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BCM Advisors, LLC

SEC CIK
0001373017
Latest filing
Jul 28, 2026

Holdings in Q1 2022

Holdings as of Mar 31, 2022, filed Apr 29, 2022. Long positions only; changes compare share counts with Q4 2021.

Institution overview
Positions
54
0 vs. Q4 2021
Portfolio value
$377.0M
−$11.6M (−3.0%) vs. Q4 2021
Filed
Apr 29, 2022
SEC
Holdings of BCM Advisors, LLC in Q1 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF572,229$123.3M32.7%+846+0.1%Added–
Vanguard Intermediate-Term Bond ETF921937819ETF722,087$57.1M15.1%+5,779+0.8%Added–
GLDSPDR Gold TrustETF302,447$53.5M14.2%−3,388−1.1%ReducedHistory
iShares Tr46428743220 YR TR BD ETF239,534$29.0M7.7%−1,221−0.5%Reduced–
Global X FDS37954Y889S&P 500 CATHOLIC314,240$16.6M4.4%+4,252+1.4%Added–
JNJJohnson & JohnsonStock39,724$7.39M2.0%00.0%UnchangedHistory
DUKDuke Energy CORPStock60,437$6.88M1.8%−1,193−1.9%ReducedHistory
KOCoca Cola CoStock99,336$6.55M1.7%00.0%UnchangedHistory
ATOAtmos Energy CorpCOM43,279$5.09M1.4%−2,170−4.8%ReducedHistory
EDConsolidated Edison IncStock50,837$4.88M1.3%00.0%UnchangedHistory
SGOLabrdn Gold ETF TrustETF259,023$4.72M1.3%−1,845−0.7%ReducedHistory
XOMExxonMobil Holdings CorpCOM53,924$4.44M1.2%00.0%UnchangedHistory
iShares MSCI USA Min Vol Factor ETF46429B697ETF52,113$3.97M1.1%−90−0.2%Reduced–
SPDR Series Trust78464A664ST LON TREAS ETF111,192$3.87M1.0%+1,272+1.2%Added–
PEPPepsiCo IncStock21,759$3.78M1.0%00.0%UnchangedHistory
GISGeneral Mills IncStock52,322$3.78M1.0%00.0%UnchangedHistory
CLColgate Palmolive CoStock45,732$3.74M1.0%00.0%UnchangedHistory
EPDEnterprise Products Partners L.P.Stock122,984$3.19M0.8%00.0%UnchangedHistory
SPYSPDR S&P 500 ETF TrustETF6,206$2.66M0.7%−509−7.6%ReducedHistory
DEDeere & CoStock5,493$2.12M0.6%−65−1.2%ReducedHistory
ADMArcher-Daniels-Midland CoStock22,495$2.05M0.5%00.0%UnchangedHistory
COPConocoPhillipsStock21,750$1.99M0.5%00.0%UnchangedHistory
COSTCostco Wholesale CorpStock3,263$1.85M0.5%00.0%UnchangedHistory
GDGeneral Dynamics CorpStock6,575$1.57M0.4%00.0%UnchangedHistory
CATCaterpillar IncStock7,000$1.52M0.4%00.0%UnchangedHistory
DDominion Energy, IncStock17,900$1.51M0.4%00.0%UnchangedHistory
KMIKinder Morgan, Inc.Stock81,000$1.51M0.4%00.0%UnchangedHistory
AVGOBroadcom Inc.Stock2,525$1.48M0.4%00.0%UnchangedHistory
PPLPPL CorpCOM47,628$1.42M0.4%00.0%UnchangedHistory
IPInternational Paper CoCOM28,000$1.33M0.4%00.0%UnchangedHistory
SYYSysco CorpStock12,800$1.15M0.3%00.0%UnchangedHistory
LHXL3HARRIS Technologies, Inc.Stock4,706$1.14M0.3%00.0%UnchangedHistory
JBHTHunt J B Transport Services IncCOM6,500$1.13M0.3%00.0%UnchangedHistory
AMDAdvanced Micro Devices IncStock12,000$1.09M0.3%00.0%UnchangedHistory
VLOValero Energy CorpStock10,000$1.01M0.3%00.0%UnchangedHistory
HONHoneywell International IncCOM4,500$863.0K0.2%00.0%UnchangedHistory
PHParker-Hannifin CorpStock3,033$844.0K0.2%00.0%UnchangedHistory
CNPCenterpoint Energy IncCOM25,000$794.0K0.2%00.0%UnchangedHistory
UGIUgi CorpStock20,715$752.0K0.2%00.0%UnchangedHistory
AFLAflac IncStock10,000$624.0K0.2%00.0%UnchangedHistory
Vanguard Morningstar Mid-Cap ETF922908629ETF2,641$601.0K0.2%+3+0.1%Added–
Dimensional U.S. Small Cap ETF25434V500ETF11,125$599.0K0.2%+651+6.2%Added–
NVDANVIDIA CorpStock3,000$597.0K0.2%00.0%UnchangedHistory
AESAES CorpStock26,600$587.0K0.2%00.0%UnchangedHistory
AAPLApple Inc.Stock3,451$562.0K0.1%−300−8.0%ReducedHistory
AMTAmerican Tower CorpREIT1,500$389.0K0.1%−100−6.3%ReducedHistory
Vanguard BD Index FDS921937793LONG TERM BOND3,339$282.0K0.1%+3,339New–
HBCPHome Bancorp, Inc.COM6,633$271.0K0.1%+29+0.4%AddedHistory
PFEPfizer IncStock5,074$248.0K0.1%00.0%UnchangedHistory
CVXChevron CorpStock1,543$243.0K0.1%00.0%UnchangedHistory
BRK.BBerkshire Hathaway IncStock650$219.0K0.1%00.0%UnchangedHistory
Vanguard Consumer Staples ETF92204A207ETF1,000$205.0K0.1%+1,000New–
VMDViemed Healthcare, Inc.COM16,770$86.0K<0.1%00.0%UnchangedHistory
Lithium Chile Inc53681G109COM20,000$14.0K<0.1%00.0%Unchanged–

Sold out since Q4 2021 (2)

Positions held at the end of Q4 2021 that are gone from this filing.

Positions of BCM Advisors, LLC sold out since Q4 2021
SecurityClassShares in Q4 2021Value in Q4 2021% of portfolio in Q4 2021History
METAMeta Platforms, Inc.Stock892$279.0K0.1%History
MSFTMicrosoft CorpStock647$201.0K0.1%History