BCO Wealth Management LLC
Filing Date
Global Rank
#8,327
/ 8,592
▲ 94
Top Industry
REIT - Industrial
12.7%
3Y Alpha vs SPY
-9.3%
Period ended 3 months ago
Filed Apr 16, 2026 · 2mo
6 quarters · since Dec 2024
Clone Performance
Feb 2025–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+11.9%
SPY
+24.9%
Annualised alpha
-9.3%
Max drawdown
−17.4%
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
17 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
9.8%
−0.7 pts
Top 5
45.3%
−0.4 pts
Top 10
76.4%
+0.9 pts
HHI
702
Diversified+4
Portfolio Trend
6 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Real Estate | 47.3% | $2,502,746 |
| Energy | 17.5% | $924,896 |
| Technology | 14.3% | $755,205 |
| Financial Services | 11.1% | $584,936 |
| Consumer Cyclical | 5.0% | $263,045 |
| Industrials | 5.0% | $262,130 |
Last Quarter's Activity
Export CSVTrimmed
Positions the filer reducedNo qualifying positions this quarter.
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
17 positions ·
$5,292,958 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| COP |
Conocophillips
Energy
|
Held | 3,933 | $519,156 | 9.81% | |
| NVDA |
Nvidia Corp
Technology
|
Held | 2,878 | $501,923 | 9.48% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 1,019 | $488,304 | 9.23% | |
| EXR |
Extra Space Storage Inc.
Real Estate
|
Held | 3,437 | $450,693 | 8.51% | |
| IRM |
Iron Mountain Inc
Real Estate
|
Held | 4,275 | $436,648 | 8.25% | |
| WTTR |
Select Water Solutions, Inc.
Energy
|
Held | 26,519 | $405,740 | 7.67% | |
| CBRE |
Cbre Group, Inc.
Real Estate
|
Held | 2,951 | $399,742 | 7.55% | |
| EPRT |
Essential Properties Realty Trust, Inc.
Real Estate
|
Held | 9,650 | $292,974 | 5.54% | |
| UMH |
Umh Properties, Inc.
Real Estate
|
Held | 19,954 | $287,936 | 5.44% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Held | 1,263 | $263,045 | 4.97% | |
| CAT |
Caterpillar Inc
Industrials
|
Held | 370 | $262,130 | 4.95% | |
| AAPL |
Apple Inc.
Technology
|
Held | 998 | $253,282 | 4.79% | |
| STAG |
STAG Industrial, Inc.
Real Estate
|
Held | 6,200 | $223,572 | 4.22% | |
| APLE |
Apple Hospitality REIT, Inc.
Real Estate
|
Held | 13,710 | $157,802 | 2.98% | |
| AGNC |
AGNC Investment Corp.
Real Estate
|
Added | 13,214 | $132,536 | 2.50% | |
| MPT |
Medical Properties Trust Inc
Real Estate
|
Held | 26,100 | $120,843 | 2.28% | |
| PFLT |
PennantPark Floating Rate Capital Ltd.
Financial Services
|
Added | 12,019 | $96,632 | 1.83% |