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.
- Positions
- 57
- +3 vs. Q1 2022
- Portfolio value
- $363.3M
- −$13.7M (−3.6%) vs. Q1 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Lithium Chile Inc53681G109 | COM | 20,000 | $9.00K | <0.1% | 00.0% | Unchanged | – |
| VMDViemed Healthcare, Inc. | COM | 16,770 | $131.0K | <0.1% | 00.0% | Unchanged | History |
| BRK.BBerkshire Hathaway Inc | Stock | 783 | $225.0K | 0.1% | +133+20.5% | Added | History |
| CVXChevron Corp | Stock | 1,543 | $229.0K | 0.1% | 00.0% | Unchanged | History |
| HBCPHome Bancorp, Inc. | COM | 6,667 | $250.0K | 0.1% | +34+0.5% | Added | History |
| PFEPfizer Inc | Stock | 5,440 | $282.0K | 0.1% | +366+7.2% | Added | History |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 11,700 | $287.0K | 0.1% | +11,700 | New | – |
| AMTAmerican Tower Corp | REIT | 1,559 | $401.0K | 0.1% | +59+3.9% | Added | History |
| NVDANVIDIA Corp | Stock | 3,030 | $516.0K | 0.1% | +30+1.0% | Added | History |
| AAPLApple Inc. | Stock | 3,451 | $528.0K | 0.1% | 00.0% | Unchanged | History |
| AESAES Corp | Stock | 26,600 | $532.0K | 0.1% | 00.0% | Unchanged | History |
| AFLAflac Inc | Stock | 10,000 | $561.0K | 0.2% | 00.0% | Unchanged | History |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 3,288 | $681.0K | 0.2% | +647+24.5% | Added | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 13,704 | $699.0K | 0.2% | +2,579+23.2% | Added | – |
| CNPCenterpoint Energy Inc | COM | 25,000 | $753.0K | 0.2% | 00.0% | Unchanged | History |
| PHParker-Hannifin Corp | Stock | 3,033 | $811.0K | 0.2% | 00.0% | Unchanged | History |
| HONHoneywell International Inc | COM | 4,526 | $820.0K | 0.2% | +26+0.6% | Added | History |
| AMDAdvanced Micro Devices Inc | Stock | 12,030 | $1.05M | 0.3% | +30+0.3% | Added | History |
| LHXL3HARRIS Technologies, Inc. | Stock | 4,713 | $1.07M | 0.3% | +7+0.1% | Added | History |
| VLOValero Energy Corp | Stock | 10,000 | $1.09M | 0.3% | 00.0% | Unchanged | History |
| SYYSysco Corp | Stock | 12,800 | $1.13M | 0.3% | 00.0% | Unchanged | History |
| JBHTHunt J B Transport Services Inc | COM | 6,500 | $1.13M | 0.3% | 00.0% | Unchanged | History |
| IPInternational Paper Co | COM | 28,000 | $1.22M | 0.3% | 00.0% | Unchanged | History |
| CATCaterpillar Inc | Stock | 7,000 | $1.27M | 0.4% | 00.0% | Unchanged | History |
| AVGOBroadcom Inc. | Stock | 2,535 | $1.30M | 0.4% | +10+0.4% | Added | History |
| PPLPPL Corp | COM | 47,628 | $1.33M | 0.4% | 00.0% | Unchanged | History |
| UGIUgi Corp | Stock | 32,225 | $1.34M | 0.4% | +11,510+55.6% | Added | History |
| DDominion Energy, Inc | Stock | 17,900 | $1.41M | 0.4% | 00.0% | Unchanged | History |
| GDGeneral Dynamics Corp | Stock | 6,575 | $1.44M | 0.4% | 00.0% | Unchanged | History |
| KMIKinder Morgan, Inc. | Stock | 81,000 | $1.46M | 0.4% | 00.0% | Unchanged | History |
| ADMArcher-Daniels-Midland Co | Stock | 22,555 | $1.71M | 0.5% | +60+0.3% | Added | History |
| COSTCostco Wholesale Corp | Stock | 3,263 | $1.73M | 0.5% | 00.0% | Unchanged | History |
| DEDeere & Co | Stock | 5,493 | $1.77M | 0.5% | 00.0% | Unchanged | History |
| COPConocoPhillips | Stock | 21,806 | $2.01M | 0.6% | +56+0.3% | Added | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 6,206 | $2.46M | 0.7% | 00.0% | Unchanged | History |
| EPDEnterprise Products Partners L.P. | Stock | 122,984 | $3.21M | 0.9% | 00.0% | Unchanged | History |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 43,304 | $3.54M | 1.0% | +39,965+1,196.9% | Added | – |
| CLColgate Palmolive Co | Stock | 45,732 | $3.56M | 1.0% | 00.0% | Unchanged | History |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 50,273 | $3.60M | 1.0% | −1,840−3.5% | Reduced | – |
| PEPPepsiCo Inc | Stock | 21,759 | $3.70M | 1.0% | 00.0% | Unchanged | History |
| SGOLabrdn Gold ETF Trust | ETF | 225,698 | $3.72M | 1.0% | −33,325−12.9% | Reduced | History |
| GISGeneral Mills Inc | Stock | 52,322 | $3.88M | 1.1% | 00.0% | Unchanged | History |
| SPDR Series Trust78464A664 | ST LON TREAS ETF | 116,034 | $3.92M | 1.1% | +4,842+4.4% | Added | – |
| BROBrown & Brown, Inc. | Stock | 75,799 | $4.73M | 1.3% | +75,799 | New | History |
| EDConsolidated Edison Inc | Stock | 50,837 | $4.78M | 1.3% | 00.0% | Unchanged | History |
| XOMExxonMobil Holdings Corp | COM | 53,944 | $4.85M | 1.3% | +200.0% | Added | History |
| ATOAtmos Energy Corp | COM | 42,979 | $4.93M | 1.4% | −300−0.7% | Reduced | History |
| KOCoca Cola Co | Stock | 99,336 | $6.18M | 1.7% | 00.0% | Unchanged | History |
| DUKDuke Energy CORP | Stock | 60,637 | $6.43M | 1.8% | +200+0.3% | Added | History |
| JNJJohnson & Johnson | Stock | 39,686 | $6.84M | 1.9% | −38−0.1% | Reduced | History |
| Global X FDS37954Y889 | S&P 500 CATHOLIC | 169,927 | $8.20M | 2.3% | −144,313−45.9% | Reduced | – |
| Vanguard Health Care ETF92204A504 | ETF | 107,340 | $25.9M | 7.1% | +107,340 | New | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 250,370 | $29.4M | 8.1% | +10,836+4.5% | Added | – |
| Vanguard Consumer Staples ETF92204A207 | ETF | 210,951 | $40.0M | 11.0% | +209,951+20,995.1% | Added | – |
| GLDSPDR Gold Trust | ETF | 275,610 | $44.2M | 12.2% | −26,837−8.9% | Reduced | History |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 696,621 | $54.9M | 15.1% | −25,466−3.5% | Reduced | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 299,440 | $59.3M | 16.3% | −272,789−47.7% | Reduced | – |