Top 50 Biechele Royce Advisors Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 8.77% | 114.3K | $27K | -1.77%(-2.06K) | โ | 2024-09-30 | |
| BK | BANK NEW YORK MELLON CORP | 7.84% | 331.0K | $24K | -1.89%(-6.38K) | โ | 2024-09-30 | |
| AMAT | APPLIED MATLS INC | 7.77% | 116.6K | $24K | -4.13%(-5.03K) | โ | 2024-09-30 | |
| AMGN | AMGEN INC | 6.89% | 64.8K | $21K | -3.32%(-2.22K) | โ | 2024-09-30 | |
| MDT | MEDTRONIC PLC | 5.87% | 197.8K | $18K | +4.00%(+7.61K) | โ | 2024-09-30 | |
| CVS | CVS HEALTH CORP | 5.63% | 271.4K | $17K | -1.07%(-2.93K) | โ | 2024-09-30 | |
| BWA | BORGWARNER INC | 5.52% | 461.5K | $17K | +4.58%(+20.19K) | โ | 2024-09-30 | |
| RHI | ROBERT HALF INC. | 5.2% | 234.0K | $16K | +6.33%(+13.94K) | โ | 2024-09-30 | |
| UPS | UNITED PARCEL SERVICE INC | 4.91% | 109.2K | $15K | +8.33%(+8.39K) | โ | 2024-09-30 | |
| SLV | ISHARES SILVER TR | 4.51% | 481.2K | $14K | -1.71%(-8.35K) | โ | 2024-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | โ | โ | โ | โ |
| Top 20 Holdings Unweighted | โ | โ | โ | โ |
Biechele Royce Advisors reports $303.38K in US-listed equity holdings across 55 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (8.8%), BK (7.8%) and AMAT (7.8%). Figures reflect the Q3 2024 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 Biechele Royce Advisorsโs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1730808). View Biechele Royce Advisorsโs 13F filings on SEC