BCWM, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | KVUE | 665K | $10.79M |
 | PFE | 200K | $5.09M |
 | SRE | 146K | $13.15M |
 | WMT | 123K | $12.65M |
 | VZ | 115K | $5.04M |
 | USB | 112K | $5.43M |
 | DUK | 110K | $13.55M |
 | SWK | 108K | $8.03M |
 | BMY | 108K | $4.86M |
 | MO | 84K | $5.55M |
 | MDT | 82K | $7.84M |
 | DHI | 70K | $11.80M |
 | DLR | 64K | $11.09M |
 | MRK | 61K | $5.08M |
 | GNRC | 57K | $9.58M |
 | TGT | 52K | $4.68M |
 | UPS | 50K | $4.20M |
 | NVDA | 38K | $7.07M |
 | PEP | 37K | $5.24M |
 | GRMN | 37K | $9.01M |
Kenvue Inc.
KVUE
Shares Held
665K
Value
$10.79M
Pfizer Inc.
PFE
Shares Held
200K
Value
$5.09M
Sempra
SRE
Shares Held
146K
Value
$13.15M
Walmart Inc.
WMT
Shares Held
123K
Value
$12.65M
Verizon Communications Inc.
VZ
Shares Held
115K
Value
$5.04M
U.S. Bancorp
USB
Shares Held
112K
Value
$5.43M
Duke Energy Corporation
DUK
Shares Held
110K
Value
$13.55M
Stanley Black & Decker, Inc.
SWK
Shares Held
108K
Value
$8.03M
Bristol-Myers Squibb Company
BMY
Shares Held
108K
Value
$4.86M
Altria Group, Inc.
MO
Shares Held
84K
Value
$5.55M
Medtronic plc
MDT
Shares Held
82K
Value
$7.84M
D.R. Horton, Inc.
DHI
Shares Held
70K
Value
$11.80M
Digital Realty Trust, Inc.
DLR
Shares Held
64K
Value
$11.09M
Merck & Co., Inc.
MRK
Shares Held
61K
Value
$5.08M
Generac Holdings Inc.
GNRC
Shares Held
57K
Value
$9.58M
Target Corporation
TGT
Shares Held
52K
Value
$4.68M
United Parcel Service, Inc.
UPS
Shares Held
50K
Value
$4.20M
NVIDIA Corporation
NVDA
Shares Held
38K
Value
$7.07M
PepsiCo, Inc.
PEP
Shares Held
37K
Value
$5.24M
Garmin Ltd.
GRMN
Shares Held
37K
Value
$9.01M