BPMC
Buckland Partners Management Co Portfolio holdings
AUM
$180M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$180M
AUM Growth
–
Holding
104
Top Buys
| 1 | +$15.8M | |
| 2 | +$10.9M | |
| 3 | +$9.32M | |
| 4 |
Apple
AAPL
|
+$8.16M |
| 5 |
Tractor Supply
TSCO
|
+$6.73M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 35.36% |
| 2 | Industrials | 20.69% |
| 3 | Financials | 16.68% |
| 4 | Consumer Discretionary | 11.66% |
| 5 | Communication Services | 7.35% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Ford
F
$57.6B
| $1.88M | 1.04% |
+143,000
|
|
||
27
Astera Labs
ALAB
$21.8B
| $1.83M | 1.01% |
+11,000
|
|
||
28
TSMC
TSM
$2.01T
| $1.83M | 1.01% |
+6,000
|
|
||
29
Builders FirstSource
BLDR
$11.4B
| $1.76M | 0.98% |
+17,100
|
|
||
30
UiPath
PATH
$5.32B
| $1.72M | 0.95% |
+105,000
|
|
||
31
Exxon Mobil
XOM
$623B
| $1.71M | 0.95% |
+14,242
|
|
||
32
Microsoft
MSFT
$2.97T
| $1.64M | 0.91% |
+3,400
|
|
||
33
Star Bulk Carriers
SBLK
$2.88B
| $1.63M | 0.9% |
+84,590
|
|
||
34
GE Aerospace
GE
$363B
| $1.62M | 0.9% |
+5,250
|
|
||
35
Timken Company
TKR
$7.62B
| $1.6M | 0.89% |
+19,000
|
|
||
36
PayPal
PYPL
$43.6B
| $1.58M | 0.87% |
+27,000
|
|
||
37
KKR & Co
KKR
$85.3B
| $1.53M | 0.85% |
+12,000
|
|
||
38
L3Harris
LHX
$66.2B
| $1.52M | 0.84% |
+5,175
|
|
||
39
GoDaddy
GDDY
$12.5B
| $1.49M | 0.83% |
+12,000
|
|
||
40
Honeywell
HON
$155B
| $1.46M | 0.81% |
+7,500
|
|
||
41
Silicon Laboratories
SLAB
$6.73B
| $1.44M | 0.8% |
+11,000
|
|
||
42
Entegris
ENTG
$20.7B
| $1.39M | 0.77% |
+16,500
|
|
||
43
Rubrik
RBRK
$10.2B
| $1.38M | 0.76% |
+18,000
|
|
||
44
Baker Hughes
BKR
$64B
| $1.37M | 0.76% |
+30,000
|
|
||
45
Walt Disney
DIS
$188B
| $1.29M | 0.71% |
+11,223
|
|
||
46
Adobe
ADBE
$106B
| $1.22M | 0.68% |
+3,500
|
|
||
47
Atlanta Braves Holdings Series B
BATRK
$2.71B
| $1.2M | 0.66% |
+30,319
|
|
||
48
GE Vernova
GEV
$236B
| $1.18M | 0.66% |
+1,812
|
|
||
49
Spotify
SPOT
$95.4B
| $1.16M | 0.64% |
+2,000
|
|
||
50
Cisco
CSCO
$313B
| $1.16M | 0.64% |
+15,000
|
|