BCWM, LLC
Top Portfolio Positions
33 positions ·
$283,453,802 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| IAU |
Ishares Gold Trust
|
236,663 | $20,864,210 | 7.36% | |
| DUK |
Duke Energy CORP
Utilities
|
114,875 | $15,041,732 | 5.31% | |
| DLR |
Digital Realty Trust, Inc.
Real Estate
|
67,638 | $12,189,043 | 4.30% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
36,000 | $11,840,040 | 4.18% | |
| SRE |
Sempra
Utilities
|
119,464 | $11,608,316 | 4.10% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
53,449 | $11,131,823 | 3.93% | |
| META |
Meta Platforms, Inc.
Communication Services
|
18,576 | $10,627,886 | 3.75% | |
| GRMN |
Garmin Ltd
Technology
|
45,088 | $10,460,866 | 3.69% | |
| SONY |
Sony Group Corp
Technology
|
489,017 | $10,122,651 | 3.57% | |
| MSFT |
Microsoft Corp
Technology
|
26,713 | $9,888,351 | 3.49% |
Portfolio Trend
24 quarters · across all stocks
Holdings in HTFL
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $761,772 | 31,310 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $907,701 | 31,139 | Shares | Sole | 2026-02-11 | |
| No 13F history on record for this holder in this stock. | ||||||