Skip to main content

BCM Advisors, LLC

SEC CIK
0001373017
Latest filing
Jul 28, 2026

Holdings in Q2 2022

Holdings as of Jun 30, 2022, filed Jul 28, 2022. Long positions only; changes compare share counts with Q1 2022.

Institution overview
Positions
57
+3 vs. Q1 2022
Portfolio value
$363.3M
−$13.7M (−3.6%) vs. Q1 2022
Filed
Jul 28, 2022
SEC
Holdings of BCM Advisors, LLC in Q2 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF299,440$59.3M16.3%−272,789−47.7%Reduced–
Vanguard Intermediate-Term Bond ETF921937819ETF696,621$54.9M15.1%−25,466−3.5%Reduced–
GLDSPDR Gold TrustETF275,610$44.2M12.2%−26,837−8.9%ReducedHistory
Vanguard Consumer Staples ETF92204A207ETF210,951$40.0M11.0%+209,951+20,995.1%Added–
iShares Tr46428743220 YR TR BD ETF250,370$29.4M8.1%+10,836+4.5%Added–
Vanguard Health Care ETF92204A504ETF107,340$25.9M7.1%+107,340New–
Global X FDS37954Y889S&P 500 CATHOLIC169,927$8.20M2.3%−144,313−45.9%Reduced–
JNJJohnson & JohnsonStock39,686$6.84M1.9%−38−0.1%ReducedHistory
DUKDuke Energy CORPStock60,637$6.43M1.8%+200+0.3%AddedHistory
KOCoca Cola CoStock99,336$6.18M1.7%00.0%UnchangedHistory
ATOAtmos Energy CorpCOM42,979$4.93M1.4%−300−0.7%ReducedHistory
XOMExxonMobil Holdings CorpCOM53,944$4.85M1.3%+200.0%AddedHistory
EDConsolidated Edison IncStock50,837$4.78M1.3%00.0%UnchangedHistory
BROBrown & Brown, Inc.Stock75,799$4.73M1.3%+75,799NewHistory
SPDR Series Trust78464A664ST LON TREAS ETF116,034$3.92M1.1%+4,842+4.4%Added–
GISGeneral Mills IncStock52,322$3.88M1.1%00.0%UnchangedHistory
SGOLabrdn Gold ETF TrustETF225,698$3.72M1.0%−33,325−12.9%ReducedHistory
PEPPepsiCo IncStock21,759$3.70M1.0%00.0%UnchangedHistory
iShares MSCI USA Min Vol Factor ETF46429B697ETF50,273$3.60M1.0%−1,840−3.5%Reduced–
CLColgate Palmolive CoStock45,732$3.56M1.0%00.0%UnchangedHistory
Vanguard BD Index FDS921937793LONG TERM BOND43,304$3.54M1.0%+39,965+1,196.9%Added–
EPDEnterprise Products Partners L.P.Stock122,984$3.21M0.9%00.0%UnchangedHistory
SPYSPDR S&P 500 ETF TrustETF6,206$2.46M0.7%00.0%UnchangedHistory
COPConocoPhillipsStock21,806$2.01M0.6%+56+0.3%AddedHistory
DEDeere & CoStock5,493$1.77M0.5%00.0%UnchangedHistory
COSTCostco Wholesale CorpStock3,263$1.73M0.5%00.0%UnchangedHistory
ADMArcher-Daniels-Midland CoStock22,555$1.71M0.5%+60+0.3%AddedHistory
KMIKinder Morgan, Inc.Stock81,000$1.46M0.4%00.0%UnchangedHistory
GDGeneral Dynamics CorpStock6,575$1.44M0.4%00.0%UnchangedHistory
DDominion Energy, IncStock17,900$1.41M0.4%00.0%UnchangedHistory
UGIUgi CorpStock32,225$1.34M0.4%+11,510+55.6%AddedHistory
PPLPPL CorpCOM47,628$1.33M0.4%00.0%UnchangedHistory
AVGOBroadcom Inc.Stock2,535$1.30M0.4%+10+0.4%AddedHistory
CATCaterpillar IncStock7,000$1.27M0.4%00.0%UnchangedHistory
IPInternational Paper CoCOM28,000$1.22M0.3%00.0%UnchangedHistory
JBHTHunt J B Transport Services IncCOM6,500$1.13M0.3%00.0%UnchangedHistory
SYYSysco CorpStock12,800$1.13M0.3%00.0%UnchangedHistory
VLOValero Energy CorpStock10,000$1.09M0.3%00.0%UnchangedHistory
LHXL3HARRIS Technologies, Inc.Stock4,713$1.07M0.3%+7+0.1%AddedHistory
AMDAdvanced Micro Devices IncStock12,030$1.05M0.3%+30+0.3%AddedHistory
HONHoneywell International IncCOM4,526$820.0K0.2%+26+0.6%AddedHistory
PHParker-Hannifin CorpStock3,033$811.0K0.2%00.0%UnchangedHistory
CNPCenterpoint Energy IncCOM25,000$753.0K0.2%00.0%UnchangedHistory
Dimensional U.S. Small Cap ETF25434V500ETF13,704$699.0K0.2%+2,579+23.2%Added–
Vanguard Morningstar Mid-Cap ETF922908629ETF3,288$681.0K0.2%+647+24.5%Added–
AFLAflac IncStock10,000$561.0K0.2%00.0%UnchangedHistory
AESAES CorpStock26,600$532.0K0.1%00.0%UnchangedHistory
AAPLApple Inc.Stock3,451$528.0K0.1%00.0%UnchangedHistory
NVDANVIDIA CorpStock3,030$516.0K0.1%+30+1.0%AddedHistory
AMTAmerican Tower CorpREIT1,559$401.0K0.1%+59+3.9%AddedHistory
Dimensional U.S. Core Equity 2 ETF25434V708ETF11,700$287.0K0.1%+11,700New–
PFEPfizer IncStock5,440$282.0K0.1%+366+7.2%AddedHistory
HBCPHome Bancorp, Inc.COM6,667$250.0K0.1%+34+0.5%AddedHistory
CVXChevron CorpStock1,543$229.0K0.1%00.0%UnchangedHistory
BRK.BBerkshire Hathaway IncStock783$225.0K0.1%+133+20.5%AddedHistory
VMDViemed Healthcare, Inc.COM16,770$131.0K<0.1%00.0%UnchangedHistory
Lithium Chile Inc53681G109COM20,000$9.00K<0.1%00.0%Unchanged–