B&D White Capital Company, LLC

CIK

1752523

Location

Lakeway, TX

Portfolio Value

Small $182,316,485

Diversification

Highly concentrated

Filing Date

Global Rank

#4,420 / 8,622 ▲ 6 · as of Mar 2026

Top Industry

Internet Retail 90.1%

3Y Alpha vs SPY

-5.3%

Period ended 4 months ago

Filed May 13, 2026 · 3mo

22 quarters · since Dec 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+43.4%

SPY

+67.9%

Annualised alpha

-6.1%

Max drawdown

−19.4%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

84.2%

−1.1 pts

Top 5

93.5%

−2.3 pts

Top 10

97.5%

−1.6 pts

HHI

7,132

Highly concentrated−181

Portfolio Trend

22 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Consumer Cyclical	84.9%	$154,864,330	3
Unclassified	6.5%	$11,914,484	2
Technology	5.2%	$9,409,807	8
Healthcare	2.0%	$3,604,771	4
Financial Services	0.6%	$1,168,447	3
Communication Services	0.5%	$897,671	1
Energy	0.1%	$234,130	1
Consumer Defensive	0.1%	$222,845	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

4 positions

Ticker	Company	Δ Shares	Shares	Value
AMZN	Amazon Com Inc	+32,438	737,383	$153,574,757
AAPL	Apple Inc.	+2,638	9,913	$2,515,820
QQQ	Invesco Qqq Trust, Series 1	+1,215	16,415	$9,474,409
SPY	Spdr S&P 500 ETF Trust	+835	3,752	$2,440,075
No positions match the current search.

Trimmed

Positions the filer reduced

6 positions

Ticker	Company	Δ Shares	Shares	Value
HD	Home Depot, Inc.	−6,479	2,848	$936,678
NVDA	Nvidia Corp	−3,004	1,869	$325,953
BRK-B	Berkshire Hathaway Inc	−1,198	520	$249,184
MSFT	Microsoft Corp	−762	5,237	$1,938,580
LLY	ELI LILLY & Co	−72	600	$551,862
MU	Micron Technology Inc	−26	1,009	$340,880
No positions match the current search.

New Positions

Positions the filer opened this quarter

11 positions

Ticker	Company	Shares	Value
ABT	Abbott Laboratories	23,500	$2,412,745
TSM	Taiwan Semiconductor Manufacturing Co Ltd	6,266	$2,117,594
QCOM	Qualcomm Inc/De	11,800	$1,519,604
META	Meta Platforms, Inc.	1,569	$897,671
BX	Blackstone Inc.	6,100	$701,439
ABBV	AbbVie Inc.	1,700	$369,733
LULU	lululemon athletica inc.	2,305	$352,895
PANW	Palo Alto Networks Inc	2,200	$352,704
CRM	Salesforce, Inc.	1,600	$298,672
XOM	ExxonMobil Holdings Corp	1,380	$234,130
KMB	Kimberly Clark Corp	2,310	$222,845
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
LMT	Lockheed Martin Corp	9,300	$4,498,131
COST	Costco Wholesale Corp /New	690	$595,014
PG	PROCTER & GAMBLE Co	1,870	$267,989
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

23 tracked positions · $182,316,485 total · filing declares 74 positions · $808,787,047 · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AMZN	Amazon Com Inc Consumer Cyclical	Added	737,383	+32,438	$153,574,757	−5.6%	84.24%
QQQ	Invesco Qqq Trust, Series 1	Added	16,415	+1,215	$9,474,409	+1.5%	5.20%
AAPL	Apple Inc. Technology	Added	9,913	+2,638	$2,515,820	+27.2%	1.38%
SPY	Spdr S&P 500 ETF Trust	Added	3,752	+835	$2,440,075	+22.7%	1.34%
ABT	Abbott Laboratories Healthcare	NEW	23,500	NEW	$2,412,745	NEW	1.32%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	NEW	6,266	NEW	$2,117,594	NEW	1.16%
MSFT	Microsoft Corp Technology	Reduced	5,237	-762	$1,938,580	−33.2%	1.06%
QCOM	Qualcomm Inc/De Technology	NEW	11,800	NEW	$1,519,604	NEW	0.83%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	2,848	-6,479	$936,678	−70.8%	0.51%
META	Meta Platforms, Inc. Communication Services	NEW	1,569	NEW	$897,671	NEW	0.49%
BX	Blackstone Inc. Financial Services	NEW	6,100	NEW	$701,439	NEW	0.38%
LLY	ELI LILLY & Co Healthcare	Reduced	600	-72	$551,862	−23.6%	0.30%
ABBV	AbbVie Inc. Healthcare	NEW	1,700	NEW	$369,733	NEW	0.20%
LULU	lululemon athletica inc. Consumer Cyclical	NEW	2,305	NEW	$352,895	NEW	0.19%
PANW	Palo Alto Networks Inc Technology	NEW	2,200	NEW	$352,704	NEW	0.19%
MU	Micron Technology Inc Technology	Reduced	1,009	-26	$340,880	+15.4%	0.19%
NVDA	Nvidia Corp Technology	Reduced	1,869	-3,004	$325,953	−64.1%	0.18%
CRM	Salesforce, Inc. Technology	NEW	1,600	NEW	$298,672	NEW	0.16%
GSK	GSK plc Healthcare	Held	4,900	0	$270,431	+12.5%	0.15%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	520	-1,198	$249,184	−71.1%	0.14%
XOM	ExxonMobil Holdings Corp Energy	NEW	1,380	NEW	$234,130	NEW	0.13%
KMB	Kimberly Clark Corp Consumer Defensive	NEW	2,310	NEW	$222,845	NEW	0.12%
CRD-A	Crawford & Co Financial Services	Held	21,848	0	$217,824	−11.4%	0.12%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.