B&D White Capital Company, LLC

CIK

1752523

Location

Lakeway, TX

Portfolio Value

Small $182,316,485

Diversification

Highly concentrated

Filing Date

Global Rank

#4,078 / 8,232 ▲ 119

Top Industry

Internet Retail 90.1%

3Y Alpha vs SPY

-4.9%

Period ended 2 months ago

Filed May 13, 2026 · 32d

22 quarters · since Dec 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

+55.7%

SPY

+76.3%

Annualised alpha

-4.9%

Max drawdown

−19.4%

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

23 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	Exxon Mobil 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 positions · $182,316,485 total · 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	Exxon Mobil 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%