TCM Advisors, LLC
- SEC CIK
- 0001911491
- Latest filing
- Aug 13, 2026
Holdings in Q2 2022
Holdings as of Jun 30, 2022, filed Aug 9, 2022. Long positions only; changes compare share counts with Q1 2022.
- Positions
- 55
- 0 vs. Q1 2022
- Portfolio value
- $92.2M
- −$15.7M (−14.5%) vs. Q1 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Invesco QQQ Trust Series I46090E103 | ETF | – | $21.0M | 22.8% | – | – | – |
| iShares Tr464287432 | 20 YR TR BD ETF | – | $10.8M | 11.7% | – | – | – |
| GLDSPDR Gold Trust | ETF | – | $4.97M | 5.4% | – | – | History |
| iShares Tr464287739 | U.S. REAL ES ETF | – | $2.36M | 2.6% | – | – | – |
| FFord Motor Co | Stock | – | $2.07M | 2.2% | – | – | History |
| KOCoca Cola Co | Stock | – | $1.91M | 2.1% | – | – | History |
| ADMArcher-Daniels-Midland Co | Stock | – | $1.87M | 2.0% | – | – | History |
| PFEPfizer Inc | Stock | – | $1.81M | 2.0% | – | – | History |
| RSReliance, Inc. | COM | – | $1.60M | 1.7% | – | – | History |
| FCXFreeport-McMoran Inc | Stock | – | $1.56M | 1.7% | – | – | History |
| LMTLockheed Martin Corp | Stock | – | $1.56M | 1.7% | – | – | History |
| CVXChevron Corp | Stock | – | $1.51M | 1.6% | – | – | History |
| ABBVAbbVie Inc. | Stock | – | $1.50M | 1.6% | – | – | History |
| IBMInternational Business Machines Corp | Stock | – | $1.47M | 1.6% | – | – | History |
| SCIService Corp International | COM | – | $1.43M | 1.6% | – | – | History |
| PMPhilip Morris International Inc. | Stock | – | $1.29M | 1.4% | – | – | History |
| FASTFastenal Co | Stock | – | $1.26M | 1.4% | – | – | History |
| HASHasbro, Inc. | COM | – | $1.25M | 1.4% | – | – | History |
| RRyder System Inc | COM | – | $1.23M | 1.3% | – | – | History |
| UBSIUnited Bankshares Inc | COM | – | $1.23M | 1.3% | – | – | History |
| OMCOmnicom Group Inc. | COM | – | $1.22M | 1.3% | – | – | History |
| UPSUnited Parcel Service Inc | Stock | – | $1.21M | 1.3% | – | – | History |
| METMetlife Inc | Stock | – | $1.20M | 1.3% | – | – | History |
| PAYXPaychex Inc | Stock | – | $1.19M | 1.3% | – | – | History |
| IPInternational Paper Co | COM | – | $1.17M | 1.3% | – | – | History |
| WMTWalmart Inc. | Stock | – | $1.13M | 1.2% | – | – | History |
| HOGHarley-Davidson, Inc. | COM | – | $1.10M | 1.2% | – | – | History |
| MDTMedtronic plc | Stock | – | $1.06M | 1.1% | – | – | History |
| ETNEaton Corp plc | Stock | – | $1.05M | 1.1% | – | – | History |
| CMICummins Inc | Stock | – | $1.04M | 1.1% | – | – | History |
| CSCOCisco Systems, Inc. | Stock | – | $1.02M | 1.1% | – | – | History |
| TAT&T Inc. | Stock | – | $1.00M | 1.1% | – | – | History |
| LOWLowes Companies Inc | Stock | – | $1.00M | 1.1% | – | – | History |
| WBAWalgreens Boots Alliance, Inc. | COM | – | $997.0K | 1.1% | – | – | History |
| VVisa Inc. | Stock | – | $993.0K | 1.1% | – | – | History |
| UNHUnitedHealth Group Inc | Stock | – | $934.0K | 1.0% | – | – | History |
| ETREntergy Corp | COM | – | $901.0K | 1.0% | – | – | History |
| WMWaste Management Inc | Stock | – | $857.0K | 0.9% | – | – | History |
| DHIHorton D R Inc | COM | – | $811.0K | 0.9% | – | – | History |
| ITWIllinois Tool Works Inc | Stock | – | $802.0K | 0.9% | – | – | History |
| TROWPrice T Rowe Group Inc | Stock | – | $704.0K | 0.8% | – | – | History |
| ICEIntercontinental Exchange, Inc. | Stock | – | $685.0K | 0.7% | – | – | History |
| EMNEastman Chemical Co | Stock | – | $646.0K | 0.7% | – | – | History |
| BRK.BBerkshire Hathaway Inc | Stock | – | $628.0K | 0.7% | – | – | History |
| WHRWhirlpool Corp | Stock | – | $589.0K | 0.6% | – | – | History |
| UNPUnion Pacific Corp | Stock | – | $584.0K | 0.6% | – | – | History |
| JPMJPMorgan Chase & Co | Stock | – | $574.0K | 0.6% | – | – | History |
| PGProcter & Gamble Co | Stock | – | $561.0K | 0.6% | – | – | History |
| MCDMcDonalds Corp | Stock | – | $543.0K | 0.6% | – | – | History |
| NKENIKE, Inc. | Stock | – | $491.0K | 0.5% | – | – | History |
| CBRLCracker Barrel Old Country Store, Inc | COM | – | $484.0K | 0.5% | – | – | History |
| ZBRAZebra Technologies Corp | CL A | – | $441.0K | 0.5% | – | – | History |
| DISWalt Disney Co | Stock | – | $387.0K | 0.4% | – | – | History |
| AAPLApple Inc. | Stock | – | $376.0K | 0.4% | – | – | History |
| WBDWarner Bros. Discovery, Inc. | Stock | – | $136.0K | 0.1% | – | New | History |
Options (3)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
Sold out since Q1 2022 (1)
Positions held at the end of Q1 2022 that are gone from this filing.