Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
BNC WEALTH MANAGEMENT, LLC (CIK 1821549) reported $413.6M across 106 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AMZN ($24.2M, 5.85%), NVDA ($22.3M, 5.39%), AAPL ($20.2M, 4.89%), GOOGL ($20.1M, 4.86%), KLAC ($14.8M, 3.57%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON COM INC | $24.2M | 5.85% | 101,465 | Added |
| 2 | NVDA | NVIDIA CORPORATION | $22.3M | 5.39% | 111,491 | Trimmed |
| 3 | AAPL | APPLE INC | $20.2M | 4.89% | 69,829 | Trimmed |
| 4 | GOOGL | ALPHABET INC | $20.1M | 4.86% | 56,259 | Trimmed |
| 5 | KLAC | KLA CORP | $14.8M | 3.57% | 48,970 | Added |
| 6 | CAT | CATERPILLAR INC | $13.2M | 3.18% | 12,357 | Added |
| 7 | AMD | ADVANCED MICRO DEVICES INC | $12.4M | 2.99% | 21,293 | Trimmed |
| 8 | MSFT | MICROSOFT CORP | $12.1M | 2.92% | 32,412 | Added |
| 9 | TSLA | TESLA INC | $11.9M | 2.88% | 28,318 | Added |
| 10 | XLU | SELECT SECTOR SPDR TR | $10.8M | 2.61% | 237,973 | New |
| 11 | GEV | GE VERNOVA INC | $10.3M | 2.49% | 8,751 | Added |
| 12 | ANET | ARISTA NETWORKS INC | $10.3M | 2.48% | 60,348 | Added |
| 13 | PWR | QUANTA SVCS INC | $9.4M | 2.28% | 13,096 | Added |
| 14 | JPM | JPMORGAN CHASE & CO | $8.6M | 2.07% | 26,141 | Trimmed |
| 15 | BK | BANK OF NY MELLON CORP | $7.9M | 1.92% | 54,785 | Added |
| 16 | APD | AIR PRODUCTS AND CHEMICALS I | $7.8M | 1.89% | 26,626 | Trimmed |
| 17 | CDNS | CADENCE DESIGN SYSTEM INC | $7.7M | 1.86% | 20,453 | Added |
| 18 | GE | GE AEROSPACE | $7.6M | 1.84% | 20,381 | Added |
| 19 | PNC | PNC FINL SVCS GROUP INC | $7.5M | 1.81% | 30,376 | Added |
| 20 | LLY | ELI LILLY & CO | $7.1M | 1.72% | 5,939 | New |
| 21 | HOOD | ROBINHOOD MKTS INC | $6.7M | 1.63% | 67,016 | Added |
| 22 | VST | VISTRA CORP | $6.5M | 1.57% | 40,971 | Trimmed |
| 23 | ETN | EATON CORP PLC | $6.3M | 1.53% | 14,888 | Added |
| 24 | GS | GOLDMAN SACHS GROUP INC | $6.3M | 1.53% | 6,257 | Added |
| 25 | MNST | MONSTER BEVERAGE CORP NEW | $6.3M | 1.53% | 65,993 | Added |
Source: SEC Form 13F filings · as of 2026-06-30