B&D White Capital Company
Latest statistics and disclosures from B&D White Capital Company's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, AAPL, JNJ, AVUS, PEP, and represent 58.81% of B&D White Capital Company's stock portfolio.
- Added to shares of these 10 stocks: SPY (+$93M), AAPL (+$49M), JNJ (+$36M), PEP (+$22M), GOOGL (+$13M), MCD (+$6.6M), QQQ, LULU, UPS, DE.
- Started 10 new stock positions in HD, GOOGL, LYB, HSY, DE, UPS, ALB, MSFT, IWM, LULU.
- Reduced shares in these 10 stocks: XOM (-$52M), MO (-$15M), , VUG (-$9.3M), AVLV (-$8.8M), PM (-$8.4M), CVX, AVSC, LMT, VBK.
- Sold out of its positions in ABBV, BMY, KO, CMI, DVN, DIS, HP, LHX, PM, RTX. SLB, ULTA.
- B&D White Capital Company was a net buyer of stock by $101M.
- B&D White Capital Company has $450M in assets under management (AUM), dropping by 39.96%.
- Central Index Key (CIK): 0001752523
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B&D White Capital Company holds 59 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Past Filings by B&D White Capital Company
SEC 13F filings are viewable for B&D White Capital Company going back to 2020
- B&D White Capital Company 2024 Q1 filed May 10, 2024
- B&D White Capital Company 2023 Q4 filed Jan. 30, 2024
- B&D White Capital Company 2023 Q3 filed Oct. 27, 2023
- B&D White Capital Company 2023 Q2 filed Aug. 4, 2023
- B&D White Capital Company 2023 Q1 filed May 3, 2023
- B&D White Capital Company 2022 Q4 filed Feb. 7, 2023
- B&D White Capital Company 2022 Q3 filed Oct. 26, 2022
- B&D White Capital Company 2022 Q2 filed July 14, 2022
- B&D White Capital Company 2022 Q1 filed May 10, 2022
- B&D White Capital Company 2021 Q4 filed Feb. 8, 2022
- B&D White Capital Company 2021 Q3 filed Oct. 27, 2021
- B&D White Capital Company 2021 Q2 filed Aug. 5, 2021
- B&D White Capital Company 2021 Q1 filed May 12, 2021
- B&D White Capital Company 2020 Q4 filed Feb. 12, 2021