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 XOM, AVUS, VUG, SCHG, QQQM, and represent 52.72% of B&D White Capital Company's stock portfolio.
- Added to shares of these 10 stocks: XOM (+$50M), ABBV (+$11M), PEP (+$8.9M), AVLV (+$8.8M), JNJ (+$7.2M), SPY (+$5.7M), MO, AVSC, PM, XLE.
- Started 17 new stock positions in XLI, AVLV, VBR, NKE, SPY, SLB, XLE, HP, T, VBK. CVX, CMI, ABBV, AVSC, XOM, SBUX, XLV.
- Reduced shares in these 10 stocks: LMT (-$35M), PFE (-$17M), RTX (-$16M), UPS (-$6.3M), BMY (-$5.0M), MSFT, QQQ, GIS, BRK.B, MCD.
- Sold out of its positions in ABT, BAC, GOLD, BHP, C, CAG, COST, DFS, GIS, HSY. K, EL, MSFT, NEM, NEE, NOC, PFE, GLD, TSLA, UPS, VZ, WBA.
- B&D White Capital Company was a net buyer of stock by $30M.
- B&D White Capital Company has $322M in assets under management (AUM), dropping by 20.06%.
- Central Index Key (CIK): 0001752523
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B&D White Capital Company holds 61 positions in its portfolio as reported in the December 2023 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 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