BCS Private Wealth Management, Inc.
Top Portfolio Positions
134 positions ·
$189,894,537 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
32,215 | $11,925,026 | 6.28% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
39,037 | $11,483,123 | 6.05% |
| AAPL |
Apple Inc.
Technology
|
32,021 | $8,126,609 | 4.28% |
| GOOGL |
Alphabet Inc.
Communication Services
|
27,887 | $8,019,185 | 4.22% |
| KMI |
Kinder Morgan, Inc.
Energy
|
169,551 | $5,685,045 | 2.99% |
| NEM |
NEWMONT Corp /DE/
Basic Materials
|
50,941 | $5,514,363 | 2.90% |
| WM |
Waste Management Inc
Industrials
|
23,775 | $5,463,257 | 2.88% |
| NTR |
Nutrien Ltd.
Basic Materials
|
69,293 | $5,228,849 | 2.75% |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
10,055 | $4,942,334 | 2.60% |
| ECL |
Ecolab Inc.
Basic Materials
|
17,317 | $4,606,668 | 2.43% |
Portfolio Trend
Holdings in ERIC
Shares Held
Position Value (USD)
4 of 4 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,432,222 | 304,545 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $2,932,007 | 303,835 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $2,528,486 | 305,742 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $2,519,391 | 297,098 | Shares | Sole | 2025-08-14 | |
| No quarters match your search. | ||||||