BCS Wealth Management
Top Portfolio Positions
84 positions ·
$86,524,905 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
95,712 | $13,824,641 | 15.98% | |
| RGLD |
Royal Gold Inc
Basic Materials
|
20,679 | $5,262,598 | 6.08% | |
| AAPL |
Apple Inc.
Technology
|
18,621 | $4,725,823 | 5.46% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
6,555 | $3,783,414 | 4.37% | |
| NVDA |
Nvidia Corp
Technology
|
19,900 | $3,470,560 | 4.01% | |
| SPY |
Spdr S&P 500 ETF Trust
|
4,496 | $2,923,928 | 3.38% | |
| MSFT |
Microsoft Corp
Technology
|
6,452 | $2,388,336 | 2.76% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
10,594 | $2,206,412 | 2.55% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
15,965 | $1,920,429 | 2.22% | |
| LLY |
ELI LILLY & Co
Healthcare
|
1,825 | $1,678,580 | 1.94% |
Portfolio Trend
25 quarters · across all stocks
Holdings in ORC
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $372,154 | 52,938 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $452,808 | 62,890 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $239,097 | 34,108 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $178,201 | 25,421 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $100,128 | 13,315 | Shares | Sole | 2025-04-14 | |
| No 13F history on record for this holder in this stock. | ||||||