BCO Wealth Management LLC
Top Portfolio Positions
16 positions ·
$4,804,654 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| COP |
Conocophillips
Energy
|
3,933 | $519,156 | 10.81% |
| NVDA |
Nvidia Corp
Technology
|
2,878 | $501,923 | 10.45% |
| EXR |
Extra Space Storage Inc.
Real Estate
|
3,437 | $450,693 | 9.38% |
| IRM |
Iron Mountain Inc
Real Estate
|
4,275 | $436,648 | 9.09% |
| WTTR |
Select Water Solutions, Inc.
Energy
|
26,519 | $405,740 | 8.44% |
| CBRE |
Cbre Group, Inc.
Real Estate
|
2,951 | $399,742 | 8.32% |
| EPRT |
Essential Properties Realty Trust, Inc.
Real Estate
|
9,650 | $292,974 | 6.10% |
| UMH |
Umh Properties, Inc.
Real Estate
|
19,954 | $287,936 | 5.99% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
1,263 | $263,045 | 5.47% |
| CAT |
Caterpillar Inc
Industrials
|
370 | $262,130 | 5.46% |
Portfolio Trend
Holdings in PFLT
Shares Held
Position Value (USD)
2 of 2 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $96,632 | 12,019 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $108,514 | 11,706 | Shares | Sole | 2026-01-14 | |
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