Biechele Royce Advisors has filed its 13F form on October 29, 2024 for Q3 2024 where it was disclosed a total value porftolio of $303 Million distributed in 55 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $26.6M, Bank Of New York Mellon Corp with a value of $23.8M, Applied Materials Inc with a value of $23.6M, Amgen Inc with a value of $20.9M, and Medtronic PLC with a value of $17.8M.

Examining the 13F form we can see an increase of $7.23M in the current position value, from $296M to 303M.

Below you can find more details about Biechele Royce Advisors portfolio as well as his latest detailed transactions.

Portfolio value $303 Million
Healthcare: $70.1 Million
Technology: $69.9 Million
Industrials: $55.1 Million
Financial Services: $46.2 Million
Consumer Cyclical: $19.5 Million
ETFs: $16.3 Million
Basic Materials: $7.08 Million
Communication Services: $6.93 Million
Other: $10.6 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 55
  • Current Value $303 Million
  • Prior Value $296 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 29, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 1 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
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