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BCM Advisors, LLC

SEC CIK
0001373017
Latest filing
Jul 28, 2026

Holdings in Q4 2021

Holdings as of Dec 31, 2021, filed Feb 2, 2022. Long positions only; changes compare share counts with Q3 2021.

Institution overview
Positions
54
+2 vs. Q3 2021
Portfolio value
$388.6M
+$14.1M (+3.8%) vs. Q3 2021
Filed
Feb 2, 2022
SEC
Holdings of BCM Advisors, LLC in Q4 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF571,383$129.6M33.3%+2,693+0.5%Added–
Vanguard Intermediate-Term Bond ETF921937819ETF716,308$61.4M15.8%+104,679+17.1%Added–
GLDSPDR Gold TrustETF305,835$51.4M13.2%+26,344+9.4%AddedHistory
iShares Tr46428743220 YR TR BD ETF240,755$34.3M8.8%+18,834+8.5%Added–
Global X FDS37954Y889S&P 500 CATHOLIC309,988$17.2M4.4%−22,936−6.9%Reduced–
JNJJohnson & JohnsonStock39,724$6.84M1.8%−1,702−4.1%ReducedHistory
DUKDuke Energy CORPStock61,630$6.47M1.7%−1,193−1.9%ReducedHistory
KOCoca Cola CoStock99,336$6.06M1.6%00.0%UnchangedHistory
ATOAtmos Energy CorpCOM45,449$4.87M1.3%00.0%UnchangedHistory
SGOLabrdn Gold ETF TrustETF260,868$4.50M1.2%+31,907+13.9%AddedHistory
SPDR Series Trust78464A664ST LON TREAS ETF109,920$4.46M1.1%+6,193+6.0%Added–
EDConsolidated Edison IncStock50,837$4.39M1.1%00.0%UnchangedHistory
XOMExxonMobil Holdings CorpCOM53,924$4.10M1.1%00.0%UnchangedHistory
iShares MSCI USA Min Vol Factor ETF46429B697ETF52,203$3.97M1.0%−1,344−2.5%Reduced–
PEPPepsiCo IncStock21,759$3.78M1.0%00.0%UnchangedHistory
CLColgate Palmolive CoStock45,732$3.77M1.0%00.0%UnchangedHistory
GISGeneral Mills IncStock52,322$3.59M0.9%00.0%UnchangedHistory
SPYSPDR S&P 500 ETF TrustETF6,715$3.02M0.8%+517+8.3%AddedHistory
EPDEnterprise Products Partners L.P.Stock122,984$2.91M0.7%00.0%UnchangedHistory
DEDeere & CoStock5,558$2.09M0.5%−75−1.3%ReducedHistory
COPConocoPhillipsStock21,750$1.93M0.5%00.0%UnchangedHistory
ADMArcher-Daniels-Midland CoStock22,495$1.69M0.4%00.0%UnchangedHistory
COSTCostco Wholesale CorpStock3,263$1.65M0.4%00.0%UnchangedHistory
AVGOBroadcom Inc.Stock2,525$1.48M0.4%00.0%UnchangedHistory
DDominion Energy, IncStock17,900$1.44M0.4%+7,700+75.5%AddedHistory
PPLPPL CorpCOM47,628$1.41M0.4%00.0%UnchangedHistory
CATCaterpillar IncStock7,000$1.41M0.4%00.0%UnchangedHistory
KMIKinder Morgan, Inc.Stock81,000$1.41M0.4%00.0%UnchangedHistory
GDGeneral Dynamics CorpStock6,575$1.40M0.4%00.0%UnchangedHistory
AMDAdvanced Micro Devices IncStock12,000$1.37M0.4%00.0%UnchangedHistory
IPInternational Paper CoCOM28,000$1.35M0.3%00.0%UnchangedHistory
JBHTHunt J B Transport Services IncCOM6,500$1.25M0.3%00.0%UnchangedHistory
SYYSysco CorpStock12,800$1.00M0.3%00.0%UnchangedHistory
LHXL3HARRIS Technologies, Inc.Stock4,706$985.0K0.3%00.0%UnchangedHistory
PHParker-Hannifin CorpStock3,033$940.0K0.2%+3,033NewHistory
UGIUgi CorpStock20,715$939.0K0.2%+20,715NewHistory
HONHoneywell International IncCOM4,500$920.0K0.2%00.0%UnchangedHistory
VLOValero Energy CorpStock10,000$830.0K0.2%00.0%UnchangedHistory
NVDANVIDIA CorpStock3,000$735.0K0.2%00.0%UnchangedHistory
CNPCenterpoint Energy IncCOM25,000$709.0K0.2%00.0%UnchangedHistory
AAPLApple Inc.Stock3,751$656.0K0.2%−316−7.8%ReducedHistory
AFLAflac IncStock10,000$628.0K0.2%00.0%UnchangedHistory
Vanguard Morningstar Mid-Cap ETF922908629ETF2,638$619.0K0.2%+999+61.0%Added–
AESAES CorpStock26,600$590.0K0.2%00.0%UnchangedHistory
Dimensional U.S. Small Cap ETF25434V500ETF10,474$581.0K0.1%+4,132+65.2%Added–
AMTAmerican Tower CorpREIT1,600$402.0K0.1%−86−5.1%ReducedHistory
METAMeta Platforms, Inc.Stock892$279.0K0.1%+52+6.2%AddedHistory
PFEPfizer IncStock5,074$267.0K0.1%00.0%UnchangedHistory
HBCPHome Bancorp, Inc.COM6,604$257.0K0.1%+28+0.4%AddedHistory
BRK.BBerkshire Hathaway IncStock650$203.0K0.1%−700−51.9%ReducedHistory
CVXChevron CorpStock1,543$203.0K0.1%+1,543NewHistory
MSFTMicrosoft CorpStock647$201.0K0.1%+647NewHistory
VMDViemed Healthcare, Inc.COM16,770$78.0K<0.1%+6,025+56.1%AddedHistory
Lithium Chile Inc53681G109COM20,000$15.0K<0.1%+20,000New–

Sold out since Q3 2021 (3)

Positions held at the end of Q3 2021 that are gone from this filing.

Positions of BCM Advisors, LLC sold out since Q3 2021
SecurityClassShares in Q3 2021Value in Q3 2021% of portfolio in Q3 2021History
SOSouthern CoStock71,158$4.44M1.2%History
AXA SA054536107COM46,000$1.28M0.3%–
Invesco Exch Traded FD Tr II46138E198S&P MIDCP LOW9,701$529.0K0.1%–