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 (1252 days), 195 trades recorded
  • Returns: week — · month — · 90 days +1.7% · 6 months +6.5% · 1 year +16.0% · all +33.1%
  • Max drawdown -8.0% · Sharpe 0.52 · win rate 33% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 025072703 · 6.2% · long · since 2025-03-31
  • IAU · 5.3% · long · since 2023-03-31
  • DUK · 4.3% · long · since 2023-03-31
  • HD · 3.8% · long · since 2023-03-31
  • SRE · 3.3% · long · since 2023-03-31
  • GRMN · 3.1% · long · since 2023-03-31
  • 253868103 · 3.1% · long · since 2023-03-31
  • SONY · 2.9% · long · since 2026-03-31
  • MSFT · 2.9% · long · since 2023-03-31
  • SWK · 2.8% · long · since 2023-03-31
  • 907818108 · 2.8% · long · since 2026-03-31
  • KMI · 2.7% · long · since 2026-03-31

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