BCWM, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PFE | 200K | $4.97M |
 | SRE | 147K | $13.02M |
 | SWK | 119K | $8.84M |
 | VZ | 115K | $4.69M |
 | USB | 114K | $6.10M |
 | DUK | 112K | $13.14M |
 | BMY | 109K | $5.90M |
 | MO | 86K | $4.96M |
 | DHI | 84K | $12.11M |
 | MDT | 84K | $8.02M |
 | WMT | 77K | $8.55M |
 | GNRC | 71K | $9.67M |
 | DLR | 65K | $10.10M |
 | MRK | 61K | $6.44M |
 | TGT | 54K | $5.30M |
 | GRMN | 52K | $10.55M |
 | UPS | 50K | $4.98M |
 | AMZN | 45K | $10.45M |
 | NVDA | 39K | $7.18M |
 | PEP | 38K | $5.42M |
Pfizer Inc.
PFE
Shares Held
200K
Value
$4.97M
Sempra
SRE
Shares Held
147K
Value
$13.02M
Stanley Black & Decker, Inc.
SWK
Shares Held
119K
Value
$8.84M
Verizon Communications Inc.
VZ
Shares Held
115K
Value
$4.69M
U.S. Bancorp
USB
Shares Held
114K
Value
$6.10M
Duke Energy Corporation
DUK
Shares Held
112K
Value
$13.14M
Bristol-Myers Squibb Company
BMY
Shares Held
109K
Value
$5.90M
Altria Group, Inc.
MO
Shares Held
86K
Value
$4.96M
D.R. Horton, Inc.
DHI
Shares Held
84K
Value
$12.11M
Medtronic plc
MDT
Shares Held
84K
Value
$8.02M
Walmart Inc.
WMT
Shares Held
77K
Value
$8.55M
Generac Holdings Inc.
GNRC
Shares Held
71K
Value
$9.67M
Digital Realty Trust, Inc.
DLR
Shares Held
65K
Value
$10.10M
Merck & Co., Inc.
MRK
Shares Held
61K
Value
$6.44M
Target Corporation
TGT
Shares Held
54K
Value
$5.30M
Garmin Ltd.
GRMN
Shares Held
52K
Value
$10.55M
United Parcel Service, Inc.
UPS
Shares Held
50K
Value
$4.98M
Amazon.com, Inc.
AMZN
Shares Held
45K
Value
$10.45M
NVIDIA Corporation
NVDA
Shares Held
39K
Value
$7.18M
PepsiCo, Inc.
PEP
Shares Held
38K
Value
$5.42M