B & T CAPITAL MANAGEMENT DBA ALPHA CAPITAL MANAGEMENT
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AESI | 633K | $8.31M |
 | SOFI | 273K | $4.33M |
 | KVUE | 247K | $4.26M |
 | JHX | 141K | $2.67M |
 | FAST | 136K | $6.30M |
 | NEE | 110K | $10.17M |
 | INFQ | 97K | $955.76K |
 | KKR | 93K | $8.65M |
 | BX | 75K | $8.68M |
 | NVDA | 69K | $12.03M |
 | WMT | 58K | $7.22M |
 | XOM | 57K | $9.74M |
 | LPRO | 55K | $69.22K |
 | AAPL | 54K | $13.61M |
 | DIS | 54K | $5.17M |
 | SBUX | 53K | $4.73M |
 | MRK | 49K | $5.95M |
 | AMZN | 49K | $10.17M |
 | STRS | 48K | $1.46M |
 | GOOGL | 42K | $11.96M |
Atlas Energy Solutions Inc.
AESI
Shares Held
633K
Value
$8.31M
SoFi Technologies, Inc.
SOFI
Shares Held
273K
Value
$4.33M
Kenvue Inc.
KVUE
Shares Held
247K
Value
$4.26M
James Hardie Industries plc
JHX
Shares Held
141K
Value
$2.67M
Fastenal Company
FAST
Shares Held
136K
Value
$6.30M
NextEra Energy, Inc.
NEE
Shares Held
110K
Value
$10.17M
Infleqtion Inc
INFQ
Shares Held
97K
Value
$955.76K
KKR & Co. Inc.
KKR
Shares Held
93K
Value
$8.65M
Blackstone Inc.
BX
Shares Held
75K
Value
$8.68M
NVIDIA Corporation
NVDA
Shares Held
69K
Value
$12.03M
Walmart Inc.
WMT
Shares Held
58K
Value
$7.22M
Exxon Mobil Corporation
XOM
Shares Held
57K
Value
$9.74M
Open Lending Corporation
LPRO
Shares Held
55K
Value
$69.22K
Apple Inc.
AAPL
Shares Held
54K
Value
$13.61M
The Walt Disney Company
DIS
Shares Held
54K
Value
$5.17M
Starbucks Corporation
SBUX
Shares Held
53K
Value
$4.73M
Merck & Co., Inc.
MRK
Shares Held
49K
Value
$5.95M
Amazon.com, Inc.
AMZN
Shares Held
49K
Value
$10.17M
Stratus Properties Inc.
STRS
Shares Held
48K
Value
$1.46M
Alphabet Inc.
GOOGL
Shares Held
42K
Value
$11.96M