B&D White Capital Company, LLC

13F filer · CIK 0001752523

Reported Jul 31, 2026

Net seller this quarter

13F portfolio value$1BU.S. long equity reported on 13F

Positions4120 new · 7 closed

Net flow last quarter-$22.2MBuys minus sells

Top 10 positions weight20.2%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 31, 202641 positions
MSFTMicrosoft Corp	$44.2M	4.40%	0.00%	+2161.7%	Q4 2020
METAMeta Platforms, Inc.	$33.4M	3.32%	Not reported	+3675.9%	Q4 2020
AVIVAviv REIT, Inc.	$23.7M	2.36%	0.63%	-14.9%	Q3 2024
ABTAbbott Laboratories	$22M	2.19%	0.01%	+932.9%	Q3 2022
MCDMcdonalds Corp	$21.5M	2.14%	0.01%	Not reported	Q4 2020
DFAXGulf Resources, Inc.	$15.7M	1.56%	Not reported	-0.1%	Q1 2025
SPYSPDR S&P 500 ETF Trust	$14.1M	1.41%	Not reported	+405.0%	Q4 2023
QQQInvesco QQQ Trust, Series 1	$12.1M	1.21%	Not reported	+0.3%	Q4 2020
PEPPepsico Inc	$11.5M	1.14%	0.01%	Not reported	Q3 2023
LMTLockheed Martin Corp	$4.64M	0.46%	0.00%	Not reported	Q4 2020
NKENIKE, Inc.	$3.55M	0.35%	0.01%	Not reported	Q3 2022
LOWLowes Companies Inc	$3.02M	0.30%	0.00%	Not reported	Q2 2021
AAPLApple Inc.	$2.93M	0.29%	0.00%	+2.2%	Q4 2020
IDEVEndo Pharmaceuticals Solutions Inc.	$2.74M	0.27%	Not reported	Not reported	Q3 2025
LULUlululemon athletica inc.	$1.54M	0.15%	0.01%	+485.7%	Q1 2024
ORCLOracle Corp	$1.52M	0.15%	0.00%	Not reported	Q4 2024
AMZNAmazon Com Inc	$1.48M	0.15%	0.00%	-99.2%	Q4 2020
NFLXNetflix Inc	$1.44M	0.14%	0.00%	Not reported	Q4 2020
SPCXSpace Exploration Technologies Corp	$1.32M	0.13%	Not reported	New	Q2 2026
CRMSalesforce, Inc.	$1.22M	0.12%	0.00%	+387.5%	Q3 2021
RTXRTX Corp	$1.19M	0.12%	0.00%	Not reported	Q4 2020
MUMicron Technology Inc	$1.17M	0.12%	0.00%	+0.1%	Q4 2025
AVAVAeroVironment Inc	$1.14M	0.11%	0.01%	New	Q2 2026
TSLATesla, Inc.	$1.13M	0.11%	0.00%	Not reported	Q4 2020
NOCNorthrop Grumman Corp	$1.07M	0.11%	0.00%	Not reported	Q4 2020
AMGNAmgen Inc	$942K	0.09%	0.00%	Not reported	Q4 2020
LLYELI LILLY & Co	$720K	0.07%	0.00%	Not reported	Q3 2025
PLTRPalantir Technologies Inc.	$649K	0.06%	0.00%	New	Q2 2026
AVMCaVINCI MEDIA CORP	$494K	0.05%	Not reported	-28.3%	Q4 2025
KTOSKratos Defense & Security Solutions, Inc.	$424K	0.04%	0.00%	New	Q2 2026
BSXBoston Scientific Corp	$418K	0.04%	0.00%	New	Q2 2026
TAPMolson Coors Beverage Co	$393K	0.04%	Not reported	New	Q2 2026
AIQAlliance HealthCare Services, Inc	$359K	0.04%	0.05%	0.0%	Q3 2024
BXBlackstone Inc.	$341K	0.03%	0.00%	-52.5%	Q3 2022
BRK.BBerkshire Hathaway Inc	$260K	0.03%	Not reported	Not reported	Q4 2020
GSKGSK plc	$257K	0.03%	0.00%	Not reported	Q3 2022
CRD.ACrawford & Co	$246K	0.02%	Not reported	Not reported	Q1 2025
KMBKimberly Clark Corp	$241K	0.02%	0.00%	-4.8%	Q1 2026
GISGeneral Mills Inc	$223K	0.02%	0.00%	Not reported	Q3 2023
COSTCostco Wholesale Corp	$209K	0.02%	0.00%	Not reported	Q4 2020
WHRWhirlpool Corp	$205K	0.02%	0.01%	New	Q2 2026
Q1 2026Reported May 13, 202628 positions
AMZNAmazon Com Inc	$154M	18.99%	0.01%	+4.6%	Q4 2020
AVIVAviv REIT, Inc.	$26.9M	3.33%	0.74%	-3.3%	Q3 2024
DFAXGulf Resources, Inc.	$14.5M	1.79%	Not reported	+29.7%	Q1 2025
QQQInvesco QQQ Trust, Series 1	$9.47M	1.17%	Not reported	+8.0%	Q4 2020
IDEVEndo Pharmaceuticals Solutions Inc.	$2.57M	0.32%	Not reported	Not reported	Q3 2025
AAPLApple Inc.	$2.52M	0.31%	0.00%	+36.3%	Q4 2020
SPYSPDR S&P 500 ETF Trust	$2.44M	0.30%	Not reported	+28.6%	Q4 2023
ABTAbbott Laboratories	$2.41M	0.30%	0.00%	Not reported	Q3 2022
TSMTaiwan Semiconductor Manufacturing Co Ltd	$2.12M	0.26%	0.00%	New	Q1 2026
MSFTMicrosoft Corp	$1.94M	0.24%	0.00%	-12.7%	Q4 2020
QCOMQualcomm Inc	$1.52M	0.19%	0.00%	Not reported	Q2 2022
HDHome Depot, Inc.	$937K	0.12%	0.00%	-69.5%	Q4 2020
METAMeta Platforms, Inc.	$898K	0.11%	Not reported	Not reported	Q4 2020
BXBlackstone Inc.	$701K	0.09%	0.00%	Not reported	Q3 2022
AVMCaVINCI MEDIA CORP	$620K	0.08%	Not reported	+39.2%	Q4 2025
LLYELI LILLY & Co	$552K	0.07%	0.00%	-10.7%	Q3 2025
ABBVAbbVie Inc.	$370K	0.05%	0.00%	Not reported	Q4 2020
LULUlululemon athletica inc.	$353K	0.04%	0.00%	Not reported	Q1 2024
PANWPalo Alto Networks Inc	$353K	0.04%	0.00%	Not reported	Q4 2022
MUMicron Technology Inc	$341K	0.04%	0.00%	-2.5%	Q4 2025
NVDANvidia Corp	$326K	0.04%	0.00%	-61.7%	Q2 2022
CRMSalesforce, Inc.	$299K	0.04%	0.00%	Not reported	Q3 2021
GSKGSK plc	$270K	0.03%	0.00%	Not reported	Q3 2022
AIQAlliance HealthCare Services, Inc	$256K	0.03%	0.05%	+0.1%	Q3 2024
BRK.BBerkshire Hathaway Inc	$249K	0.03%	Not reported	-69.7%	Q4 2020
XOMExxonMobil Holdings Corp	$234K	0.03%	0.00%	Not reported	Q4 2020
KMBKimberly Clark Corp	$223K	0.03%	0.00%	New	Q1 2026
CRD.ACrawford & Co	$218K	0.03%	Not reported	Not reported	Q1 2025
Q4 2025Reported Feb 13, 202621 positions
AMZNAmazon Com Inc	$163M	18.85%	0.01%	+13.9%	Q4 2020
AVIVAviv REIT, Inc.	$26.5M	3.07%	0.77%	+21.3%	Q3 2024
DFAXGulf Resources, Inc.	$10.7M	1.24%	Not reported	+0.6%	Q1 2025
BRK.ABerkshire Hathaway Inc	$10.6M	1.22%	Not reported	-44.0%	Q2 2025
QQQInvesco QQQ Trust, Series 1	$9.34M	1.08%	Not reported	-0.2%	Q4 2020
LMTLockheed Martin Corp	$4.5M	0.52%	0.00%	+745.5%	Q4 2020
HDHome Depot, Inc.	$3.21M	0.37%	0.00%	Not reported	Q4 2020
MSFTMicrosoft Corp	$2.9M	0.34%	0.00%	+824.4%	Q4 2020
IDEVEndo Pharmaceuticals Solutions Inc.	$2.54M	0.29%	Not reported	+7.6%	Q3 2025
SPYSPDR S&P 500 ETF Trust	$1.99M	0.23%	Not reported	-0.2%	Q4 2023
AAPLApple Inc.	$1.98M	0.23%	0.00%	-43.6%	Q4 2020
NVDANvidia Corp	$909K	0.11%	0.00%	+174.8%	Q2 2022
BRK.BBerkshire Hathaway Inc	$864K	0.10%	Not reported	-79.1%	Q4 2020
LLYELI LILLY & Co	$722K	0.08%	0.00%	-22.9%	Q3 2025
COSTCostco Wholesale Corp	$595K	0.07%	0.00%	+137.9%	Q4 2020
AVMCaVINCI MEDIA CORP	$436K	0.05%	Not reported	New	Q4 2025
MUMicron Technology Inc	$295K	0.03%	0.00%	New	Q4 2025
AIQAlliance HealthCare Services, Inc	$278K	0.03%	0.05%	0.0%	Q3 2024
PGPROCTER & GAMBLE Co	$268K	0.03%	0.00%	-57.8%	Q2 2025
CRD.ACrawford & Co	$246K	0.03%	Not reported	Not reported	Q1 2025
GSKGSK plc	$240K	0.03%	0.00%	Not reported	Q3 2022
Q3 2025Reported Oct 23, 202527 positions
AMZNAmazon Com Inc	$136M	17.41%	0.01%	+21.0%	Q4 2020
AVIVAviv REIT, Inc.	$20.7M	2.65%	0.63%	+8.0%	Q3 2024
BRK.ABerkshire Hathaway Inc	$18.9M	2.42%	Not reported	Not reported	Q2 2025
DFAXGulf Resources, Inc.	$10.2M	1.31%	Not reported	0.0%	Q1 2025
UPSUnited Parcel Service Inc	$9.16M	1.17%	0.02%	+1402.3%	Q4 2020
QQQInvesco QQQ Trust, Series 1	$9.14M	1.17%	Not reported	-0.8%	Q4 2020
QCOMQualcomm Inc	$4.55M	0.58%	0.00%	+660.3%	Q2 2022
BRK.BBerkshire Hathaway Inc	$4.13M	0.53%	Not reported	-3.5%	Q4 2020
AAPLApple Inc.	$3.28M	0.42%	0.00%	-34.9%	Q4 2020
CRMSalesforce, Inc.	$3.07M	0.39%	0.00%	Not reported	Q3 2021
GOOGLAlphabet Inc.	$2.38M	0.30%	0.00%	-74.4%	Q4 2020
IDEVEndo Pharmaceuticals Solutions Inc.	$2.29M	0.29%	Not reported	New	Q3 2025
SPYSPDR S&P 500 ETF Trust	$1.95M	0.25%	Not reported	+0.2%	Q4 2023
AMGNAmgen Inc	$847K	0.11%	0.00%	-25.0%	Q4 2020
PGPROCTER & GAMBLE Co	$681K	0.09%	0.00%	+150.3%	Q2 2025
LLYELI LILLY & Co	$665K	0.09%	0.00%	New	Q3 2025
CLXClorox Co	$556K	0.07%	0.00%	-50.4%	Q2 2025
LMTLockheed Martin Corp	$549K	0.07%	0.00%	-79.6%	Q4 2020
CMGChipotle Mexican Grill Inc	$381K	0.05%	0.00%	New	Q3 2025
LULUlululemon athletica inc.	$338K	0.04%	0.00%	Not reported	Q1 2024
MSFTMicrosoft Corp	$336K	0.04%	0.00%	+24.8%	Q4 2020
NVDANvidia Corp	$331K	0.04%	0.00%	Not reported	Q2 2022
WMTWalmart Inc.	$314K	0.04%	0.00%	Not reported	Q4 2020
AIQAlliance HealthCare Services, Inc	$270K	0.03%	0.05%	+0.1%	Q3 2024
COSTCostco Wholesale Corp	$268K	0.03%	0.00%	Not reported	Q4 2020
CRD.ACrawford & Co	$234K	0.03%	Not reported	Not reported	Q1 2025
GSKGSK plc	$211K	0.03%	0.00%	Not reported	Q3 2022

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