13F Filings History of Biechele Royce Advisors
- Latest 13F filing
- Q3 2024 - 29 Oct 2024
- Latest reported 13F value
- $303,379,000
- Largest 13F holdings
-
AAPL BK AMAT AMGN MDT CVS BWA RHI UPS SLV SCHW ON
+8 more
PNR DE CAT ZBH LLY NUE V INTC - Form 13F summary
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- Biechele Royce Advisors Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- Biechele Royce Advisors reported 55 equity holdings with a total reported market value of $303,379,000 for Q3 2024. Top reported holdings included AAPL, BK, AMAT, AMGN, and MDT.
- Manager signature
- Justin Whelan - President
- Manager location
- Fishers, IN
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
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Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q3 2024
Latest value
$303,379,000
Quarter delta
+$7,230,000
Accepted
29 Oct 2024, 11:00
Rows shown
1-25 of 28
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q3 2024 | 55 | $303,379,000 | +$13,940,543 | -$19,784,576 | -$5,844,033 | AAPL, BK, AMAT, AMGN, MDT | 13F-HR | 29 Oct 2024, 11:00 |
| Q2 2024 | 57 | $296,149,000 | +$19,752,094 | -$15,187,502 | +$4,564,592 | AMAT, AAPL, AMGN, BK, CVS | 13F-HR | 31 Jul 2024, 15:19 |
| Q1 2024 | 60 | $301,579,000 | +$5,226,612 | -$18,224,576 | -$12,997,964 | AMAT, BK, AMGN, AAPL, CVS | 13F-HR | 06 May 2024, 07:55 |
| Q4 2023 | 66 | $305,427,000 | +$12,658,637 | -$4,644,052 | +$8,014,585 | AMAT, AAPL, AMGN, BK, RHI | 13F-HR | 13 Feb 2024, 10:16 |
| Q3 2023 | 65 | $271,257,000 | +$6,904,033 | -$12,552,425 | -$5,648,392 | AMAT, AAPL, AMGN, BWA, RHI | 13F-HR | 01 Nov 2023, 08:52 |
| Q2 2023 | 70 | $287,109,000 | +$16,795,746 | -$8,635,418 | +$8,160,328 | AAPL, AMAT, BWA, AMGN, UPS | 13F-HR | 08 Aug 2023, 11:12 |
| Q1 2023 | 65 | $268,918,000 | +$14,990,664 | -$6,039,714 | +$8,950,950 | AAPL, AMAT, BWA, AMGN, UPS | 13F-HR | 10 May 2023, 10:01 |
| Q4 2022 | 61 | $245,180,000 | +$24,108,273 | -$13,937,160 | +$10,171,113 | AMGN, AAPL, AMAT, CVS, BWA | 13F-HR | 13 Feb 2023, 15:27 |
| Q3 2022 | 66 | $212,546,000 | +$8,723,845 | -$9,070,377 | -$346,532 | AAPL, CVS, AMGN, AMAT, BWA | 13F-HR | 10 Nov 2022, 12:07 |
| Q2 2022 | 60 | $225,018,000 | +$28,236,349 | -$14,778,154 | +$13,458,195 | AAPL, AMGN, CVS, AMAT, BMY | 13F-HR | 03 Aug 2022, 12:06 |
| Q1 2022 | 64 | $249,327,000 | +$6,613,975 | -$3,739,733 | +$2,874,242 | AAPL, AMAT, CVS, AMGN, INTC | 13F-HR | 10 May 2022, 12:16 |
| Q4 2021 | 64 | $249,855,000 | +$7,595,927 | -$8,037,392 | -$441,465 | AAPL, AMAT, CVS, BWA, AMGN | 13F-HR | 09 Feb 2022, 13:12 |
| Q3 2021 | 58 | $226,121,000 | +$14,301,357 | -$8,703,273 | +$5,598,084 | AAPL, AMAT, CVS, INTC, BWA | 13F-HR | 12 Nov 2021, 10:24 |
| Q2 2021 | 50 | $230,910,000 | +$24,377,242 | -$1,307,769 | +$23,069,473 | AMAT, AAPL, BWA, CVS, AMGN | 13F-HR | 14 Jul 2021, 16:20 |
| Q1 2021 | 44 | $198,693,000 | +$12,239,652 | -$22,207,502 | -$9,967,850 | AMAT, AAPL, BWA, AMGN, CVS | 13F-HR | 12 May 2021, 12:21 |
| Q4 2020 | 43 | $177,405,000 | +$3,127,605 | -$13,056,838 | -$9,929,233 | AAPL, ON, AMAT, DISCA, BWA | 13F-HR | 04 Feb 2021, 10:11 |
| Q3 2020 | 44 | $159,015,000 | +$11,321,142 | -$8,292,877 | +$3,028,265 | AAPL, BWA, ON, UPS, AMAT | 13F-HR | 03 Nov 2020, 10:53 |
| Q2 2020 | 42 | $158,576,000 | +$6,549,303 | -$8,747,763 | -$2,198,460 | AAPL, AMAT, ON, BWA, CVS | 13F-HR | 30 Jul 2020, 11:52 |
| Q1 2020 | 40 | $130,071,000 | +$18,826,386 | -$8,653,443 | +$10,172,943 | AAPL, INTC, CVS, AMAT, DISCA | 13F-HR | 23 Apr 2020, 09:16 |
| Q4 2019 | 39 | $166,340,000 | +$978,147 | -$5,683,760 | -$4,705,613 | DISCA, AMAT, AAPL, ON, CVS | 13F-HR | 31 Jan 2020, 14:01 |
| Q3 2019 | 39 | $151,254,000 | +$11,069,178 | -$13,602,736 | -$2,533,558 | AMAT, DISCA, AAPL, CVS, ON | 13F-HR | 18 Oct 2019, 16:12 |
| Q2 2019 | 39 | $151,484,000 | +$10,312,872 | -$13,761,590 | -$3,448,718 | DISCA, AMAT, AAPL, ON, INTC | 13F-HR | 16 Jul 2019, 15:12 |
| Q1 2019 | 46 | $154,494,000 | +$11,087,246 | -$6,466,185 | +$4,621,061 | DISCA, AAPL, AMAT, ON, UPS | 13F-HR | 17 Apr 2019, 12:12 |
| Q4 2018 | 46 | $139,063,000 | +$20,960,744 | -$16,959,306 | +$4,001,438 | DISCA, AAPL, AMAT, CVS, CHS | 13F-HR | 05 Feb 2019, 15:38 |
| Q3 2018 | 47 | $159,758,000 | +$15,791,225 | -$10,062,107 | +$5,729,118 | DISCA, AAPL, QCOM, CVS, ON | 13F-HR | 30 Oct 2018, 15:38 |