B & T CAPITAL MANAGEMENT DBA ALPHA CAPITAL MANAGEMENT
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AESI | 726K | $8.25M |
 | SOFI | 346K | $9.14M |
 | KVUE | 234K | $3.80M |
 | FAST | 133K | $6.53M |
 | NEE | 113K | $8.54M |
 | LPRO | 87K | $182.95K |
 | KKR | 71K | $9.25M |
 | WMT | 60K | $6.22M |
 | XOM | 60K | $6.74M |
 | BX | 58K | $9.92M |
 | NVDA | 54K | $10.12M |
 | AAPL | 54K | $13.80M |
 | CF | 53K | $4.79M |
 | MRK | 49K | $4.15M |
 | GOOGL | 48K | $11.68M |
 | AMZN | 46K | $10.15M |
 | STRS | 46K | $962.78K |
 | SBUX | 44K | $3.73M |
 | PLTR | 40K | $7.29M |
 | SNOW | 39K | $8.84M |
Atlas Energy Solutions Inc.
AESI
Shares Held
726K
Value
$8.25M
SoFi Technologies, Inc.
SOFI
Shares Held
346K
Value
$9.14M
Kenvue Inc.
KVUE
Shares Held
234K
Value
$3.80M
Fastenal Company
FAST
Shares Held
133K
Value
$6.53M
NextEra Energy, Inc.
NEE
Shares Held
113K
Value
$8.54M
Open Lending Corporation
LPRO
Shares Held
87K
Value
$182.95K
KKR & Co. Inc.
KKR
Shares Held
71K
Value
$9.25M
Walmart Inc.
WMT
Shares Held
60K
Value
$6.22M
Exxon Mobil Corporation
XOM
Shares Held
60K
Value
$6.74M
Blackstone Inc.
BX
Shares Held
58K
Value
$9.92M
NVIDIA Corporation
NVDA
Shares Held
54K
Value
$10.12M
Apple Inc.
AAPL
Shares Held
54K
Value
$13.80M
CF Industries Holdings, Inc.
CF
Shares Held
53K
Value
$4.79M
Merck & Co., Inc.
MRK
Shares Held
49K
Value
$4.15M
Alphabet Inc.
GOOGL
Shares Held
48K
Value
$11.68M
Amazon.com, Inc.
AMZN
Shares Held
46K
Value
$10.15M
Stratus Properties Inc.
STRS
Shares Held
46K
Value
$962.78K
Starbucks Corporation
SBUX
Shares Held
44K
Value
$3.73M
Palantir Technologies Inc.
PLTR
Shares Held
40K
Value
$7.29M
Snowflake Inc.
SNOW
Shares Held
39K
Value
$8.84M