BKM Wealth Management, LLC
Filing Date
Global Rank
#4,697
/ 8,232
▲ 231
Top Industry
Semiconductors
9.9%
3Y Alpha vs SPY
-4.4%
Period ended 2 months ago
Filed Apr 22, 2026 · 52d
10 quarters · since Dec 2023
Clone Performance
Feb 2024–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+40.2%
SPY
+52.9%
Annualised alpha
-4.4%
Max drawdown
−14.7%
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
92 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
8.6%
−0.3 pts
Top 5
28.0%
−2.5 pts
Top 10
40.4%
−2.8 pts
HHI
270
Diversified−36
Portfolio Trend
10 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 30.2% | $41,345,042 |
| Financial Services | 12.8% | $17,598,165 |
| Industrials | 11.6% | $15,858,249 |
| Healthcare | 8.6% | $11,766,524 |
| Unclassified | 7.2% | $9,821,832 |
| Communication Services | 6.7% | $9,184,512 |
| Consumer Defensive | 6.2% | $8,516,399 |
| Utilities | 4.8% | $6,582,388 |
| Energy | 4.5% | $6,105,001 |
| Consumer Cyclical | 3.7% | $5,126,507 |
| Basic Materials | 3.7% | $5,049,960 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GOOGL | Alphabet Inc. | +4,406 | 19,813 | $5,697,426 | |
| SONY | Sony Group Corp | +4,359 | 28,295 | $585,706 | |
| OMC | Omnicom Group Inc. | +4,008 | 19,744 | $1,486,920 | |
| WEC | Wec Energy Group, Inc. | +3,206 | 22,211 | $2,571,367 | |
| ARCC | Ares Capital Corp | +2,997 | 49,994 | $900,891 | |
| SNY | Sanofi | +2,700 | 13,310 | $641,275 | |
| NGG | National Grid PLC | +1,956 | 9,600 | $812,160 | |
| CVX | Chevron Corp | +1,633 | 11,864 | $2,454,661 | |
| BAR | GraniteShares Gold Trust | +1,532 | 28,498 | $1,314,612 | |
| BCS | Barclays PLC | +1,511 | 31,507 | $666,688 | |
| GE | General Electric Co | +1,368 | 9,968 | $2,828,619 | |
| AAPL | Apple Inc. | +1,305 | 46,324 | $11,756,567 | |
| EMR | Emerson Electric Co | +1,045 | 14,367 | $1,882,364 | |
| SAP | Sap SE | +1,031 | 3,978 | $681,073 | |
| ACN | Accenture plc | +1,029 | 6,154 | $1,220,276 | |
| SPGI | S&P Global Inc. | +956 | 3,700 | $1,573,758 | |
| IFF | International Flavors & Fragrances Inc | +714 | 6,568 | $476,508 | |
| ZTS | Zoetis Inc. | +569 | 8,235 | $973,459 | |
| SNN | Smith & Nephew PLC | +451 | 18,462 | $586,722 | |
| IBM | International Business Machines Corp | +435 | 8,364 | $2,027,349 | |
| AVGO | Broadcom Inc. | +402 | 20,062 | $6,209,389 | |
| LIN | Linde PLC | +295 | 5,771 | $2,861,030 | |
| PG | PROCTER & GAMBLE Co | +289 | 11,241 | $1,623,650 | |
| AMZN | Amazon Com Inc | +285 | 2,118 | $441,115 | |
| LNT | Alliant Energy Corp | +253 | 4,091 | $293,570 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| JNJ | Johnson & Johnson | −4,172 | 12,970 | $3,170,386 | |
| WMT | Walmart Inc. | −2,487 | 16,728 | $2,078,955 | |
| SLB | Slb Limited/Nv | −1,824 | 10,615 | $545,504 | |
| CSCO | Cisco Systems, Inc. | −1,528 | 26,046 | $2,020,909 | |
| NEE | Nextera Energy Inc | −1,503 | 19,915 | $1,849,705 | |
| ADI | Analog Devices Inc | −1,401 | 13,140 | $4,180,359 | |
| MSFT | Microsoft Corp | −1,220 | 24,350 | $9,013,639 | |
| DBC | Invesco DB Commodity Index Tracking Fund | −1,035 | 69,715 | $2,018,249 | |
| QSR | Restaurant Brands International Inc. | −961 | 8,238 | $608,788 | |
| LOW | Lowes Companies Inc | −869 | 10,095 | $2,385,246 | |
| QQQ | Invesco Qqq Trust, Series 1 | −849 | 2,875 | $1,659,392 | |
| AFL | Aflac Inc | −811 | 2,098 | $230,171 | |
| META | Meta Platforms, Inc. | −717 | 3,496 | $2,000,166 | |
| CCEP | COCA-COLA EUROPACIFIC PARTNERS plc | −681 | 6,467 | $586,362 | |
| PFE | Pfizer Inc | −625 | 8,652 | $242,948 | |
| C | Citigroup Inc | −545 | 10,737 | $1,217,683 | |
| MCD | Mcdonalds Corp | −376 | 4,822 | $1,498,629 | |
| DUK | Duke Energy CORP | −350 | 2,813 | $368,334 | |
| CB | Chubb Ltd | −336 | 4,446 | $1,449,084 | |
| PM | Philip Morris International Inc. | −315 | 2,163 | $357,630 | |
| MRK | Merck & Co., Inc. | −310 | 2,854 | $343,307 | |
| BLK | BlackRock, Inc. | −269 | 3,886 | $3,737,205 | |
| ABBV | AbbVie Inc. | −268 | 1,180 | $256,638 | |
| PEP | Pepsico Inc | −238 | 8,131 | $1,262,662 | |
| XOM | Exxon Mobil Corp | −208 | 2,895 | $491,165 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
5 positions
92 positions ·
$136,954,579 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
Showing 1–50
of 92 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Added | 46,324 | $11,756,567 | 8.58% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 24,350 | $9,013,639 | 6.58% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 20,062 | $6,209,389 | 4.53% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 19,455 | $5,722,882 | 4.18% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 19,813 | $5,697,426 | 4.16% | |
| ADI |
Analog Devices Inc
Technology
|
Reduced | 13,140 | $4,180,359 | 3.05% | |
| BLK |
BlackRock, Inc.
Financial Services
|
Reduced | 3,886 | $3,737,205 | 2.73% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 12,970 | $3,170,386 | 2.31% | |
| LHX |
L3harris Technologies, Inc. /De/
Industrials
|
Reduced | 8,628 | $2,977,954 | 2.17% | |
| LIN |
Linde PLC
Basic Materials
|
Added | 5,771 | $2,861,030 | 2.09% | |
| GE |
General Electric Co
Industrials
|
Added | 9,968 | $2,828,619 | 2.07% | |
| GLD |
Spdr Gold Trust
|
Reduced | 6,412 | $2,759,019 | 2.01% | |
| WEC |
Wec Energy Group, Inc.
Utilities
|
Added | 22,211 | $2,571,367 | 1.88% | |
| CVX |
Chevron Corp
Energy
|
Added | 11,864 | $2,454,661 | 1.79% | |
| ABT |
Abbott Laboratories
Healthcare
|
Added | 23,295 | $2,391,697 | 1.75% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
Reduced | 10,095 | $2,385,246 | 1.74% | |
| AMGN |
Amgen Inc
Healthcare
|
Reduced | 6,342 | $2,231,432 | 1.63% | |
| GD |
General Dynamics Corp
Industrials
|
Added | 6,423 | $2,204,502 | 1.61% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 16,728 | $2,078,955 | 1.52% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 8,364 | $2,027,349 | 1.48% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 26,046 | $2,020,909 | 1.48% | |
| DBC |
Invesco DB Commodity Index Tracking Fund
|
Reduced | 69,715 | $2,018,249 | 1.47% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 3,496 | $2,000,166 | 1.46% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Reduced | 1,905 | $1,898,199 | 1.39% | |
| EMR |
Emerson Electric Co
Industrials
|
Added | 14,367 | $1,882,364 | 1.37% | |
| NEE |
Nextera Energy Inc
Utilities
|
Reduced | 19,915 | $1,849,705 | 1.35% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 2,875 | $1,659,392 | 1.21% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 11,241 | $1,623,650 | 1.19% | |
| MPC |
Marathon Petroleum Corp
Energy
|
Reduced | 6,556 | $1,600,844 | 1.17% | |
| SPGI |
S&P Global Inc.
Financial Services
|
Added | 3,700 | $1,573,758 | 1.15% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Reduced | 4,822 | $1,498,629 | 1.09% | |
| OMC |
Omnicom Group Inc.
Communication Services
|
Added | 19,744 | $1,486,920 | 1.09% | |
| CB |
Chubb Ltd
Financial Services
|
Reduced | 4,446 | $1,449,084 | 1.06% | |
| ASML |
Asml Holding NV
Technology
|
Reduced | 1,096 | $1,447,629 | 1.06% | |
| GWW |
W.W. Grainger, Inc.
Industrials
|
Added | 1,278 | $1,394,055 | 1.02% | |
| BAR |
GraniteShares Gold Trust
|
Added | 28,498 | $1,314,612 | 0.96% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Reduced | 8,131 | $1,262,662 | 0.92% | |
| ACN |
Accenture plc
Technology
|
Added | 6,154 | $1,220,276 | 0.89% | |
| C |
Citigroup Inc
Financial Services
|
Reduced | 10,737 | $1,217,683 | 0.89% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Added | 3,440 | $1,162,548 | 0.85% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 5,961 | $1,039,598 | 0.76% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 2,122 | $1,016,862 | 0.74% | |
| ZTS |
Zoetis Inc.
Healthcare
|
Added | 8,235 | $973,459 | 0.71% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Held | 1,404 | $913,077 | 0.67% | |
| ARCC |
Ares Capital Corp
Financial Services
|
Added | 49,994 | $900,891 | 0.66% | |
| RIO |
Rio Tinto PLC
Basic Materials
|
NEW | 9,350 | $872,261 | 0.64% | |
| RTX |
RTX Corp
Industrials
|
Added | 4,497 | $867,471 | 0.63% | |
| SHW |
Sherwin Williams Co
Basic Materials
|
Held | 2,621 | $840,161 | 0.61% | |
| IAU |
Ishares Gold Trust
|
Reduced | 9,267 | $816,978 | 0.60% | |
| NGG |
National Grid PLC
Utilities
|
Added | 9,600 | $812,160 | 0.59% |