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BCM Advisors, LLC

SEC CIK
0001373017
Latest filing
Jul 28, 2026

Holdings in Q3 2021

Holdings as of Sep 30, 2021, filed Nov 1, 2021. Long positions only; changes compare share counts with Q2 2021.

Institution overview
Positions
52
−2 vs. Q2 2021
Portfolio value
$374.5M
+$5.24M (+1.4%) vs. Q2 2021
Filed
Nov 1, 2021
SEC
Holdings of BCM Advisors, LLC in Q3 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF568,690$131.7M35.2%+12,059+2.2%Added–
Vanguard Intermediate-Term Bond ETF921937819ETF611,629$54.3M14.5%+11,628+1.9%Added–
GLDSPDR Gold TrustETF279,491$46.1M12.3%+3,290+1.2%AddedHistory
iShares Tr46428743220 YR TR BD ETF221,921$32.3M8.6%−410−0.2%Reduced–
Global X FDS37954Y889S&P 500 CATHOLIC332,924$18.6M5.0%−1570.0%Reduced–
JNJJohnson & JohnsonStock41,426$6.63M1.8%00.0%UnchangedHistory
DUKDuke Energy CORPStock62,823$6.27M1.7%−10.0%ReducedHistory
KOCoca Cola CoStock99,336$5.36M1.4%00.0%UnchangedHistory
SOSouthern CoStock71,158$4.44M1.2%−1,880−2.6%ReducedHistory
SPDR Series Trust78464A664ST LON TREAS ETF103,727$4.32M1.2%−220.0%Reduced–
ATOAtmos Energy CorpCOM45,449$4.14M1.1%00.0%UnchangedHistory
iShares MSCI USA Min Vol Factor ETF46429B697ETF53,547$4.06M1.1%−4,242−7.3%Reduced–
SGOLabrdn Gold ETF TrustETF228,961$3.88M1.0%+2,905+1.3%AddedHistory
EDConsolidated Edison IncStock50,837$3.71M1.0%−762−1.5%ReducedHistory
CLColgate Palmolive CoStock45,732$3.44M0.9%00.0%UnchangedHistory
PEPPepsiCo IncStock21,759$3.44M0.9%00.0%UnchangedHistory
XOMExxonMobil Holdings CorpCOM53,924$3.37M0.9%00.0%UnchangedHistory
GISGeneral Mills IncStock52,322$3.22M0.9%−1,632−3.0%ReducedHistory
EPDEnterprise Products Partners L.P.Stock122,984$3.02M0.8%−2,554−2.0%ReducedHistory
SPYSPDR S&P 500 ETF TrustETF6,198$2.77M0.7%−2,660−30.0%ReducedHistory
DEDeere & CoStock5,633$1.87M0.5%−25−0.4%ReducedHistory
COPConocoPhillipsStock21,750$1.62M0.4%00.0%UnchangedHistory
COSTCostco Wholesale CorpStock3,263$1.51M0.4%00.0%UnchangedHistory
KMIKinder Morgan, Inc.Stock81,000$1.50M0.4%00.0%UnchangedHistory
IPInternational Paper CoCOM28,000$1.48M0.4%00.0%UnchangedHistory
ADMArcher-Daniels-Midland CoStock22,495$1.44M0.4%00.0%UnchangedHistory
AMDAdvanced Micro Devices IncStock12,000$1.40M0.4%00.0%UnchangedHistory
CATCaterpillar IncStock7,000$1.39M0.4%00.0%UnchangedHistory
PPLPPL CorpCOM47,628$1.36M0.4%00.0%UnchangedHistory
GDGeneral Dynamics CorpStock6,575$1.36M0.4%00.0%UnchangedHistory
AXA SA054536107COM46,000$1.28M0.3%00.0%Unchanged–
AVGOBroadcom Inc.Stock2,525$1.27M0.3%00.0%UnchangedHistory
JBHTHunt J B Transport Services IncCOM6,500$1.23M0.3%00.0%UnchangedHistory
LHXL3HARRIS Technologies, Inc.Stock4,706$1.12M0.3%00.0%UnchangedHistory
SYYSysco CorpStock12,800$1.04M0.3%00.0%UnchangedHistory
HONHoneywell International IncCOM4,500$993.0K0.3%00.0%UnchangedHistory
VLOValero Energy CorpStock10,000$781.0K0.2%00.0%UnchangedHistory
DDominion Energy, IncStock10,200$734.0K0.2%00.0%UnchangedHistory
NVDANVIDIA CorpStock3,000$667.0K0.2%+3,000NewHistory
CNPCenterpoint Energy IncCOM25,000$655.0K0.2%00.0%UnchangedHistory
AESAES CorpStock26,600$634.0K0.2%00.0%UnchangedHistory
AAPLApple Inc.Stock4,067$596.0K0.2%00.0%UnchangedHistory
AFLAflac IncStock10,000$552.0K0.1%00.0%UnchangedHistory
Invesco Exch Traded FD Tr II46138E198S&P MIDCP LOW9,701$529.0K0.1%−1,103−10.2%Reduced–
AMTAmerican Tower CorpREIT1,686$452.0K0.1%00.0%UnchangedHistory
Vanguard Morningstar Mid-Cap ETF922908629ETF1,639$407.0K0.1%+185+12.7%Added–
BRK.BBerkshire Hathaway IncStock1,350$381.0K0.1%+500+58.8%AddedHistory
Dimensional U.S. Small Cap ETF25434V500ETF6,342$376.0K0.1%+6,342New–
METAMeta Platforms, Inc.Stock840$282.0K0.1%00.0%UnchangedHistory
HBCPHome Bancorp, Inc.COM6,576$258.0K0.1%+30+0.5%AddedHistory
PFEPfizer IncStock5,074$210.0K0.1%00.0%UnchangedHistory
VMDViemed Healthcare, Inc.COM10,745$61.0K<0.1%00.0%UnchangedHistory

Sold out since Q2 2021 (4)

Positions held at the end of Q2 2021 that are gone from this filing.

Positions of BCM Advisors, LLC sold out since Q2 2021
SecurityClassShares in Q2 2021Value in Q2 2021% of portfolio in Q2 2021History
VZVerizon Communications IncStock54,162$3.02M0.8%History
Vanguard Morningstar Small-Cap ETF922908751ETF1,420$301.0K0.1%–
MSFTMicrosoft CorpStock851$236.0K0.1%History
RedHawk Holdings Corp75746Q103COM500,000$3.00K<0.1%–