B&D White Capital Company, LLC Portfolio Holdings

B&D White Capital Company, LLC

  • $691 Million
  • Q3 2025

B&D White Capital Company, LLC has filed its 13F form on October 23, 2025 for Q3 2025 where it was disclosed a total value porftolio of $691 Million distributed in 74 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Amazon Com Inc with a value of $136M, American Centy ETF Tr Avantis with a value of $60.2M, Vanguard Total Stock Market Et with a value of $38.5M, Ishares Russell 1000 Gr ETF with a value of $35.2M, and Dimensional ETF Tr U S Core Eq with a value of $33.5M.

Examining the 13F form we can see an increase of $119M in the current position value, from $572M to 691M.

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

Portfolio value $691 Million
ETFs: $465 Million
Consumer Cyclical: $137 Million
Financial Services: $23 Million
Technology: $11.6 Million
Industrials: $9.71 Million
Communication Services: $2.38 Million
Consumer Defensive: $1.82 Million
Healthcare: $1.51 Million
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.39T
$136 Million 19.66% of portfolio
619,144
Q3 2025 Added 20.96%
$0
$60.2 Million 8.7% of portfolio
553,467
Q3 2025 Added 52.25%
$0
$38.5 Million 5.56% of portfolio
117,171
Q3 2025 Added 0.02%
$0
$35.2 Million 5.08% of portfolio
75,050
Q3 2025 Added 8.05%
$0
$33.5 Million 4.85% of portfolio
869,540
Q3 2025 Added 17.65%
$0
$31.8 Million 4.6% of portfolio
996,403
Q3 2025 Added 69.36%
$0
$28.9 Million 4.18% of portfolio
116,940
Q3 2025 Added 14.46%
$0
$26 Million 3.75% of portfolio
54,115
Q3 2025 Added 136.61%
$0
$21.8 Million 3.16% of portfolio
32,631
Q3 2025 New
$0
$21.5 Million 3.11% of portfolio
83,781
Q3 2025 New
$0
$20.7 Million 2.99% of portfolio
306,543
Q3 2025 Added 8.03%
$453B
$18.9 Million 2.73% of portfolio
25
Q2 2025 New
$0
$18.6 Million 2.68% of portfolio
235,268
Q3 2025 Reduced 1.19%
$0
$12 Million 1.73% of portfolio
259,469
Q3 2025 Added 13.01%
$0
$11 Million 1.59% of portfolio
191,045
Q3 2025 Reduced 0.63%
$0
$10.5 Million 1.52% of portfolio
321,285
Q3 2025 Added 2.56%
$0
$10.2 Million 1.48% of portfolio
326,172
Q3 2025 Reduced 0.03%
$0
$10.1 Million 1.47% of portfolio
201,515
Q3 2025 New
$0
$9.42 Million 1.36% of portfolio
259,058
Q3 2025 Reduced 0.42%
$68.7B
$9.16 Million 1.32% of portfolio
109,667
Q3 2025 Added 1,402.29%
$0
$9.14 Million 1.32% of portfolio
15,225
Q3 2025 Reduced 0.81%
$0
$8.68 Million 1.25% of portfolio
97,441
Q3 2025 Reduced 6.0%
$0
$8.45 Million 1.22% of portfolio
115,020
Q3 2025 Reduced 0.04%
$0
$8.38 Million 1.21% of portfolio
141,569
Q3 2025 Added 362.63%
$0
$7.99 Million 1.16% of portfolio
106,413
Q3 2025 Reduced 1.7%
$0
$7.72 Million 1.12% of portfolio
106,891
Q3 2025 Added 31.92%
$0
$5.61 Million 0.81% of portfolio
133,243
Q3 2025 Added 3.38%
$0
$4.75 Million 0.69% of portfolio
53,280
Q3 2025 Added 3.99%
$187B
$4.55 Million 0.66% of portfolio
27,369
Q3 2025 Added 660.25%
$662B
$4.13 Million 0.6% of portfolio
8,224
Q3 2025 Reduced 3.51%
$0
$4.18 Million 0.6% of portfolio
130,199
Q3 2025 Added 0.04%
$4.3T
$3.28 Million 0.47% of portfolio
12,895
Q3 2025 Reduced 34.86%
$237B
$3.07 Million 0.44% of portfolio
12,950
Q3 2025 New
$0
$2.69 Million 0.39% of portfolio
57,060
Q3 2025 Added 2.99%
$0
$2.56 Million 0.37% of portfolio
11,147
Q1 2025 Added 0.01%
$0
$2.48 Million 0.36% of portfolio
12,020
Q3 2025 New
$0
$2.51 Million 0.36% of portfolio
25,196
Q3 2025 Added 23.03%
$1.65T
$2.38 Million 0.34% of portfolio
9,776
Q3 2025 Reduced 74.39%
$0
$2.38 Million 0.34% of portfolio
23,375
Q3 2025 Added 2.65%
$0
$2.29 Million 0.33% of portfolio
28,594
Q3 2025 New
$0
$2.31 Million 0.33% of portfolio
24,691
Q3 2025 New
$0
$1.95 Million 0.28% of portfolio
2,922
Q3 2025 Added 0.17%
$0
$1.75 Million 0.25% of portfolio
67,881
Q3 2025 Added 6.62%
$0
$1.68 Million 0.24% of portfolio
5,730
Q3 2025 New
$0
$1.24 Million 0.18% of portfolio
23,186
Q3 2025 New
$0
$1.19 Million 0.17% of portfolio
22,113
Q3 2025 New
$0
$1.05 Million 0.15% of portfolio
1,719
Q3 2025 New
$0
$952,000 0.14% of portfolio
14,603
Q3 2025 Added 3.44%
$183B
$846,000 0.12% of portfolio
3,000
Q3 2025 Reduced 25.0%

Summary

  • Portfolio
  • No. of Stocks 74
  • Current Value $691 Million
  • Prior Value $572 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 23, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 20 stocks
  • Additional Purchases 34 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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