BCR Wealth Strategies, LLC reported 32 holdings worth US$356K as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 31, 2026
BCR Wealth Strategies, LLC reported 32 holdings worth US$356K as of Jun 30, 2026. Largest: Lam Research Corporation, Servisfirst Bancshares, Inc. and Southern Company (the). Filed Jul 31, 2026 (Form 13F).
- Holdings
- 32
- Value as reported
- US$356K
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Lam Research Corporation | 2,130 | US$922K | 259.0% |
| Servisfirst Bancshares, Inc. | 7,761 | US$673K | 189.1% |
| Southern Company (the) | 6,703 | US$641K | 180.1% |
| Apple Inc | 2,156 | US$623K | 175.0% |
| Deere & Company | 937 | US$594K | 166.9% |
| Emerson Electric Company | 3,651 | US$522K | 146.7% |
| Nvidia Corporation | 2,403 | US$480K | 134.9% |
| Lowe's Companies, Inc. | 1,385 | US$305K | 85.7% |
| Wells Fargo & Company | 3,401 | US$281K | 78.9% |
| Pepsico, Inc. | 1,526 | US$206K | 57.9% |