B & T CAPITAL MANAGEMENT DBA ALPHA CAPITAL MANAGEMENT
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AESI | 758K | $7.14M |
 | SOFI | 325K | $8.50M |
 | NEE | 113K | $9.04M |
 | KKR | 72K | $9.24M |
 | WMT | 60K | $6.74M |
 | AAPL | 54K | $14.77M |
 | NVDA | 53K | $9.86M |
 | LPRO | 50K | $77.61K |
 | AMZN | 47K | $10.82M |
 | GOOGL | 45K | $14.15M |
 | PLTR | 38K | $6.81M |
 | JPM | 38K | $12.16M |
 | UBER | 38K | $3.07M |
 | WSM | 35K | $6.27M |
 | ORCL | 29K | $5.67M |
 | ABBV | 28K | $6.43M |
 | SHOP | 28K | $4.48M |
 | TSM | 27K | $8.12M |
 | CRSP | 26K | $1.35M |
 | PWR | 26K | $10.80M |
Atlas Energy Solutions Inc.
AESI
Shares Held
758K
Value
$7.14M
SoFi Technologies, Inc.
SOFI
Shares Held
325K
Value
$8.50M
NextEra Energy, Inc.
NEE
Shares Held
113K
Value
$9.04M
KKR & Co. Inc.
KKR
Shares Held
72K
Value
$9.24M
Walmart Inc.
WMT
Shares Held
60K
Value
$6.74M
Apple Inc.
AAPL
Shares Held
54K
Value
$14.77M
NVIDIA Corporation
NVDA
Shares Held
53K
Value
$9.86M
Open Lending Corporation
LPRO
Shares Held
50K
Value
$77.61K
Amazon.com, Inc.
AMZN
Shares Held
47K
Value
$10.82M
Alphabet Inc.
GOOGL
Shares Held
45K
Value
$14.15M
Palantir Technologies Inc.
PLTR
Shares Held
38K
Value
$6.81M
JPMorgan Chase & Co.
JPM
Shares Held
38K
Value
$12.16M
Uber Technologies, Inc.
UBER
Shares Held
38K
Value
$3.07M
Williams-Sonoma, Inc.
WSM
Shares Held
35K
Value
$6.27M
Oracle Corporation
ORCL
Shares Held
29K
Value
$5.67M
AbbVie Inc.
ABBV
Shares Held
28K
Value
$6.43M
Shopify Inc.
SHOP
Shares Held
28K
Value
$4.48M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
27K
Value
$8.12M
CRISPR Therapeutics AG
CRSP
Shares Held
26K
Value
$1.35M
Quanta Services, Inc.
PWR
Shares Held
26K
Value
$10.80M