1y return+15.8%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2024: $121 against $127 in the S&P 500.2
Bcwm, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AVDEAmerican Centy Etf Tr | $21.1M | 6.2% | −4.8% |
| IAUIshares Gold Tr | $18.2M | 5.3% | +1.8% |
| DUKDuke Energy Corp New | $14.7M | 4.3% | +1.1% |
| HDHome Depot Inc | $13.2M | 3.8% | +3.6% |
| SRESempra | $11.3M | 3.3% | +2.4% |
| Garmin LtdCUSIP H2906T109 | $10.7M | 3.1% | |
| DLRDigital Rlty Tr Inc | $10.6M | 3.1% | −12.8% |
| SONYSony Group Corp | $10.0M | 2.9% | +2.3% |
| MSFTMicrosoft Corp | $10.0M | 2.9% | |
| SWKStanley Black & Decker Inc | $9.7M | 2.8% | −18.2% |
| UNPUnion Pac Corp | $9.4M | 2.8% | −3.0% |
| KMIKinder Morgan Inc Del | $9.4M | 2.7% | +1.2% |
| LMTLockheed Martin Corp | $8.9M | 2.6% | +24.9% |
| NOCNorthrop Grumman Corp | $8.9M | 2.6% | +31.2% |
| DHID R Horton Inc | $8.7M | 2.6% | −20.1% |
| WMTWalmart Inc | $8.6M | 2.5% | −2.4% |
| METAMeta Platforms Inc | $8.5M | 2.5% | −18.8% |
| AAPLApple Inc | $8.5M | 2.5% | −11.3% |
| RSPInvesco Exchange Traded Fd T | $8.0M | 2.3% | −2.5% |
| JPMJpmorgan Chase & Co | $7.9M | 2.3% | −13.5% |
| AMZNAmazon Com Inc | $7.9M | 2.3% | −38.0% |
| GNRCGenerac Hldgs Inc | $7.0M | 2.1% | −44.8% |
| NVDANvidia Corporation | $7.0M | 2.0% | −20.8% |
| BMYBristol-myers Squibb Co | $6.4M | 1.9% | +7.6% |
| MOAltria Group Inc | $6.3M | 1.8% | −8.4% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| GNRCGenerac Hldgs Inc | March 31, 2025 | +131.2% | $7.0M |
| NVDANvidia Corporation | March 31, 2025 | +84.6% | $7.0M |
| VNMVaneck Etf Trust | December 31, 2024 | +60.9% | $3.6M |
| IAUIshares Gold Tr | December 31, 2024 | +52.5% | $18.2M |
| MOAltria Group Inc | December 31, 2024 | +37.6% | $6.3M |
| JPMJpmorgan Chase & Co | December 31, 2024 | +36.6% | $7.9M |
| AVDEAmerican Centy Etf Tr | March 31, 2025 | +34.6% | $21.1M |
| WMTWalmart Inc | December 31, 2024 | +25.4% | $8.6M |
| RSPInvesco Exchange Traded Fd T | December 31, 2024 | +21.4% | $8.0M |
| DUKDuke Energy Corp New | December 31, 2024 | +17.5% | $14.7M |
Sold off last quarter
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +1.9% | +14.8% |
| March 31, 2026 | +4.8% | −4.6% |
| December 31, 2025 | −0.1% | +2.4% |
| September 30, 2025 | +8.6% | +7.8% |
| June 30, 2025 | +4.0% | +10.5% |
| March 31, 2025 | +0.3% | −4.6% |
| September 30, 2024 | +12.4% | +5.4% |
| June 30, 2024 | −2.1% | +4.0% |
| March 31, 2024 | +4.8% | +10.0% |
| December 31, 2023 | +11.8% | +11.2% |
| September 30, 2023 | −6.4% | −3.6% |
| June 30, 2023 | +2.2% | +8.3% |
| March 31, 2023 | +1.8% | +7.0% |
| December 31, 2022 | +10.2% | +7.1% |
| September 30, 2022 | −7.7% | −5.3% |
| June 30, 2022 | −12.0% | −16.5% |
| March 31, 2022 | +0.8% | −4.9% |
| December 31, 2021 | +2.9% | +10.7% |
| September 30, 2021 | −2.7% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Bcwm, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1542165&type=13F-HR&dateb=&owner=include&count=40CIK 1542165
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1542165/000154216526000003/Filed August 14, 2026 · accession 0001542165-26-000003