BCWM, LLC
BCWM, LLC reported 57 positions worth $342.0M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: AVDE (6.2%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AVDE | SH | $21.1M | 6.18% | 236,843 | — | — | |
| ▸ 2 | IAU | SH | $18.2M | 5.32% | 240,889 | — | — | |
| ▸ 3 | DUK | SH | $14.7M | 4.30% | 116,087 | — | — | |
| ▸ 4 | HD | SH | $13.2M | 3.85% | 37,309 | — | — | |
| ▸ 5 | SRE | SH | $11.3M | 3.32% | 122,291 | — | — | |
| ▸ 6 | GRMN | SH | $10.7M | 3.14% | 45,230 | — | — | |
| ▸ 7 | DLR | SH | $10.6M | 3.10% | 58,993 | — | — | |
| ▸ 8 | SONY | SH | $10.0M | 2.94% | 500,469 | — | — | |
| ▸ 9 | MSFT | SH | $10.0M | 2.93% | 26,841 | — | — | |
| ▸ 10 | SWK | SH | $9.7M | 2.82% | 102,549 | — | — |
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Frequently Asked Questions
What stocks does BCWM, LLC hold as of Q2 2026?
BCWM, LLC reported 57 positions worth $342.0M in its Q2 2026 13F filing. Largest positions: AVDE (6.2%), IAU (5.3%), DUK (4.3%), HD (3.8%) and SRE (3.3%).
What did BCWM, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did BCWM, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.