B&D White Capital Company, LLC

CIK 0001752523 · Q1 2026

13F Equity AUM

$808.8M

-6.3% QoQ

Positions

+2 QoQ

AUM Rank

#3,211

Top 26%

Skill Alpha (FF)

+1.1%/yr^ns

No Clear Edge

Rank #1,546 · Top 19%

vs S&P -3.1%/yr (unadj.)

Quarters Tracked

~5 years

Portfolio Concentration

Top 5: 45.4%Top 10: 62.8%Top 20: 82.0%

AMZN19.0%

AVUS10.1%

AVLV8.2%

ILCG4.1%

DFAC4.1%

VTI4.0%

IWF3.9%

AVIV3.3%

AVDE3.2%

AVDV2.9%

Others (64)37.2%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services79.0%

Consumer Cyclical19.1%

Other1.8%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 74Median: 0.34%Avg: 1.35%

0–0.5%

41(6.6%)

0.5–1%

6(3.6%)

1–3%

18(29.9%)

3–5%

6(22.6%)

5%+

3(37.2%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 65Unique: 9vs 20 funds

0.9%Low

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

JPMORGAN CHASE & CO

1.3%

BANK OF AMERICA CORP /DE/

1.3%

1.1%

1.9%

1.1%

0.8%

VANGUARD PORTFOLIO MANAGEMENT LLC

0.7%

GEODE CAPITAL MANAGEMENT, LLC

0.6%

VANGUARD CAPITAL MANAGEMENT LLC

0.6%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New12Increased29Decreased25Exited10

New Positions

ABT0.3%

+24K

TSM0.3%

+6K

QCOM0.2%

+12K

META0.1%

+2K

BX0.1%

+6K

ABBV0.1%

+2K

LULU0.0%

+2K

PANW0.0%

+2K

CRM0.0%

+2K

KMB0.0%

+2K

Increased

DFEV2.6%

+519K(+757%)

AVLV8.2%

+346K(+73%)

AVDV2.9%

+110K(+85%)

DFAX1.8%

+97K(+30%)

AVEM2.6%

+94K(+57%)

AVMV1.0%

+89K(+413%)

AVUV1.8%

+70K(+119%)

DFIV2.1%

+70K(+27%)

DFIC1.7%

+45K(+13%)

AVSC1.1%

+39K(+39%)

Decreased

SCHG1.0%

-609,488(-68%)

ILCG4.1%

-133,844(-28%)

AVNM0.5%

-84,122(-60%)

AVES1.7%

-68,361(-23%)

VUG0.5%

-37,817(-82%)

QQQM1.9%

-36,109(-35%)

DFAC4.1%

-27,219(-3%)

IVV0.5%

-26,572(-81%)

AVUS10.1%

-18,116(-2%)

DFAT0.6%

-17,711(-18%)

Exited

-203,048

-275,092

-14

-117,415

-9,300

-3,339

AVNV

-9,507

COST

-690

QQQE

-4,202

-1,870

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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