BCWM, LLC
CIK
1542165
Location
OVERLAND PARK, KS
Portfolio Value
Micro
$13,792,256
Diversification
Diversified
Filing Date
Global Rank
#3,503
/ 8,578
▲ 237
Top Industry
Drug Manufacturers - General
7.1%
3Y Alpha vs SPY
-6.8%
Period ended 3 months ago
Filed May 14, 2026 · 33d
24 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+49.7%
SPY
+78.1%
Annualised alpha
-6.8%
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, 2025Top 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 |
|---|---|---|
| Industrials | 17.2% | $48,756,369 |
| Technology | 16.4% | $46,508,929 |
| Consumer Cyclical | 11.4% | $32,194,830 |
| Consumer Defensive | 10.2% | $28,857,866 |
| Utilities | 9.4% | $26,650,048 |
| Unclassified | 7.4% | $20,864,210 |
| Healthcare | 6.8% | $19,304,535 |
| Communication Services | 6.2% | $17,664,771 |
| Energy | 5.9% | $16,670,945 |
| Financial Services | 4.9% | $13,792,256 |
| Real Estate | 4.3% | $12,189,043 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
16 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|---|
| 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. | |||||
2 positions ·
$13,792,256 total
· Financial Services only
· 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 | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 27,909 | $8,209,711 | 59.52% | |
| USB |
US Bancorp De
Financial Services
|
Reduced | 107,336 | $5,582,545 | 40.48% |