NBT BANK N A /NY

Est. AUM

$596.4M

13F long equity, this entity only

Positions

1,063

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	Microsoft Corp	Com	$40.2M	108655	6.74%	OTR
2	Apple Inc	Com	$28.2M	111231	4.73%	OTR
3	Alphabet Inc Cl C	Com	$23.3M	81303	3.91%	OTR
4	Trane Technologies Plc ADR	Com	$23.1M	55489	3.88%	OTR
5	Ishares Core S&P US	COM	$19.3M	124598	3.24%	DFND
6	Alphabet Inc Cl A	Com	$18.1M	63101	3.04%	OTR
7	JP Morgan Chase & CO	Com	$16.2M	54960	2.71%	OTR
8	Vanguard Extended Duration Tre	Com	$12.4M	191595	2.09%	SOLE
9	Exxonmobil Corp	Com	$12.4M	72897	2.07%	OTR
10	Deere & CO	Com	$11.2M	19854	1.88%	OTR
11	Amazon.Com Inc	Com	$10.5M	50290	1.76%	OTR
12	Caterpillar Inc	Com	$9.5M	13380	1.59%	OTR
13	Johnson & Johnson	Com	$8.5M	34859	1.43%	OTR
14	Berkshire Hathaway Inc-Cl B	Com	$8.3M	17248	1.39%	OTR
15	Chevron Corporation	Com	$7.2M	34592	1.20%	OTR
16	iShares Core Growth ETF	COM	$6.6M	102224	1.10%	DFND
17	RTX Corporation	Com	$6.4M	33006	1.07%	OTR
18	Costco Wholesale Corp	Com	$6.3M	6348	1.06%	OTR
19	Intl. Business Machines Corp	Com	$6.3M	26010	1.06%	OTR
20	Lowes Cos Inc	Com	$6.2M	26298	1.04%	OTR
21	McDonalds Corp	Com	$5.8M	18605	0.97%	OTR
22	Procter & Gamble CO	Com	$5.7M	39279	0.95%	OTR
23	TJX Cos Inc	Com	$5.4M	33829	0.91%	OTR
24	Abbvie Inc	Com	$5.3M	24140	0.88%	OTR
25	Wal Mart Inc	Com	$5.1M	40818	0.85%	OTR
26	Merck & CO Inc	Com	$4.9M	41029	0.83%	OTR
27	Ishares MSCI EAFE Growth ETF	Com	$4.6M	41369	0.77%	OTR
28	Ingersoll Rand Inc	Com	$4.4M	55438	0.74%	OTR
29	Union Pac Corp	Com	$4.4M	18113	0.74%	OTR
30	Cisco Systems Inc	Com	$4.1M	53390	0.69%	OTR
31	Lilly Eli & CO	Com	$4.1M	4500	0.69%	OTR
32	Vanguard Long-Term CorporateBo	Com	$4.1M	54940	0.69%	SOLE
33	Pepsico Inc	Com	$3.9M	24864	0.65%	OTR
34	FlexShares Mstar Glbl Upstrm N	Com	$3.8M	68178	0.63%	OTR
35	Ishares Core S&P 500 ETF	Com	$3.8M	5750	0.63%	SOLE
36	Vaneck Vectors Gold Miners ETF	Com	$3.7M	40049	0.62%	OTR
37	Berkshire Hathaway Inc Class A	Com	$3.6M	5	0.60%	OTR
38	Philip Morris International	Com	$3.5M	21261	0.59%	OTR
39	IShares 0-5 Yr TIPs ETF	Com	$3.5M	33907	0.59%	OTR
40	Abbott Labs	Com	$3.4M	33565	0.58%	OTR
41	Danaher Corp	Com	$3.2M	16854	0.54%	OTR
42	Nvidia Corp	Com	$3.2M	18232	0.53%	OTR
43	Goldman Sachs Group Inc	Com	$3.0M	3502	0.50%	OTR
44	Home Depot Inc	Com	$2.9M	8664	0.48%	OTR
45	Thermo Fisher Scientific Inc	Com	$2.8M	5668	0.47%	OTR
46	Quanta Services Incorporated	Com	$2.8M	5023	0.46%	OTR
47	Uber Technologies Inc	Com	$2.6M	36538	0.44%	OTR
48	Allegion PLC	Com	$2.6M	17804	0.43%	OTR
49	Dimensional U S Equity Market Etf	COM	$2.6M	36209	0.43%	DFND
50	Automatic Data Processing Inc	Com	$2.6M	12614	0.43%	OTR

1–50 of 1,063

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.