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Institutional

BCI SECURITIES, INC.

CIK 0001577928
$10.1M
Reported AUM
16
Positions
Q1 2026
Period
2026-05-08
Filed

The Brief · BCI SECURITIES, INC. · Q1 2026

AI · grounded in 13F

BCI SECURITIES, INC. exited its position in EZU, reducing its exposure by $727,535. The fund also closed positions in IEMG and EWJ, while trimming shares of QQQ by 28.56% and SPY by 25.49%. On the buy side, the fund established new positions in SPEM for $341,083 and PYLD for $333,290. Additionally, it increased its holdings in IVV by 140.50%.

Portfolio · Q1 2026

IVV$1.2MIWF$1.2MIWD$1.2MSPY$996,321QQQ$746,294TLT$719,960XLK$638,452JCPB$569,386GLDHYTIWNIWOOther$1.2MBI

Top holdings

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1IVVISHARES TR$733.12-1.49%20.42%75.78%$1.2M12.31%HELD
2IWFISHARES TR$114.05-2.09%6.02%61.53%$1.2M11.75%HELD
3IWDISHARES TR$249.52-1.00%31.56%68.43%$1.2M11.52%HELD
4SPYSTATE STR SPDR S&P 500 ETF T$729.46-1.54%18.63%72.84%$996K9.82%HELD
5QQQINVESCO QQQ TR$661.73-2.04%20.05%79.46%$746K7.35%HELD
6TLTISHARES TR$82.85-1.65%-1.74%-34.03%$720K7.09%HELD
7XLKSELECT SECTOR SPDR TR$166.57-2.64%33.81%123.64%$638K6.29%HELD
8JCPBJ P MORGAN EXCHANGE TRADED F$46.26-0.37%3.01%3.51%$569K5.61%HELD
9GLDSPDR GOLD TR$371.080.46%20.05%118.68%$489K4.82%HELD
10HYTBLACKROCK CORPOR HI YLD FD I$8.30-0.24%-5.89%6.63%$451K4.44%HELD
11IWNISHARES TR$221.60-1.12%43.44%48.71%$377K3.71%HELD
12IWOISHARES TR$363.70-2.14%29.94%24.36%$365K3.60%HELD
13SPEMSPDR INDEX SHS FDS$49.40-1.36%18.47%30.97%$341K3.36%HELD
14PYLDPIMCO ETF TR$26.15-0.29%4.94%24.24%$333K3.28%HELD
15ACWIISHARES TR$152.47-1.34%21.13%60.07%$288K2.84%HELD
16IEURISHARES TR$75.28-0.26%21.18%49.09%$225K2.21%HELD

Source: SEC EDGAR · accession 0001214659-26-005775. 13F discloses long positions only — shorts, foreign equities, and options are excluded.