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Portfolio (Quarterly) Guide ↗

BCWM, LLC

· CIK 0001542165
13F Portfolio $353M AUM 57 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 6 New 24 Added 23 Reduced 5 Exited
Page 2 of 2  ·  23 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 PFF ISHARES TR 14,489.0 $439K 0.12% -4K -23.4% $30.32 +3.3%
22 IJH ISHARES TR 4,156.0 $281K 0.08% -338.0 -7.5% $67.53 +10.4%
23 AOR ISHARES TR 3,459.0 $223K 0.06% -100.0 -2.8% $64.35 +7.7%
Page 2 of 2  ·  23 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Industrials 17.2%
Technology 16.4%
Financial Services 12.2%
Consumer Cyclical 11.4%
Consumer Defensive 10.2%
Utilities 9.4%
Healthcare 6.8%
Communication Services 6.2%
Energy 5.9%
Real Estate 4.3%