BCM ADVISORS, LLC — 13F Holdings & Portfolio
CIK 1373017 · latest 13F-HR filed 2026-07-28
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 and exited 3; 32 existing positions rose in reported value and 15 fell.
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.
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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
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
Portfolio map
Q2 26BIV18.6% · +0%GLD13.7% · -2%DFAU11.5% · -3%VTI8.2% · +0%DGRW7.0% · -3%CATH3.9% · -3%JNJ2.0% · +0%AVGO1.9% · 0%XOM1.6% · -0%KO1.6% · 0%SCHD1.5% · +148%ATO1.4% · 0%DUK1.4% · -0%NVDA1.4% · +1%AMD1.2% · 0%CAT1.2% · 0%SGOL1.2% · +3%BRO1.2% · +0%ED1.1% · 0%EPD0.9% · 0%VO0.8% · +4%DFAS0.8% · +4%SPY0.8% · +1%ISTB0.8% · +20%PH0.8% · 0%CL0.8% · +0%DE0.7% · 0%COST0.6% · 0%VLO0.6% · 0%TLT0.6% · 0%AAPL0.6% · -0%PEP0.6% · -0%USMV0.5% · -1%IP0.5% · +0%KMI0.5% · 0%GLDM0.5% · +76%COP0.5% · -0%GD0.5% · +1%ADM0.4% · 0%JBHT0.4% · 0%GIS0.3% · +0%JPM0.3% · 0%MKSI0.3% · 0%IEF0.3% · -54%CNI0.3% · 0%VXUS0.3% · newAFL0.2% · 0%UGI0.2% · 0%CNP0.2% · 0%SYY0.2% · 0%SLB0.2% · 0%TSCO0.2% · +0%AVUV0.2% · newVGSH0.2% · +144%DFGX0.2% · newVYM0.1% · -4%META0.1% · -1%BRK.B0.1% · 0%VEA0.1% · 0%VPU0.1% · -4%
Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.
Sector mix
% of 13F valueSectors from each company's SIC code; funds and ETFs grouped separately.
Biggest buys and sells
Q1 26 → Q2 26Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.
13F assets and positions
3 quartersTotal reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.
Top positions over time
reported valueThe eight largest current positions, valued at each quarter end.
Concentration
top 10 = 70.2%Cumulative share of the portfolio held in the largest N positions.
Firm Profile & Key People
As of the firm’s regulatory filing dated Feb 19, 2026.
Assets Under Management
$775.7M
Discretionary
$775.7M
Employees
9
Accounts
486
Address
1018 HARDING ST., SUITE 104
LAFAYETTE, LA 70503
LAFAYETTE, LA 70503
Phone
(337) 233-7758
Website
Mailing Address
P.O. BOX 51162, LAFAYETTE, LA, 70505
| Name | Title / Status | Ownership | Type |
|---|---|---|---|
| BILLEAUD, JOSEPH, STECKLER Control | MEMBER since Sep 2004 | Less than 5% | Individual |
| BROWN, WARREN, LENOX Control | CHIEF COMPLIANCE OFFICER since Feb 2026 | Less than 5% | Individual |
| CAMPORA, LESLIE, D Control | DIRECTOR OF CLIENT SERVICE since Dec 2025 | Less than 5% | Individual |
| DOMINGUE, ERNEST, HILLE Control | MEMBER since Dec 2009 | Less than 5% | Individual |
| GOSSEN, MONTGOMERY Control | CHIEF OPERATING OFFICER since Jan 2023 | Less than 5% | Individual |
| HOLLAND, GEORGE, WHITFIELD Control | CLIENT RELATIONSHIP MANAGER since Jan 2019 | Less than 5% | Individual |
| JSB INVESTMENT HOLDINGS, INC Control | MEMBER since Mar 2017 | 50–75% | Domestic Entity |
| LOWERY, JONAS, CARROLL Control | CHIEF INVESTMENT OFFICER since Jan 2026 | Less than 5% | Individual |
| MCMENEMON, ERIN, DESPOT Control | CLIENT RELATIONSHIP MANAGER since Aug 2023 | Less than 5% | Individual |
| Price, Kaleb, James Control | CLIENT RELATIONSHIP MANAGER since Aug 2023 | Less than 5% | Individual |
| CAMPORA CAPITAL LLC | MEMBER since Dec 2025 | Less than 5% | Domestic Entity |
| HARDING STREET HOLDINGS, LLC | MEMBER since Mar 2017 | 10–25% | Domestic Entity |
| HOLLAND INVESTMENTS, LLC | MEMBER since Mar 2017 | 10–25% | Domestic Entity |
| IV INVESTMENT HOLDINGS LLC | MEMBER since Dec 2025 | Less than 5% | Domestic Entity |
| KJSQUARED, LLC | MEMBER since Dec 2025 | Less than 5% | Domestic Entity |
| LOWERY INVESTMENT HOLDINGS, LLC | MEMBER since Jan 2024 | 5–10% | Domestic Entity |
| MCCLURE DESPOT, LLC | MEMBER since Jan 2022 | 5–10% | Domestic Entity |
| YCB, LLC | MEMBER since Dec 2020 | 5–10% | Domestic Entity |
| BILLEAUD, JOSEPH, STECKLER Control Indirect owner via JSB INVESTMENT HOLDINGS, INC | MEMBER since Oct 1991 | 75% or more | Individual |
| BROWN, WARREN, LENOX Control Indirect owner via IV INVESTMENT HOLDINGS LLC | MEMBER since Dec 2025 | 75% or more | Individual |
| CAMPORA, LESLIE, D Control Indirect owner via CAMPORA CAPITAL LLC | MEMBER since Dec 2025 | 75% or more | Individual |
| DOMINGUE, ERNEST, HILLE Control Indirect owner via HARDING STREET HOLDINGS, LLC | MEMBER since Mar 2008 | 75% or more | Individual |
| GOSSEN, MONTGOMERY Control Indirect owner via YCB, LLC | MEMBER since Nov 2020 | 75% or more | Individual |
| HOLLAND, GEORGE, WHITFIELD Control Indirect owner via HOLLAND INVESTMENTS, LLC | MEMBER since Dec 2014 | 75% or more | Individual |
| LOWERY, JONAS, CARROLL Control Indirect owner via LOWERY INVESTMENT HOLDINGS, LLC | MEMBER since Jan 2024 | 75% or more | Individual |
| MCMENEMON, ERIN, DESPOT Control Indirect owner via MCCLURE DESPOT, LLC | MEMBER since Feb 2022 | 75% or more | Individual |
| Price, Kaleb, James Control Indirect owner via KJSQUARED, LLC | MEMBER since Dec 2025 | 75% or more | Individual |
Ownership & leadership changes · 10 filings with changes since Jan 24, 2012
From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.
Feb 19, 2026 filing
- AddedBROWN, WARREN, LENOX · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
- AddedBROWN, WARREN, LENOX · MEMBER · 75% or more · indirect via IV INVESTMENT HOLDINGS LLC · control person
- AddedCAMPORA CAPITAL LLC · MEMBER · Less than 5%
- AddedCAMPORA, LESLIE, D · DIRECTOR OF CLIENT SERVICE · Less than 5% · control person
- AddedCAMPORA, LESLIE, D · MEMBER · 75% or more · indirect via CAMPORA CAPITAL LLC · control person
- AddedIV INVESTMENT HOLDINGS LLC · MEMBER · Less than 5%
- AddedKJSQUARED, LLC · MEMBER · Less than 5%
- AddedPrice, Kaleb, James · CLIENT RELATIONSHIP MANAGER · Less than 5% · control person
- AddedPrice, Kaleb, James · MEMBER · 75% or more · indirect via KJSQUARED, LLC · control person
- ChangedBILLEAUD, JOSEPH, STECKLER · title CHIEF INVESTMENT OFFICER → MEMBER
- ChangedDOMINGUE, ERNEST, HILLE · title CHIEF COMPLIANCE OFFICER → MEMBER
- ChangedHOLLAND, GEORGE, WHITFIELD · title DIRECTOR OF ADVISOR SERVICES → CLIENT RELATIONSHIP MANAGER
- ChangedLOWERY, JONAS, CARROLL · title CLIENT RELATIONSHIP MANAGER → CHIEF INVESTMENT OFFICER
- ChangedMCMENEMON, ERIN, DESPOT · now a control person
Feb 18, 2025 filing
- AddedLOWERY INVESTMENT HOLDINGS, LLC · MEMBER · 5–10%
- AddedLOWERY, JONAS, CARROLL · CLIENT RELATIONSHIP MANAGER · Less than 5% · control person
- AddedLOWERY, JONAS, CARROLL · MEMBER · 75% or more · indirect via LOWERY INVESTMENT HOLDINGS, LLC · control person
Feb 9, 2024 filing
- ChangedGOSSEN, MONTGOMERY · title DIRECTOR OF FINANCIAL PLANNING → CHIEF OPERATING OFFICER
- ChangedMCMENEMON, ERIN, DESPOT · title CHIEF GROWTH OFFICER → CLIENT RELATIONSHIP MANAGER
Feb 24, 2022 filing
- AddedMCCLURE DESPOT, LLC · MEMBER · 5–10%
- AddedMCMENEMON, ERIN, DESPOT · CHIEF GROWTH OFFICER · Less than 5%
- AddedMCMENEMON, ERIN, DESPOT · MEMBER · 75% or more · indirect via MCCLURE DESPOT, LLC · control person
Mar 3, 2021 filing
- AddedGOSSEN, MONTGOMERY · DIRECTOR OF FINANCIAL PLANNING · Less than 5% · control person
- AddedGOSSEN, MONTGOMERY · MEMBER · 75% or more · indirect via YCB, LLC · control person
- AddedYCB, LLC · MEMBER · 5–10%
- Listed againBILLEAUD, JOSEPH, STECKLER · MEMBER · 75% or more · indirect via JSB INVESTMENT HOLDINGS, INC · control person
- Listed againDOMINGUE, ERNEST, HILLE · MEMBER · 75% or more · indirect via HARDING STREET HOLDINGS, LLC · control person
- Listed againHOLLAND, GEORGE, WHITFIELD · MEMBER · 75% or more · indirect via HOLLAND INVESTMENTS, LLC · control person
Mar 3, 2020 filing
- ChangedHOLLAND, GEORGE, WHITFIELD · title CHIEF OPERATING OFFICER → DIRECTOR OF ADVISOR SERVICES
Feb 16, 2018 filing
- No longer listedBILLEAUD, JOSEPH, STECKLER · SHAREHOLDER · 75% or more · indirect via JSB INVESTMENT HOLDINGS, INC · control person · listed since Oct 1991
- No longer listedDOMINGUE, ERNEST, HILLE · MEMBER · 75% or more · indirect via HARDING STREET HOLDINGS, LLC · control person · listed since Feb 2017
- No longer listedHOLLAND, GEORGE, WHITFIELD · MEMBER · 75% or more · indirect via HOLLAND INVESTMENTS, LLC · control person · listed since Dec 2014
Apr 21, 2017 filing
- No longer listedJSB INVESTMENT HOLDINGS, LLC · MEMBER · 50–75% · control person · listed since Mar 2017
- AddedBILLEAUD, JOSEPH, STECKLER · SHAREHOLDER · 75% or more · indirect via JSB INVESTMENT HOLDINGS, INC · control person
- AddedDOMINGUE, ERNEST, HILLE · MEMBER · 75% or more · indirect via HARDING STREET HOLDINGS, LLC · control person
- AddedHOLLAND, GEORGE, WHITFIELD · MEMBER · 75% or more · indirect via HOLLAND INVESTMENTS, LLC · control person
- AddedJSB INVESTMENT HOLDINGS, INC · MEMBER · 50–75% · control person
Mar 9, 2017 filing
- AddedHARDING STREET HOLDINGS, LLC · MEMBER · 10–25%
- AddedHOLLAND INVESTMENTS, LLC · MEMBER · 10–25%
- AddedHOLLAND, GEORGE, WHITFIELD · CHIEF OPERATING OFFICER · Less than 5% · control person
- AddedJSB INVESTMENT HOLDINGS, LLC · MEMBER · 50–75% · control person
- ChangedBILLEAUD, JOSEPH, STECKLER · title PRESIDENT → CHIEF INVESTMENT OFFICER; ownership 75% or more → Less than 5%
- ChangedDOMINGUE, ERNEST, HILLE · ownership 10–25% → Less than 5%; now a control person
Feb 11, 2016 filing
- ChangedDOMINGUE, ERNEST, HILLE · ownership Less than 5% → 10–25%
Older changes (1 more filing)
Jan 24, 2012 filing (earliest on record)
- ListedBILLEAUD, JOSEPH, STECKLER · PRESIDENT · 75% or more · control person
- ListedDOMINGUE, ERNEST, HILLE · CHIEF COMPLIANCE OFFICER · Less than 5%
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
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%
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%
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
Exited Positions
- Exxon Mobil Corporation$8.2M
- Winning Brands Corp$15
- Intelligent Highway Solutions Inc$0
BCM ADVISORS, LLC Holdings (2026-06-30)
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 |
Filer Information
Address
P.O. BOX 51162LAFAYETTE, LA 70505
Phone
(337) 233-7758
Filing Manager
BCM ADVISORS, LLC
LAFAYETTE, LA
Signatory
LENOX BROWN
CHIEF COMPLIANCE OFFICER