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Portfolio (Quarterly) Guide ↗

BCS Wealth Management

· CIK 0001798172
13F Portfolio $555M AUM 270 positions Filed Jul 16, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 24 New 104 Added 85 Reduced 2 Exited
Page 5 of 5  ·  85 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 JEPQ J P MORGAN EXCHANGE TRADED F 4,266.0 $262K 0.05% -179.0 -4.0% $61.45 -2.6%
82 BALL BALL CORP Consumer Cyclical 4,021.0 $251K 0.04% -36.0 -0.9% $62.40 +1.9%
83 BSM BLACK STONE MINERALS L P Energy 17,614.0 $246K 0.04% -683.0 -3.7% $13.97 +6.6%
84 WM WASTE MGMT INC DEL Industrials 925.0 $206K 0.04% -52.0 -5.3% $222.88 +0.5%
85 PSX PHILLIPS 66 Energy 1,187.0 $201K 0.04% -118.0 -9.0% $169.01 +43.7%
Page 5 of 5  ·  85 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 20.7%
Consumer Defensive 19.1%
Financial Services 17.2%
Industrials 9.3%
Healthcare 9.0%
Consumer Cyclical 6.8%
Basic Materials 6.0%
Communication Services 4.5%
Utilities 4.0%
Energy 3.1%