B&D White Capital Company, LLC Portfolio Holdings by Sector

B&D White Capital Company, LLC

$691 Million
Q3 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs AVUS IWF DFAC SCHG QQQM VUG IVV MTUM 41 stocks	$425,758 65.29% of portfolio	30	7	11	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$135,945 20.85% of portfolio	1	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$38,452 5.9% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-A BRK-B 2 stocks	$22,989 3.53% of portfolio	-	1	-	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials UPS 1 stocks	$9,160 1.4% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology QCOM NVDA 2 stocks	$4,883 0.75% of portfolio	2	-	1	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$3,283 0.5% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Application \| Technology CRM 1 stocks	$3,069 0.47% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL 1 stocks	$2,376 0.36% of portfolio	-	1	-	-	0 Calls 0 Puts

Drug Manufacturers—General \| Healthcare AMGN LLY 2 stocks	$1,511 0.23% of portfolio	1	1	1	-	0 Calls 0 Puts
Closed-End Fund - Foreign \| ETFs EEM 1 stocks	$1,238 0.19% of portfolio	1	-	1	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG CLX 2 stocks	$1,236 0.19% of portfolio	1	1	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT COST 2 stocks	$582 0.09% of portfolio	1	-	1	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials LMT 1 stocks	$549 0.08% of portfolio	-	1	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical CMG 1 stocks	$381 0.06% of portfolio	1	-	1	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical LULU 1 stocks	$338 0.05% of portfolio	1	-	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$336 0.05% of portfolio	1	-	-	-	0 Calls 0 Puts

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