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: 0001542165
Total reported value
$342.0M
$342.0M
59 檔
17.3%
In Q4 2024, Bcwm, LLC's U.S. equity holdings reached a combined market value of $342.0M, distributed across 59 disclosed stock positions.
In Q4 2024, Bcwm, LLC adopted a defensive or profit-taking posture, trimming 37 positions and completely liquidating 3 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including SCHF, TGT, IAU) accounted for 17.3% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHF | Schwab Intl Equity ETF | ETF-Other | 5.16% | +0.04% | +99.35% | |
| 2 | TGT | Target CORP | Stock-Consumer Disc | 4.11% | -1.83% | EXIT | |
| 3 | IAU | Ishares Gold Trust | ETF-Commodities | 4.10% | -0.59% | -3.23% | |
| 4 | CRM | Salesforce Inc | Stock-Tech | 3.90% | — | — | |
| 5 | SRE | Sempra | Stock-Utilities | 3.79% | +0.03% | -15.37% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.71% | -0.02% | -5.14% | |
| 7 | HD | Home Depot Inc | Stock-Consumer Disc | 3.66% | +0.49% | -3.81% | |
| 8 | DUK | Duke Energy CORP | Stock-Utilities | 3.50% | +0.04% | -5.66% | |
| 9 | WMT | Walmart Inc | Stock-Consumer Staples | 3.33% | -0.23% | -19.01% | |
| 10 | MDT | Medtronic plc | Stock-Healthcare | 3.04% | — | -6.17% | |
| 11 | LMT | Lockheed Martin CORP | Stock-Industrials | 3.00% | +0.21% | -10.34% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 2.99% | +0.13% | +2.05% | |
| 13 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 2.89% | -0.36% | -4.58% | |
| 14 | NOC | Northrop Grumman CORP | Stock-Industrials | 2.87% | +0.03% | +1.08% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 2.76% | +0.11% | -23.66% | |
| 16 | DHI | Dr Horton Inc | Stock-Consumer Disc | 2.63% | -0.05% | -0.73% | |
| 17 | GRMN | Garmin Ltd. | Stock-Tech | 2.56% | +0.17% | -10.77% | |
| 18 | SWK | Stanley Black & Decker Inc | Stock-Industrials | 2.35% | +0.30% | -17.41% | |
| 19 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.25% | +0.25% | +14.55% | |
| 20 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 2.22% | +0.10% | -2.97% | |
| 21 | SCHV | Schwab US Large-cap Value | ETF-Other | 2.07% | +0.08% | +939.39% | |
| 22 | USB | US Bancorp | Stock-Financials | 1.97% | -1.52% | -2.09% | |
| 23 | T | At&t Inc | Stock-Comm Services | 1.97% | +1.75% | NEW | |
| 24 | PM | Philip Morris International | Stock-Consumer Staples | 1.92% | — | -4.31% | |
| 25 | MO | Altria Group Inc | Stock-Consumer Staples | 1.89% | +0.05% | -1.18% | |
| 26 | INDA | Ishares Msci India ETF | ETF-Other | 1.68% | +0.14% | -1.64% | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.60% | -0.85% | — | |
| 28 | PFE | Pfizer Inc | Stock-Healthcare | 1.52% | +0.06% | -5.95% | |
| 29 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.51% | -0.21% | -8.94% | |
| 30 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 1.41% | — | +2.69% | |
| 31 | F | Ford Motor Co | Stock-Consumer Disc | 1.31% | — | -5.66% | |
| 32 | FXI | Ishares China Large-cap ETF | ETF-Emerging Markets | 1.23% | -0.09% | -12.07% | |
| 33 | AMT | American Tower CORP | Stock-Real Estate | 1.19% | — | -30.73% | |
| 34 | EWM | Ishares Msci Malaysia ETF | ETF-Other | 1.15% | -0.04% | -6.18% | |
| 35 | CCI | Crown Castle Inc | Stock-Real Estate | 1.15% | — | -24.04% | |
| 36 | EZA | Ishares Msci South Africa Et | ETF-Other | 1.00% | — | -10.35% | |
| 37 | ECH | Ishares Msci Chile ETF | ETF-Other | 1.00% | — | -2.10% | |
| 38 | VNM | Vaneck Vietnam ETF | ETF-Other | 0.99% | +0.09% | +3.12% | |
| 39 | EIDO | Ishares Msci Indonesia ETF | ETF-Other | 0.96% | -0.20% | +5.95% | |
| 40 | KHC | Kraft Heinz Co/the | Stock-Consumer Staples | 0.75% | — | -52.57% | |
| 41 | DOW | Dow Inc | Stock-Materials | 0.72% | — | -42.88% | |
| 42 | ZBH | Zimmer Biomet Holdings Inc | Stock-Healthcare | 0.71% | — | -6.14% | |
| 43 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.64% | — | +5.82% | |
| 44 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.64% | — | +5.85% | |
| 45 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.61% | — | +113.00% | |
| 46 | RGLD | Royal Gold Inc | Stock-Materials | 0.39% | — | -3.82% | |
| 47 | FNV | Franco-nevada CORP | Stock-Materials | 0.37% | — | -2.94% | |
| 48 | EDV | Vanguard Extended Dur Treas | ETF-Other | 0.36% | +0.01% | +4.73% | |
| 49 | PFF | Ishares Preferred & Income S | ETF-Other | 0.35% | +0.01% | +44.36% | |
| 50 | ABX | Barrick Gold CORP | Stock-Financials | 0.35% | — | -4.25% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CRM | Salesforce Inc | +3.9% | NEW | New buy |
| 2 | AMZN | Amazon.com Inc | +1.6% | NEW | New buy |
| 3 | SCHV | Schwab US Large-cap Value | +1.5% | +939.39% | Add |
| 4 | TGT | Target CORP | +0.6% | +29.93% | Add |
| 5 | BMY | Bristol-myers Squibb Co | +0.5% | -2.97% | Trim |
| 6 | RSP | Invesco S&p 500 Equal Weight | +0.4% | +14.55% | Add |
| 7 | JPM | Jpmorgan Chase & Co | +0.4% | -5.14% | Trim |
| 8 | IAU | Ishares Gold Trust | +0.3% | -3.23% | Trim |
| 9 | USB | US Bancorp | +0.3% | -2.09% | Trim |
| 10 | GRMN | Garmin Ltd. | +0.3% | -10.77% | Trim |
| 11 | DLR | Digital Realty Trust Inc | +0.3% | -4.58% | Trim |
| 12 | HD | Home Depot Inc | +0.3% | -3.81% | Trim |
| 13 | WMT | Walmart Inc | +0.2% | -19.01% | Trim |
| 14 | PM | Philip Morris International | +0.2% | -4.31% | Trim |
| 15 | MO | Altria Group Inc | +0.2% | -1.18% | Trim |
| 16 | NOC | Northrop Grumman CORP | +0.2% | +1.08% | Add |
| 17 | T | At&t Inc | +0.2% | -5.38% | Trim |
| 18 | PFF | Ishares Preferred & Income S | +0.1% | +44.36% | Add |
| 19 | XHB | Ss Spdr S&p Homebldrs ETF | +0.1% | NEW | New buy |
| 20 | VMBS | Vanguard Mortgage-backed Sec | +0.1% | NEW | New buy |
| 21 | VCIT | Vanguard Int-term Corporate | 0% | +5.82% | Add |
| 22 | SCHZ | Schwab US Aggregate Bond ETF | 0% | +113.00% | Add |
| 23 | SCHM | Schwab US Mid Cap ETF | 0% | +225.26% | Add |
| 24 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | 0% | +5.85% | Add |
| 25 | DUK | Duke Energy CORP | 0% | -5.66% | Trim |
| 26 | FXI | Ishares China Large-cap ETF | 0% | -12.07% | Trim |
| 27 | EWM | Ishares Msci Malaysia ETF | 0% | -6.18% | Trim |
| 28 | EIDO | Ishares Msci Indonesia ETF | 0% | +5.95% | Add |
| 29 | SCHE | Schwab Emrg Mrkts Eqty ETF | 0% | +7.53% | Add |
| 30 | RGLD | Royal Gold Inc | — | -3.82% | Trim |
| 31 | PG | Procter & Gamble Co/the | — | -0.08% | Trim |
| 32 | VEA | Vanguard Ftse Developed ETF | 0% | +1.81% | Add |
| 33 | ZROZ | Pimco 25+ Yr Zero Cpn US Tif | 0% | +8.53% | Add |
| 34 | FNV | Franco-nevada CORP | 0% | -2.94% | Trim |
| 35 | EDV | Vanguard Extended Dur Treas | 0% | +4.73% | Add |
| 36 | XBI | Ss Spdr S&p Biotech ETF | 0% | +2.69% | Add |
| 37 | VNM | Vaneck Vietnam ETF | 0% | +3.12% | Add |
| 38 | ABX | Barrick Gold CORP | 0% | -4.25% | Trim |
| 39 | ZBH | Zimmer Biomet Holdings Inc | -0.1% | -6.14% | Trim |
| 40 | ECH | Ishares Msci Chile ETF | -0.1% | -2.10% | Trim |
| 41 | DHI | Dr Horton Inc | -0.1% | -0.73% | Trim |
| 42 | NEM | Newmont CORP | -0.1% | -14.44% | Trim |
| 43 | SCHB | Schwab US Broad Market ETF | -0.1% | EXIT | Sold out |
| 44 | SRE | Sempra | -0.1% | -15.37% | Trim |
| 45 | MSFT | Microsoft CORP | -0.1% | +2.05% | Add |
| 46 | INDA | Ishares Msci India ETF | -0.2% | -1.64% | Trim |
| 47 | EZA | Ishares Msci South Africa Et | -0.2% | -10.35% | Trim |
| 48 | MDT | Medtronic plc | -0.2% | -6.17% | Trim |
| 49 | PFE | Pfizer Inc | -0.2% | -5.95% | Trim |
| 50 | VZ | Verizon Communications Inc | -0.2% | -8.94% | Trim |
According to official SEC Form 13F filings, Bcwm, LLC reported a total U.S. public equity portfolio value of $342.0M across 59 disclosed positions in Q4 2024.
During Q4 2024, Bcwm, LLC's top holdings by market value included SCHF (5.2%)、TGT (4.1%)、IAU (4.1%). The largest single position, SCHF, represented 5.2% 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.
Top New Position Initiated
CRM
市值: $10.9M
Top Position Liquidated / Trimmed
DEO
前期市值: $7.9M
In Q4 2024, Bcwm, LLC made 62 total portfolio adjustments, initiating 4 new buys, adding to 18 positions, trimming 37 holdings, and fully liquidating 3 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.