SEC 13F Intelligence

Managers / Q4 2021 · view latest →

NTB Financial Corp

CIK 0001910010 · 9540 S. MAROON CIRCLE, SUITE 250, CENTENNIAL, CO, 80112 · 303-825-1825

Reported Value
$143M
Q4 2021
Positions
147
Filings on Record
3
2019–present window
Filed
Feb 9, 2022
original filing

Summary

Ntb Financial Corp reported $143M in U.S.-listed holdings across 147 positions for Q4 2021.

Its largest position, AAPL, represents 5.9% of the portfolio.

Portfolio Metrics

Top-10 Concentration
+27.8%
share of reported value
Largest Position
+5.9%
Apple

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’21: $143MQ4 ’21Q1 ’22: $140MQ1 ’22Q2 ’22: $123MQ2 ’22filingsflow.com

Portfolio Composition

By security type
Common Stock: 65.4%ETP: 26.1%REIT: 2.7%Other: 2.7%ADR: 1.8%Other: 1.4%
  • Common Stock · 65.4% · $94M
  • ETP · 26.1% · $37M
  • REIT · 2.7% · $4M
  • Other · 2.7% · $4M
  • ADR · 1.8% · $3M
  • Other · 1.4% · $2M

Quarter-over-Quarter Changes full breakdown →

IssuerMoveShare ΔShares nowValue ΔValue now
AAPLAPPLE INCNEW+47.9K47.9K+$9M$9M
MSFTMICROSOFT CORPNEW+12.5K12.5K+$4M$4M
TJXTJX COS INC NEWNEW+53.7K53.7K+$4M$4M
VANGUARD WORLD FDSNEW+8.2K8.2K+$4M$4M
SBUXSTARBUCKS CORPNEW+31.8K31.8K+$4M$4M
CSCOCISCO SYS INCNEW+53.0K53.0K+$3M$3M
SCHWAB STRATEGIC TRNEW+40.6K40.6K+$3M$3M
SCHWAB STRATEGIC TRNEW+52.1K52.1K+$3M$3M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q4 2021

41 positions
#IssuerClass% PortfolioValueShares
1SCHWAB STRATEGIC TRUS DIVIDEND EQ · US TIPS ETF · INTL EQTY ETF · US LCAP GR ETF · US LRG CAP ETF · SHT TM US TRES · US MID-CAP ETF · US LCAP VA ETF · US SML CAP ETF13.29%$19M271.0K
2AAPLAPPLE INChistory →COM5.94%$9M47.9K
3MSFTMICROSOFT CORPhistory →COM2.93%$4M12.5K
4TJXTJX COS INC NEWhistory →COM2.84%$4M53.7K
5VANGUARD WORLD FDSINF TECH ETF2.63%$4M8.2K
6SBUXSTARBUCKS CORPhistory →COM2.59%$4M31.8K
7CSCOCISCO SYS INChistory →COM2.34%$3M53.0K
8NORTHERN LTS FD TR IIIHCM DEFND 100 · HCM DEFEN 5002.30%$3M64.5K
9BRK/BBERKSHIRE HATHAWAY INC DELhistory →CL B NEW1.98%$3M9.5K
10ISHARES TR1 3 YR TREAS BD1.96%$3M32.9K
11TAT&T INChistory →COM1.91%$3M111.5K
12BMYBRISTOL-MYERS SQUIBB COhistory →COM1.90%$3M43.6K
13EXMOCEXXON MOBIL CORPhistory →COM1.84%$3M43.1K
14JNJJOHNSON & JOHNSONhistory →COM1.68%$2M14.1K
15ARCCARES CAPITAL CORPhistory →COM1.38%$2M93.7K
16MCDMCDONALDS CORPhistory →COM1.37%$2M7.3K
17GOOGLALPHABET INChistory →CAP STK CL A1.37%$2M676
18COSTCOSTCO WHSL CORP NEWhistory →COM1.30%$2M3.3K
19CHVCHEVRON CORP NEWhistory →COM1.25%$2M15.3K
20ADMARCHER DANIELS MIDLAND COhistory →COM1.25%$2M26.5K
21AMZNAMAZON COM INChistory →COM1.24%$2M533
22DISDISNEY WALT COhistory →COM1.17%$2M10.9K
23KOCOCA COLA COhistory →COM1.13%$2M27.3K
24AEPAMERICAN ELEC PWR CO INChistory →COM1.12%$2M18.0K
25NNNNATIONAL RETAIL PROPERTIES Ihistory →COM1.11%$2M33.0K
26INMODE LTDSHS1.06%$2M21.6K
27PEOEXELON CORPhistory →COM1.06%$2M26.4K
28AWCAMERICAN WTR WKS CO INC NEWhistory →COM1.04%$1M7.9K
29PEPPEPSICO INCCOM1.00%$1M8.2K
30KMIKINDER MORGAN INC DELCOM0.97%$1M87.5K
31GQ9SPDR GOLD TRGOLD SHS0.94%$1M7.9K
32PGPROCTER AND GAMBLE COCOM0.86%$1M7.6K
33INVESCO EXCHANGE TRADED FD TS&P500 EQL UTL0.81%$1M10.2K
34HWMHOWMET AEROSPACE INCCOM0.73%$1M32.7K
35UNHUNITEDHEALTH GROUP INCCOM0.72%$1M2.1K
36ANETEURARISTA NETWORKS INCCOM0.71%$1M7.1K
37JPMJPMORGAN CHASE & COCOM0.71%$1M6.4K
38VANGUARD MALVERN FDSSTRM INFPROIDX0.68%$982,00019.1K
39QFIN360 DIGITECH INCAMERICAN DEP0.67%$961,00041.9K
40BACBK OF AMERICA CORPCOM0.65%$936,00021.0K
41BACVERIZON COMMUNICATIONS INCCOM0.65%$931,00017.9K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q2 2022$123M143Aug 9, 202213F-HRchanges · EDGAR ↗
Q1 2022$140M152May 2, 202213F-HRchanges · EDGAR ↗
Q4 2021$143M147Feb 9, 202213F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.