BTS Asset Management, Inc. — 13F Holdings & Portfolio

CIK 1532842 · latest 13F-HR filed 2026-05-13

BTS Asset Management, Inc. manages $25.9M in 13F-reported U.S. long-equity assets across 31 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are BIL (49.59%), JEPI (4.60%), TFLO (3.47%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 12 new positions, exited 13, added to 0, and trimmed 2.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$25.9M

Long-equity book

Holdings

31

Distinct positions

Period

2026-03-31

Filed 2026-05-13

Q/Q Activity

+12 / −13 / ↑0 / ↓2

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • No increased positions.
Show all 0

Top Trims

  • STATE STREET SPDR DOW JONES INDUSTRIAL AVG ETF TRUST-$445.0K -39.6%
  • KROGER CO-$157.3K -24.3%
Show all 2

New Positions

  • STATE STREET SPDR BLOOMBERG 1 3 MONTH T BILL ETF$12.9M
  • Paychex, Inc.$586.3K
  • ALLEGION plc$511.4K
  • Edison International$344.2K
  • Allstate Corporation (The)$319.5K
Show all 12

Exited Positions

  • XTRACKERS USD HIGH YIELD CORPORATE BOND ETF$25.9M
  • ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF$25.9M
  • INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF$8.7M
  • CONSOLIDATED EDISON$742.3K
  • AMEREN CORP$495.7K
Show all 13
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 STATE STREET SPDR BLOOMBERG 1 3 MONTH T BILL ETF BIL 78468R663 $12.9M 49.59% 140,398 SH
2 JPMorgan Equity Premium Income ETF USD Class JEPI 46641Q332 $1.2M 4.60% 21,055 SH
3 iShares Treasury Floating Rate Bond ETF TFLO 46434V860 $899.1K 3.47% 17,758 SH
4 STATE STREET SPDR DOW JONES INDUSTRIAL AVG ETF TRUST DIA 78467X109 $678.4K 2.61% 1,465 SH
5 SPDR Blackstone Senior Loan ETF USD Class SRLN 78467V608 $599.8K 2.31% 14,943 SH
6 JPMorgan Nasdaq Equity Premium Income ETF USD Class JEPQ 46654Q203 $592.8K 2.28% 10,677 SH
7 Paychex, Inc. PAYX 704326107 $586.3K 2.26% 6,365 SH
8 iShares 7-10 Year Treasury Bond ETF USD Class IEF 464287440 $549.4K 2.12% 5,756 SH
9 NVIDIA Corporation NVDA 67066G104 $515.1K 1.99% 2,953 SH
10 ALLEGION plc ALLE G0176J109 $511.4K 1.97% 3,520 SH
11 KROGER CO KR 501044101 $491.3K 1.89% 6,789 SH
12 Comcast Corporation CMCSA 20030N101 $487.0K 1.88% 16,961 SH
13 Janus Henderson AAA CLO ETF USD Class JAAA 47103U845 $449.8K 1.73% 8,930 SH
14 iShares Agency Bond ETF AGZ 464288166 $448.8K 1.73% 4,090 SH
15 ALPHABET INC GOOGL 02079K305 $396.5K 1.53% 1,379 SH
16 Meta Platforms, Inc. META 30303M102 $387.3K 1.49% 677 SH
17 Edison International EIX 281020107 $344.2K 1.33% 4,704 SH
18 Allstate Corporation (The) ALL 020002101 $319.5K 1.23% 1,541 SH
19 VANGUARD SECTOR INDEX FDS VANGUARD INFORMATION TECHNOLOGY VIPERS VGT 92204A702 $318.0K 1.23% 456 SH
20 ProShares S&P 500 Dividend Aristocrats ETF NOBL 74348A467 $301.1K 1.16% 2,841 SH
21 Invesco CEF Income Composite ETF USD Class PCEF 46138E404 $300.5K 1.16% 15,967 SH
22 ISHARES TR DOW JONES US BASIC MATERIALS SECTOR INDEX FD IYM 464287838 $300.5K 1.16% 1,708 SH
23 STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF SJNK 78468R408 $299.9K 1.16% 12,007 SH
24 Janus Henderson B-BBB CLO ETF USD Class JBBB 47103U753 $299.9K 1.16% 6,435 SH
25 Atmos Energy Corporation ATO 049560105 $292.1K 1.13% 1,581 SH
26 ResMed, Inc. RMD 761152107 $292.0K 1.13% 1,301 SH
27 Exelon Corporation EXC 30161N101 $256.5K 0.99% 5,233 SH
28 CF INDUSTRIES HOLDINGS, INC. CF 125269100 $249.0K 0.96% 1,918 SH
29 Hormel Foods Corporation HRL 440452100 $247.6K 0.95% 10,930 SH
30 Viper Energy, Inc. VNOM 64361Q101 $245.6K 0.95% 5,227 SH
31 VANGUARD SMALL-CAP VALUE VIPERS VBR 922908611 $226.1K 0.87% 1,041 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-13 $25.9M 31 0001580642-26-003151
2025-12-31 2026-01-26 $73.9M 32 0001580642-26-000400
2025-09-30 2025-11-12 $78.0M 30 0001580642-25-007234