Long-term investor
Bcwm, LLC @bcwmllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001542165).
Record
- Tracked since 2023-03-31 (1293 days), 195 trades recorded
- Returns: week n/a · month n/a · 90 days +2.0% · 6 months +4.4% · 1 year +9.3% · all +34.3%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 025072703 · 6.2% · long · since 2025-06-30
- IAU · 5.3% · long · since 2025-06-30
- 26441C204 · 4.3% · long · since 2025-06-30
- HD · 3.8% · long · since 2025-06-30
- SRE · 3.3% · long · since 2025-06-30
- GRMN · 3.1% · long · since 2025-06-30
- 253868103 · 3.1% · long · since 2025-06-30
- SONY · 2.9% · long · since 2026-03-31
- MSFT · 2.9% · long · since 2025-06-30
- SWK · 2.8% · long · since 2025-06-30
- 907818108 · 2.8% · long · since 2026-03-31
- KMI · 2.7% · long · since 2026-03-31