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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ZIMMER BIOMET HOLDINGS, INC.

ZBH|98956P102

Shares:21.5K

Value:$2.4M

% of Portfolio:0.8% ($2.4M/$287.7M)

92206C870

VCIT|92206C870

Shares:23.2K

Value:$1.9M

% of Portfolio:0.7% ($1.9M/$287.7M)

464287242

Shares:17.4K

Value:$1.9M

% of Portfolio:0.7% ($1.9M/$287.7M)

808524839

Shares:78.3K

Value:$1.8M

% of Portfolio:0.6% ($1.8M/$287.7M)

808524409

Shares:67.3K

Value:$1.8M

% of Portfolio:0.6% ($1.8M/$287.7M)

921910709

Shares:17.9K

Value:$1.3M

% of Portfolio:0.4% ($1.3M/$287.7M)

464288687

Shares:24.7K

Value:$758.6K

% of Portfolio:0.3% ($758.6K/$287.7M)

808524508

Shares:26.1K

Value:$684.0K

% of Portfolio:0.2% ($684.0K/$287.7M)

808524805

SCHF|808524805

Shares:31.7K

Value:$627.1K

% of Portfolio:0.2% ($627.1K/$287.7M)

808524706

Shares:19.0K

Value:$523.6K

% of Portfolio:0.2% ($523.6K/$287.7M)

PROCTER & GAMBLE Co

PG|742718109

Shares:2.7K

Value:$452.8K

% of Portfolio:0.2% ($452.8K/$287.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
ZIMMER BIOMET HOLDINGS, INC.(ZBHcusip98956P102)	21.5K	QoQ +14.33% (+2.7K) YoY +14.23% (-2.7K)	All Managers (Combined)	$2.4M	0.8% ($2.4M/$287.7M)	QoQ +22.51% (+$446.3K) YoY -2.04% (-$50.6K)
(VCITcusip92206C870)	23.2K	QoQ +2.97% (+670) YoY +14.88% (+3.0K)	All Managers (Combined)	$1.9M	0.7% ($1.9M/$287.7M)	QoQ +4.88% (+$88.3K) YoY +16.66% (+$270.9K)
(cusip464287242)✕	17.4K	QoQ +3.66% (+614) YoY +16.62% (+2.5K)	All Managers (Combined)	$1.9M	0.7% ($1.9M/$287.7M)	QoQ +5.45% (+$97.8K) YoY +16.38% (+$265.9K)
(cusip808524839)✕	78.3K	QoQ +3.44% (+2.6K) YoY +131.83% (+44.5K)	All Managers (Combined)	$1.8M	0.6% ($1.8M/$287.7M)	QoQ +5.53% (+$95.1K) YoY +16.72% (+$259.8K)
(cusip808524409)✕	67.3K	QoQ -69.85% (-155.9K) YoY +218.66% (+46.2K)	All Managers (Combined)	$1.8M	0.6% ($1.8M/$287.7M)	QoQ -69.26% (-$4.0M) YoY +11.47% (+$184.1K)
(cusip921910709)✕	17.9K	QoQ +18.70% (+2.8K) YoY +28.25% (+3.9K)	All Managers (Combined)	$1.3M	0.4% ($1.3M/$287.7M)	QoQ +24.64% (+$251.6K) YoY +19.06% (+$203.8K)
(cusip464288687)✕	24.7K	QoQ -20.97% (-6.6K) YoY +20.14% (+4.1K)	All Managers (Combined)	$758.6K	0.3% ($758.6K/$287.7M)	QoQ -22.76% (-$223.6K) YoY +14.55% (+$96.4K)
(cusip808524508)✕	26.1K	QoQ +1.28% (-332) YoY +254.74% (+18.7K)	All Managers (Combined)	$684.0K	0.2% ($684.0K/$287.7M)	QoQ -4.23% (-$30.2K) YoY +14.14% (+$84.7K)
(SCHFcusip808524805)	31.7K	QoQ -95.94% (-750.9K) YoY -91.92% (-360.7K)	All Managers (Combined)	$627.1K	0.2% ($627.1K/$287.7M)	QoQ -95.66% (-$13.9M) YoY -95.90% (-$14.7M)
(cusip808524706)✕	19.0K	QoQ +2.26% (+420) YoY +9.91% (+1.7K)	All Managers (Combined)	$523.6K	0.2% ($523.6K/$287.7M)	QoQ +5.87% (+$29.0K) YoY +20.01% (+$87.3K)
PROCTER & GAMBLE Co(PGcusip742718109)	2.7K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$452.8K	0.2% ($452.8K/$287.7M)	QoQ +1.65% (+$7.4K) YoY +5.03% (+$21.7K)