Bcm Advisors, LLC Top Holdings and 13F Report (2025) About Bcm Advisors, LLCInvestment ActivityBcm Advisors, LLC has $447.75 million in total holdings as of December 31, 2024.Bcm Advisors, LLC owns shares of 70 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 4.24% of the portfolio was purchased this quarter.About 3.75% of the portfolio was sold this quarter.This quarter, Bcm Advisors, LLC has purchased 67 new stocks and bought additional shares in 19 stocks.Bcm Advisors, LLC sold shares of 24 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard Intermediate-Term Bond ETF $67,832,040SPDR Gold Shares $61,635,792Dimensional US Core Equity Market ETF $55,630,289Vanguard Total Stock Market ETF $36,392,976iShares 20+ Year Treasury Bond ETF $35,628,441 Largest New Holdings this Quarter iShares 7-10 Year Treasury Bond ETF $2,809,981 HoldingFB BANCORP ORD $400,050 HoldingTesla $225,767 Holding Largest Purchases this Quarter Vanguard Intermediate-Term Bond ETF 108,557 shares (about $8.19M)iShares 20+ Year Treasury Bond ETF 51,479 shares (about $4.63M)iShares 7-10 Year Treasury Bond ETF 30,034 shares (about $2.81M)Tractor Supply 23,044 shares (about $1.24M)Vanguard Total Stock Market ETF 2,251 shares (about $675.19K) Largest Sales this Quarter Dimensional US Core Equity Market ETF 254,089 shares (about $10.63M)SPDR Gold Shares 11,386 shares (about $3.01M)Vanguard Consumer Staples ETF 3,636 shares (about $788.98K)iShares MSCI USA Min Vol Factor ETF 7,934 shares (about $738.73K)abrdn Physical Gold Shares ETF 22,476 shares (about $614.04K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBcm Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBIVVanguard Intermediate-Term Bond ETF$67,832,040$8,190,626 ▲13.7%899,03315.1%ETFGLDSPDR Gold Shares$61,635,792$3,007,384 ▼-4.7%233,35413.8%FinanceDFAUDimensional US Core Equity Market ETF$55,630,289$10,633,626 ▼-16.0%1,329,27812.4%ETFVTIVanguard Total Stock Market ETF$36,392,976$675,188 ▲1.9%121,3308.1%ETFTLTiShares 20+ Year Treasury Bond ETF$35,628,441$4,627,447 ▲14.9%396,3568.0%ETFDGRWWisdomTree U.S. Quality Dividend Growth Fund$33,482,445$4,751 ▲0.0%401,7097.5%ManufacturingCATHGlobal X S&P 500 Catholic Values ETF$16,921,951$7,233 ▲0.0%231,6173.8%ManufacturingBROBrown & Brown$9,560,5880.0%89,5272.1%FinanceDUKDuke Energy$6,873,273$5,238 ▲0.1%60,3661.5%UtilitiesKOCoca-Cola$6,315,345$3,535 ▼-0.1%100,0531.4%Consumer StaplesJNJJohnson & Johnson$6,141,193$5,569 ▼-0.1%39,7001.4%MedicalAVGOBroadcom$6,037,5680.0%26,0241.3%Computer and TechnologyATOAtmos Energy$5,993,7340.0%41,3191.3%UtilitiesXOMExxon Mobil$5,804,081$5,274 ▼-0.1%52,8221.3%Oils/EnergySGOLabrdn Physical Gold Shares ETF$5,588,634$614,044 ▼-9.9%204,5621.2%ETFSPTLSPDR Portfolio Long Term Treasury ETF$5,216,078$589,899 ▲12.8%194,1951.2%ETFEDConsolidated Edison$4,638,089$390,147 ▼-7.8%48,2181.0%UtilitiesNVDANVIDIA$4,237,649$26,215 ▼-0.6%33,9470.9%Computer and TechnologyEPDEnterprise Products Partners$4,063,3910.0%122,9840.9%Oils/EnergyCLColgate-Palmolive$3,976,3780.0%45,9060.9%Consumer StaplesSPYSPDR S&P 500 ETF Trust$3,666,407$20,543 ▼-0.6%6,0680.8%FinanceIPInternational Paper$3,519,1180.0%65,3140.8%Basic MaterialsCOSTCostco Wholesale$3,478,0050.0%3,3350.8%Retail/WholesaleUSMViShares MSCI USA Min Vol Factor ETF$3,387,994$738,735 ▼-17.9%36,3870.8%ETFPEPPepsiCo$3,184,419$5,681 ▼-0.2%21,8620.7%Consumer StaplesGISGeneral Mills$2,929,384$774 ▲0.0%49,1920.7%Consumer StaplesIEFiShares 7-10 Year Treasury Bond ETF$2,809,981$2,809,981 ▲New Holding30,0340.6%ETFPHParker-Hannifin$2,735,5030.0%3,9710.6%Industrial ProductsDEDeere & Company$2,594,6890.0%5,5480.6%Industrial ProductsVOVanguard Mid-Cap ETF$2,593,861$57,118 ▲2.3%9,3550.6%ETFDFASDimensional U.S. Small Cap ETF$2,547,949$51,911 ▲2.1%37,6470.6%ETFCATCaterpillar$2,527,381$4,665 ▼-0.2%7,0430.6%Industrial ProductsKMIKinder Morgan$2,248,3480.0%81,3440.5%Oils/EnergyCOPConocoPhillips$2,186,682$15,933 ▼-0.7%21,8210.5%Oils/EnergyAAPLApple$1,998,830$32,082 ▼-1.6%8,5980.4%Computer and TechnologyGDGeneral Dynamics$1,702,491$2,327 ▼-0.1%6,5840.4%AerospaceJPMJPMorgan Chase & Co.$1,649,3340.0%6,0990.4%FinanceTSCOTractor Supply$1,544,236$1,235,389 ▲400.0%28,8050.3%Retail/WholesaleVLOValero Energy$1,405,400$6,746 ▼-0.5%10,0000.3%Oils/EnergyAMDAdvanced Micro Devices$1,366,186$11,537 ▲0.9%12,1970.3%Computer and TechnologyBLVVanguard Long-Term Bond ETF$1,326,360$381,570 ▼-22.3%18,9480.3%ETFJBHTJ.B. Hunt Transport Services$1,112,7230.0%6,5270.2%TransportationAFLAflac$1,079,6590.0%10,0630.2%FinanceCNICanadian National Railway$1,053,5360.0%10,1360.2%TransportationADMArcher-Daniels-Midland$1,051,767$6,642 ▲0.6%22,6430.2%Consumer StaplesUGIUGI$1,011,2210.0%32,2250.2%UtilitiesSYYSysco$918,418$428 ▲0.0%12,8630.2%Consumer StaplesCNPCenterPoint Energy$807,266$516 ▲0.1%25,0160.2%UtilitiesSLBSchlumberger$771,676$25,302 ▼-3.2%18,9090.2%Oils/EnergyMETAMeta Platforms$716,853$7,049 ▼-1.0%1,0170.2%Computer and TechnologyMSFTMicrosoft$607,950$31,410 ▲5.4%1,4710.1%Computer and TechnologyVPUVanguard Utilities ETF$584,4240.0%3,4520.1%ETFVDCVanguard Consumer Staples ETF$562,221$788,976 ▼-58.4%2,5910.1%ETFMKSIMKS Instruments$546,8320.0%4,9030.1%Computer and TechnologyBRK.BBerkshire Hathaway$530,578$23,687 ▲4.7%1,1200.1%FinanceFB BANCORP ORD$400,050$400,050 ▲New Holding35,0000.1%EquitiesAMZNAmazon.com$312,925$34,717 ▲12.5%1,3250.1%Retail/WholesaleAMTAmerican Tower$307,809$1,500 ▼-0.5%1,6420.1%FinanceWMTWalmart$301,540$10,758 ▼-3.4%2,9430.1%Retail/WholesaleHBCPHome Bancorp$285,879$1,514 ▲0.5%5,4750.1%FinanceAESAES$278,9780.0%26,6200.1%UtilitiesFHNFirst Horizon$262,4960.0%11,9100.1%FinanceCVXChevron$227,955$28,915 ▼-11.3%1,4900.1%Oils/EnergyTSLATesla$225,767$225,767 ▲New Holding5970.1%Auto/Tires/TrucksVHTVanguard Health Care ETF$224,814$45,730 ▼-16.9%8210.1%ETFVMDViemed Healthcare$177,1790.0%21,2700.0%MedicalLTMCFLithium Chile$18,6960.0%40,0000.0%Basic MaterialsRENERGEN ORD$2,6910.0%10,3800.0%EquitiesOne World Universe Inc$1490.0%18,7000.0%EquitiesPQEFFPetroteq Energy$00.0%50,0000.0%Oils/EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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