StockDriftsStockDriftsTop 50 Bcwm LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AVDE | AMERICAN CENTY ETF TR | 6.18% | 236.8K | $21.1M | -4.82%(-11.99K) | $64.96(+45.20%) | 2026-06-30 | |
| IAU | ISHARES GOLD TR | 5.32% | 240.9K | $18.2M | +1.79%(+4.23K) | $39.78(+108.64%) | 2026-06-30 | |
| DUK | DUKE ENERGY CORP NEW | 4.3% | 116.1K | $14.7M | +1.06%(+1.21K) | $94.29(+31.38%) | 2026-06-30 | |
| HD | HOME DEPOT INC | 3.85% | 37.3K | $13.2M | +3.64%(+1.31K) | $284.70(+17.35%) | 2026-06-30 | |
| SRE | SEMPRA | 3.32% | 122.3K | $11.3M | +2.37%(+2.83K) | $66.52(+29.91%) | 2026-06-30 | |
| GRMN | GARMIN LTD | 3.14% | 45.2K | $10.7M | +0.31%(+142) | $155.73(+99.19%) | 2026-06-30 | |
| DLR | DIGITAL RLTY TR INC | 3.1% | 59.0K | $10.6M | -12.78%(-8.64K) | $137.20(+45.03%) | 2026-06-30 | |
| SONY | SONY GROUP CORP | 2.94% | 500.5K | $10.0M | +2.34%(+11.45K) | $23.08(+5.25%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.93% | 26.8K | $10.0M | +0.48%(+128) | $220.81(+120.13%) | 2026-06-30 | |
| SWK | STANLEY BLACK & DECKER INC | 2.82% | 102.5K | $9.7M | -18.20%(-22.81K) | $81.39(+25.41%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.42% | +38.33% | +6.36% | +36.08% |
| Top 20 Holdings Unweighted | +11.45% | +38.44% | +6.46% | +36.75% |
Bcwm LLC reports $342.00M in US-listed equity holdings across 57 positions in its most recent 13F filing. Its largest disclosed positions are AVDE (6.2%), IAU (5.3%) and DUK (4.3%). The top 20 holdings account for 63.31% of reported assets. Its disclosed equity book has returned +38.33% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Bcwm LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1542165). View Bcwm LLC’s 13F filings on SEC