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BCM ADVISORS, LLC — 13F Holdings & Portfolio

CIK 1373017 · latest 13F-HR filed 2026-07-28

Backtest portfolio

BCM ADVISORS, LLC manages $513.6M in 13F-reported U.S. long-equity assets across 80 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are BIV (18.63%), GLD (13.71%), DFAU (11.54%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 5 new positions, exited 3, added to 32, and trimmed 15.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
P.O. BOX 51162
LAFAYETTE, LA 70505
Phone
(337) 233-7758
Filing Manager
BCM ADVISORS, LLC
LAFAYETTE, LA
Signatory
LENOX BROWN
CHIEF COMPLIANCE OFFICER
Loading holdings…
AUM

$513.6M

Long-equity book

Holdings

80

Distinct positions

Period

2026-06-30

Filed 2026-07-28

Q/Q Activity

+5 / −3 / ↑32 / ↓15

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • Schwab US Dividend$4.7M +162.2%
  • Advanced Micro Devices$2.2M +52.8%
  • Johnson & Johnson$1.6M +17.8%
  • WORLD GOLD TR$978.9K +58.3%
  • Brown & Brown Inc$893.4K +17.6%
Show all 32 →

Top Trims

  • SPDR Gold Share-$9.7M -12.1%
  • Ishares 7-10 Year Trsury-$1.6M -55.1%
  • Broadcom Ltd-$899.7K -8.3%
  • ETFS Gold Trust-$494.0K -7.5%
  • Pepsico Incorporated-$400.4K -12.0%
Show all 15 →

New Positions

  • Exxon Mobil Corporation$8.3M
  • Vanguard Total International Stock ETF$1.3M
  • AMERICAN CENTY ETF TR$848.4K
  • Dimensional Global ex US Cor Fxd Inc ETF$779.0K
  • Vanguard Health Care$201.7K
Show all 5 →

Exited Positions

  • Exxon Mobil Corporation$8.2M
  • Winning Brands Corp$15
  • Intelligent Highway Solutions Inc$0
Show all 3 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 Vanguard Intermediate Bond BIV 921937819 $95.7M 18.63% 1,267,115 SH
2 SPDR Gold Share GLD 78463V107 $70.4M 13.71% 189,286 SH
3 DIMENSIONAL US CORE EQUITY MARKT ETF DFAU 25434V104 $59.3M 11.54% 1,157,030 SH
4 Vanguard Total Stock Mkt VTI 922908769 $42.0M 8.18% 115,200 SH
5 WisdomTree US Quality Dividend Gr ETF DGRW 97717X669 $36.1M 7.03% 378,553 SH
6 S&P500 Catholic Values CATH 37954Y889 $20.1M 3.92% 229,489 SH
7 Johnson & Johnson JNJ 478160104 $10.4M 2.02% 39,425 SH
8 Broadcom Ltd AVGO 11135F101 $9.9M 1.93% 26,018 SH
9 Exxon Mobil Corporation XOM 30233Q108 $8.3M 1.62% 53,050 SH
10 Coca Cola Company KO 191216100 $8.2M 1.60% 99,785 SH
11 Schwab US Dividend SCHD 808524797 $7.5M 1.46% 225,983 SH
12 Atmos Energy Corp ATO 049560105 $7.4M 1.44% 41,319 SH
13 Duke Energy Corporation DUK 26441C204 $7.3M 1.42% 56,072 SH
14 Nvidia Corp NVDA 67066G104 $7.2M 1.40% 34,869 SH
15 Advanced Micro Devices AMD 007903107 $6.4M 1.24% 12,230 SH
16 Caterpillar Inc CAT 149123101 $6.3M 1.22% 7,049 SH
17 ETFS Gold Trust SGOL 00326A104 $6.0M 1.18% 156,755 SH
18 Brown & Brown Inc BRO 115236101 $6.0M 1.16% 88,372 SH
19 Consolidated Edison Inc ED 209115104 $5.4M 1.06% 48,218 SH
20 Enterprise Products Partners L.P. EPD 293792107 $4.8M 0.93% 122,984 SH
21 Vanguard Mid Cap Etf VO 922908629 $4.3M 0.84% 53,733 SH
22 Dimensional US Small Cap ETF DFAS 25434V500 $4.3M 0.84% 53,519 SH
23 S P D R TRUST Unit SR SPY 78462F103 $4.3M 0.83% 5,771 SH
24 Ishares Core 1 5 Year ISTB 46432F859 $4.1M 0.79% 84,993 SH
25 Parker-Hannifin Corp PH 701094104 $3.9M 0.76% 3,971 SH
26 Colgate-Palmolive Co CL 194162103 $3.9M 0.76% 42,809 SH
27 Deere & Co DE 244199105 $3.5M 0.68% 5,548 SH
28 Costco Whsl Corp New COST 22160K105 $3.1M 0.61% 3,335 SH
29 Valero Energy Corp New VLO 91913Y100 $3.0M 0.59% 10,010 SH
30 Ishares Tr Barclays Bond TLT 464287432 $3.0M 0.58% 35,837 SH
31 Apple Inc AAPL 037833100 $2.9M 0.57% 8,811 SH
32 Pepsico Incorporated PEP 713448108 $2.9M 0.57% 21,452 SH
33 iShares MSCI USA Min Volatility USMV 46429B697 $2.8M 0.54% 28,840 SH
34 International Paper Co IP 460146103 $2.8M 0.54% 65,373 SH
35 Kinder Morgan Inc KMI 49456B101 $2.7M 0.52% 81,344 SH
36 WORLD GOLD TR GLDM 98149E303 $2.7M 0.52% 33,154 SH
37 Conocophillips COP 20825C104 $2.6M 0.51% 21,843 SH
38 General Dynamics Corp GD 369550108 $2.6M 0.50% 6,648 SH
39 Archer-Daniels-Midln ADM 039483102 $1.9M 0.38% 22,602 SH
40 JB Hunt Transport Services Inc JBHT 445658107 $1.9M 0.37% 6,512 SH
41 General Mills Inc GIS 370334104 $1.8M 0.34% 48,864 SH
42 J.P. Morgan Chase JPM 46625H100 $1.7M 0.33% 4,779 SH
43 MKSI MKSI 55306N104 $1.6M 0.31% 4,903 SH
44 Ishares 7-10 Year Trsury IEF 464287440 $1.3M 0.26% 14,322 SH
45 Canadian National Railway Co CNI 136375102 $1.3M 0.26% 10,136 SH
46 Vanguard Total International Stock ETF VXUS 921909768 $1.3M 0.25% 15,578 SH
47 Aflac Inc AFL 001055102 $1.3M 0.25% 10,063 SH
48 UGI Corp UGI 902681105 $1.2M 0.23% 32,225 SH
49 Centerpoint Energy CNP 15189T107 $1.1M 0.22% 25,016 SH
50 Sysco Corporation SYY 871829107 $1.1M 0.21% 12,857 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-28 $513.6M 80 0001373017-26-000007
2026-03-31 2026-05-05 $506.9M 78 0001373017-26-000005
2025-12-31 2026-01-26 $521.9M 73 0001373017-26-000001