B&D White Capital Company, LLC
Filing Date
Global Rank
#4,412
/ 8,586
▲ 13
Top Industry
Internet Retail
90.1%
3Y Alpha vs SPY
-4.7%
Period ended 3 months ago
Filed May 13, 2026 · 34d
22 quarters · since Dec 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
+58.2%
SPY
+78.1%
Annualised alpha
-4.7%
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, 2025Top 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 |
|---|---|---|
| Consumer Cyclical | 84.9% | $154,864,330 |
| Unclassified | 6.5% | $11,914,484 |
| Technology | 5.2% | $9,409,807 |
| Healthcare | 2.0% | $3,604,771 |
| Financial Services | 0.6% | $1,168,447 |
| Communication Services | 0.5% | $897,671 |
| Energy | 0.1% | $234,130 |
| Consumer Defensive | 0.1% | $222,845 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
4 positions
Trimmed
Positions the filer reduced
6 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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. | ||||
1 positions ·
$234,130 total
· Energy only
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| XOM |
Exxon Mobil Corp
Energy
|
NEW | 1,380 | $234,130 | 100.00% |