Investor
TCM Advisors, LLC
CIK 0001911491 · filed 2026-05-14 · SEC filing
13F book
$1.36B
Positions
64
2 new · 0 sold
Largest name
2.4%
Invesco Qqq Tr
Est. mark
−$1.19M
Price effect on 62 names still held. Flow $3.58M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Invesco Qqq Tr | — | 56.6K | $32.7M | 2.4% | −$2.06M | Added−$1.43M |
| Ishares Tr | — | 159.5K | $13.8M | 1.0% | −$73.8K | Added$134.2K |
| Spdr Gold Tr | — | 30.1K | $13M | 1.0% | $1.01M | Added$1.13M |
| Spdr Series Trust | — | 101.7K | $9.32M | 0.7% | $26.4K | Cut−$1.67M |
| Ishares Silver Tr | — | 43.9K | $2.99M | 0.2% | — | New |
| Ishares Tr | — | 31.3K | $2.96M | 0.2% | $20.5K | Added$86.7K |
| Ford Mtr Co | — | 163.4K | $1.89M | 0.1% | −$253.4K | Added−$219.4K |
| Lockheed Martin Corp | LMT | 2.63K | $1.59M | 0.1% | $317.9K | Held |
| Cummins Inc | CMI | 2.9K | $1.56M | 0.1% | $80K | Cut$28.9K |
| Chevron Corp New | CVX | 7.12K | $1.47M | 0.1% | $387.9K | Cut$357.4K |
| Reliance, Inc. | RS | 4.7K | $1.43M | 0.1% | $70.7K | Cut$13K |
| Ishares Bitcoin Trust Etf | IBIT | 34.7K | $1.33M | 0.1% | −$298.3K | Added$13.3K |
| Hasbro, Inc. | HAS | 13.4K | $1.26M | 0.1% | $155.6K | Cut$139.2K |
| Coca Cola Co | KO | 16.2K | $1.23M | 0.1% | $99.4K | Cut$78.4K |
| Lowes Cos Inc | — | 4.88K | $1.15M | 0.1% | −$23.3K | Added$321 |
| Ryder Sys Inc | — | 5.3K | $1.08M | 0.1% | $70.6K | Cut$32.3K |
| Archer-Daniels-Midland Co | ADM | 14.9K | $1.08M | 0.1% | $226.8K | Cut$192.3K |
| Cisco Sys Inc | — | 13.2K | $1.02M | 0.1% | $7.39K | Cut−$35K |
| At&T Inc | — | 34.2K | $991.1K | 0.1% | $141.7K | Added$143.1K |
| Pfizer Inc | PFE | 35.2K | $989.5K | 0.1% | $107.5K | Added$148.2K |
| Medtronic Plc | MDT | 11.2K | $972K | 0.1% | −$99K | Added−$38.3K |
| Freeport-Mcmoran Inc | FCX | 16.4K | $965K | 0.1% | $131.2K | Cut−$16.1K |
| Walmart Inc. | WMT | 7.7K | $957K | 0.1% | $99.1K | Cut−$1.17K |
| Visa Inc. | V | 3.07K | $928.5K | 0.1% | −$148.9K | Held |
| Berkshire Hathaway Inc Del | — | 1.9K | $912.4K | 0.1% | −$44.6K | Cut−$45.2K |
| Price T Rowe Group Inc | TROW | 9.82K | $885K | 0.1% | −$103K | Added$23.2K |
| Omnicom Group Inc. | OMC | 11.7K | $882.5K | 0.1% | −$61.6K | Added−$31.4K |
| Service Corp Intl | — | 10.6K | $876.1K | 0.1% | $45.9K | Added$87.2K |
| Texas Instrs Inc | — | 4.4K | $854.2K | 0.1% | $90.9K | Cut$38.8K |
| Jpmorgan Chase & Co. | — | 2.83K | $832.8K | 0.1% | −$79.4K | Cut−$88.5K |
| Entergy Corp New | — | 7.4K | $831.5K | 0.1% | $147.5K | Cut$119.8K |
| Eaton Corp Plc | ETN | 2.29K | $819.1K | 0.1% | $89.7K | Held |
| Unitedhealth Group Inc | UNH | 3K | $811.8K | 0.1% | −$127.9K | Added$102.4K |
| United Parcel Service Inc | UPS | 7.92K | $779K | 0.1% | −$6.41K | Cut−$16.3K |
| Eastman Chem Co | — | 9.72K | $741.7K | 0.1% | $113.9K | Added$159.7K |
| Metlife Inc | — | 10.4K | $735.5K | 0.1% | −$78.1K | Added−$14.4K |
| Fastenal Co | FAST | 15.1K | $700.6K | 0.1% | $94.7K | Cut$26.5K |
| American Eagle Outfitters In | — | 41.5K | $692.2K | 0.1% | −$397K | Added−$390.3K |
| Delta Air Lines Inc Del | DAL | 10.4K | $689.7K | 0.1% | −$30.3K | Cut−$37.2K |
| NIKE, Inc. | NKE | 12.6K | $666.5K | 0.0% | −$122.2K | Added−$48.2K |
| International Business Machs | — | 2.7K | $654.5K | 0.0% | −$145.3K | Held |
| Mcdonalds Corp | MCD | 2.1K | $652.7K | 0.0% | $10.8K | Held |
| Paychex Inc | PAYX | 7K | $644.8K | 0.0% | −$105.2K | Added$56.8K |
| Harley-Davidson, Inc. | HOG | 31.3K | $633.3K | 0.0% | −$7.08K | Added$96K |
| Philip Morris Intl Inc | — | 3.82K | $631.3K | 0.0% | $18.9K | Cut$2.82K |
| AbbVie Inc. | ABBV | 2.9K | $630.7K | 0.0% | −$31.9K | Held |
| International Paper Co | — | 17.2K | $614K | 0.0% | −$58.7K | Added−$12.3K |
| D R Horton Inc | — | 4.46K | $611.9K | 0.0% | −$29.3K | Added−$8.76K |
| Hilton Worldwide Hldgs Inc | — | 2K | $608.2K | 0.0% | $33.7K | Held |
| Union Pac Corp | — | 2.48K | $600.5K | 0.0% | $25.7K | Added$74.2K |
| Disney Walt Co | — | 6.2K | $597.8K | 0.0% | −$95.7K | Added−$28.2K |
| Whirlpool Corp | — | 10.6K | $572.5K | 0.0% | −$186.2K | Added−$164.6K |
| Illinois Tool Wks Inc | — | 2.1K | $546.6K | 0.0% | $29.4K | Held |
| Zebra Technologies Corporati | — | 2.6K | $543.6K | 0.0% | −$60.7K | Added$106.5K |
| Intercontinental Exchange In | — | 3.46K | $543.4K | 0.0% | −$15.7K | Added$26 |
| Tidal Trust Iii | — | 27.7K | $499.7K | 0.0% | −$20K | Cut−$213K |
| Waste Mgmt Inc Del | — | 2K | $459.6K | 0.0% | $20.2K | Held |
| Block H & R Inc | — | 14.4K | $457.1K | 0.0% | −$106.6K | Added$64.8K |
| Apple Inc. | AAPL | 1.54K | $391.3K | 0.0% | −$27.9K | Cut−$30.3K |
| Cracker Barrel Old Ctry Stor | — | 12.3K | $346.3K | 0.0% | $29K | Added$74K |
| Procter And Gamble Co | PG | 2.2K | $317.8K | 0.0% | $2.49K | Held |
| Vaneck Etf Trust | — | 1.7K | $226.4K | 0.0% | — | New |
| Ishares Tr | — | 118 | $29.3K | 0.0% | $217 | Cut−$29 |
| Spdr Dow Jones Indl Average | — | 11 | $5.09K | 0.0% | −$191 | 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.