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Portfolio (Quarterly) Guide ↗

BCS Private Wealth Management, Inc.

· CIK 0002044001
13F Portfolio $332M AUM 187 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 187 New
Page 5 of 10  ·  187 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 NFLX NETFLIX INC. Communication Services 8,960.0 $640K 0.19% NEW $71.40 +8.9%
82 IJS ISHARES TR 4,666.0 $638K 0.19% NEW $136.68 +1.1%
83 BA BOEING CO Industrials 2,907.0 $629K 0.19% NEW $216.47 +3.0%
84 NVT NVENT ELEC PLC Industrials 3,690.0 $626K 0.19% NEW $169.61 -2.9%
85 IWM ISHARES TR 2,050.0 $616K 0.18% NEW $300.45 -0.1%
86 TMUS T-MOBILE US INC Communication Services 3,600.0 $604K 0.18% NEW $167.73 +9.0%
87 CVS CVS HEALTH CORP Healthcare 5,772.0 $597K 0.18% NEW $103.45 -8.3%
88 MDT MEDTRONIC PLC Healthcare 7,480.0 $590K 0.18% NEW $78.94 +16.7%
89 PAAS PAN AMERN SILVER CORP Basic Materials 13,060.0 $585K 0.18% NEW $44.79 +4.0%
90 IWR ISHARES TR 5,050.0 $557K 0.17% NEW $110.32 +2.4%
91 TIP ISHARES TR 5,070.0 $555K 0.17% NEW $109.43 -2.2%
92 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 593.0 $555K 0.17% NEW $935.47 +2.8%
93 APG API GROUP CORP Industrials 13,084.0 $554K 0.17% NEW $42.35 +1.0%
94 XOM EXXON MOBIL CORP Energy 4,003.0 $547K 0.17% NEW $136.72 +21.1%
95 BP BP PLC Energy 14,636.0 $541K 0.16% NEW $36.95 +17.5%
96 CL COLGATE PALMOLIVE CO Consumer Defensive 5,725.0 $525K 0.16% NEW $91.68 -0.2%
97 HD HOME DEPOT INC Consumer Cyclical 1,479.0 $522K 0.16% NEW $352.68 -4.3%
98 DGX QUEST DIAGNOSTICS INC Healthcare 2,430.0 $515K 0.15% NEW $211.95 +11.5%
99 AIR AAR CORP Industrials 3,590.0 $513K 0.15% NEW $142.93 +4.3%
100 KO COCA COLA CO Consumer Defensive 6,227.0 $509K 0.15% NEW $81.80 +8.6%
Page 5 of 10  ·  187 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 19.4%
Financial Services 16.4%
Healthcare 14.3%
Industrials 10.0%
Basic Materials 9.1%
Consumer Defensive 7.9%
Communication Services 7.5%
Energy 6.3%
Consumer Cyclical 5.3%
Utilities 3.6%