BCJ Capital Management, LLC

CIK
0001768195
City
Scottsdale
State / Country
AZ

Top Portfolio Positions

202 positions · $616,671,724 total · as of Dec 31, 2025
Ticker Company Shares Value (USD) % of Portfolio
SPY
Spdr S&P 500 Etf Trust
71,383 $48,677,495 7.89%
AAPL
Apple Inc.
Technology
95,083 $25,849,264 4.19%
MSFT
Microsoft Corp
Technology
42,567 $20,586,252 3.34%
MU
Micron Technology Inc
Technology
69,681 $19,887,654 3.22%
QQQ
Invesco Qqq Trust, Series 1
26,896 $16,522,481 2.68%
NVDA
Nvidia Corp
Technology
74,313 $13,859,374 2.25%
IAU
Ishares Gold Trust
170,628 $13,849,874 2.25%
IAUX
i-80 Gold Corp.
Basic Materials
9,064,306 $13,233,886 2.15%
AEM
Agnico Eagle Mines Ltd
Basic Materials
72,372 $12,269,225 1.99%
ETHA
iShares Ethereum Trust ETF
529,836 $11,884,221 1.93%

Portfolio Trend

24 quarters · across all stocks

Holdings in DSU

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Shares Held

Position Value (USD)

23 of 23 shown
Report Date Value (USD) Shares
2025-12-31 $211,275 20,754
2025-09-30 $220,407 20,754
2025-06-30 $219,162 20,754
2025-03-31 $216,671 20,754
2024-12-31 $223,313 20,754
2024-09-30 $228,916 20,754
2024-06-30 $224,973 20,754
2024-03-31 $229,539 20,754
2023-12-31 $223,935 20,754
2023-09-30 $212,496 20,691
2023-06-30 $203,955 20,833
2023-03-31 $198,121 20,833
2022-12-31 $191,663 20,833
2022-09-30 $97,647 10,947
2022-06-30 $115,465 12,633
2022-03-31 $163,406 15,682
2021-12-31 $179,524 15,344
2021-09-30 $177,069 15,344
2021-06-30 $206,397 18,026
2021-03-31 $211,816 19,256
2020-12-31 $227,151 21,737
2020-09-30 $233,659 23,507
2020-06-30 $216,325 23,186