Institutional Fund
Bcwm, LLC
Overland Park, KSCIK 15421655 filings on record
Portfolio Value
$352.80M
Q1 2026
Holdings
57
Reported positions
New Buys
6
Opened this quarter
QoQ Change
+5.6%
from $334.01M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- American Centy ETF Tr6.0%
- Ishares Gold Tr5.9%
- Duke Energy Corp New4.3%
- Digital Rlty Tr Inc3.5%
- Home Depot Inc3.4%
- Sempra3.3%
- Other73.7%
Portfolio Holdings
57 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | American Centy ETF Tr | 248.8K | $21.11M | 6.0% | −20.8K | Reduced |
| 2 | Ishares Gold Tr | 236.7K | $20.86M | 5.9% | −61.5K | Reduced |
| 3 | Duke Energy Corp New | 114.9K | $15.04M | 4.3% | +2.8K | Added |
| 4 | Digital Rlty Tr Inc | 67.6K | $12.19M | 3.5% | +2.4K | Added |
| 5 | Home Depot Inc | 36.0K | $11.84M | 3.4% | +5.6K | Added |
| 6 | Sempra | 119.5K | $11.61M | 3.3% | −28.0K | Reduced |
| 7 | Amazon Com Inc | 53.4K | $11.13M | 3.2% | +8.2K | Added |
| 8 | Meta Platforms Inc | 18.6K | $10.63M | 3.0% | +2.4K | Added |
| 9 | Garmin Ltd | 45.1K | $10.46M | 3.0% | −6.9K | Reduced |
| 10 | Sony Group Corp | 489.0K | $10.12M | 2.9% | +489.0K | New |
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