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Biechele Royce Advisors

SEC CIK
0001730808
Latest filing
Oct 29, 2024

Holdings in Q2 2021

Holdings as of Jun 30, 2021, filed Jul 14, 2021. Long positions only; changes compare share counts with Q1 2021.

Institution overview
Positions
50
+6 vs. Q1 2021
Portfolio value
$230.9M
+$32.2M (+16.2%) vs. Q1 2021
Filed
Jul 14, 2021
SEC
Holdings of Biechele Royce Advisors in Q2 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
AMATApplied Materials IncStock132,439$18.9M8.2%−219−0.2%ReducedHistory
AAPLApple Inc.Stock118,932$16.3M7.1%+5,615+5.0%AddedHistory
BWABorgwarner IncCOM254,676$12.4M5.4%+11,426+4.7%AddedHistory
CVSCVS Health CorpStock140,964$11.8M5.1%+7,693+5.8%AddedHistory
AMGNAmgen IncStock45,897$11.2M4.8%+2,417+5.6%AddedHistory
UPSUnited Parcel Service IncStock50,176$10.4M4.5%−43−0.1%ReducedHistory
BENFranklin Templeton IncCOM319,990$10.2M4.4%+8,667+2.8%AddedHistory
RHIRobert Half Inc.COM106,447$9.47M4.1%+224+0.2%AddedHistory
SLViShares Silver TrustETF389,800$9.44M4.1%+17,546+4.7%AddedHistory
WBDWarner Bros. Discovery, Inc.COM SER A307,468$9.43M4.1%+157,388+104.9%AddedHistory
BMYBristol Myers Squibb CoStock133,965$8.95M3.9%+5,155+4.0%AddedHistory
INTCIntel CorpStock156,879$8.81M3.8%+10,221+7.0%AddedHistory
ABNBAirbnb, Inc.Stock56,678$8.68M3.8%+56,678NewHistory
SCHWSchwab Charles CorpStock111,528$8.12M3.5%+1,108+1.0%AddedHistory
MSMMSC Industrial Direct Co IncCL A87,657$7.87M3.4%+960+1.1%AddedHistory
NUENucor CorpCOM76,928$7.38M3.2%−969−1.2%ReducedHistory
BNYBank of New York Mellon CorpStock129,641$6.64M2.9%+4,038+3.2%AddedHistory
PDCOPatterson Companies, Inc.COM194,644$5.92M2.6%+4,042+2.1%AddedHistory
ONOn Semiconductor CorpStock151,331$5.79M2.5%+2,825+1.9%AddedHistory
TAT&T Inc.Stock199,100$5.73M2.5%+21,125+11.9%AddedHistory
CATCaterpillar IncStock22,799$4.96M2.1%+133+0.6%AddedHistory
SLBSLB LimitedStock102,417$3.28M1.4%+3,334+3.4%AddedHistory
CHSChico's Fas, Inc.COM491,634$3.23M1.4%+9,588+2.0%AddedHistory
KKellanovaStock47,046$3.03M1.3%+4,617+10.9%AddedHistory
CAJPYCanon IncSPONSORED ADR123,261$2.79M1.2%−2,033−1.6%ReducedHistory
AVYAvery Dennison CorpCOM10,411$2.19M0.9%+122+1.2%AddedHistory
ZBHZimmer Biomet Holdings, Inc.Stock13,203$2.12M0.9%+412+3.2%AddedHistory
LLYEli Lilly & CoStock7,597$1.74M0.8%00.0%UnchangedHistory
CSXCSX CorpStock52,350$1.68M0.7%00.0%UnchangedConverted for a 3-for-1 splitHistory
BRK.ABerkshire Hathaway IncCL A4$1.67M0.7%00.0%UnchangedHistory
PGProcter & Gamble CoStock8,256$1.11M0.5%+8,256NewHistory
WYWeyerhaeuser CoCOM NEW30,710$1.06M0.5%−419−1.3%ReducedHistory
UNPUnion Pacific CorpStock4,671$1.03M0.4%+636+15.8%AddedHistory
GISGeneral Mills IncStock13,870$845.0K0.4%00.0%UnchangedHistory
FSKFS KKR Capital CorpCOM37,451$806.0K0.3%+37,451NewHistory
iShares Core S&P 500 ETF464287200ETF1,680$722.0K0.3%−320−16.0%Reduced–
BRK.BBerkshire Hathaway IncStock2,072$576.0K0.2%−275−11.7%ReducedHistory
DASHDoorDash, Inc.Stock3,107$554.0K0.2%+3,107NewHistory
JPMorgan Ultra-Short Income ETF46641Q837ETF10,880$552.0K0.2%+3,495+47.3%Added–
CVXChevron CorpStock4,798$503.0K0.2%+65+1.4%AddedHistory
XOMExxonMobil Holdings CorpCOM7,357$464.0K0.2%+148+2.1%AddedHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF1,934$431.0K0.2%+464+31.6%Added–
AMZNAmazon Com IncStock115$396.0K0.2%+41+55.4%AddedHistory
NSCNorfolk Southern CorpStock1,213$322.0K0.1%00.0%UnchangedHistory
METAMeta Platforms, Inc.Stock805$280.0K0.1%+75+10.3%AddedHistory
DBXDropbox, Inc.CL A9,146$277.0K0.1%−10,000−52.2%ReducedHistory
GLDSPDR Gold TrustETF1,508$250.0K0.1%−87−5.5%ReducedHistory
MSFTMicrosoft CorpStock900$244.0K0.1%+900NewHistory
VVisa Inc.Stock927$217.0K0.1%+927NewHistory
Invesco QQQ Trust Series I46090E103ETF608$215.0K0.1%+608New–

Sold out since Q1 2021 (1)

Positions held at the end of Q1 2021 that are gone from this filing.

Positions of Biechele Royce Advisors sold out since Q1 2021
SecurityClassShares in Q1 2021Value in Q1 2021% of portfolio in Q1 2021History
FSKFS KKR Capital CorpCOM29,399$583.0K0.3%History