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 |
|---|---|---|---|---|---|---|---|
| WBDWarner Bros. Discovery, Inc. | Stock | – | $136.0K | 0.1% | – | New | History |
| AAPLApple Inc. | Stock | – | $376.0K | 0.4% | – | – | History |
| DISWalt Disney Co | Stock | – | $387.0K | 0.4% | – | – | History |
| ZBRAZebra Technologies Corp | CL A | – | $441.0K | 0.5% | – | – | History |
| CBRLCracker Barrel Old Country Store, Inc | COM | – | $484.0K | 0.5% | – | – | History |
| NKENIKE, Inc. | Stock | – | $491.0K | 0.5% | – | – | History |
| MCDMcDonalds Corp | Stock | – | $543.0K | 0.6% | – | – | History |
| PGProcter & Gamble Co | Stock | – | $561.0K | 0.6% | – | – | History |
| JPMJPMorgan Chase & Co | Stock | – | $574.0K | 0.6% | – | – | History |
| UNPUnion Pacific Corp | Stock | – | $584.0K | 0.6% | – | – | History |
| WHRWhirlpool Corp | Stock | – | $589.0K | 0.6% | – | – | History |
| BRK.BBerkshire Hathaway Inc | Stock | – | $628.0K | 0.7% | – | – | History |
| EMNEastman Chemical Co | Stock | – | $646.0K | 0.7% | – | – | History |
| ICEIntercontinental Exchange, Inc. | Stock | – | $685.0K | 0.7% | – | – | History |
| TROWPrice T Rowe Group Inc | Stock | – | $704.0K | 0.8% | – | – | History |
| ITWIllinois Tool Works Inc | Stock | – | $802.0K | 0.9% | – | – | History |
| DHIHorton D R Inc | COM | – | $811.0K | 0.9% | – | – | History |
| WMWaste Management Inc | Stock | – | $857.0K | 0.9% | – | – | History |
| ETREntergy Corp | COM | – | $901.0K | 1.0% | – | – | History |
| UNHUnitedHealth Group Inc | Stock | – | $934.0K | 1.0% | – | – | History |
| VVisa Inc. | Stock | – | $993.0K | 1.1% | – | – | History |
| WBAWalgreens Boots Alliance, Inc. | COM | – | $997.0K | 1.1% | – | – | History |
| TAT&T Inc. | Stock | – | $1.00M | 1.1% | – | – | History |
| LOWLowes Companies Inc | Stock | – | $1.00M | 1.1% | – | – | History |
| CSCOCisco Systems, Inc. | Stock | – | $1.02M | 1.1% | – | – | History |
| CMICummins Inc | Stock | – | $1.04M | 1.1% | – | – | History |
| ETNEaton Corp plc | Stock | – | $1.05M | 1.1% | – | – | History |
| MDTMedtronic plc | Stock | – | $1.06M | 1.1% | – | – | History |
| HOGHarley-Davidson, Inc. | COM | – | $1.10M | 1.2% | – | – | History |
| WMTWalmart Inc. | Stock | – | $1.13M | 1.2% | – | – | History |
| IPInternational Paper Co | COM | – | $1.17M | 1.3% | – | – | History |
| PAYXPaychex Inc | Stock | – | $1.19M | 1.3% | – | – | History |
| METMetlife Inc | Stock | – | $1.20M | 1.3% | – | – | History |
| UPSUnited Parcel Service Inc | Stock | – | $1.21M | 1.3% | – | – | History |
| OMCOmnicom Group Inc. | COM | – | $1.22M | 1.3% | – | – | History |
| UBSIUnited Bankshares Inc | COM | – | $1.23M | 1.3% | – | – | History |
| RRyder System Inc | COM | – | $1.23M | 1.3% | – | – | History |
| HASHasbro, Inc. | COM | – | $1.25M | 1.4% | – | – | History |
| FASTFastenal Co | Stock | – | $1.26M | 1.4% | – | – | History |
| PMPhilip Morris International Inc. | Stock | – | $1.29M | 1.4% | – | – | History |
| SCIService Corp International | COM | – | $1.43M | 1.6% | – | – | History |
| IBMInternational Business Machines Corp | Stock | – | $1.47M | 1.6% | – | – | History |
| ABBVAbbVie Inc. | Stock | – | $1.50M | 1.6% | – | – | History |
| CVXChevron Corp | Stock | – | $1.51M | 1.6% | – | – | History |
| LMTLockheed Martin Corp | Stock | – | $1.56M | 1.7% | – | – | History |
| FCXFreeport-McMoran Inc | Stock | – | $1.56M | 1.7% | – | – | History |
| RSReliance, Inc. | COM | – | $1.60M | 1.7% | – | – | History |
| PFEPfizer Inc | Stock | – | $1.81M | 2.0% | – | – | History |
| ADMArcher-Daniels-Midland Co | Stock | – | $1.87M | 2.0% | – | – | History |
| KOCoca Cola Co | Stock | – | $1.91M | 2.1% | – | – | History |
| FFord Motor Co | Stock | – | $2.07M | 2.2% | – | – | History |
| iShares Tr464287739 | U.S. REAL ES ETF | – | $2.36M | 2.6% | – | – | – |
| GLDSPDR Gold Trust | ETF | – | $4.97M | 5.4% | – | – | History |
| iShares Tr464287432 | 20 YR TR BD ETF | – | $10.8M | 11.7% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | – | $21.0M | 22.8% | – | – | – |
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.