B & T Capital Management Dba Alpha Capital Management Portfolio Shifts in Q2 2026

As reported on InsiderSet, B & T Capital Management Dba Alpha Capital Management's portfolio experienced considerable shifts during the period leading up to June 30, 2026. The analysis focuses on holdings that changed significantly or were newly acquired.

The investor demonstrated a strong preference for fixed income and money market instruments this quarter, particularly evident in their actions concerning bond funds and Treasury bonds. They increased their position in RBB FD INC (TBIL) by 167.51%, adding over 204,000 shares to the portfolio.

Furthermore, Alpha Capital significantly boosted its holdings of SPDR SERIES TRUST (BIL), increasing shares by a staggering 333.67% through purchases totaling nearly $16.9 million in value. This substantial growth also occurred with ISHAES TR (IGF), where the investor added over 123,000 shares.

Conversely, there were notable reductions and exits from certain holdings. The Vanguard ETF VANGUARD BD INDEX FDS (BND) allocation decreased by 4.75% due to a reduction in share count. Similarly, SOFI TECHNOLOGIES INC (SOFI) saw its portfolio weight drop significantly following a sale of over 46,000 shares.

The investor also strategically added exposure to specific sectors through targeted purchases. New positions were established in companies like JOHNSON CONTROLS INTERNATION (JCI), KENVUE INC (KVUE), and SNOWFLAKE INC (SNOW). Additionally, they increased their stake in VANGUARD INDEX FDS (VO) by 296.08%, suggesting confidence in certain index tracking.

Overall, the portfolio's changes reflect a dynamic approach focused on amplifying gains from existing positions and diversifying into specific growth areas like Technology and Consumer Defensive stocks while strategically reducing exposure to others such as Communication Services holdings (NFLX). These movements are detailed within the Alpha Capital Management profile on InsiderSet.