Managed by Bts Asset Management, Inc. • Latest filing Q4 2025
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A — | $73.2M | 2.05M | 0.00% | — |
| 2 | ? N/A — | $67.6M | 1.90M | 0.00% | — |
| 3 | ? N/A — | $66M | 1.91M | 0.00% | — |
| 4 | S | $64.9M | 704.9K | 0.00% | — |
| 5 |
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
? N/A — |
| $63.3M |
| 1.71M |
| 0.00% |
| — |
| 6 | ? N/A — | $59.6M | 1.67M | 0.00% | — |
| 7 | ? N/A — | $59.2M | 1.74M | 0.00% | — |
| 8 | S | $59M | 653.0K | 0.00% | — |
| 9 | ? N/A — | $58M | 1.61M | 0.00% | — |
| 10 | ? N/A — | $38.4M | 1.06M | 0.00% | — |
| 11 | ? N/A — | $30.4M | 823.4K | 0.00% | — |
| 12 | I IAU — | $30.2M | 805.4K | 0.00% | — |
| 13 | ? N/A — | $28M | 754.4K | 0.00% | — |
| 14 | I IAU — | $28M | 740.4K | 0.00% | — |
| 15 | ? N/A — | $25.9M | 703.6K | 0.00% | — |
| 16 | I IAU — | $25.9M | 691.1K | 0.00% | — |
| 17 | S | $25M | 264.0K | 0.00% | — |
| 18 | I IAU — | $22.5M | 233.7K | 0.00% | — |
| 19 | S | $22.3M | 234.1K | 0.00% | — |
| 20 | S | $20.5M | 217.5K | 0.00% | — |