Bcwm

AI_NATIVE detailed information: This accession holds the following tickers:[
  "T",
  "AVDE",
  null,
  "DUK",
  "HD",
  null,
  "SWK",
  null,
  null,
  null,
  "MDT",
  "MSFT",
  "NOC",
  null,
  "AAPL",
  "NVDA",
  "PFE",
  "LMT",
  "PG",
  "VZ",
  null,
  null,
  "SRE",
  "TGT",
  "UPS",
  null,
  null,
  "VCIT",
  "GNRC",
  null,
  "DHI",
  "AMZN",
  null,
  "USB",
  null,
  "WMT",
  "GRMN",
  null,
  "SCHF",
  "CRM",
  "ZBH",
  null,
  "BMY",
  "CVX",
  "CVS",
  "DLR",
  "RSP",
  null,
  "PM",
  "MO",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 51
Total Value: 287704229
Accession Number: 0001542165-25-000002
Form Type: 13F-HR
CIK: bcwm
Manager Name: Bcwm

Data Enrichment

69% identified

35 identified16 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

51 positions • $287.7M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Philip Morris International Inc.

PM|718172109

Shares:39.0K

Value:$6.2M

% of Portfolio:2.1% ($6.2M/$287.7M)

AT&T INC.

T|00206R102

Shares:208.2K

Value:$5.9M

% of Portfolio:2.0% ($5.9M/$287.7M)

ALTRIA GROUP, INC.

MO|02209S103

Shares:95.3K

Value:$5.7M

% of Portfolio:2.0% ($5.7M/$287.7M)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:121.1K

Value:$5.5M

% of Portfolio:1.9% ($5.5M/$287.7M)

BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:87.0K

Value:$5.3M

% of Portfolio:1.8% ($5.3M/$287.7M)

46429B598

Shares:99.7K

Value:$5.1M

% of Portfolio:1.8% ($5.1M/$287.7M)

CVS HEALTH Corp

CVS|126650100

Shares:70.8K

Value:$4.8M

% of Portfolio:1.7% ($4.8M/$287.7M)

CHEVRON CORP

CVX|166764100

Shares:27.8K

Value:$4.7M

% of Portfolio:1.6% ($4.7M/$287.7M)

PFIZER INC

PFE|717081103

Shares:178.8K

Value:$4.5M

% of Portfolio:1.6% ($4.5M/$287.7M)

US BANCORP \DE\

USB|902973304

Shares:102.0K

Value:$4.3M

% of Portfolio:1.5% ($4.3M/$287.7M)

UNITED PARCEL SERVICE INC

UPS|911312106

Shares:36.0K

Value:$4.0M

% of Portfolio:1.4% ($4.0M/$287.7M)

AMAZON COM INC

AMZN|023135106

Shares:19.8K

Value:$3.8M

% of Portfolio:1.3% ($3.8M/$287.7M)

464287184

Shares:101.7K

Value:$3.6M

% of Portfolio:1.3% ($3.6M/$287.7M)

78464A870

Shares:44.4K

Value:$3.6M

% of Portfolio:1.3% ($3.6M/$287.7M)

464286640

Shares:117.0K

Value:$3.5M

% of Portfolio:1.2% ($3.5M/$287.7M)

464286400

Shares:126.9K

Value:$3.3M

% of Portfolio:1.1% ($3.3M/$287.7M)

92189F817

Shares:261.4K

Value:$3.3M

% of Portfolio:1.1% ($3.3M/$287.7M)

NVIDIA CORP

NVDA|67066G104

Shares:29.6K

Value:$3.2M

% of Portfolio:1.1% ($3.2M/$287.7M)

46434G814

Shares:133.2K

Value:$3.1M

% of Portfolio:1.1% ($3.1M/$287.7M)

46429B309

Shares:162.2K

Value:$2.6M

% of Portfolio:0.9% ($2.6M/$287.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Philip Morris International Inc.(PMcusip718172109)	39.0K	QoQ -13.03% (-5.8K) YoY -23.63% (-12.1K)	All Managers (Combined)	$6.2M	2.1% ($6.2M/$287.7M)	QoQ +14.69% (-$792.5K) YoY +32.30% (-$1.5M)
AT&T INC.(Tcusip00206R102)	208.2K	QoQ -14.29% (-34.7K) YoY -24.30% (-66.9K)	All Managers (Combined)	$5.9M	2.0% ($5.9M/$287.7M)	QoQ +6.44% (-$356.7K) YoY +21.62% (-$1.0M)
ALTRIA GROUP, INC.(MOcusip02209S103)	95.3K	QoQ -5.92% (-6.0K) YoY -17.84% (-20.7K)	All Managers (Combined)	$5.7M	2.0% ($5.7M/$287.7M)	QoQ +7.98% (-$422.8K) YoY +13.03% (-$659.5K)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	121.1K	QoQ +13.92% (+14.8K) YoY +7.96% (+8.9K)	All Managers (Combined)	$5.5M	1.9% ($5.5M/$287.7M)	QoQ +29.22% (+$1.2M) YoY +16.71% (+$786.6K)
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	87.0K	QoQ -21.11% (-23.3K) YoY NEW(+87.0K)	All Managers (Combined)	$5.3M	1.8% ($5.3M/$287.7M)	QoQ -14.94% (-$931.9K) YoY NEW(+$5.3M)
(cusip46429B598)✕	99.7K	QoQ +10.96% (+9.9K) YoY +8.76% (+8.0K)	All Managers (Combined)	$5.1M	1.8% ($5.1M/$287.7M)	QoQ +8.52% (+$402.9K) YoY +8.53% (+$403.6K)
CVS HEALTH Corp(CVScusip126650100)	70.8K	QoQ NEW(+70.8K) YoY NEW(+70.8K)	All Managers (Combined)	$4.8M	1.7% ($4.8M/$287.7M)	QoQ NEW(+$4.8M) YoY NEW(+$4.8M)
CHEVRON CORP(CVXcusip166764100)	27.8K	QoQ NEW(+27.8K) YoY NEW(+27.8K)	All Managers (Combined)	$4.7M	1.6% ($4.7M/$287.7M)	QoQ NEW(+$4.7M) YoY NEW(+$4.7M)
PFIZER INC(PFEcusip717081103)	178.8K	QoQ +11.25% (+18.1K) YoY NEW(+178.8K)	All Managers (Combined)	$4.5M	1.6% ($4.5M/$287.7M)	QoQ +6.26% (+$267.0K) YoY NEW(+$4.5M)
US BANCORP \DE\(USBcusip902973304)	102.0K	QoQ -11.83% (-13.7K) YoY -8.03% (-8.9K)	All Managers (Combined)	$4.3M	1.5% ($4.3M/$287.7M)	QoQ -22.17% (-$1.2M) YoY -13.13% (-$651.2K)
UNITED PARCEL SERVICE INC(UPScusip911312106)	36.0K	QoQ NEW(+36.0K) YoY NEW(+36.0K)	All Managers (Combined)	$4.0M	1.4% ($4.0M/$287.7M)	QoQ NEW(+$4.0M) YoY NEW(+$4.0M)
AMAZON COM INC(AMZNcusip023135106)	19.8K	QoQ -3.01% (-615) YoY NEW(+19.8K)	All Managers (Combined)	$3.8M	1.3% ($3.8M/$287.7M)	QoQ -15.88% (-$712.0K) YoY NEW(+$3.8M)
(cusip464287184)✕	101.7K	QoQ -10.56% (-12.0K) YoY -21.26% (-27.5K)	All Managers (Combined)	$3.6M	1.3% ($3.6M/$287.7M)	QoQ +5.29% (-$183.3K) YoY +17.22% (-$535.6K)
(cusip78464A870)✕	44.4K	QoQ +0.68% (-301) YoY +7.76% (-3.2K)	All Managers (Combined)	$3.6M	1.3% ($3.6M/$287.7M)	QoQ -9.33% (-$370.5K) YoY -7.89% (-$308.3K)
(cusip464286640)✕	117.0K	QoQ +4.27% (+4.8K) YoY +2.95% (+3.4K)	All Managers (Combined)	$3.5M	1.2% ($3.5M/$287.7M)	QoQ +24.17% (+$679.4K) YoY +15.54% (+$469.4K)
(cusip464286400)✕	126.9K	QoQ NEW(+126.9K) YoY NEW(+126.9K)	All Managers (Combined)	$3.3M	1.1% ($3.3M/$287.7M)	QoQ NEW(+$3.3M) YoY NEW(+$3.3M)
(cusip92189F817)✕	261.4K	QoQ +8.47% (+20.4K) YoY +14.13% (+32.4K)	All Managers (Combined)	$3.3M	1.1% ($3.3M/$287.7M)	QoQ +17.92% (+$496.0K) YoY +2.47% (+$78.9K)
NVIDIA CORP(NVDAcusip67066G104)	29.6K	QoQ NEW(+29.6K) YoY NEW(+29.6K)	All Managers (Combined)	$3.2M	1.1% ($3.2M/$287.7M)	QoQ NEW(+$3.2M) YoY NEW(+$3.2M)
(cusip46434G814)✕	133.2K	QoQ +1.30% (-1.7K) YoY -4.25% (-5.9K)	All Managers (Combined)	$3.1M	1.1% ($3.1M/$287.7M)	QoQ -4.68% (-$151.1K) YoY +1.41% (-$43.0K)
(cusip46429B309)✕	162.2K	QoQ +11.29% (-16.5K) YoY +21.84% (-29.1K)	All Managers (Combined)	$2.6M	0.9% ($2.6M/$287.7M)	QoQ -1.83% (-$49.4K) YoY -11.85% (-$355.5K)