Bcwm, LLC
Bcwm, LLC reported 57 holdings worth US$342M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Bcwm, LLC reported 57 holdings worth US$342M as of Jun 30, 2026. Largest: Duke Energy Corporation (holding Company), Home Depot, Inc. (the) and Dba Sempra. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 57
- Value as reported
- US$342M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Duke Energy Corporation (holding Company) | 116K | US$14.7M | 4.3% |
| Home Depot, Inc. (the) | 37,309 | US$13.2M | 3.8% |
| Dba Sempra | 122K | US$11.3M | 3.3% |
| Digital Realty Trust, Inc. | 58,993 | US$10.6M | 3.1% |
| Sony Group Corporation | 500K | US$10M | 2.9% |
| Microsoft Corp. | 26,841 | US$10M | 2.9% |
| Stanley Black & Decker, Inc. | 103K | US$9.65M | 2.8% |
| Union Pacific Corporation | 34,613 | US$9.41M | 2.8% |
| Kinder Morgan, Inc. | 294K | US$9.4M | 2.7% |
| Lockheed Martin Corporation | 17,567 | US$8.95M | 2.6% |
| Northrop Grumman Corporation | 17,378 | US$8.85M | 2.6% |
| D.r. Horton, Inc. | 53,693 | US$8.75M | 2.6% |
| Walmart Inc. | 76,114 | US$8.62M | 2.5% |
| Meta Platforms, Inc. | 15,078 | US$8.49M | 2.5% |
| Apple Inc | 29,257 | US$8.47M | 2.5% |
| Jp Morgan Chase & Co. | 24,146 | US$7.9M | 2.3% |
| Amazon.com, Inc. | 33,145 | US$7.9M | 2.3% |
| Generac Holdings Inc. | 24,024 | US$7.03M | 2.1% |
| Nvidia Corporation | 34,818 | US$6.97M | 2.0% |
| Bristol-myers Squibb Company | 110K | US$6.36M | 1.9% |
| Altria Group, Inc. | 87,550 | US$6.3M | 1.8% |
| United Parcel Service, Inc. | 58,217 | US$6.26M | 1.8% |
| Comcast Corporation | 252K | US$6.19M | 1.8% |
| Pfizer, Inc. | 257K | US$6.19M | 1.8% |
| Pepsico, Inc. | 45,490 | US$6.16M | 1.8% |
| Chevron Corporation | 36,935 | US$6.12M | 1.8% |
| Verizon Communications Inc. | 144K | US$6.08M | 1.8% |
| At&t Inc. | 289K | US$5.99M | 1.8% |
| Heartflow, Inc. | 31,878 | US$935K | 0.27% |
| Procter & Gamble Company (the) | 2,657 | US$390K | 0.11% |
| U.s. Bancorp | 3,370 | US$204K | 0.06% |
| Target Corporation | 0 | US$0 | 0.00% |
| Merck & Company, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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