Investor
BCM ADVISORS, LLC
CIK 0001373017 · filed 2026-05-05 · SEC filing
13F book
$506.9M
Positions
78
6 new · 1 sold
Largest name
19.1%
Vanguard Bd Index Fds
Est. mark
$1.19M
Price effect on 72 names still held. Flow −$16.2M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Vanguard Bd Index Fds | — | 1.26M | $96.8M | 19.1% | −$1.56M | Cut−$5.71M |
| Spdr Gold Tr | — | 193.1K | $80.1M | 15.8% | −$8.36M | Cut−$14.7M |
| Dimensional Etf Trust | — | 1.2M | $59.3M | 11.7% | $2.3M | Cut−$1.04M |
| Vanguard Index Fds | — | 115.1K | $40.7M | 8.0% | $1.54M | Cut−$2.95M |
| Wisdomtree Tr | — | 390.2K | $36.5M | 7.2% | $983.3K | Cut$477.3K |
| Global X Fds | — | 236.8K | $20.4M | 4.0% | $814.7K | Added$834.6K |
| Broadcom Inc. | AVGO | 26K | $10.8M | 2.1% | $2.51M | Held |
| Johnson & Johnson | JNJ | 39.3K | $8.82M | 1.7% | $159.7K | Held |
| Exxon Mobil Corp | — | 53.1K | $8.16M | 1.6% | $992.6K | Added$1M |
| Coca Cola Co | KO | 99.8K | $7.8M | 1.5% | $528.8K | Added$544.3K |
| Atmos Energy Corp | ATO | 41.3K | $7.76M | 1.5% | $926.8K | Held |
| Duke Energy Corp New | — | 56.1K | $7.15M | 1.4% | $562K | Added$563.1K |
| Nvidia Corp | NVDA | 34.4K | $6.84M | 1.3% | $368.7K | Added$435.2K |
| Etfs Gold Tr | — | 152.1K | $6.54M | 1.3% | −$676.8K | Cut−$1.59M |
| Caterpillar Inc | CAT | 7.05K | $6.17M | 1.2% | $1.75M | Added$1.76M |
| Consolidated Edison Inc | ED | 48.2K | $5.29M | 1.0% | $277.7K | Held |
| Brown & Brown, Inc. | BRO | 88.2K | $5.09M | 1.0% | −$1.9M | Held |
| Enterprise Prods Partners L | — | 123K | $4.76M | 0.9% | $692.4K | Held |
| Advanced Micro Devices Inc | AMD | 12.2K | $4.18M | 0.8% | $1M | Held |
| Spdr S&P 500 Etf Tr | — | 5.73K | $4.11M | 0.8% | $164.9K | Cut−$69.5K |
| Vanguard Index Fds | — | 51.5K | $3.97M | 0.8% | −$2.73M | Added$287.1K |
| Dimensional Etf Trust | — | 51.6K | $3.96M | 0.8% | $112.7K | Added$228.3K |
| Colgate Palmolive Co | CL | 42.8K | $3.65M | 0.7% | −$55.1K | Added−$45.9K |
| Parker-Hannifin Corp | PH | 3.97K | $3.45M | 0.7% | −$239.2K | Held |
| Ishares Tr | — | 70.6K | $3.41M | 0.7% | −$37.3K | Added$96K |
| Costco Whsl Corp New | — | 3.33K | $3.38M | 0.7% | $98.5K | Held |
| Pepsico Inc | PEP | 21.6K | $3.33M | 0.7% | $215.7K | Held |
| Deere & Co | DE | 5.55K | $3.21M | 0.6% | $354.9K | Held |
| Ishares Tr | — | 35.8K | $3.04M | 0.6% | −$106.4K | Held |
| Ishares Tr | — | 31.5K | $2.97M | 0.6% | −$49.1K | Cut−$3.72M |
| Schwab Strategic Tr | — | 91K | $2.87M | 0.6% | $24.7K | Added$2.57M |
| Ishares Tr | — | 29.3K | $2.76M | 0.5% | −$15.2K | Cut−$474.7K |
| Conocophillips | COP | 21.9K | $2.74M | 0.5% | $581.6K | Held |
| Kinder Morgan Inc Del | — | 81.3K | $2.64M | 0.5% | $235.9K | Held |
| Valero Energy Corp | — | 10K | $2.52M | 0.5% | $646K | Held |
| Apple Inc. | AAPL | 8.82K | $2.44M | 0.5% | $252.2K | Added$269K |
| General Dynamics Corp | GD | 6.6K | $2.3M | 0.5% | −$93.7K | Held |
| International Paper Co | — | 65.3K | $2.04M | 0.4% | −$773.3K | Cut−$786.5K |
| Archer-Daniels-Midland Co | ADM | 22.6K | $1.72M | 0.3% | $198K | Held |
| World Gold Tr | — | 18.8K | $1.68M | 0.3% | −$72.5K | Added$905.2K |
| General Mls Inc | GIS | 48.7K | $1.68M | 0.3% | −$493K | Held |
| Hunt J B Trans Svcs Inc | — | 6.51K | $1.55M | 0.3% | $205.7K | Held |
| Jpmorgan Chase & Co. | — | 4.78K | $1.47M | 0.3% | $39.8K | Added$281.3K |
| Mks Inc | MKSI | 4.9K | $1.43M | 0.3% | $365.1K | Held |
| Aflac Inc | AFL | 10.1K | $1.14M | 0.2% | $62.8K | Held |
| Ugi Corp New | — | 32.2K | $1.12M | 0.2% | −$127.3K | Held |
| Canadian Natl Ry Co | — | 10.1K | $1.11M | 0.2% | $96.6K | Held |
| Centerpoint Energy Inc | CNP | 25K | $1.08M | 0.2% | $113.6K | Held |
| Slb Limited/Nv | SLB | 18.9K | $1.05M | 0.2% | $122.7K | Held |
| Sysco Corp | SYY | 12.9K | $932K | 0.2% | −$47.8K | Held |
| Tractor Supply Co | — | 28.7K | $928.8K | 0.2% | −$643.3K | Cut−$646.6K |
| Vanguard Whitehall Fds | — | 4.48K | $695.1K | 0.1% | $33.8K | Held |
| Meta Platforms, Inc. | META | 993 | $606.1K | 0.1% | −$47.4K | Added−$39.4K |
| Microsoft Corp | MSFT | 1.37K | $565.4K | 0.1% | −$71.5K | Cut−$124.2K |
| Berkshire Hathaway Inc Del | — | 1.12K | $524.7K | 0.1% | −$11.7K | Held |
| Vanguard Tax-Managed Fds | — | 6.97K | $473.2K | 0.1% | $12.8K | Added$77.3K |
| Vanguard World Fd | — | 2.34K | $470K | 0.1% | $36K | Cut−$123.6K |
| Home Bancorp, Inc. | HBCP | 6.22K | $395.7K | 0.1% | $18.3K | Added$58.2K |
| Amazon Com Inc | AMZN | 1.43K | $389.8K | 0.1% | $44K | Added$69.6K |
| Walmart Inc. | WMT | 2.96K | $385.3K | 0.1% | $36.1K | Added$47.8K |
| Vanguard Admiral Fds Inc | — | 4.91K | $385.1K | 0.1% | — | New |
| Aes Corp | AES | 26.6K | $380.1K | 0.1% | $799 | Held |
| Alphabet Inc | — | 964 | $366K | 0.1% | $46.1K | Added$70.4K |
| Vanguard Scottsdale Fds | — | 5.77K | $336.3K | 0.1% | −$1.93K | Added$109.7K |
| First Horizon Corporation | — | 11.7K | $289.4K | 0.1% | $8.34K | Cut$4.47K |
| Vanguard World Fd | — | 2.73K | $286.3K | 0.1% | −$218.4K | Added$32.6K |
| Ishares Gold Tr | — | 3.13K | $266.2K | 0.1% | −$27.6K | Cut−$77.1K |
| Tesla, Inc. | TSLA | 673 | $264.2K | 0.1% | −$38.1K | Cut−$38.5K |
| American Tower Corp New | — | 1.38K | $250.3K | 0.0% | $2.95K | Cut−$7.42K |
| Infleqtion Inc | — | 20K | $245.6K | 0.0% | — | New |
| Viemed Healthcare, Inc. | VMD | 23.5K | $223K | 0.0% | $50.8K | Held |
| Trane Technologies Plc | TT | 417 | $202.9K | 0.0% | — | New |
| Lithium Chile Inc | — | 40K | $19.1K | 0.0% | $1.98K | Held |
| One World Universe Inc | — | 18.7K | $73 | 0.0% | $2 | Held |
| Winning Brands Corp | — | 147.1K | $15 | 0.0% | — | New |
| Intelligent Highway Solutions Inc | — | 555.6K | $0 | 0.0% | — | New |
| Somatic Systems Inc | — | 1M | $0 | 0.0% | — | New |
| Petroteq Energy Inc | — | 125K | $0 | 0.0% | $0 | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.