BCM ADVISORS, LLC

CIK

1373017

Location

LAFAYETTE, LA

Portfolio Value

Small $512,927,516

Diversification

Diversified

Filing Date

Global Rank

#3,771 / 8,793 ▼ 380 · as of Jun 2026

Top Industry

Semiconductors 17.0%

Period ended 3 months ago

Filed Jul 28, 2026 · 2mo

26 quarters · since Mar 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

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

Top Position

18.9%

−1.4 pts

Top 5

61.4%

−3.9 pts

Top 10

73.0%

−3.3 pts

HHI

893

Diversified−136

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	72.6%	$372,556,598	19
Technology	5.7%	$29,423,980	7
Consumer Defensive	4.5%	$22,893,251	8
Utilities	4.3%	$22,154,685	6
Industrials	4.0%	$20,563,040	7
Energy	3.9%	$20,132,544	6
Healthcare	2.0%	$10,280,895	2
Financial Services	1.9%	$9,693,103	6
Consumer Cyclical	0.8%	$4,099,229	4
Communication Services	0.2%	$894,324	2
Real Estate	0.0%	$235,867	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

22 positions

Ticker	Company	Δ Shares	Shares	Value
FNDA	Schwab Fundamental U.S. Small Company ETF	+134,963	225,983	$7,165,920
GLDM	World Gold Trust	+14,361	33,154	$2,633,090
INFQ	Infleqtion, Inc.	+10,000	30,000	$399,600
BNDW	Vanguard Total World Bond ETF	+8,310	14,084	$819,688
SGOL	abrdn Gold ETF Trust	+4,660	156,755	$5,992,743
BIV	Vanguard Intermediate-Term Bond ETF	+2,723	1,267,115	$97,187,720
VB	Vanguard Morningstar Small-Cap ETF	+2,331	168,933	$46,957,875
EDV	Vanguard World Funds Extended Duration ETF	+558	5,630	$962,325
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

17 positions

Ticker	Company	Δ Shares	Shares	Value
DCOR	Dimensional US Core Equity 1 ETF	−22,591	1,225,470	$65,013,324
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	−11,658	378,553	$36,197,237
AGNG	Global X Funds Global X Aging Population ETF	−7,299	229,489	$20,309,776
GLD	Spdr Gold Trust	−3,839	189,286	$69,729,176
AAXJ	iShares MSCI All Country Asia ex Japan ETF	−3,209	163,992	$11,334,282
IVOG	Vanguard S&P Mid-Cap 400 Growth ETF	−660	4,254	$351,465
FHN	First Horizon Corp	−395	11,353	$291,090
MSFT	Microsoft Corp	−337	1,030	$384,210
VIGI	Vanguard International Dividend Appreciation ETF	−158	4,320	$682,689
PEP	Pepsico Inc	−99	21,452	$2,904,600
COP	Conocophillips	−56	21,843	$2,270,798
XOM	ExxonMobil Holdings Corp	−33	53,050	$7,252,996
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

2 positions

Ticker	Company	Shares	Value
VXUS	Vanguard Total International Stock ETF	15,578	$1,331,763
ACSG	American Century Small Cap Growth Insights ETF	6,772	$844,874
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

68 tracked positions · $512,927,516 total · filing declares 80 positions · $513,630,128 · 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 68 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
BIV	Vanguard Intermediate-Term Bond ETF	Added	1,267,115	+2,723	$97,187,720	−0.4%	18.95%
GLD	Spdr Gold Trust	Reduced	189,286	-3,839	$69,729,176	−16.1%	13.59%
DCOR	Dimensional US Core Equity 1 ETF	Reduced	1,225,470	-22,591	$65,013,324	+12.8%	12.67%
VB	Vanguard Morningstar Small-Cap ETF	Added	168,933	+2,331	$46,957,875	+15.6%	9.15%
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	Reduced	378,553	-11,658	$36,197,237	+5.6%	7.06%
AGNG	Global X Funds Global X Aging Population ETF	Reduced	229,489	-7,299	$20,309,776	+9.8%	3.96%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Reduced	163,992	-3,209	$11,334,282	—	2.21%
JNJ	Johnson & Johnson Healthcare	Added	39,425	+90	$10,012,767	+4.1%	1.95%
AVGO	Broadcom Inc. Technology	Held	26,018	0	$9,828,299	+22.0%	1.92%
KO	Coca Cola Co Consumer Defensive	Held	99,785	0	$8,109,526	+6.9%	1.58%
CAT	Caterpillar Inc Industrials	Added	7,049	+1	$7,506,480	+50.3%	1.46%
XOM	ExxonMobil Holdings Corp Energy	Reduced	53,050	-33	$7,252,996	−19.5%	1.41%
FNDA	Schwab Fundamental U.S. Small Company ETF	Added	225,983	+134,963	$7,165,920	+156.6%	1.40%
ATO	Atmos Energy Corp Utilities	Held	41,319	0	$7,118,024	−6.7%	1.39%
AMD	Advanced Micro Devices Inc Technology	Held	12,230	0	$7,104,529	+185.6%	1.39%
DUK	Duke Energy CORP Utilities	Reduced	56,072	-23	$7,097,593	−3.4%	1.38%
NVDA	Nvidia Corp Technology	Added	34,869	+425	$6,976,938	+16.1%	1.36%
SGOL	abrdn Gold ETF Trust	Added	156,755	+4,660	$5,992,743	−11.7%	1.17%
BRO	Brown & Brown, Inc. Financial Services	Added	88,372	+138	$5,669,063	−1.5%	1.11%
ED	Consolidated Edison Inc Utilities	Held	48,218	0	$5,334,357	−2.3%	1.04%
EPD	Enterprise Products Partners L.P. Energy	Held	122,984	0	$4,520,891	−2.9%	0.88%
SPY	Spdr S&P 500 ETF Trust	Added	5,771	+43	$4,309,609	+15.7%	0.84%
CL	Colgate Palmolive Co Consumer Defensive	Added	42,809	+22	$3,924,729	+7.6%	0.77%
PH	Parker-Hannifin Corp Industrials	Held	3,971	0	$3,884,114	+9.3%	0.76%
DE	Deere & Co Industrials	Held	5,548	0	$3,519,262	+12.6%	0.69%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	3,335	0	$3,119,792	−6.1%	0.61%
PEP	Pepsico Inc Consumer Defensive	Reduced	21,452	-99	$2,904,600	−13.2%	0.57%
GLDM	World Gold Trust	Added	33,154	+14,361	$2,633,090	+51.2%	0.51%
VLO	Valero Energy Corp/Tx Energy	Held	10,010	0	$2,607,004	+5.4%	0.51%
KMI	Kinder Morgan, Inc. Energy	Held	81,344	0	$2,600,567	−4.7%	0.51%
AAPL	Apple Inc. Technology	Reduced	8,811	-8	$2,549,550	+13.9%	0.50%
IP	International Paper Co /New/ Consumer Cyclical	Added	65,373	+59	$2,490,711	+6.8%	0.49%
GD	General Dynamics Corp Industrials	Added	6,648	+45	$2,354,987	+3.9%	0.46%
COP	Conocophillips Energy	Reduced	21,843	-56	$2,270,798	−21.4%	0.44%
MKSI	Mks Inc Technology	Held	4,903	0	$2,180,854	+93.6%	0.43%
JBHT	Hunt J B Transport Services Inc Industrials	Held	6,512	0	$1,884,768	+36.6%	0.37%
ADM	Archer-Daniels-Midland Co Consumer Defensive	Held	22,602	0	$1,726,792	+5.1%	0.34%
GIS	General Mills Inc Consumer Defensive	Added	48,864	+199	$1,700,467	−6.1%	0.33%
JPM	Jpmorgan Chase & Co Financial Services	Held	4,779	0	$1,564,310	+11.3%	0.30%
VXUS	Vanguard Total International Stock ETF	NEW	15,578	NEW	$1,331,763	NEW	0.26%
CNI	Canadian National Railway Co Industrials	Held	10,136	0	$1,208,616	+16.0%	0.24%
AFL	Aflac Inc Financial Services	Held	10,063	0	$1,179,886	+6.9%	0.23%
UGI	Ugi Corp /Pa/ Utilities	Held	32,225	0	$1,113,051	−5.2%	0.22%
CNP	Centerpoint Energy Inc Utilities	Held	25,016	0	$1,101,704	+2.0%	0.21%
SYY	Sysco Corp Consumer Defensive	Held	12,857	0	$1,074,588	+17.2%	0.21%
EDV	Vanguard World Funds Extended Duration ETF	Added	5,630	+558	$962,325	+37.0%	0.19%
TSCO	Tractor Supply Co /De/ Consumer Cyclical	Added	28,866	+121	$912,454	−29.9%	0.18%
SLB	Slb Limited/Nv Energy	Held	18,935	0	$880,288	−9.5%	0.17%
ACSG	American Century Small Cap Growth Insights ETF	NEW	6,772	NEW	$844,874	NEW	0.16%
BNDW	Vanguard Total World Bond ETF	Added	14,084	+8,310	$819,688	+142.5%	0.16%

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.