B&D White Capital Company, LLC

All 13F Filings

Location
Lakeway, TX
Most recent 13F
Q3 2026
Holdings value ($000)
1,030,560
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q3 2026 11/2/2026 78 1,030,560 13F-HR B&D White Capital Company, LLC
Q2 2026 7/31/2026 94 1,004,750 13F-HR B&D White Capital Company, LLC
Q1 2026 5/13/2026 74 808,787 13F-HR B&D White Capital Company, LLC
Q4 2025 2/13/2026 72 863,177 13F-HR B&D White Capital Company, LLC
Q3 2025 10/23/2025 74 780,699 13F-HR B&D White Capital Company, LLC
Q2 2025 8/13/2025 77 656,652 13F-HR B&D White Capital Company, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 257.4 K 25.0% 81.45 K 0 81.45 K
ETFs 773.2 K 75.0% 0 55.64 K -55.64 K
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Fund Snapshot

Q3 2026
Latest filed
11/2/2026
Total value ($000)
1,030,560
Holdings
78
QoQ value change ($000)
25,810 (2.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.