BCS Private Wealth Management, Inc.
Top Portfolio Positions
136 positions ·
$202,461,841 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
25,902 | $12,412,238 | 6.13% | |
| MSFT |
Microsoft Corp
Technology
|
32,215 | $11,925,026 | 5.89% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
39,037 | $11,483,123 | 5.67% | |
| AAPL |
Apple Inc.
Technology
|
32,021 | $8,126,609 | 4.01% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
27,887 | $8,019,185 | 3.96% | |
| KMI |
Kinder Morgan, Inc.
Energy
|
169,551 | $5,685,045 | 2.81% | |
| NEM |
NEWMONT Corp /DE/
Basic Materials
|
50,941 | $5,514,363 | 2.72% | |
| WM |
Waste Management Inc
Industrials
|
23,775 | $5,463,257 | 2.70% | |
| NTR |
Nutrien Ltd.
Basic Materials
|
69,293 | $5,228,849 | 2.58% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
10,055 | $4,942,334 | 2.44% |
Portfolio Trend
4 quarters · across all stocks
Holdings in UFI
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $155,066 | 43,436 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $152,026 | 43,436 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $206,755 | 43,436 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $226,735 | 43,436 | Shares | Sole | 2025-08-14 | |
| No 13F history on record for this holder in this stock. | ||||||