BCO Wealth Management LLC reported 42 holdings worth US$185M as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 14, 2026
BCO Wealth Management LLC reported 42 holdings worth US$185M as of Sep 30, 2026. Largest: Berkshire Hathaway Inc., Nvidia Corporation and Conocophillips. Filed Oct 14, 2026 (Form 13F).
- Holdings
- 42
- Value as reported
- US$185M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Berkshire Hathaway Inc. | 1,020 | US$1.25M | 0.68% |
| Nvidia Corporation | 2,628 | US$600K | 0.32% |
| Conocophillips | 4,172 | US$522K | 0.28% |
| Iron Mountain Incorporated (delaware) | 4,275 | US$474K | 0.26% |
| Extra Space Storage Inc | 3,437 | US$452K | 0.24% |
| Cbre Group Inc | 2,951 | US$379K | 0.20% |
| Apple Inc | 998 | US$332K | 0.18% |
| Amazon.com, Inc. | 1,263 | US$315K | 0.17% |
| Umh Properties, Inc. | 19,954 | US$307K | 0.17% |
| Caterpillar, Inc. | 370 | US$300K | 0.16% |
| Select Water Solutions, Inc. | 14,259 | US$282K | 0.15% |
| Essential Properties Realty Trust, Inc. | 9,650 | US$249K | 0.13% |
| Stag Industrial, Inc. | 6,200 | US$222K | 0.12% |
| Apple Hospitality Reit, Inc. | 13,710 | US$222K | 0.12% |
| Agnc Investment Corp. | 13,214 | US$120K | 0.06% |
| Medical Properties Trust, Inc. | 26,100 | US$90,306 | 0.05% |
| Pennantpark Floating Rate Capital Ltd. | 0 | US$0 | 0.00% |
| W. P. Carey Inc. Reit | 0 | US$0 | 0.00% |