BCM ADVISORS, LLC

CIK

1373017

Location

LAFAYETTE, LA

Portfolio Value

Small $215,678,502

Diversification

Diversified

Filing Date

Global Rank

#4,291 / 8,517 ▼ 882

Top Industry

Semiconductors 18.0%

3Y Alpha vs SPY

+6.9%

Period ended 46 days ago

Filed Jul 28, 2026 · 18d

26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+107.2%

SPY

+75.3%

Annualised alpha

+6.9%

Max drawdown

−7.7%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

52 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

32.3%

+2.2 pts

Top 5

48.8%

−15.3 pts

Top 10

64.7%

−10.3 pts

HHI

1,214

Diversified−423

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	38.4%	$82,901,190	5
Technology	13.6%	$29,423,980	7
Consumer Defensive	10.6%	$22,893,251	8
Utilities	10.3%	$22,154,685	6
Industrials	9.5%	$20,563,040	7
Energy	6.0%	$12,879,548	5
Healthcare	4.8%	$10,280,895	2
Financial Services	4.5%	$9,693,103	6
Consumer Cyclical	1.9%	$4,099,229	4
Communication Services	0.3%	$553,714	1
Real Estate	0.1%	$235,867	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

17 positions

Ticker	Company	Δ Shares	Shares	Value
GLDM	World Gold Trust	+14,361	33,154	$2,633,090
INFQ	Infleqtion, Inc.	+10,000	30,000	$399,600
SGOL	abrdn Gold ETF Trust	+4,660	156,755	$5,992,743
NVDA	Nvidia Corp	+425	34,869	$6,976,938
AMZN	Amazon Com Inc	+261	1,694	$403,747
GIS	General Mills Inc	+199	48,864	$1,700,467
BRO	Brown & Brown, Inc.	+138	88,372	$5,669,063
TSCO	Tractor Supply Co /De/	+121	28,866	$912,454
JNJ	Johnson & Johnson	+90	39,425	$10,012,767
IP	International Paper Co /New/	+59	65,373	$2,490,711
AMT	American Tower Corp /Ma/	+58	1,442	$235,867
GD	General Dynamics Corp	+45	6,648	$2,354,987
SPY	Spdr S&P 500 ETF Trust	+43	5,771	$4,309,609
HBCP	Home Bancorp, Inc.	+28	6,251	$428,318
CL	Colgate Palmolive Co	+22	42,809	$3,924,729
TSLA	Tesla, Inc.	+22	695	$292,317
CAT	Caterpillar Inc	+1	7,049	$7,506,480
No positions match the current search.

Trimmed

Positions the filer reduced

10 positions

Ticker	Company	Δ Shares	Shares	Value
GLD	Spdr Gold Trust	−3,839	189,286	$69,729,176
FHN	First Horizon Corp	−395	11,353	$291,090
MSFT	Microsoft Corp	−337	1,030	$384,210
PEP	Pepsico Inc	−99	21,452	$2,904,600
COP	Conocophillips	−56	21,843	$2,270,798
DUK	Duke Energy CORP	−23	56,072	$7,097,593
AES	Aes Corp	−20	26,600	$389,956
WMT	Walmart Inc.	−18	2,938	$332,757
META	Meta Platforms, Inc.	−10	983	$553,714
AAPL	Apple Inc.	−8	8,811	$2,549,550
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
BIV	Vanguard Intermediate-Term Bond ETF	1,264,392	$97,585,774
XOM	ExxonMobil Holdings Corp	53,083	$9,006,061
VEA	Vanguard FTSE Developed Markets ETF	6,968	$446,509
GOOGL	Alphabet Inc.	964	$276,533
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

52 tracked positions · $215,678,502 total · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 52 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GLD	Spdr Gold Trust	Reduced	189,286	-3,839	$69,729,176	−16.1%	32.33%
JNJ	Johnson & Johnson Healthcare	Added	39,425	+90	$10,012,767	+4.1%	4.64%
AVGO	Broadcom Inc. Technology	Held	26,018	0	$9,828,299	+22.0%	4.56%
KO	Coca Cola Co Consumer Defensive	Held	99,785	0	$8,109,526	+6.9%	3.76%
CAT	Caterpillar Inc Industrials	Added	7,049	+1	$7,506,480	+50.3%	3.48%
ATO	Atmos Energy Corp Utilities	Held	41,319	0	$7,118,024	−6.7%	3.30%
AMD	Advanced Micro Devices Inc Technology	Held	12,230	0	$7,104,529	+185.6%	3.29%
DUK	Duke Energy CORP Utilities	Reduced	56,072	-23	$7,097,593	−3.4%	3.29%
NVDA	Nvidia Corp Technology	Added	34,869	+425	$6,976,938	+16.1%	3.23%
SGOL	abrdn Gold ETF Trust	Added	156,755	+4,660	$5,992,743	−11.7%	2.78%
BRO	Brown & Brown, Inc. Financial Services	Added	88,372	+138	$5,669,063	−1.5%	2.63%
ED	Consolidated Edison Inc Utilities	Held	48,218	0	$5,334,357	−2.3%	2.47%
EPD	Enterprise Products Partners L.P. Energy	Held	122,984	0	$4,520,891	−2.9%	2.10%
SPY	Spdr S&P 500 ETF Trust	Added	5,771	+43	$4,309,609	+15.7%	2.00%
CL	Colgate Palmolive Co Consumer Defensive	Added	42,809	+22	$3,924,729	+7.6%	1.82%
PH	Parker-Hannifin Corp Industrials	Held	3,971	0	$3,884,114	+9.3%	1.80%
DE	Deere & Co Industrials	Held	5,548	0	$3,519,262	+12.6%	1.63%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	3,335	0	$3,119,792	−6.1%	1.45%
PEP	Pepsico Inc Consumer Defensive	Reduced	21,452	-99	$2,904,600	−13.2%	1.35%
GLDM	World Gold Trust	Added	33,154	+14,361	$2,633,090	+51.2%	1.22%
VLO	Valero Energy Corp/Tx Energy	Held	10,010	0	$2,607,004	+5.4%	1.21%
KMI	Kinder Morgan, Inc. Energy	Held	81,344	0	$2,600,567	−4.7%	1.21%
AAPL	Apple Inc. Technology	Reduced	8,811	-8	$2,549,550	+13.9%	1.18%
IP	International Paper Co /New/ Consumer Cyclical	Added	65,373	+59	$2,490,711	+6.8%	1.15%
GD	General Dynamics Corp Industrials	Added	6,648	+45	$2,354,987	+3.9%	1.09%
COP	Conocophillips Energy	Reduced	21,843	-56	$2,270,798	−21.4%	1.05%
MKSI	Mks Inc Technology	Held	4,903	0	$2,180,854	+93.6%	1.01%
JBHT	Hunt J B Transport Services Inc Industrials	Held	6,512	0	$1,884,768	+36.6%	0.87%
ADM	Archer-Daniels-Midland Co Consumer Defensive	Held	22,602	0	$1,726,792	+5.1%	0.80%
GIS	General Mills Inc Consumer Defensive	Added	48,864	+199	$1,700,467	−6.1%	0.79%
JPM	Jpmorgan Chase & Co Financial Services	Held	4,779	0	$1,564,310	+11.3%	0.73%
CNI	Canadian National Railway Co Industrials	Held	10,136	0	$1,208,616	+16.0%	0.56%
AFL	Aflac Inc Financial Services	Held	10,063	0	$1,179,886	+6.9%	0.55%
UGI	Ugi Corp /Pa/ Utilities	Held	32,225	0	$1,113,051	−5.2%	0.52%
CNP	Centerpoint Energy Inc Utilities	Held	25,016	0	$1,101,704	+2.0%	0.51%
SYY	Sysco Corp Consumer Defensive	Held	12,857	0	$1,074,588	+17.2%	0.50%
TSCO	Tractor Supply Co /De/ Consumer Cyclical	Added	28,866	+121	$912,454	−29.9%	0.42%
SLB	Slb Limited/Nv Energy	Held	18,935	0	$880,288	−9.5%	0.41%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	1,120	0	$560,436	+4.4%	0.26%
META	Meta Platforms, Inc. Communication Services	Reduced	983	-10	$553,714	−2.5%	0.26%
HBCP	Home Bancorp, Inc. Financial Services	Added	6,251	+28	$428,318	+13.6%	0.20%
AMZN	Amazon Com Inc Consumer Cyclical	Added	1,694	+261	$403,747	+35.3%	0.19%
INFQ	Infleqtion, Inc. Technology	Added	30,000	+10,000	$399,600	+103.7%	0.19%
AES	Aes Corp Utilities	Reduced	26,600	-20	$389,956	+4.0%	0.18%
MSFT	Microsoft Corp Technology	Reduced	1,030	-337	$384,210	−24.1%	0.18%
WMT	Walmart Inc. Consumer Defensive	Reduced	2,938	-18	$332,757	−9.4%	0.15%
TSLA	Tesla, Inc. Consumer Cyclical	Added	695	+22	$292,317	+16.8%	0.14%
FHN	First Horizon Corp Financial Services	Reduced	11,353	-395	$291,090	+8.9%	0.13%
VMD	Viemed Healthcare, Inc. Healthcare	Held	23,520	0	$268,128	+23.8%	0.12%
IAU	Ishares Gold Trust	Held	3,133	0	$236,572	−14.3%	0.11%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.