Filed: 7/23/2025ACC: 0001140361-25-026909
📋 What this filing means
NBT BANK N A /NY filed this quarterly 13F‑HR report disclosing 1034 equity positions with a total reported market value of $1.46B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
1034
Positions
$1.46B
Total AUM (reported)
13.13M
Total Shares
Allocation by class
COM$1.46B100.0%
Portfolio Concentration
Top 3$197.87M13.6%
4–10$191.46M13.1%
11–25$239.49M16.4%
Rest$827.68M56.8%
Top 3 weight
13.6%
Top 10 weight
26.7%
Voting Authority Distribution
Total shares with voting rights: 13.13M
Sole
Full voting authority
10.28M
shares
% of voting shares78.3%
Shared
Joint voting authority
35.34K
shares
% of voting shares0.3%
None
No voting authority
2.81M
shares
% of voting shares21.4%
Investment Discretion (by position count)
Sole490
Shared0
Other544
Dominant voting typeSole · 78.3% of voting shares
Institutional Holdings1034
Rows:
Microsoft Corp
SOLEShares207.48K
TypeSH
Market value$103.20M
7.09%
Sole
201.90K
Shared
754.00
None
4.82K
Apple Inc
SOLEShares275.54K
TypeSH
Market value$56.53M
3.88%
Sole
259.56K
Shared
1.75K
None
14.23K
FlexShares Mstar Glbl Upstrm N
SOLEShares950.62K
TypeSH
Market value$38.13M
2.62%
Sole
943.52K
Shared
340.00
None
6.75K
JP Morgan Chase & CO
SOLEShares130.46K
TypeSH
Market value$37.82M
2.60%
Sole
123.89K
Shared
620.00
None
5.95K
Ishares MSCI EAFE Growth ETF
SOLEShares266.95K
TypeSH
Market value$29.90M
2.05%
Sole
263.55K
Shared
125.00
None
3.27K
Alphabet Inc Cl A
SOLEShares155.63K
TypeSH
Market value$27.43M
1.88%
Sole
151.77K
Shared
74.00
None
3.78K
Alphabet Inc Cl C
SOLEShares153.34K
TypeSH
Market value$27.20M
1.87%
Sole
148.59K
Shared
86.00
None
4.66K
Trane Technologies Plc ADR
SOLEShares60.73K
TypeSH
Market value$26.56M
1.82%
Sole
60.73K
Shared
0.00
None
0.00
Amazon.Com Inc
SOLEShares97.82K
TypeSH
Market value$21.46M
1.47%
Sole
96.84K
Shared
0.00
None
977.00
Lowes Cos Inc
SOLEShares95.06K
TypeSH
Market value$21.09M
1.45%
Sole
93.63K
Shared
240.00
None
1.20K
Procter & Gamble CO
SOLEShares127.78K
TypeSH
Market value$20.36M
1.40%
Sole
119.33K
Shared
446.00
None
8.01K
Ishares Core S&P US
DFNDShares132.10K
TypeSH
Market value$19.87M
1.36%
Sole
0.00
Shared
0.00
None
132.10K
McDonalds Corp
SOLEShares64.89K
TypeSH
Market value$18.96M
1.30%
Sole
63.40K
Shared
252.00
None
1.23K
Exxonmobil Corp
SOLEShares167.25K
TypeSH
Market value$18.03M
1.24%
Sole
161.29K
Shared
939.00
None
5.02K
Vanguard Value Etf
DFNDShares97.65K
TypeSH
Market value$17.26M
1.18%
Sole
0.00
Shared
0.00
None
97.65K
Johnson & Johnson
SOLEShares110.12K
TypeSH
Market value$16.82M
1.15%
Sole
101.94K
Shared
145.00
None
8.03K
Vanguard Total Stock
DFNDShares54.90K
TypeSH
Market value$16.69M
1.15%
Sole
0.00
Shared
0.00
None
54.90K
Deere & CO
SOLEShares32.06K
TypeSH
Market value$16.30M
1.12%
Sole
31.07K
Shared
82.00
None
907.00
Berkshire Hathaway Inc-Cl B
SOLEShares33.06K
TypeSH
Market value$16.06M
1.10%
Sole
32.67K
Shared
68.00
None
326.00
Costco Wholesale Corp
SOLEShares14.89K
TypeSH
Market value$14.74M
1.01%
Sole
14.50K
Shared
0.00
None
391.00
Abbott Labs
SOLEShares105.14K
TypeSH
Market value$14.30M
0.98%
Sole
102.41K
Shared
522.00
None
2.21K
iShares TR 1-5 Yr Inv Gr Corp
SOLEShares247.78K
TypeSH
Market value$13.07M
0.90%
Sole
238.59K
Shared
0.00
None
9.19K
Automatic Data Processing Inc
SOLEShares40.84K
TypeSH
Market value$12.59M
0.86%
Sole
39.87K
Shared
70.00
None
901.00
RTX Corporation
SOLEShares83.77K
TypeSH
Market value$12.23M
0.84%
Sole
80.55K
Shared
1.24K
None
1.97K
Chevron Corporation
SOLEShares85.27K
TypeSH
Market value$12.21M
0.84%
Sole
80.88K
Shared
544.00
None
3.85K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Microsoft CorpSOLE | Com | 207.48K | SH | $103.20M 7.09% | 201.90K | 754.00 | 4.82K |
Apple IncSOLE | Com | 275.54K | SH | $56.53M 3.88% | 259.56K | 1.75K | 14.23K |
FlexShares Mstar Glbl Upstrm NSOLE | Com | 950.62K | SH | $38.13M 2.62% | 943.52K | 340.00 | 6.75K |
JP Morgan Chase & COSOLE | Com | 130.46K | SH | $37.82M 2.60% | 123.89K | 620.00 | 5.95K |
Ishares MSCI EAFE Growth ETFSOLE | Com | 266.95K | SH | $29.90M 2.05% | 263.55K | 125.00 | 3.27K |
Alphabet Inc Cl ASOLE | Com | 155.63K | SH | $27.43M 1.88% | 151.77K | 74.00 | 3.78K |
Alphabet Inc Cl CSOLE | Com | 153.34K | SH | $27.20M 1.87% | 148.59K | 86.00 | 4.66K |
Trane Technologies Plc ADRSOLE | Com | 60.73K | SH | $26.56M 1.82% | 60.73K | 0.00 | 0.00 |
Amazon.Com IncSOLE | Com | 97.82K | SH | $21.46M 1.47% | 96.84K | 0.00 | 977.00 |
Lowes Cos IncSOLE | Com | 95.06K | SH | $21.09M 1.45% | 93.63K | 240.00 | 1.20K |
Procter & Gamble COSOLE | Com | 127.78K | SH | $20.36M 1.40% | 119.33K | 446.00 | 8.01K |
Ishares Core S&P USDFND | COM | 132.10K | SH | $19.87M 1.36% | 0.00 | 0.00 | 132.10K |
McDonalds CorpSOLE | Com | 64.89K | SH | $18.96M 1.30% | 63.40K | 252.00 | 1.23K |
Exxonmobil CorpSOLE | Com | 167.25K | SH | $18.03M 1.24% | 161.29K | 939.00 | 5.02K |
Vanguard Value EtfDFND | COM | 97.65K | SH | $17.26M 1.18% | 0.00 | 0.00 | 97.65K |
Johnson & JohnsonSOLE | Com | 110.12K | SH | $16.82M 1.15% | 101.94K | 145.00 | 8.03K |
Vanguard Total StockDFND | COM | 54.90K | SH | $16.69M 1.15% | 0.00 | 0.00 | 54.90K |
Deere & COSOLE | Com | 32.06K | SH | $16.30M 1.12% | 31.07K | 82.00 | 907.00 |
Berkshire Hathaway Inc-Cl BSOLE | Com | 33.06K | SH | $16.06M 1.10% | 32.67K | 68.00 | 326.00 |
Costco Wholesale CorpSOLE | Com | 14.89K | SH | $14.74M 1.01% | 14.50K | 0.00 | 391.00 |
Abbott LabsSOLE | Com | 105.14K | SH | $14.30M 0.98% | 102.41K | 522.00 | 2.21K |
iShares TR 1-5 Yr Inv Gr CorpSOLE | Com | 247.78K | SH | $13.07M 0.90% | 238.59K | 0.00 | 9.19K |
Automatic Data Processing IncSOLE | Com | 40.84K | SH | $12.59M 0.86% | 39.87K | 70.00 | 901.00 |
RTX CorporationSOLE | Com | 83.77K | SH | $12.23M 0.84% | 80.55K | 1.24K | 1.97K |
Chevron CorporationSOLE | Com | 85.27K | SH | $12.21M 0.84% | 80.88K | 544.00 | 3.85K |
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