Filed: 7/29/2026ACC: 0001140361-26-029985
📋 What this filing means
NBT BANK, N.A. filed this quarterly 13F‑HR report disclosing 1212 equity positions with a total reported market value of $1.51B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
1212
Positions
$1.51B
Total AUM (reported)
13.66M
Total Shares
Allocation by class
COM$1.51B100.0%
Portfolio Concentration
Top 3$199.24M13.2%
4–10$252.80M16.7%
11–25$250.90M16.6%
Rest$806.78M53.4%
Top 3 weight
13.2%
Top 10 weight
29.9%
Voting Authority Distribution
Total shares with voting rights: 13.66M
Sole
Full voting authority
10.21M
shares
% of voting shares74.7%
Shared
Joint voting authority
31.52K
shares
% of voting shares0.2%
None
No voting authority
3.42M
shares
% of voting shares25.0%
Investment Discretion (by position count)
Sole749
Shared0
Other463
Dominant voting typeSole · 74.7% of voting shares
Institutional Holdings1212
Rows:
Microsoft Corp
SOLEShares200.89K
TypeSH
Market value$74.94M
4.96%
Sole
195.40K
Shared
652.00
None
4.84K
Apple Inc
SOLEShares255.44K
TypeSH
Market value$73.91M
4.90%
Sole
241.36K
Shared
1.36K
None
12.73K
Alphabet Inc Cl A
SOLEShares140.99K
TypeSH
Market value$50.39M
3.34%
Sole
137.02K
Shared
74.00
None
3.90K
Alphabet Inc Cl C
SOLEShares138.35K
TypeSH
Market value$48.88M
3.24%
Sole
134.34K
Shared
109.00
None
3.90K
FlexShares Mstar Glbl Upstrm N
SOLEShares940.96K
TypeSH
Market value$46.37M
3.07%
Sole
932.18K
Shared
605.00
None
8.17K
JP Morgan Chase & CO
SOLEShares121.07K
TypeSH
Market value$39.63M
2.63%
Sole
114.90K
Shared
568.00
None
5.61K
Ishares MSCI EAFE Growth ETF
SOLEShares291.40K
TypeSH
Market value$36.26M
2.40%
Sole
287.45K
Shared
285.00
None
3.67K
Caterpillar Inc
SOLEShares26K
TypeSH
Market value$27.69M
1.83%
Sole
24.77K
Shared
32.00
None
1.20K
Trane Technologies Plc ADR
SOLEShares56K
TypeSH
Market value$27.51M
1.82%
Sole
56K
Shared
0.00
None
0.00
Johnson & Johnson
SOLEShares104.18K
TypeSH
Market value$26.46M
1.75%
Sole
96.23K
Shared
140.00
None
7.80K
Amazon.Com Inc
SOLEShares96.23K
TypeSH
Market value$22.93M
1.52%
Sole
94.45K
Shared
34.00
None
1.75K
Exxonmobil Corp
SOLEShares156.71K
TypeSH
Market value$21.43M
1.42%
Sole
151.59K
Shared
721.00
None
4.40K
Lowes Cos Inc
SOLEShares89.63K
TypeSH
Market value$19.76M
1.31%
Sole
88.20K
Shared
233.00
None
1.20K
Deere & CO
SOLEShares30.15K
TypeSH
Market value$19.13M
1.27%
Sole
29.16K
Shared
82.00
None
908.00
Cisco Systems Inc
SOLEShares152.03K
TypeSH
Market value$17.86M
1.18%
Sole
146K
Shared
625.00
None
5.41K
Vanguard S&P 500 ETF
SOLEShares24.85K
TypeSH
Market value$17.07M
1.13%
Sole
24.45K
Shared
0.00
None
394.00
Procter & Gamble CO
SOLEShares114.93K
TypeSH
Market value$16.85M
1.12%
Sole
107.28K
Shared
426.00
None
7.22K
Berkshire Hathaway Inc-Cl B
SOLEShares33.08K
TypeSH
Market value$16.55M
1.10%
Sole
32.70K
Shared
50.00
None
326.00
McDonalds Corp
SOLEShares60.95K
TypeSH
Market value$16.48M
1.09%
Sole
59.72K
Shared
252.00
None
984.00
RTX Corporation
SOLEShares81.18K
TypeSH
Market value$15.40M
1.02%
Sole
78.05K
Shared
1.15K
None
1.97K
IShares 0-5 Yr TIPs ETF
SOLEShares134.28K
TypeSH
Market value$13.72M
0.91%
Sole
131.60K
Shared
305.00
None
2.37K
Nvidia Corp
SOLEShares68.22K
TypeSH
Market value$13.65M
0.90%
Sole
62.70K
Shared
455.00
None
5.07K
Intl. Business Machines Corp
SOLEShares48.39K
TypeSH
Market value$13.61M
0.90%
Sole
44.06K
Shared
304.00
None
4.03K
CATERPILLAR INC
DFNDShares12.44K
TypeSH
Market value$13.24M
0.88%
Sole
0.00
Shared
0.00
None
12.44K
Chevron Corporation
SOLEShares79.82K
TypeSH
Market value$13.23M
0.88%
Sole
75.82K
Shared
384.00
None
3.62K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Microsoft CorpSOLE | Com | 200.89K | SH | $74.94M 4.96% | 195.40K | 652.00 | 4.84K |
Apple IncSOLE | Com | 255.44K | SH | $73.91M 4.90% | 241.36K | 1.36K | 12.73K |
Alphabet Inc Cl ASOLE | Com | 140.99K | SH | $50.39M 3.34% | 137.02K | 74.00 | 3.90K |
Alphabet Inc Cl CSOLE | Com | 138.35K | SH | $48.88M 3.24% | 134.34K | 109.00 | 3.90K |
FlexShares Mstar Glbl Upstrm NSOLE | Com | 940.96K | SH | $46.37M 3.07% | 932.18K | 605.00 | 8.17K |
JP Morgan Chase & COSOLE | Com | 121.07K | SH | $39.63M 2.63% | 114.90K | 568.00 | 5.61K |
Ishares MSCI EAFE Growth ETFSOLE | Com | 291.40K | SH | $36.26M 2.40% | 287.45K | 285.00 | 3.67K |
Caterpillar IncSOLE | Com | 26K | SH | $27.69M 1.83% | 24.77K | 32.00 | 1.20K |
Trane Technologies Plc ADRSOLE | Com | 56K | SH | $27.51M 1.82% | 56K | 0.00 | 0.00 |
Johnson & JohnsonSOLE | Com | 104.18K | SH | $26.46M 1.75% | 96.23K | 140.00 | 7.80K |
Amazon.Com IncSOLE | Com | 96.23K | SH | $22.93M 1.52% | 94.45K | 34.00 | 1.75K |
Exxonmobil CorpSOLE | Com | 156.71K | SH | $21.43M 1.42% | 151.59K | 721.00 | 4.40K |
Lowes Cos IncSOLE | Com | 89.63K | SH | $19.76M 1.31% | 88.20K | 233.00 | 1.20K |
Deere & COSOLE | Com | 30.15K | SH | $19.13M 1.27% | 29.16K | 82.00 | 908.00 |
Cisco Systems IncSOLE | Com | 152.03K | SH | $17.86M 1.18% | 146K | 625.00 | 5.41K |
Vanguard S&P 500 ETFSOLE | Com | 24.85K | SH | $17.07M 1.13% | 24.45K | 0.00 | 394.00 |
Procter & Gamble COSOLE | Com | 114.93K | SH | $16.85M 1.12% | 107.28K | 426.00 | 7.22K |
Berkshire Hathaway Inc-Cl BSOLE | Com | 33.08K | SH | $16.55M 1.10% | 32.70K | 50.00 | 326.00 |
McDonalds CorpSOLE | Com | 60.95K | SH | $16.48M 1.09% | 59.72K | 252.00 | 984.00 |
RTX CorporationSOLE | Com | 81.18K | SH | $15.40M 1.02% | 78.05K | 1.15K | 1.97K |
IShares 0-5 Yr TIPs ETFSOLE | Com | 134.28K | SH | $13.72M 0.91% | 131.60K | 305.00 | 2.37K |
Nvidia CorpSOLE | Com | 68.22K | SH | $13.65M 0.90% | 62.70K | 455.00 | 5.07K |
Intl. Business Machines CorpSOLE | Com | 48.39K | SH | $13.61M 0.90% | 44.06K | 304.00 | 4.03K |
CATERPILLAR INCDFND | COM | 12.44K | SH | $13.24M 0.88% | 0.00 | 0.00 | 12.44K |
Chevron CorporationSOLE | Com | 79.82K | SH | $13.23M 0.88% | 75.82K | 384.00 | 3.62K |
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