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Showing Q3 2024 data
HedgeTrack has imported Q4 2025 data overall, but Biechele Royce Advisors's latest available filing here is Q3 2024.
Biechele Royce Advisors
•CIK: 1730808•Filing: Q3 2024
**Biechele Royce Advisors** manages $303M across a concentrated portfolio of 55 positions. The fund exhibits significant conviction in technology and healthcare, evidenced by top holdings including AAPL at $26.6M and AMGN at $20.9M. Notable allocations also target industrial and consumer staples, with BK ($23.8M), AMAT ($23.6M), and CVS ($17.1M) anchoring the core strategy. This structure suggests a disciplined, high-conviction approach across diverse market sectors.
Total AUM
$303.4M
QoQ Performance
+2.4%
Positions
54
Top 10 Concentration
62.9%
Latest Filing
Q3 2024
Top Holdings Allocation
AAPL
BK
AMAT
AMGN
MDT
CVS
BWA
RHI
AAPL8.8%
BK7.8%
AMAT7.8%
AMGN6.9%
MDT5.9%
CVS5.6%
BWA5.5%
RHI5.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other45.1%
Healthcare20.7%
Technology11.9%
Industrial9.8%
Financial6.6%
Materials2.3%
Energy1.3%
Consumer1.1%
🚪 Exited Positionssold since Q2 2024
Changes from Q2 2024
NEW1 new position
↑14 increased
↓30 decreased
Historical Filings
Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022