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BCI SECURITIES, INC. 13F portfolio summary

BCI SECURITIES, INC. of BCI SECURITIES, INC. has 18 current stock holdings with a reported portfolio value of $11.6M. The portfolio 1 year return is +10.13%. Top holdings include IVV (12.96%), IWF (11.97%), IWD (11.43%), SPY (9.75%), QQQ (8.13%).

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BCI SECURITIES, INC.

BCI SECURITIES, INC.
Latest filing: 2026-06-30

BCI SECURITIES, INC. runs BCI SECURITIES, INC. and currently holds 18 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $11.60M. Their top holdings are IVV, IWF, IWD, SPY, QQQ. The top five represent 54.2% of reported portfolio weight. BCI SECURITIES, INC. ranks #977 out of 1000 investors tracked by Alpha Score. In the most recent quarter, BCI SECURITIES, INC. initiated 1 new position. They added to 6 existing positions. They trimmed 5 positions. Their current best-performing preview position is XLK with returns of +43.36%.

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Top 5 Holdings
IVV13.0%
IWF12.0%
IWD11.4%
SPY9.7%
QQQ8.1%
Top 5: 54.2%
Portfolio Returns
1 Year
+10.13%
#936/1000
3 Year
+10.13%
#979/1000
5 Year
+10.13%
#974/1000

Portfolio Value

$11.60M

Alpha Score

10.4

#977 of 1000

Holdings

18

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18 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
IVV
ISHARES TR
12.96%$670.39$769.30+14.75%
Added
+5.07%
IWF
ISHARES TR
11.97%$118.33$122.38+3.42%
Added
+300.00%
IWD
ISHARES TR
11.43%$210.34$257.31+22.33%
Held
SPY
STATE STR SPDR S&P 500 ETF T
9.75%$681.92$765.62+12.27%
Trimmed
-1.11%
QQQ
INVESCO QQQ TR
8.13%$614.31$713.44+16.14%
Trimmed
-0.93%
XLK
SELECT SECTOR SPDR TR
7.89%$143.97$183.35+27.35%
Held
JCPB
J P MORGAN EXCHANGE TRADED F
4.50%$47.24$46.16-2.30%
Trimmed
-8.00%
IWO
ISHARES TR
3.95%$323.01$387.34+19.92%
Held
HYT
BLACKROCK CORPOR HI YLD FD I
3.90%$8.90$8.25-7.30%
Held
GLD
SPDR GOLD TR
3.82%$396.48$423.45+6.80%
Added
+5.90%

Showing 1-10 of 18