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Livermore
Livermore
ZHEN

B&D White Capital Company, LLC

SEC CIK
0001752523
Latest filing
Jul 31, 2026

The latest 13F from B&D White Capital Company, LLC covers Q2 2026 (filed Jul 31, 2026): 94 long positions worth $1.00B. The top 10 holdings make up 48.2% of the portfolio, and the largest is American Centy ETF Tr at 9.4%. Livermore has 22 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
28
Est. +$103.3M
Added
31
Est. +$180.9M
Reduced
22
Est. −$190.6M
Sold out
8
Est. −$6.12M

Top 5 holdings

Share of this quarter's portfolio value

  1. American Centy ETF Tr025072885
    9.4%$94.4M
  2. American Centy ETF Tr025072349
    8.2%$82.4M
  3. iShares Tr464287119
    5.5%$55.2M
  4. MSFTMicrosoft Corp
    4.4%$44.2MHistory
  5. iShares Russell 1000 Growth ETF464287614
    3.9%$38.8M

Share of portfolio

Top 5 holdings and the other 89 positions, by share of portfolio value

  1. American Centy ETF Tr9.4%
  2. American Centy ETF Tr8.2%
  3. iShares Tr5.5%
  4. MSFT4.4%
  5. iShares Russell 1000 Growth ETF3.9%
  6. Other 89 positions68.6%

Biggest buys

New and added positions, by estimated amount bought

  1. MSFTMicrosoft Corp
    +$42.2MAddedHistory
  2. METAMeta Platforms, Inc.
    +$32.5MAddedHistory
  3. MCDMcDonalds Corp
    +$21.5MNewHistory
  4. American Centy ETF Tr02507A507
    +$21.3MNew
  5. ABTAbbott Laboratories
    +$19.9MAddedHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. MSFTMicrosoft Corp
    +4.16 pp0.2% → 4.4%History
  2. METAMeta Platforms, Inc.
    +3.21 pp0.1% → 3.3%History
  3. MCDMcDonalds Corp
    +2.14 pp0.0% → 2.1%History
  4. American Centy ETF Tr02507A507
    +2.12 pp0.0% → 2.1%
  5. ABTAbbott Laboratories
    +1.89 pp0.3% → 2.2%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. AMZNAmazon Com Inc
    −$174.3MReducedHistory
  2. Vanguard Morningstar Total Stock Market ETF922908769
    −$4.75MReduced
  3. American Centy ETF Tr025072364
    −$4.15MReduced
  4. American Centy ETF Tr025072372
    −$3.44MReduced
  5. TSMTaiwan Semiconductor Manufacturing Co Ltd
    −$2.12MSold outHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. AMZNAmazon Com Inc
    −18.84 pp19.0% → 0.1%History
  2. American Centy ETF Tr025072364
    −0.97 pp3.3% → 2.4%
  3. Vanguard Morningstar Total Stock Market ETF922908769
    −0.76 pp4.0% → 3.2%
  4. American Centy ETF Tr025072372
    −0.55 pp1.7% → 1.2%
  5. Dimensional U.S. Core Equity 2 ETF25434V708
    −0.37 pp4.1% → 3.7%

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$1.00B
+$196.0M (+24.2%) vs. prior quarter
Positions
94
+20 vs. prior quarter
Top 10 concentration
48.2%
Top 10 as share of value
Turnover
21.7%
Q2 2026, one quarter
Average holding period
8.7 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $1.00B (Q2 2026)

Q1 2021: $188.1MQ2 2021: $224.8MQ3 2021: $259.7MQ4 2021: $304.2MQ1 2022: $313.8MQ2 2022: $234.9MQ3 2022: $267.2MQ4 2022: $284.6MQ1 2023: $291.5MQ2 2023: $289.5MQ3 2023: $267.9MQ4 2023: $321.6MQ1 2024: $450.1MQ2 2024: $478.6MQ3 2024: $580.2MQ4 2024: $593.5MQ1 2025: $678.3MQ2 2025: $656.7MQ3 2025: $780.7MQ4 2025: $863.2MQ1 2026: $808.8MQ2 2026: $1.00B
Q1 2021Q2 2026
13F filings of B&D White Capital Company, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 31, 202694$1.00BAmerican Centy ETF TrAmerican Centy ETF TriShares Trvs. Q1 2026SEC
Q1 2026May 13, 202674$808.8MAMZNAmerican Centy ETF TrAmerican Centy ETF Trvs. Q4 2025SEC
Q4 2025Feb 13, 202672$863.2MAMZNAmerican Centy ETF TriShares Trvs. Q3 2025SEC
Q3 2025Oct 23, 202574$780.7MAMZNAmerican Centy ETF TriShares Trvs. Q2 2025SEC
Q2 2025Aug 13, 202577$656.7MAMZNAmerican Centy ETF TrVanguard Morningstar Total Stock Market ETFvs. Q1 2025SEC
Q1 2025May 14, 202553$678.3MGOOGLAmerican Centy ETF TrAMZNvs. Q4 2024SEC
Q4 2024Feb 4, 202565$593.5MSPYGOOGLAmerican Centy ETF Trvs. Q3 2024SEC
Q3 2024Nov 8, 202473$580.2MSPYAmerican Centy ETF TrGOOGLvs. Q2 2024SEC
Q2 2024Aug 13, 202446$478.6MSPYPEPAmerican Centy ETF Trvs. Q1 2024SEC
Q1 2024May 10, 202459$450.1MSPYAAPLJNJvs. Q4 2023SEC
Q4 2023Jan 30, 202461$321.6MXOMAmerican Centy ETF TrVanguard Morningstar Growth ETFvs. Q3 2023SEC
Q3 2023Oct 27, 202366$267.9MLMTAmerican Centy ETF TrVanguard Morningstar Growth ETFvs. Q2 2023SEC
Q2 2023Aug 4, 202361$289.5MABBVAmerican Centy ETF TrPFEvs. Q1 2023SEC
Q1 2023May 3, 202351$291.5MJNJAmerican Centy ETF TrVanguard Morningstar Growth ETFvs. Q4 2022SEC
Q4 2022Feb 7, 202366$284.6MBXSchwab US Dividend Equity ETFAmerican Centy ETF Trvs. Q3 2022SEC
Q3 2022Oct 26, 202261$267.2MPFESchwab US Dividend Equity ETFJNJvs. Q2 2022SEC
Q2 2022Jul 14, 202248$234.9MAAPLSchwab US Dividend Equity ETFVanguard Morningstar Total Stock Market ETFvs. Q1 2022SEC
Q1 2022May 10, 202262$313.8MMSFTVanguard Morningstar Total Stock Market ETFSchwab U.S. Large-Cap Growth ETFvs. Q4 2021SEC
Q4 2021Feb 8, 202252$304.2MMSFTDISAmerican Centy ETF Trvs. Q3 2021SEC
Q3 2021Oct 27, 202174$259.7MAAPLDISLOWvs. Q2 2021SEC
Q2 2021Aug 5, 202141$224.8MMRKAAPLAmerican Centy ETF Trvs. Q1 2021SEC
Q1 2021May 12, 202146$188.1MLMTPFEMRK–SEC