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Portfolio (Quarterly) Guide ↗

BCS Private Wealth Management, Inc.

· CIK 0002044001
13F Portfolio $332M AUM 187 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 187 New
Page 6 of 10  ·  187 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 MSA MSA SAFETY INC Industrials 2,821.0 $492K 0.15% NEW $174.58 +8.3%
102 GLD SPDR GOLD TR Financial Services 1,335.0 $492K 0.15% NEW $368.38 +10.1%
103 PWZ INVESCO EXCH TRADED FD TR II 20,000.0 $490K 0.15% NEW $24.51 -2.0%
104 BIL SPDR SERIES TRUST 5,250.0 $481K 0.14% NEW $91.64 -0.1%
105 WAT WATERS CORP Healthcare 1,275.0 $478K 0.14% NEW $375.04 +8.7%
106 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,642.0 $477K 0.14% NEW $290.59 -4.2%
107 SMG SCOTTS MIRACLE-GRO CO Basic Materials 6,960.0 $474K 0.14% NEW $68.11 -13.1%
108 STT STATE STR CORP Financial Services 2,718.0 $461K 0.14% NEW $169.60 +13.8%
109 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 5,660.0 $451K 0.14% NEW $79.61 +2.8%
110 DXCM DEXCOM INC Healthcare 6,605.0 $445K 0.13% NEW $67.35 +31.8%
111 ALPHABET INC 8,790.0 $442K 0.13% NEW $50.30
112 SOLV SOLVENTUM CORP Healthcare 5,712.0 $441K 0.13% NEW $77.15 +12.5%
113 HCA HCA HEALTHCARE INC Healthcare 1,127.0 $439K 0.13% NEW $389.89 +3.9%
114 CI THE CIGNA GROUP Healthcare 1,559.0 $430K 0.13% NEW $275.68 -0.1%
115 IWP ISHARES TR 2,920.0 $428K 0.13% NEW $146.41 +0.9%
116 NBB NUVEEN TAXABLE MUNICPAL INM Financial Services 26,625.0 $423K 0.13% NEW $15.88 -3.5%
117 RKT ROCKET COS INC Financial Services 26,735.0 $421K 0.13% NEW $15.75 -7.9%
118 CW CURTISS WRIGHT CORP Industrials 555.0 $421K 0.13% NEW $758.02 -8.2%
119 WMB WILLIAMS COS INC Energy 5,655.0 $420K 0.13% NEW $74.34 -1.2%
120 MDLZ MONDELEZ INTL INC Consumer Defensive 7,082.0 $413K 0.12% NEW $58.34 +6.6%
Page 6 of 10  ·  187 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
Technology 19.4%
Financial Services 16.4%
Healthcare 14.3%
Industrials 10.0%
Basic Materials 9.1%
Consumer Defensive 7.9%
Communication Services 7.5%
Energy 6.3%
Consumer Cyclical 5.3%
Utilities 3.6%