Holdings
BCO Wealth Management LLC
As of Sep 30, 2026, BCO Wealth Management LLC reported 16 positions worth US$6.12M. Largest: Berkshire Hathaway Inc., Nvidia Corporation and Conocophillips. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Berkshire Hathaway Inc. | 1,020 | US$1.25M | −1,496 | Sep 30, 2026 |
| Nvidia Corporation | 2,628 | US$600K | no change | Sep 30, 2026 |
| Conocophillips | 4,172 | US$522K | −480 | Sep 30, 2026 |
| Iron Mountain Incorporated (delaware) | 4,275 | US$474K | no change | Sep 30, 2026 |
| Extra Space Storage Inc | 3,437 | US$452K | no change | Sep 30, 2026 |
| Cbre Group Inc | 2,951 | US$379K | no change | Sep 30, 2026 |
| Apple Inc | 998 | US$332K | no change | Sep 30, 2026 |
| Amazon.com, Inc. | 1,263 | US$315K | no change | Sep 30, 2026 |
| Umh Properties, Inc. | 19,954 | US$307K | no change | Sep 30, 2026 |
| Caterpillar, Inc. | 370 | US$300K | no change | Sep 30, 2026 |