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CIK: 0001542165
Total reported value
$342.0M
$342.0M
58 檔
16.4%
During the Q2 2024 filing period, Bcwm, LLC (CIK: 0001542165) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $342.0M across 58 reported positions.
During Q2 2024, Bcwm, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHF | Schwab Intl Equity ETF | ETF-Other | 5.43% | +0.04% | +0.04% | |
| 2 | SRE | Sempra | Stock-Utilities | 3.92% | +0.03% | +4.48% | |
| 3 | IAU | Ishares Gold Trust | ETF-Commodities | 3.80% | -0.59% | +12.07% | |
| 4 | TGT | Target CORP | Stock-Consumer Disc | 3.50% | -1.83% | EXIT | |
| 5 | DUK | Duke Energy CORP | Stock-Utilities | 3.48% | +0.04% | -18.08% | |
| 6 | HD | Home Depot Inc | Stock-Consumer Disc | 3.41% | +0.49% | +15.64% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.34% | -0.02% | +3.24% | |
| 8 | LMT | Lockheed Martin CORP | Stock-Industrials | 3.25% | +0.21% | -0.37% | |
| 9 | MDT | Medtronic plc | Stock-Healthcare | 3.22% | — | +3.27% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 3.13% | +0.13% | -1.38% | |
| 11 | WMT | Walmart Inc | Stock-Consumer Staples | 3.11% | -0.23% | +1.22% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 3.07% | +0.11% | +0.82% | |
| 13 | SWK | Stanley Black & Decker Inc | Stock-Industrials | 2.86% | +0.30% | +2.27% | |
| 14 | DEO | Diageo Plc-sponsored Adr | Stock-Consumer Staples | 2.85% | — | +17.80% | |
| 15 | DHI | Dr Horton Inc | Stock-Consumer Disc | 2.70% | -0.05% | +2.99% | |
| 16 | NOC | Northrop Grumman CORP | Stock-Industrials | 2.67% | +0.03% | +3.25% | |
| 17 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 2.62% | -0.36% | +4.75% | |
| 18 | GRMN | Garmin Ltd. | Stock-Tech | 2.29% | +0.17% | -34.07% | |
| 19 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.86% | +0.25% | +8.21% | |
| 20 | AMT | American Tower CORP | Stock-Real Estate | 1.84% | — | +3.22% | |
| 21 | INDA | Ishares Msci India ETF | ETF-Other | 1.83% | +0.14% | -0.34% | |
| 22 | F | Ford Motor Co | Stock-Consumer Disc | 1.77% | — | -5.27% | |
| 23 | T | At&t Inc | Stock-Comm Services | 1.77% | +1.75% | NEW | |
| 24 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.73% | -0.21% | +4.08% | |
| 25 | PFE | Pfizer Inc | Stock-Healthcare | 1.72% | +0.06% | — | |
| 26 | PM | Philip Morris International | Stock-Consumer Staples | 1.71% | — | -8.23% | |
| 27 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 1.70% | +0.10% | — | |
| 28 | USB | US Bancorp | Stock-Financials | 1.69% | -1.52% | +6.54% | |
| 29 | MO | Altria Group Inc | Stock-Consumer Staples | 1.68% | +0.05% | -11.63% | |
| 30 | DOW | Dow Inc | Stock-Materials | 1.68% | — | +0.61% | |
| 31 | KHC | Kraft Heinz Co/the | Stock-Consumer Staples | 1.67% | — | +13.19% | |
| 32 | CCI | Crown Castle Inc | Stock-Real Estate | 1.64% | — | +4.99% | |
| 33 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 1.43% | — | +4.23% | |
| 34 | ALB | Albemarle CORP | Stock-Materials | 1.43% | — | +3.75% | |
| 35 | FXI | Ishares China Large-cap ETF | ETF-Emerging Markets | 1.21% | -0.09% | +0.13% | |
| 36 | EZA | Ishares Msci South Africa Et | ETF-Other | 1.17% | — | +1.24% | |
| 37 | EWM | Ishares Msci Malaysia ETF | ETF-Other | 1.13% | -0.04% | +0.75% | |
| 38 | ECH | Ishares Msci Chile ETF | ETF-Other | 1.07% | — | +0.85% | |
| 39 | VNM | Vaneck Vietnam ETF | ETF-Other | 1.02% | +0.09% | +2.03% | |
| 40 | PKG | Packaging CORP Of America | Stock-Consumer Disc | 0.96% | — | +1.96% | |
| 41 | EIDO | Ishares Msci Indonesia ETF | ETF-Other | 0.95% | -0.20% | +3.33% | |
| 42 | ZBH | Zimmer Biomet Holdings Inc | Stock-Healthcare | 0.78% | — | +6.44% | |
| 43 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.61% | — | +5.43% | |
| 44 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.61% | — | +6.29% | |
| 45 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.58% | — | +5.22% | |
| 46 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.57% | +0.08% | +1.71% | |
| 47 | NEM | Newmont CORP | Stock-Materials | 0.45% | — | -69.87% | |
| 48 | ABX | Barrick Gold CORP | Stock-Financials | 0.39% | — | -69.84% | |
| 49 | RGLD | Royal Gold Inc | Stock-Materials | 0.39% | — | -71.10% | |
| 50 | FNV | Franco-nevada CORP | Stock-Materials | 0.39% | — | -69.40% |
According to official SEC Form 13F filings, Bcwm, LLC reported a total U.S. public equity portfolio value of $342.0M across 58 disclosed positions in Q2 2024.
During Q2 2024, Bcwm, LLC's top holdings by market value included SCHF (5.4%)、SRE (3.9%)、IAU (3.8%). The largest single position, SCHF, represented 5.4% of total portfolio value.
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.
In terms of portfolio concentration, the top 5 core holdings (including SCHF, SRE, IAU) accounted for 16.4% of total reported equity market value during Q2 2024.
In Q2 2024, Bcwm, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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.
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