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BIECHELE ROYCE ADVISORS

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FISHERS IN Investment Advisor
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

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Equal-WT
WhaleScore 1.0 ?

Biechele Royce Advisors is based out of Fishers. Biechele Royce Advisors is a large advisory firm with 537 clients and discretionary assets under management (AUM) of $551,589,507 (Form ADV from 2023-10-24). Their last reported 13F filing for Q4 2023 included $305,427,000 in managed 13F securities and a top 10 holdings concentration of 56.5%. Biechele Royce Advisors's largest holding is Applied Materials Inc. with shares held of 147,817. Whalewisdom has at least 26 13F filings

2023-12-31

Top Buys (13F)

2023-12-31

Top Sells (13F)

2023-12-31

13F Holdings Summary

Name $ Change
AMAT Applied Materials In 7.84%
AAPL Apple Inc 7.18%
AMGN Amgen, Inc. 6.24%
BK Bank Of New York Mel 5.87%
RHI Robert Half Internat 5.74%

2023-12-31

13F Activity

Market Value $305m, Prior: $271m
New Purchases 2 stocks
Added To 20 stocks
Sold out of 1 stocks
Reduced holdings in 31 stocks
Top 10 Holdings % 56.5%
Turnover %[1] 4.55%
Turnover Alt %[2] 1.37%
Time Held Top 20 15.35 quarters
Time Held Top 10 11.8 quarters
Time Held All 14.24 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance