BCWM, LLC

Q1 2026 13F-HR Holdings

Location
Overland Park, KS
Holdings as of
3/31/2026
Date filed
5/14/2026
Form type
13F-HR
Num holdings
57
Total value ($000)
$352,795
Net value change ($000)
+18,787 (5.6%)
New positions
6
Sold out positions
5
Turnover %
15.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/11/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SONY 10,123 NEW
KMI 9,746 NEW
UNP 8,654 NEW
THD 4,141 NEW
EPHE 3,589 NEW
CVX 3,320 92.1%
VZ 2,343 49.9%
DLR 2,093 20.7%
DUK 1,902 14.5%
HD 1,389 13.3%
Top Reduces (Value $000, Stocks/ETFs)
MDT -8,023 -100.0%
ECH -4,580 -100.0%
EWZ -3,876 -100.0%
IAU -3,339 -13.8%
DHI -2,889 -23.9%
LMT -2,746 -24.4%
AAPL -1,564 -15.7%
SRE -1,413 -10.9%
RSP -1,279 -14.7%
GNRC -1,170 -12.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type