13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001577928
Total reported value
$11.6M
$11.6M
16 檔
46.1%
At the close of Q1 2026, Bci Securities, Inc. disclosed equity holdings valued at approximately $11.6M, spread across 16 reported holdings.
Bci Securities, Inc. executed strategic sector rebalancing during Q1 2026, establishing 3 new positions while fully exiting 4 holdings and trimming 3 positions.
In terms of portfolio concentration, the top 5 core holdings (including IVV, IWF, IWD) accounted for 46.1% of total reported equity market value during Q1 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 12.31% | +0.66% | +140.50% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-Other | 11.75% | +0.22% | — | |
| 3 | IWD | Ishares Russell 1000 Value E | ETF-Other | 11.52% | -0.09% | — | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 9.82% | -0.07% | -25.49% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 7.35% | +0.78% | -28.56% | |
| 6 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 7.09% | -3.88% | — | |
| 7 | XLK | Ss Technology Select Sector | ETF-Tech | 6.29% | +1.60% | — | |
| 8 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 5.61% | -1.11% | +73.49% | |
| 9 | GLD | Spdr Gold Shares | ETF-Commodities | 4.82% | -1.00% | +5.67% | |
| 10 | HYT | Blackrock CORP Hi Yld | Stock-Other | 4.44% | -0.54% | — | |
| 11 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 3.71% | +0.08% | — | |
| 12 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 3.60% | +0.35% | — | |
| 13 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 3.36% | +0.04% | — | |
| 14 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 3.28% | -0.65% | — | |
| 15 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 2.84% | -0.02% | -48.36% | |
| 16 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 2.21% | +0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +7.6% | +140.50% | Add |
| 2 | JCPB | Jpmorgan Core Plus Bond ETF | +2.8% | +73.49% | Add |
| 3 | IWD | Ishares Russell 1000 Value E | +1.6% | — | Unchanged |
| 4 | GLD | Spdr Gold Shares | +1.1% | +5.67% | Add |
| 5 | TLT | Ishares 20+ Year Treasury Bd | +0.8% | — | Unchanged |
| 6 | IWN | Ishares Russell 2000 Value E | +0.6% | — | Unchanged |
| 7 | HYT | Blackrock CORP Hi Yld | +0.4% | — | Unchanged |
| 8 | IWO | Ishares Russell 2000 Growth | +0.4% | — | Unchanged |
| 9 | IWF | Ishares Russell 1000 Growth | +0.3% | — | Unchanged |
| 10 | XLK | Ss Technology Select Sector | +0.3% | — | Unchanged |
| 11 | ACWI | Ishares Msci Acwi ETF | -2.1% | -48.36% | Trim |
| 12 | QQQ | Invesco Qqq Trust Series 1 | -2.3% | -28.56% | Trim |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | -2.3% | -25.49% | Trim |
| 14 | EZU | Ishares Msci Eurozone ETF | — | EXIT | Sold out |
| 15 | IEMG | Ishares Core Msci Emerging | — | EXIT | Sold out |
| 16 | EWJ | Ishares Msci Japan ETF | — | EXIT | Sold out |
| 17 | SPEM | State Street Sp Ptf Em ETF | — | NEW | New buy |
| 18 | PYLD | Pimco Multisector Bond Actv | — | NEW | New buy |
| 19 | IWM | Ishares Russell 2000 ETF | — | EXIT | Sold out |
| 20 | IEUR | Ishares Core Msci Europe ETF | — | NEW | New buy |
According to official SEC Form 13F filings, Bci Securities, Inc. reported a total U.S. public equity portfolio value of $11.6M across 16 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
SPEM
市值: $341.1K
Top Position Liquidated / Trimmed
EZU
前期市值: $727.5K
During Q1 2026, Bci Securities, Inc.'s top holdings by market value included IVV (12.3%)、IWF (11.8%)、IWD (11.5%). The largest single position, IVV, represented 12.3% of total portfolio value.
In Q1 2026, Bci Securities, Inc. made 13 total portfolio adjustments, initiating 3 new buys, adding to 3 positions, trimming 3 holdings, and fully liquidating 4 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.