B&D White Capital Company, LLC
Annual return '25
+16.0%
SPY '25
+17.7%
Alpha
-1.7ptsvs SPY
Invested
$808.8M
Holdings
74
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AMZN
AMAZON COM INC
Q1 2026: Sold 99.9% (704.9k → 818 shares)
19.0%
02
$AVUS
AMERICAN CENTY ETF TR
Q1 2026: Exited (was 750.6k shares)
10.1%
03
$AVLV
AMERICAN CENTY ETF TR
Q1 2026: Exited (was 474.3k shares)
8.2%
04
$ILCG
ISHARES TR
Q1 2026: Exited (was 481.3k shares)
4.1%
05
$DFAC
DIMENSIONAL ETF TRUST
Q1 2026: Exited (was 875.1k shares)
4.1%
06
$VTI
VANGUARD INDEX FDS
Q1 2026: Sold 97.4% (102.7k → 2.7k shares)
4.0%
07
$IWF
ISHARES TR
Q1 2026: Sold 99.6% (75.0k → 269 shares)
3.9%
08
$AVIV
AMERICAN CENTY ETF TR
Q1 2026: Exited (was 371.8k shares)
3.3%
09
$AVDE
AMERICAN CENTY ETF TR
Q1 2026: Exited (was 278.8k shares)
3.2%
10
$AVDV
AMERICAN CENTY ETF TR
Q1 2026: Exited (was 128.7k shares)
2.9%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:17 UTC.