B & T Capital Management DBA Alpha Capital Management

Est. AUM

$689.9M

13F long equity, this entity only

Positions

115

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$84.6M	1149292	12.27%	SOLE
2	INVESCO QQQ TR	UNIT SER 1	$53.0M	91810	7.68%	SOLE
3	VANGUARD WHITEHALL FDS	INTL DVD ETF	$27.3M	308271	3.95%	SOLE
4	VANGUARD INDEX FDS	REAL ESTATE ETF	$20.8M	234294	3.01%	SOLE
5	SCHWAB STRATEGIC TR	US LRG CAP ETF	$20.3M	792079	2.94%	SOLE
6	SCHWAB STRATEGIC TR	US LCAP GR ETF	$18.9M	648232	2.74%	SOLE
7	ETF SER SOLUTIONS	DEFIANCE QUANTUM	$15.6M	145239	2.26%	SOLE
8	FIRST TR EXCHANGE TRADED FD	SMID RISNG ETF	$14.3M	363033	2.07%	SOLE
9	ISHARES TR	GLB INFRASTR ETF	$14.2M	212128	2.06%	SOLE
10	J P MORGAN EXCHANGE TRADED F	SMALL & MID CAP	$14.0M	209699	2.03%	SOLE
11	APPLE INC	COM	$13.6M	53639	1.97%	SOLE
12	ISHARES TR	EXPANDED TECH	$12.9M	161373	1.87%	SOLE
13	NVIDIA CORPORATION	COM	$12.0M	68972	1.74%	SOLE
14	ALPHABET INC	CAP STK CL A	$12.0M	41575	1.73%	SOLE
15	QUANTA SVCS INC	COM	$11.3M	20608	1.64%	SOLE
16	JPMORGAN CHASE & CO	COM	$10.9M	37184	1.59%	SOLE
17	AMAZON COM INC	COM	$10.2M	48831	1.47%	SOLE
18	NEXTERA ENERGY INC	COM	$10.2M	109501	1.47%	SOLE
19	EXXON MOBIL CORP	COM	$9.7M	57424	1.41%	SOLE
20	BROADCOM INC	COM	$9.5M	30729	1.38%	SOLE
21	BLACKSTONE INC	COM	$8.7M	75480	1.26%	SOLE
22	KKR & CO INC	COM	$8.6M	93482	1.25%	SOLE
23	META PLATFORMS INC	CL A	$8.4M	14756	1.22%	SOLE
24	HONEYWELL INTL INC	COM	$8.4M	37249	1.22%	SOLE
25	ATLAS ENERGY SOLUTIONS INC	COM NEW	$8.3M	633029	1.20%	SOLE
26	MERCADOLIBRE INC	COM	$8.1M	4710	1.18%	SOLE
27	MICROSOFT CORP	COM	$7.3M	19710	1.06%	SOLE
28	WALMART INC	COM	$7.2M	58082	1.05%	SOLE
29	FASTENAL CO	COM	$6.3M	135878	0.91%	SOLE
30	WILLIAMS SONOMA INC	COM	$6.3M	34292	0.91%	SOLE
31	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$6.2M	18431	0.90%	SOLE
32	LOCKHEED MARTIN CORP	COM	$6.2M	10207	0.89%	SOLE
33	ABBVIE INC	COM	$6.1M	28193	0.89%	SOLE
34	RBB FD INC	F/M US TREASURY	$6.1M	121885	0.88%	SOLE
35	CHEVRON CORPORATION	COM	$6.0M	28849	0.87%	SOLE
36	MERCK & CO INC	COM	$6.0M	49486	0.86%	SOLE
37	CATERPILLAR INC	COM	$5.8M	8235	0.85%	SOLE
38	VULCAN MATLS CO	COM	$5.7M	20894	0.82%	SOLE
39	SNOWFLAKE INC	COM SHS	$5.7M	37569	0.82%	SOLE
40	PALANTIR TECHNOLOGIES INC	CL A	$5.5M	37622	0.80%	SOLE
41	AMGEN INC	COM	$5.5M	15596	0.80%	SOLE
42	BLACKROCK INC	COM	$5.4M	5633	0.79%	SOLE
43	VISA INC	COM CL A	$5.3M	17559	0.77%	SOLE
44	PEPSICO INC	COM	$5.3M	34057	0.77%	SOLE
45	DISNEY WALT CO	COM	$5.2M	53632	0.75%	SOLE
46	PARKER-HANNIFIN CORP	COM	$5.1M	5689	0.74%	SOLE
47	INTERNATIONAL BUSINESS MACHS	COM	$4.8M	19923	0.70%	SOLE
48	HOME DEPOT INC	COM	$4.8M	14642	0.70%	SOLE
49	STARBUCKS CORP	COM	$4.7M	52801	0.69%	SOLE
50	ORACLE CORP	COM	$4.6M	31128	0.66%	SOLE

1–50 of 115

1 / 3

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