BCM Advisors, LLC
- SEC CIK
- 0001373017
- Latest filing
- Jul 28, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed May 6, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 69
- −1 vs. Q4 2024
- Portfolio value
- $440.9M
- −$6.81M (−1.5%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| PQEFFPetroteq Energy Inc. | COM | 50,000 | $5 | <0.1% | 00.0% | Unchanged | History |
| One World Universe Inc Com68249N107 | COM | 18,700 | $118 | <0.1% | 00.0% | Unchanged | – |
| Renergen OrdS6972T107 | Equities | 10,380 | $3.73K | <0.1% | 00.0% | Unchanged | – |
| Lithium Chile Inc53681G109 | COM | 40,000 | $17.0K | <0.1% | 00.0% | Unchanged | – |
| VMDViemed Healthcare, Inc. | COM | 23,520 | $173.3K | <0.1% | +2,250+10.6% | Added | History |
| Vanguard Health Care ETF92204A504 | ETF | 821 | $207.9K | <0.1% | 00.0% | Unchanged | – |
| FHNFirst Horizon Corp | COM | 11,910 | $225.0K | 0.1% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 1,328 | $252.3K | 0.1% | +3+0.2% | Added | History |
| AESAES Corp | Stock | 26,620 | $271.0K | 0.1% | 00.0% | Unchanged | History |
| HBCPHome Bancorp, Inc. | COM | 5,504 | $279.9K | 0.1% | +29+0.5% | Added | History |
| WMTWalmart Inc. | Stock | 2,943 | $290.6K | 0.1% | 00.0% | Unchanged | History |
| TSLATesla, Inc. | Stock | 1,039 | $298.4K | 0.1% | +442+74.0% | Added | History |
| AMTAmerican Tower Corp | REIT | 1,522 | $340.3K | 0.1% | −120−7.3% | Reduced | History |
| MKSIMKS Inc | COM | 4,903 | $371.8K | 0.1% | 00.0% | Unchanged | History |
| FBLAFB Bancorp, Inc. | COM | 35,000 | $401.8K | 0.1% | 00.0% | Unchanged | History |
| METAMeta Platforms, Inc. | Stock | 977 | $583.3K | 0.1% | −40−3.9% | Reduced | History |
| Vanguard Utilities ETF92204A876 | ETF | 3,452 | $596.0K | 0.1% | 00.0% | Unchanged | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,129 | $609.4K | 0.1% | +9+0.8% | Added | History |
| MSFTMicrosoft Corp | Stock | 1,467 | $638.6K | 0.1% | −4−0.3% | Reduced | History |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 9,374 | $639.9K | 0.1% | −9,574−50.5% | Reduced | – |
| SLBSLB Limited | Stock | 18,715 | $650.0K | 0.1% | −194−1.0% | Reduced | History |
| JBHTHunt J B Transport Services Inc | COM | 6,512 | $869.8K | 0.2% | −15−0.2% | Reduced | History |
| SYYSysco Corp | Stock | 12,857 | $909.6K | 0.2% | −60.0% | Reduced | History |
| CNPCenterpoint Energy Inc | COM | 25,016 | $975.4K | 0.2% | 00.0% | Unchanged | History |
| CNICanadian National Railway Co | Stock | 10,136 | $1.03M | 0.2% | 00.0% | Unchanged | History |
| AFLAflac Inc | Stock | 10,069 | $1.06M | 0.2% | +6+0.1% | Added | History |
| UGIUgi Corp | Stock | 32,225 | $1.08M | 0.2% | 00.0% | Unchanged | History |
| ADMArcher-Daniels-Midland Co | Stock | 22,602 | $1.08M | 0.2% | −41−0.2% | Reduced | History |
| VLOValero Energy Corp | Stock | 10,000 | $1.19M | 0.3% | 00.0% | Unchanged | History |
| AMDAdvanced Micro Devices Inc | Stock | 12,230 | $1.21M | 0.3% | +33+0.3% | Added | History |
| TSCOTractor Supply Co | COM | 28,805 | $1.46M | 0.3% | 00.0% | Unchanged | History |
| JPMJPMorgan Chase & Co | Stock | 6,099 | $1.54M | 0.3% | 00.0% | Unchanged | History |
| AAPLApple Inc. | Stock | 8,609 | $1.77M | 0.4% | +11+0.1% | Added | History |
| Vanguard Consumer Staples ETF92204A207 | ETF | 8,043 | $1.77M | 0.4% | +5,452+210.4% | Added | – |
| GDGeneral Dynamics Corp | Stock | 6,603 | $1.80M | 0.4% | +19+0.3% | Added | History |
| COPConocoPhillips | Stock | 21,848 | $2.00M | 0.5% | +27+0.1% | Added | History |
| KMIKinder Morgan, Inc. | Stock | 81,344 | $2.18M | 0.5% | 00.0% | Unchanged | History |
| CATCaterpillar Inc | Stock | 7,001 | $2.27M | 0.5% | −42−0.6% | Reduced | History |
| PHParker-Hannifin Corp | Stock | 3,971 | $2.46M | 0.6% | 00.0% | Unchanged | History |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 42,113 | $2.51M | 0.6% | +4,466+11.9% | Added | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 10,061 | $2.62M | 0.6% | +706+7.5% | Added | – |
| DEDeere & Co | Stock | 5,548 | $2.67M | 0.6% | 00.0% | Unchanged | History |
| GISGeneral Mills Inc | Stock | 49,198 | $2.73M | 0.6% | +60.0% | Added | History |
| PEPPepsiCo Inc | Stock | 21,880 | $2.93M | 0.7% | +18+0.1% | Added | History |
| IPInternational Paper Co | COM | 65,314 | $2.99M | 0.7% | 00.0% | Unchanged | History |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 33,849 | $3.14M | 0.7% | −2,538−7.0% | Reduced | – |
| COSTCostco Wholesale Corp | Stock | 3,335 | $3.36M | 0.8% | 00.0% | Unchanged | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 6,068 | $3.44M | 0.8% | 00.0% | Unchanged | History |
| EPDEnterprise Products Partners L.P. | Stock | 122,984 | $3.75M | 0.8% | 00.0% | Unchanged | History |
| NVDANVIDIA Corp | Stock | 33,947 | $3.89M | 0.9% | 00.0% | Unchanged | History |
| CLColgate Palmolive Co | Stock | 45,842 | $4.15M | 0.9% | −64−0.1% | Reduced | History |
| SPDR Series Trust78464A664 | ST LON TREAS ETF | 187,244 | $4.94M | 1.1% | −6,951−3.6% | Reduced | – |
| AVGOBroadcom Inc. | Stock | 26,024 | $5.30M | 1.2% | 00.0% | Unchanged | History |
| EDConsolidated Edison Inc | Stock | 48,218 | $5.31M | 1.2% | 00.0% | Unchanged | History |
| iShares Tr464287440 | 7-10 YR TRSY BD | 58,462 | $5.54M | 1.3% | +28,428+94.7% | Added | – |
| XOMExxonMobil Holdings Corp | COM | 53,351 | $5.67M | 1.3% | +529+1.0% | Added | History |
| SGOLabrdn Gold ETF Trust | ETF | 195,992 | $6.05M | 1.4% | −8,570−4.2% | Reduced | History |
| JNJJohnson & Johnson | Stock | 39,689 | $6.20M | 1.4% | −110.0% | Reduced | History |
| ATOAtmos Energy Corp | COM | 41,319 | $6.67M | 1.5% | 00.0% | Unchanged | History |
| KOCoca Cola Co | Stock | 100,053 | $7.17M | 1.6% | 00.0% | Unchanged | History |
| DUKDuke Energy CORP | Stock | 60,366 | $7.34M | 1.7% | 00.0% | Unchanged | History |
| BROBrown & Brown, Inc. | Stock | 88,250 | $9.76M | 2.2% | −1,277−1.4% | Reduced | History |
| Global X FDS37954Y889 | S&P 500 CATHOLIC | 234,958 | $16.2M | 3.7% | +3,341+1.4% | Added | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 392,645 | $31.0M | 7.0% | −9,064−2.3% | Reduced | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 121,523 | $33.9M | 7.7% | +193+0.2% | Added | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 395,616 | $34.7M | 7.9% | −740−0.2% | Reduced | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 1,283,690 | $49.8M | 11.3% | −45,588−3.4% | Reduced | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 861,593 | $65.6M | 14.9% | −37,440−4.2% | Reduced | – |
| GLDSPDR Gold Trust | ETF | 228,883 | $68.2M | 15.5% | −4,471−1.9% | Reduced | History |
Sold out since Q4 2024 (1)
Positions held at the end of Q4 2024 that are gone from this filing.