B&D White Capital Company, LLC has filed its 13F form on May 10, 2024 for Q1 2024 where it was disclosed a total value porftolio of $450 Million distributed in 59 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $99.4M, Apple Inc. with a value of $49.2M, Johnson & Johnson with a value of $44M, American Centy ETF Tr Avantis with a value of $39.2M, and Pepsico Inc with a value of $32.9M.

Examining the 13F form we can see an increase of $128M in the current position value, from $322M to 450M.

Below you can find more details about B&D White Capital Company, LLC portfolio as well as his latest detailed transactions.

Portfolio value $450 Million
ETFs: $273 Million
Technology: $49.5 Million
Healthcare: $44 Million
Consumer Defensive: $37.6 Million
Communication Services: $13.4 Million
Consumer Cyclical: $12.8 Million
Energy: $7.58 Million
Industrials: $7.23 Million
Other: $3.77 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 59
  • Current Value $450 Million
  • Prior Value $322 Million
  • Filing
  • Period Q1 2024
  • Filing Date May 10, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 10 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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