Portfolio (Quarterly) Guide ↗

B&D White Capital Company, LLC

· CIK 0001752523

13F Portfolio $1.0B AUM 94 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds

Q2 2026 · All 94 New

Page 5 of 5 · 94 positions

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Chg Shares	Chg %	Period Price ①	Since Period ①
81	AVDS	AMERICAN CENTY ETF TR	—	4,891.0	$368K	0.04%	NEW	—	$75.26	+5.3%
82	AIQ	GLOBAL X FDS	—	5,479.0	$359K	0.04%	NEW	—	$65.61	-4.5%
83	BX	BLACKSTONE INC	Financial Services	2,900.0	$341K	0.03%	NEW	—	$117.67	+19.4%
84	AVMU	AMERICAN CENTY ETF TR	—	5,614.0	$262K	0.03%	NEW	—	$46.59	-3.4%
85	—	BERKSHIRE HATHAWAY INC DEL	—	520.0	$260K	0.03%	NEW	—	$500.39	—
86	GSK	GSK PLC	Healthcare	4,900.0	$257K	0.03%	NEW	—	$52.42	-2.3%
87	CRD-B	CRAWFORD & CO	—	21,848.0	$246K	0.03%	NEW	—	$11.27	+10.4%
88	KMB	KIMBERLY-CLARK CORP	Consumer Defensive	2,200.0	$241K	0.02%	NEW	—	$109.77	-0.5%
89	GIS	GENERAL MILLS INC	Consumer Defensive	6,400.0	$223K	0.02%	NEW	—	$34.80	+10.1%
90	DFCF	DIMENSIONAL ETF TRUST	—	5,211.0	$220K	0.02%	NEW	—	$42.21	-1.8%
91	COST	COSTCO WHOLESALE CORPORATION	Consumer Defensive	223.0	$209K	0.02%	NEW	—	$935.47	+3.4%
92	WHR	WHIRLPOOL CORP	Consumer Cyclical	5,200.0	$205K	0.02%	NEW	—	$39.42	+2.0%
93	DEM	WISDOMTREE TR	—	3,760.0	$202K	0.02%	NEW	—	$53.79	+0.4%
94	DYNF	BLACKROCK ETF TRUST	—	2,956.0	$201K	0.02%	NEW	—	$68.01	+2.3%

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① 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 27.1%

Communication Services 18.2%

Consumer Cyclical 17.0%

Financial Services 13.9%

Healthcare 12.8%

Consumer Defensive 6.6%

Industrials 4.4%