CoreCap Advisors
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CoreCap Advisors’s BHP BHP Stock Holding History

CoreCap Advisors’s Portfolio BHP Stock Details BHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$216K Buy
2,543
+18
+0.7% +$1.57K 0.01% 823
2026
Q2 		$210K Buy
2,525
+558
+28% +$46.3K 0.01% 846
2026
Q1 		$143K Buy
1,967
+665
+51% +$47K ﹤0.01% 907
2025
Q4 		$78.6K Sell
1,302
-1,969
-60% -$112K ﹤0.01% 1127
2025
Q3 		$182K Buy
3,271
+20
+0.6% +$1.06K 0.01% 830
2025
Q2 		$156K Sell
3,251
-40
-1% -$1.92K 0.01% 831
2025
Q1 		$160K Buy
3,291
+753
+30% +$37.5K 0.01% 733
2024
Q4 		$124K Buy
2,538
+1,912
+305% +$104K 0.01% 851
2024
Q3 		$38.9K Buy
+626
New +$34.6K ﹤0.01% 1303
2024
Q2 		– Sell
-414
Closed -$23.9K – 1708
2024
Q1 		$23.9K Buy
+414
New +$24.8K ﹤0.01% 1402
2022
Q4 		$31.3K Buy
+505
New +$28.4K ﹤0.01% 1145
2022
Q3 		– Sell
-345
Closed -$19K – 693
2022
Q2 		$19K Buy
+345
New +$21.4K ﹤0.01% 1248
2022
Q1 		– Sell
-240
Closed -$13K – 702
2021
Q4 		$13K Buy
+240
New +$12K ﹤0.01% 1456

Other funds holding BHP

Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Addenda Capital
Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return
NLB Skladi upravljanje premozenja
NLB Skladi upravljanje premozenja Ljubljana $2.71B AUM 53.8% 1-Year Est. Return
Strategy Asset Managers
Strategy Asset Managers Pasadena, California $650M AUM 25.51% 1-Year Est. Return
Kessler Investment Group
Kessler Investment Group Columbus, Indiana $207M AUM 43.85% 1-Year Est. Return
Willis Investment Counsel
Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return
Jamison Private Wealth Management
Jamison Private Wealth Management Milton, Georgia $988M AUM 36.57% 1-Year Est. Return

CoreCap Advisors's BHP Position: Q3 2026 in Review

CoreCap Advisors increased its BHP (BHP) stake by 0.71% in Q3 2026, buying an estimated $1.57K and bringing the position to 2,543 shares worth $216K. The position accounts for 0.01% of the portfolio, ranked #823.

CoreCap Advisors first reported a position in BHP in Q4 2021 and has held it in 13 quarters since. 197 funds tracked by Wall St. Rank hold BHP as of Q3 2026.

  • CoreCap Advisors held 2,543 shares of BHP worth $216K as of Q3 2026.
  • CoreCap Advisors bought 18 BHP shares in Q3 2026, an estimated $1.57K.
  • BHP made up 0.01% of CoreCap Advisors's portfolio in Q3 2026, its #823 holding.
  • CoreCap Advisors first reported a position in BHP in Q4 2021 and has held it in 13 quarters since.
  • 197 funds tracked by Wall St. Rank held BHP as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.