BCI SECURITIES, INC.
Broker-DealerFiling Date
Global Rank
#8,089
/ 8,232
▲ 161
Top Industry
Asset Management
100.0%
3Y Alpha vs SPY
-11.0%
Period ended 2 months ago
Filed May 8, 2026 · 37d
2 quarters · since Dec 2025
Clone Performance
Feb 2026–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+7.2%
SPY
+9.1%
Annualised alpha
-6.8%
Max drawdown
−9.0%
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
4 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
37.1%
−4.0 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
2,769
Highly concentrated−330
Portfolio Trend
2 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 83.2% | $2,231,422 |
| Financial Services | 16.8% | $450,818 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GLD | Spdr Gold Trust | +61 | 1,136 | $488,809 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
4 positions ·
$2,682,240 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 1,532 | $996,320 | 37.15% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 1,293 | $746,293 | 27.82% | |
| GLD |
Spdr Gold Trust
|
Added | 1,136 | $488,809 | 18.22% | |
| HYT |
Blackrock Corporate High Yield Fund, Inc.
Financial Services
|
Held | 52,913 | $450,818 | 16.81% |