BCWM, LLC

CIK

1542165

Location

OVERLAND PARK, KS

Portfolio Value

Small $283,453,802

Diversification

Diversified

Filing Date

Global Rank

#3,190 / 8,232 ▲ 366

Top Industry

Drug Manufacturers - General 7.1%

3Y Alpha vs SPY

-6.2%

Period ended 2 months ago

Filed May 14, 2026 · 30d

24 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+51.3%

SPY

+76.5%

Annualised alpha

-6.1%

Max drawdown

−15.2%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

33 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

7.4%

−1.9 pts

Top 5

25.2%

−3.1 pts

Top 10

43.7%

−4.8 pts

HHI

357

Diversified−49

Portfolio Trend

24 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Industrials	17.2%	$48,756,369	6
Technology	16.4%	$46,508,929	5
Consumer Cyclical	11.4%	$32,194,830	3
Consumer Defensive	10.2%	$28,857,866	5
Utilities	9.4%	$26,650,048	2
Unclassified	7.4%	$20,864,210	1
Healthcare	6.8%	$19,304,535	4
Communication Services	6.2%	$17,664,771	2
Energy	5.9%	$16,670,945	2
Financial Services	4.9%	$13,792,256	2
Real Estate	4.3%	$12,189,043	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

16 positions

Ticker	Company	Δ Shares	Shares	Value
VZ	Verizon Communications Inc	+24,937	140,177	$7,036,885
PFE	Pfizer Inc	+20,052	219,730	$6,170,018
CVX	Chevron Corp	+9,817	33,471	$6,925,149
MO	Altria Group, Inc.	+9,594	95,530	$6,304,024
MSFT	Microsoft Corp	+8,462	26,713	$9,888,351
AMZN	Amazon Com Inc	+8,156	53,449	$11,131,823
SWK	Stanley Black & Decker, Inc.	+6,342	125,362	$8,908,223
HD	Home Depot, Inc.	+5,627	36,000	$11,840,040
NVDA	Nvidia Corp	+5,462	43,964	$7,667,321
DUK	Duke Energy CORP	+2,769	114,875	$15,041,732
META	Meta Platforms, Inc.	+2,380	18,576	$10,627,886
DLR	Digital Realty Trust, Inc.	+2,378	67,638	$12,189,043
UPS	United Parcel Service Inc	+2,075	52,320	$5,147,241
WMT	Walmart Inc.	+1,246	77,981	$9,691,478
PEP	Pepsico Inc	+1,115	38,851	$6,033,171
HTFL	Heartflow, Inc.	+171	31,310	$761,772
No positions match the current search.

Trimmed

Positions the filer reduced

13 positions

Ticker	Company	Δ Shares	Shares	Value
IAU	Ishares Gold Trust	−61,513	236,663	$20,864,210
SRE	Sempra	−28,012	119,464	$11,608,316
GNRC	Generac Holdings Inc.	−27,401	43,536	$8,503,886
DHI	Horton D R Inc /De/	−16,880	67,213	$9,222,967
MRK	Merck & Co., Inc.	−10,031	51,138	$6,151,390
LMT	Lockheed Martin Corp	−9,188	14,070	$8,503,767
USB	US Bancorp De	−7,016	107,336	$5,582,545
GRMN	Garmin Ltd	−6,906	45,088	$10,460,866
BMY	Bristol Myers Squibb Co	−6,883	102,578	$6,221,355
NOC	Northrop Grumman Corp /De/	−3,917	13,249	$9,038,997
AAPL	Apple Inc.	−3,564	32,979	$8,369,740
TGT	Target Corp	−1,057	53,180	$6,445,416
JPM	Jpmorgan Chase & Co	−724	27,909	$8,209,711
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
SONY	Sony Group Corp	489,017	$10,122,651
KMI	Kinder Morgan, Inc.	290,659	$9,745,796
UNP	Union Pacific Corp	35,670	$8,654,255
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
MDT	Medtronic plc	83,522	$8,023,123
PM	Philip Morris International Inc.	1,713	$274,765
GLD	Spdr Gold Trust	536	$212,422
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

33 positions · $283,453,802 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
IAU	Ishares Gold Trust	Reduced	236,663	-61,513	$20,864,210	−13.8%	7.36%
DUK	Duke Energy CORP Utilities	Added	114,875	+2,769	$15,041,732	+14.5%	5.31%
DLR	Digital Realty Trust, Inc. Real Estate	Added	67,638	+2,378	$12,189,043	+20.7%	4.30%
HD	Home Depot, Inc. Consumer Cyclical	Added	36,000	+5,627	$11,840,040	+13.3%	4.18%
SRE	Sempra Utilities	Reduced	119,464	-28,012	$11,608,316	−10.8%	4.10%
AMZN	Amazon Com Inc Consumer Cyclical	Added	53,449	+8,156	$11,131,823	+6.5%	3.93%
META	Meta Platforms, Inc. Communication Services	Added	18,576	+2,380	$10,627,886	−0.6%	3.75%
GRMN	Garmin Ltd Technology	Reduced	45,088	-6,906	$10,460,866	−0.8%	3.69%
SONY	Sony Group Corp Technology	NEW	489,017	NEW	$10,122,651	NEW	3.57%
MSFT	Microsoft Corp Technology	Added	26,713	+8,462	$9,888,351	+12.0%	3.49%
KMI	Kinder Morgan, Inc. Energy	NEW	290,659	NEW	$9,745,796	NEW	3.44%
WMT	Walmart Inc. Consumer Defensive	Added	77,981	+1,246	$9,691,478	+13.4%	3.42%
DHI	Horton D R Inc /De/ Consumer Cyclical	Reduced	67,213	-16,880	$9,222,967	−23.9%	3.25%
NOC	Northrop Grumman Corp /De/ Industrials	Reduced	13,249	-3,917	$9,038,997	−7.7%	3.19%
SWK	Stanley Black & Decker, Inc. Industrials	Added	125,362	+6,342	$8,908,223	+0.8%	3.14%
UNP	Union Pacific Corp Industrials	NEW	35,670	NEW	$8,654,255	NEW	3.05%
GNRC	Generac Holdings Inc. Industrials	Reduced	43,536	-27,401	$8,503,886	−12.1%	3.00%
LMT	Lockheed Martin Corp Industrials	Reduced	14,070	-9,188	$8,503,767	−24.4%	3.00%
AAPL	Apple Inc. Technology	Reduced	32,979	-3,564	$8,369,740	−15.8%	2.95%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	27,909	-724	$8,209,711	−11.0%	2.90%
NVDA	Nvidia Corp Technology	Added	43,964	+5,462	$7,667,321	+6.8%	2.70%
VZ	Verizon Communications Inc Communication Services	Added	140,177	+24,937	$7,036,885	+49.9%	2.48%
CVX	Chevron Corp Energy	Added	33,471	+9,817	$6,925,149	+92.1%	2.44%
TGT	Target Corp Consumer Defensive	Reduced	53,180	-1,057	$6,445,416	+21.6%	2.27%
MO	Altria Group, Inc. Consumer Defensive	Added	95,530	+9,594	$6,304,024	+27.2%	2.22%
BMY	Bristol Myers Squibb Co Healthcare	Reduced	102,578	-6,883	$6,221,355	+5.4%	2.19%
PFE	Pfizer Inc Healthcare	Added	219,730	+20,052	$6,170,018	+24.1%	2.18%
MRK	Merck & Co., Inc. Healthcare	Reduced	51,138	-10,031	$6,151,390	−4.5%	2.17%
PEP	Pepsico Inc Consumer Defensive	Added	38,851	+1,115	$6,033,171	+11.4%	2.13%
USB	US Bancorp De Financial Services	Reduced	107,336	-7,016	$5,582,545	−8.5%	1.97%
UPS	United Parcel Service Inc Industrials	Added	52,320	+2,075	$5,147,241	+3.3%	1.82%
HTFL	Heartflow, Inc. Healthcare	Added	31,310	+171	$761,772	−16.1%	0.27%
PG	PROCTER & GAMBLE Co Consumer Defensive	Held	2,657	0	$383,777	+0.8%	0.14%