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Portfolio (Quarterly) Guide ↗

BNC WEALTH MANAGEMENT, LLC

· CIK 0001821549
13F Portfolio $414M AUM 107 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 106 New
Page 6 of 6  ·  106 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 LRCX LAM RESEARCH CORP Technology 482.0 $209K 0.05% NEW $433.33 -27.2%
102 CRWD CROWDSTRIKE HLDGS INC Technology 273.0 $208K 0.05% NEW $190.78 +16.6%
103 IBM INTERNATIONAL BUSINESS MACHS Technology 738.0 $208K 0.05% NEW $281.21 -15.2%
104 WU WESTERN UN CO Financial Services 12,800.0 $63K 0.01% NEW $4.91 +47.1%
105 POWW OUTDOOR HOLDING CO Industrials 24,000.0 $55K 0.01% NEW $2.28 -2.6%
106 AVXL ANAVEX LIFE SCIENCES CORP Healthcare 11,250.0 $29K 0.01% NEW $2.59 +23.1%
Page 6 of 6  ·  106 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 36.6%
Financial Services 14.7%
Industrials 13.9%
Consumer Cyclical 13.6%
Communication Services 7.4%
Utilities 4.4%
Consumer Defensive 3.3%
Healthcare 2.6%
Basic Materials 2.6%
Energy 0.9%