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Pamela Groom

Bci Securities, Inc.

Assets Managed
$10.15M
Holdings
16
Last Quarter
2026 - Q1
Filed Date
2mo 4d ago
Growth Rate
-12.33%(2Q avg: -6.16%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Bci Securities, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 16 positions.

Assets under management

The assets under management (AUM) of Bci Securities, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 10.15M in assets, with a quarterly growth rate of -12.33% and a 2-quarter average growth rate of -6.16%. The portfolio is managed by Pamela Groom, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 140.51%
12.31%
$1.249M
1,912 shares@ $653.22 avg price
IWF
Ishares Russell 1000 Growth
Recent Activity
11.76%
$1.193M
2,797 shares@ $426.41 avg price
IWD
Ishares Russell 1000 Value E
Recent Activity
11.52%
$1.169M
5,471 shares@ $213.68 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -25.48%
9.82%
$996,321
1,532 shares@ $650.35 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -28.56%
7.36%
$746,294
1,293 shares@ $577.19 avg price
TLT
Ishares 20+ Year Treasury Bd
Recent Activity
7.1%
$719,960
8,305 shares@ $86.69 avg price
XLK
Technology Select Sect Spdr
Recent Activity
6.3%
$638,452
4,804 shares@ $132.91 avg price
JCPB
Jpmorgan Core Plus Bond Etf
Recent Activity
Increased 73.5%
5.61%
$569,386
12,094 shares@ $47.09 avg price
GLD
Spdr Gold Shares
Recent Activity
Increased 5.68%
4.82%
$488,809
1,136 shares@ $430.29 avg price
HYT
Blackrock Corp Hi Yld
Recent Activity
4.45%
$450,819
52,913 shares@ $8.53 avg price

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