B&D White Capital Company, LLC Portfolio Holdings

B&D White Capital Company, LLC

  • $572 Million
  • Q2 2025

B&D White Capital Company, LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $572 Million distributed in 77 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Amazon Com Inc with a value of $112M, American Centy ETF Tr Avantis with a value of $36.7M, Vanguard Total Stock Market Et with a value of $35.6M, Ishares Russell 1000 Gr ETF with a value of $29.5M, and Dimensional ETF Tr U S Core Eq with a value of $26.5M.

Examining the 13F form we can see an decrease of $109M in the current position value, from $681M to 572M.

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

Portfolio value $572 Million
ETFs: $370 Million
Consumer Cyclical: $113 Million
Financial Services: $22.4 Million
Consumer Defensive: $8.96 Million
Communication Services: $6.73 Million
Technology: $5.69 Million
Energy: $5.26 Million
Industrials: $3.96 Million
Other: $3.37 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

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

Summary

  • Portfolio
  • No. of Stocks 77
  • Current Value $572 Million
  • Prior Value $681 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 38 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
Track This Portfolio

Track B&D White Capital Company, LLC Portfolio

Follow B&D White Capital Company, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of B&D White Capital Company, LLC, based on Form 13F filings with the SEC.

News

Stay updated on B&D White Capital Company, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email