27% | 63,036 | $4.2M | Reduce -1.1% |
| LIN Linde PLC | 0.27% | 8,754 | $4.2M | Add +1.9% |
| UBER Uber Technologies Inc. | 0.26% | 40,936 | $4.0M | Reduce -0.1% |
| SCZ iShares MSCI Eafe Small-Cap | 0.26% | 51,755 | $4.0M | Reduce -0.8% |
| GE General Electric filed as GE AEROSPACE | 0.26% | 13,651 | $4.0M | Add +3.4% |
| VZ Verizon Communications Inc. | 0.26% | 81,484 | $3.9M | Reduce -9.5% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.25% | 5 | $3.8M | No change |
| GDX Vaneck Gold Miners ETF | 0.24% | 49,029 | $3.7M | Reduce -4.1% |
| NVS Novartis AG-Sponsored ADR | 0.24% | 28,689 | $3.7M | Reduce -0.1% |
| MA Mastercard Inc. Class A | 0.24% | 6,947 | $3.6M | Add +6.8% |
| GLD SPDR Gold Shares | 0.24% | 6,435 | $3.6M | Reduce -37.5% |
Other holdings (3): bonds, preferreds, convertibles and warrants · $53K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | 84 | $43K | New |
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 193 | $5K | No change |
| SCE TRUST II (EIX 5.1 PERP) | PFD | 17 | $5K | Reduce -93.8% |
Total filed on the 13F, all lines: $1.5B.
Portfolio Sells Q2 2025 → Q3 2025
| DE Deere & Co. | Reduce -2.0% | 0.92% | −0.20 |
| MSFT Microsoft Corp. | Reduce -1.4% | 6.93% | −0.19 |
| TT Trane Technologies PLC | Reduce -1.3% | 1.65% | −0.18 |
| PG The Procter & Gamble Co. | Reduce -5.9% | 1.27% | −0.16 |
| SPGI S&P Global Inc. | Reduce -5.1% | 0.58% | −0.12 |
| AMZN Amazon.com Inc. | Reduce -2.7% | 1.39% | −0.10 |
| GWW WW Grainger Inc. | Reduce -1.7% | 0.49% | −0.08 |
| LLY Eli Lilly & Co. | Reduce -1.9% | 0.49% | −0.08 |
| ABT Abbott Laboratories | Reduce -1.9% | 0.91% | −0.08 |
| CSCO Cisco Systems Inc. | Reduce -3.6% | 0.69% | −0.07 |
| PM Philip Morris International | Reduce -2.1% | 0.32% | −0.07 |
| CARR Carrier Global Corp. | Reduce -1.1% | 0.22% | −0.07 |
| DIS The Walt Disney Co. | Reduce -1.4% | 0.44% | −0.06 |
| TXN Texas Instruments Inc. | Reduce -31.5% | 0.08% | −0.06 |
| BIV Vanguard Intermediate-Term B | Reduce -41.8% | 0.08% | −0.06 |
| KO The Coca-Cola Co. | Reduce -2.4% | 0.39% | −0.06 |
| MRSH Marsh & McLennan Cos | Reduce -3.0% | 0.30% | −0.06 |
| CL Colgate-Palmolive Co. | Reduce -33.8% | 0.07% | −0.06 |
| T AT&T Inc. | Reduce -25.2% | 0.21% | −0.05 |
| MDLZ Mondelez International Inc. Class A | Reduce -8.2% | 0.21% | −0.05 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -0.2% | 0.86% | −0.04 |
| NYF iShares New York Muni Bond E | Reduce -8.3% | 0.34% | −0.04 |
| MCD McDonald's Corp. | Reduce -1.5% | 1.26% | −0.04 |
| NBTB N B T Bancorp Inc. | Reduce -7.5% | 0.73% | −0.04 |
| GBDC Golub Capital BDC Inc. | Sold out | 0.00% | −0.04 |
| OTIS Otis Worldwide Corp. | Reduce -17.3% | 0.09% | −0.04 |
| FISV Fiserv Inc. | Reduce -10.7% | 0.06% | −0.04 |
| XOM Exxon Mobil Corp. | Reduce -6.3% | 1.26% | −0.03 |
| SCHD Schwab US DVD Equity ETF | Reduce -4.2% | 0.49% | −0.03 |
| AMGN Amgen Inc. | Reduce -24.4% | 0.08% | −0.03 |
| PAYX Paychex Inc. | Reduce -0.5% | 0.13% | −0.03 |
| TGT Target Corp. | Reduce -2.0% | 0.16% | −0.03 |
| UPS United Parcel Service Class B | Reduce -0.8% | 0.09% | −0.03 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Reduce -23.6% | 0.37% | −0.02 |
| TDG Transdigm Group Inc. | Reduce -8.6% | 0.07% | −0.02 |
| CMG Chipotle Mexican Grill Inc. | Reduce -14.8% | 0.03% | −0.02 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -97.0% | 0.59% | −0.02 |
| AGG iShares Core U.S. Aggregate | Reduce -87.4% | 0.54% | −0.02 |
| MCHP Microchip Technology Inc. | Reduce -1.5% | 0.14% | −0.02 |
| NFRA NT GLBL BRD Infra ETF | Reduce -0.8% | 0.49% | −0.02 |
| BMY Bristol-Myers Squibb Co. | Reduce -4.0% | 0.17% | −0.02 |
| SHW The Sherwin-Williams Co. | Reduce -5.9% | 0.12% | −0.02 |
| BALL Ball Corp. | Reduce -71.0% | 0.01% | −0.02 |
| MDY State Street SPDR S&P Midcap | Reduce -2.9% | 0.62% | −0.02 |
| ZTS Zoetis Inc. | Reduce -98.4% | 0.00% | −0.02 |
| APD Air Products & Chemicals Inc. | Reduce -0.5% | 0.14% | −0.02 |
| SDY SS SPDR S&P Dividend ETF | Reduce -0.1% | 0.75% | −0.02 |
| HSY The Hershey Co. | Reduce -49.3% | 0.04% | −0.02 |
| PRU Prudential Financial Inc. | Reduce -2.6% | 0.16% | −0.02 |
| ADBE Adobe Inc. | Reduce -13.6% | 0.05% | −0.02 |
Portfolio Buys Q2 2025 → Q3 2025
| TJX TJX Companies Inc. | Add +1.0% | 0.64% | +0.07 |
| GS Goldman Sachs Group Inc. | Add +14.1% | 0.55% | +0.07 |
| GD General Dynamics Corp. | Add +5.9% | 0.42% | +0.06 |
| IBM Intl Business Machines Corp. | Add +10.8% | 0.93% | +0.05 |
| TMO Thermo Fisher Scientific Inc. | Add +10.5% | 0.32% | +0.05 |
| AVGO Broadcom Inc. | Add +4.8% | 0.33% | +0.05 |
| QQQ Invesco QQQ Trust Series 1 | Add +597.1% | 0.06% | +0.04 |
| APH Amphenol Corp. Class A | Add +1.3% | 0.23% | +0.04 |
| PANW Palo Alto Networks Inc. | Add +14.4% | 0.45% | +0.03 |
| MET Metlife Inc. | Add +59.1% | 0.07% | +0.03 |
| GE General Electric | Add +3.4% | 0.26% | +0.03 |
| VOO Vanguard S&P 500 ETF | Add +10.4% | 0.62% | +0.02 |
| AGI Alamos Gold Inc. Class A | Add +69.4% | 0.03% | +0.01 |
| IAGG iShares Intl Aggregate Bond | Add +18.0% | 0.13% | +0.01 |
| Microsoft Corp | New | 0.01% | +0.01 |
| STIP iShares 0-5 Year Tips Bond E | Add +6.9% | 0.74% | +0.01 |
| CIBR First Trust Nasdaq Cybersecu | New | 0.01% | +0.01 |
| BA The Boeing Co. | Add +9.0% | 0.18% | +0.01 |
| BLK BlackRock Inc. | Add +0.5% | 0.20% | +0.01 |
| SCHW Schwab (charles) Corp. | Add +7.2% | 0.10% | +0.01 |
| Mge Energy Inc | New | 0.01% | +0.01 |
| PTY PIMCO Corporate & Income Opp | Add +11.3% | 0.09% | +0.01 |
| GEV GE Vernova Inc. | Add +90.0% | 0.07% | +0.01 |
| CPRT Copart Inc. | Add +26.3% | 0.09% | +0.01 |
| RSP Invesco S&P 500 Equal Weight | Add +28.5% | 0.03% | +0.01 |
| PWR Quanta Services Inc. | Add +6.0% | 0.16% | +0.01 |
| GSK GSK PLC-Spon ADR | Add +10.0% | 0.05% | +0.01 |
| VEA Vanguard Ftse Developed ETF | Add +10.0% | 0.07% | +0.01 |
| BALT Inn Defined Wealth Shield | Add +41.3% | 0.02% | +0.01 |
| WAB Wabtec Corp. | Add +47.5% | 0.03% | +0.00 |
| CPNG Coupang Inc. | Add +29.9% | 0.02% | +0.00 |
| NOC Northrop Grumman Corp. | Add +63.3% | 0.03% | +0.00 |
| CTAS Cintas Corp. | Add +172.0% | 0.01% | +0.00 |
| CCJ Cameco Corp. | Add +21.0% | 0.02% | +0.00 |
| SCHP Schwab U.S. Tips ETF | Add +27.9% | 0.02% | +0.00 |
| ROL Rollins Inc. | New | 0.00% | +0.00 |
| FBTC Fidelity Wise Origin Bitcoin | Add +94.2% | 0.01% | +0.00 |
| LII Lennox International Inc. | New | 0.00% | +0.00 |
| GEHC GE Healthcare Technology | Add +13.5% | 0.03% | +0.00 |
| BDX Becton Dickinson and Co. | Add +4.8% | 0.04% | +0.00 |
| VLTO Veralto Corp. | Add +60.5% | 0.01% | +0.00 |
| PLTR Palantir Technologies Inc. Class A | Add +9.1% | 0.01% | +0.00 |
| TFC Truist Financial Corp. | Add +5.3% | 0.05% | +0.00 |
| PKG Packaging Corp. of America | New | 0.00% | +0.00 |
| RPM RPM International Inc. | New | 0.00% | +0.00 |
| ASML ASML Holding NV-NY Reg SHS | Add +5.6% | 0.02% | +0.00 |
| TR Tootsie Roll Inds | New | 0.00% | +0.00 |
| STE Steris PLC | New | 0.00% | +0.00 |
| USXF iShares ESG Advance MSCI USA | New | 0.00% | +0.00 |
| IDXX Idexx Laboratories Inc. | Add +107.5% | 0.02% | +0.00 |
Notes & Other Activity Q2 2025 → Q3 2025
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | New | 84 | $43K |
| SCE TRUST II (EIX 5.1 PERP) | PFD | Reduce -93.8% | 17 | $5K |
| BLACKROCK CORE BOND TRUST | COM | Sold out | 2,724 | $299before exit |
| ADVANCED SYSTEM ENTERXXXREGISTRATION REVOKED BY THE SEC EFF: | COM | Reduce -100.0% | 0 | $0 |
| ALTERRUS SYSTEMS INC XXXREGISTRATION REVOKED BY THE SEC EFF: 06/20/19 | COM | Reduce -100.0% | 0 | $0 |
| Escrow Altegrity Inc Com | COM | Reduce -100.0% | 0 | $0 |
| FLWPF The Flowr Corp. | COM | Reduce -100.0% | 0 | $0 |
| GNBTQ Generex Biotechnology Corp. | COMMON STOCK | Reduce -100.0% | 0 | $0 |
| Halo Spin Out Spv Inc | COM | Reduce -100.0% | 0 | $0 |
| HCMC Healthier Choices Management | COM | Reduce -100.0% | 0 | $0 |
| HMNY Helios and Matheson Analytic | COM | Reduce -100.0% | 0 | $0 |
| HRUA Hereuare Inc. | COM | Reduce -100.0% | 0 | $0 |
| Nugenerex Immuno-Oncolog | COM | Reduce -100.0% | 0 | $0 |
| NUGX Nugenerex Immuno-Oncology Inc. | COM | Reduce -100.0% | 0 | $0 |
| PREDQ Predictive Technology Group | COM | Reduce -100.0% | 0 | $0 |
| SVNTQ Savient Pharmaceuticals Inc. | COM | Reduce -100.0% | 0 | $0 |
| SPWRQ Sunpower Corp. | COM | Reduce -100.0% | 0 | $0 |
| VSTCQ Vision Technology Corp. | COM | Reduce -100.0% | 0 | $0 |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 1,068 | $1.5B | MSFT, AAPL, GOOGL, GOOG, GUNR |
| Q1 2026 | 1,071 | $1.5B | MSFT, AAPL, GUNR, GOOGL, GOOG |
| Q4 2025 | 819 | $1.5B | MSFT, AAPL, GOOGL, GOOG, GUNR |
| Q3 2025 | 811 | $1.5B | MSFT, AAPL, GUNR, JPM, GOOGL |
| Q2 2025 | 817 | $1.5B | MSFT, AAPL, JPM, GUNR, EFG |
| Q1 2025 | 827 | $1.4B | MSFT, AAPL, GUNR, JPM, EFG |
| Q4 2024 | 795 | $1.4B | MSFT, AAPL, GUNR, JPM, GOOGL |
| Q3 2024 | 840 | $1.5B | MSFT, AAPL, GUNR, GOOGL, JPM |
| Q2 2024 | 594 | $1.4B | MSFT, AAPL, GUNR, GOOGL, GOOG |
| Q1 2024 | 599 | $1.4B | MSFT, AAPL, GUNR, GOOGL, JPM |