BCM ADVISORS, LLC
CIK
1373017
Location
LAFAYETTE, LA
Portfolio Value
Small
$216,470,532
Diversification
Moderately concentrated
Filing Date
Global Rank
#4,005
/ 8,603
▲ 214
· as of Mar 2026
Top Industry
Semiconductors
13.7%
3Y Alpha vs SPY
+1.3%
Period ended 3 months ago
Filed May 5, 2026 · 2mo
25 quarters · since Mar 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+81.1%
SPY
+76.0%
Annualised alpha
+1.2%
Max drawdown
−10.6%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
52 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
38.4%
−1.1 pts
Top 5
53.6%
−1.0 pts
Top 10
68.1%
−1.7 pts
HHI
1,614
Moderately concentrated−87
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 44.2% | $95,629,509 |
| Utilities | 10.7% | $23,063,236 |
| Consumer Defensive | 10.5% | $22,643,843 |
| Technology | 9.5% | $20,614,966 |
| Industrials | 7.6% | $16,535,041 |
| Energy | 6.3% | $13,718,185 |
| Healthcare | 4.5% | $9,831,666 |
| Financial Services | 4.4% | $9,444,617 |
| Consumer Cyclical | 1.9% | $4,182,494 |
| Communication Services | 0.3% | $568,125 |
| Real Estate | 0.1% | $238,850 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
12 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GLDM | World Gold Trust | +10,939 | 18,793 | $1,741,923 | |
| JPM | Jpmorgan Chase & Co | +785 | 4,779 | $1,405,790 | |
| HBCP | Home Bancorp, Inc. | +628 | 6,223 | $376,989 | |
| NVDA | Nvidia Corp | +335 | 34,444 | $6,007,033 | |
| KO | Coca Cola Co | +198 | 99,785 | $7,588,649 | |
| CL | Colgate Palmolive Co | +107 | 42,787 | $3,646,736 | |
| AMZN | Amazon Com Inc | +94 | 1,433 | $298,450 | |
| WMT | Walmart Inc. | +90 | 2,956 | $367,371 | |
| AAPL | Apple Inc. | +61 | 8,819 | $2,238,174 | |
| CAT | Caterpillar Inc | +14 | 7,048 | $4,993,226 | |
| META | Meta Platforms, Inc. | +13 | 993 | $568,125 | |
| DUK | Duke Energy CORP | +9 | 56,095 | $7,345,079 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
10 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SGOL | abrdn Gold ETF Trust | −19,172 | 152,095 | $6,786,478 | |
| GLD | Spdr Gold Trust | −13,896 | 193,125 | $83,099,756 | |
| IAU | Ishares Gold Trust | −527 | 3,133 | $276,205 | |
| SPY | Spdr S&P 500 ETF Trust | −340 | 5,728 | $3,725,147 | |
| IP | International Paper Co /New/ | −307 | 65,314 | $2,331,709 | |
| FHN | First Horizon Corp | −162 | 11,748 | $267,384 | |
| MSFT | Microsoft Corp | −113 | 1,367 | $506,022 | |
| TSCO | Tractor Supply Co /De/ | −60 | 28,745 | $1,302,148 | |
| AMT | American Tower Corp /Ma/ | −58 | 1,384 | $238,850 | |
| TSLA | Tesla, Inc. | −1 | 673 | $250,187 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
52 positions ·
$216,470,532 total
· as of Mar 31, 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 | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| GLD |
Spdr Gold Trust
|
Reduced | 193,125 | $83,099,756 | 38.39% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Held | 39,335 | $9,615,047 | 4.44% | |
| AVGO |
Broadcom Inc.
Technology
|
Held | 26,018 | $8,052,831 | 3.72% | |
| ATO |
Atmos Energy Corp
Utilities
|
Held | 41,319 | $7,632,445 | 3.53% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Added | 99,785 | $7,588,649 | 3.51% | |
| DUK |
Duke Energy CORP
Utilities
|
Added | 56,095 | $7,345,079 | 3.39% | |
| SGOL |
abrdn Gold ETF Trust
|
Reduced | 152,095 | $6,786,478 | 3.14% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 34,444 | $6,007,033 | 2.77% | |
| BRO |
Brown & Brown, Inc.
Financial Services
|
Held | 88,234 | $5,753,739 | 2.66% | |
| ED |
Consolidated Edison Inc
Utilities
|
Held | 48,218 | $5,457,313 | 2.52% | |
| CAT |
Caterpillar Inc
Industrials
|
Added | 7,048 | $4,993,226 | 2.31% | |
| EPD |
Enterprise Products Partners L.P.
Energy
|
Held | 122,984 | $4,653,714 | 2.15% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 5,728 | $3,725,147 | 1.72% | |
| CL |
Colgate Palmolive Co
Consumer Defensive
|
Added | 42,787 | $3,646,736 | 1.68% | |
| PH |
Parker-Hannifin Corp
Industrials
|
Held | 3,971 | $3,554,998 | 1.64% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Held | 21,551 | $3,346,654 | 1.55% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Held | 3,335 | $3,323,094 | 1.54% | |
| DE |
Deere & Co
Industrials
|
Held | 5,548 | $3,125,188 | 1.44% | |
| COP |
Conocophillips
Energy
|
Held | 21,899 | $2,890,668 | 1.34% | |
| KMI |
Kinder Morgan, Inc.
Energy
|
Held | 81,344 | $2,727,464 | 1.26% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Held | 12,230 | $2,487,948 | 1.15% | |
| VLO |
Valero Energy Corp/Tx
Energy
|
Held | 10,010 | $2,473,270 | 1.14% | |
| IP |
International Paper Co /New/
Consumer Cyclical
|
Reduced | 65,314 | $2,331,709 | 1.08% | |
| GD |
General Dynamics Corp
Industrials
|
Held | 6,603 | $2,266,281 | 1.05% | |
| AAPL |
Apple Inc.
Technology
|
Added | 8,819 | $2,238,174 | 1.03% | |
| GIS |
General Mills Inc
Consumer Defensive
|
Held | 48,665 | $1,811,311 | 0.84% | |
| GLDM |
World Gold Trust
|
Added | 18,793 | $1,741,923 | 0.80% | |
| ADM |
Archer-Daniels-Midland Co
Consumer Defensive
|
Held | 22,602 | $1,642,939 | 0.76% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 4,779 | $1,405,790 | 0.65% | |
| JBHT |
Hunt J B Transport Services Inc
Industrials
|
Held | 6,512 | $1,379,892 | 0.64% | |
| TSCO |
Tractor Supply Co /De/
Consumer Cyclical
|
Reduced | 28,745 | $1,302,148 | 0.60% | |
| UGI |
Ugi Corp /Pa/
Utilities
|
Held | 32,225 | $1,173,634 | 0.54% | |
| MKSI |
Mks Inc
Technology
|
Held | 4,903 | $1,126,758 | 0.52% | |
| AFL |
Aflac Inc
Financial Services
|
Held | 10,063 | $1,104,011 | 0.51% | |
| CNP |
Centerpoint Energy Inc
Utilities
|
Held | 25,016 | $1,079,690 | 0.50% | |
| CNI |
Canadian National Railway Co
Industrials
|
Held | 10,136 | $1,041,676 | 0.48% | |
| SLB |
Slb Limited/Nv
Energy
|
Held | 18,935 | $973,069 | 0.45% | |
| SYY |
Sysco Corp
Consumer Defensive
|
Held | 12,857 | $917,089 | 0.42% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 993 | $568,125 | 0.26% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 1,120 | $536,704 | 0.25% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 1,367 | $506,022 | 0.23% | |
| HBCP |
Home Bancorp, Inc.
Financial Services
|
Added | 6,223 | $376,989 | 0.17% | |
| AES |
Aes Corp
Utilities
|
Held | 26,620 | $375,075 | 0.17% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 2,956 | $367,371 | 0.17% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 1,433 | $298,450 | 0.14% | |
| IAU |
Ishares Gold Trust
|
Reduced | 3,133 | $276,205 | 0.13% | |
| FHN |
First Horizon Corp
Financial Services
|
Reduced | 11,748 | $267,384 | 0.12% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Reduced | 673 | $250,187 | 0.12% | |
| AMT |
American Tower Corp /Ma/
Real Estate
|
Reduced | 1,384 | $238,850 | 0.11% | |
| VMD |
Viemed Healthcare, Inc.
Healthcare
|
Held | 23,520 | $216,619 | 0.10% |