BCM ADVISORS, LLC
Top Portfolio Positions
53 positions ·
$225,476,593 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GLD |
Spdr Gold Trust
|
193,125 | $83,099,756 | 36.86% | |
| JNJ |
Johnson & Johnson
Healthcare
|
39,335 | $9,615,047 | 4.26% | |
| XOM |
Exxon Mobil Corp
Energy
|
53,083 | $9,006,061 | 3.99% | |
| AVGO |
Broadcom Inc.
Technology
|
26,018 | $8,052,831 | 3.57% | |
| ATO |
Atmos Energy Corp
Utilities
|
41,319 | $7,632,445 | 3.39% | |
| KO |
Coca Cola Co
Consumer Defensive
|
99,785 | $7,588,649 | 3.37% | |
| DUK |
Duke Energy CORP
Utilities
|
56,095 | $7,345,079 | 3.26% | |
| SGOL |
abrdn Gold ETF Trust
|
152,095 | $6,786,478 | 3.01% | |
| NVDA |
Nvidia Corp
Technology
|
34,444 | $6,007,033 | 2.66% | |
| BRO |
Brown & Brown, Inc.
Financial Services
|
88,234 | $5,753,739 | 2.55% |
Portfolio Trend
25 quarters · across all stocks
Holdings in SGOL
Shares Held
Position Value (USD)
24 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,786,478 | 152,095 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $7,035,648 | 171,267 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $6,476,756 | 175,951 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $6,266,966 | 198,699 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $5,844,481 | 195,992 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $5,124,278 | 204,562 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $5,705,464 | 227,038 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $5,186,947 | 233,436 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $5,196,344 | 244,649 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $4,796,918 | 243,005 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $4,237,621 | 239,549 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $4,454,927 | 242,511 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $4,476,775 | 237,243 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $4,117,207 | 235,673 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $3,703,549 | 232,635 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $3,911,346 | 225,698 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $4,812,647 | 259,023 | Shares | Sole | 2022-04-29 | |
| 2021-09-30 | $3,857,992 | 228,961 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $3,840,691 | 226,056 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $3,636,618 | 221,745 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $3,820,172 | 208,981 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $3,614,790 | 199,162 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $3,704,262 | 216,118 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $3,301,806 | 217,941 | Shares | Sole | 2020-04-23 | |
| No 13F history on record for this holder in this stock. | ||||||