Bcm Advisors, LLC Top Holdings and 13F Report (2025) About Bcm Advisors, LLCInvestment ActivityBcm Advisors, LLC has $469.59 million in total holdings as of June 30, 2025.Bcm Advisors, LLC owns shares of 70 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 1.08% of the portfolio was purchased this quarter.About 0.55% of the portfolio was sold this quarter.This quarter, Bcm Advisors, LLC has purchased 69 new stocks and bought additional shares in 16 stocks.Bcm Advisors, LLC sold shares of 10 stocks and completely divested from 1 stock this quarter.Largest Holdings SPDR Gold Shares $69,880,738Vanguard Intermediate-Term Bond ETF $67,550,411Dimensional US Core Equity Market ETF $56,266,707Vanguard Total Stock Market ETF $38,636,559iShares 20+ Year Treasury Bond ETF $34,698,610 Largest New Holdings this Quarter G8994E103 - Trane Technologies $204,405 Holding25400G107 - Digital Utilities Ventures Inc $667 Holding Largest Purchases this Quarter Vanguard Intermediate-Term Bond ETF 15,002 shares (about $1.16M)iShares 7-10 Year Treasury Bond ETF 10,333 shares (about $983.18K)Vanguard Total Stock Market ETF 2,070 shares (about $647.11K)Global X S&P 500 Catholic Values ETF 6,629 shares (about $512.63K)Dimensional US Core Equity Market ETF 7,719 shares (about $336.32K) Largest Sales this Quarter Vanguard Consumer Staples ETF 5,497 shares (about $1.21M)JPMorgan Chase & Co. 1,806 shares (about $536.48K)Colgate-Palmolive 2,744 shares (about $238.34K)SPDR Gold Shares 701 shares (about $214.68K)Johnson & Johnson 321 shares (about $53.96K) 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 PortfolioSectorGLDSPDR Gold Shares$69,880,738$214,681 ▼-0.3%228,18214.9%FinanceBIVVanguard Intermediate-Term Bond ETF$67,550,411$1,156,054 ▲1.7%876,59514.4%ETFDFAUDimensional US Core Equity Market ETF$56,266,707$336,317 ▲0.6%1,291,40912.0%ETFVTIVanguard Total Stock Market ETF$38,636,559$647,105 ▲1.7%123,5938.2%ETFTLTiShares 20+ Year Treasury Bond ETF$34,698,610$153,421 ▲0.4%397,3737.4%ETFDGRWWisdomTree U.S. Quality Dividend Growth Fund$34,052,598$312,613 ▲0.9%396,2837.3%ManufacturingCATHGlobal X S&P 500 Catholic Values ETF$18,682,146$512,627 ▲2.8%241,5874.0%ManufacturingBROBrown & Brown$8,111,0580.0%88,2501.7%FinanceAVGOBroadcom$7,740,0580.0%26,0241.6%Computer and TechnologyDUKDuke Energy$7,213,1330.0%60,3661.5%UtilitiesKOCocaCola$6,941,6770.0%100,0531.5%Consumer StaplesJNJJohnson & Johnson$6,618,154$53,963 ▼-0.8%39,3681.4%MedicalIEFiShares 7-10 Year Treasury Bond ETF$6,545,844$983,185 ▲17.7%68,7951.4%ETFATOAtmos Energy$6,450,3090.0%41,3191.4%UtilitiesSGOLabrdn Physical Gold Shares ETF$6,298,758$85,812 ▲1.4%198,6991.3%ETFXOMExxon Mobil$6,022,2610.0%53,3511.3%EnergyNVDANVIDIA$5,958,1070.0%33,9471.3%Computer and TechnologySPTLSPDR Portfolio Long Term Treasury ETF$5,000,409$70,275 ▲1.4%189,9131.1%ETFEDConsolidated Edison$4,929,8080.0%48,2181.0%UtilitiesEPDEnterprise Products Partners$3,865,3870.0%122,9840.8%EnergySPYSPDR S&P 500 ETF Trust$3,854,7580.0%6,0680.8%FinanceCLColgate-Palmolive$3,743,492$238,344 ▼-6.0%43,0980.8%Consumer StaplesIPInternational Paper$3,555,6940.0%65,3140.8%Basic MaterialsUSMViShares MSCI USA Min Vol Factor ETF$3,324,970$150,611 ▲4.7%35,4550.7%ETFCOSTCostco Wholesale$3,116,7910.0%3,3350.7%Retail/WholesalePEPPepsiCo$3,109,607$38,706 ▼-1.2%21,6110.7%Consumer StaplesVOVanguard Mid-Cap ETF$3,064,952$168,692 ▲5.8%10,6470.7%ETFCATCaterpillar$3,010,7800.0%7,0010.6%IndustrialsDFASDimensional U.S. Small Cap ETF$2,953,959$190,925 ▲6.9%45,0230.6%ETFPHParker-Hannifin$2,918,1290.0%3,9710.6%IndustrialsDEDeere & Company$2,843,3500.0%5,5480.6%IndustrialsGISGeneral Mills$2,438,075$22,809 ▼-0.9%48,7420.5%Consumer StaplesKMIKinder Morgan$2,267,8710.0%81,3440.5%EnergyAMDAdvanced Micro Devices$2,170,0910.0%12,2300.5%Computer and TechnologyCOPConocoPhillips$2,140,8860.0%21,8480.5%EnergyGDGeneral Dynamics$2,077,9640.0%6,6030.4%AerospaceAAPLApple$1,871,838$53,028 ▲2.9%8,8600.4%Computer and TechnologyTSCOTractor Supply$1,687,6850.0%28,8050.4%Retail/WholesaleVLOValero Energy$1,447,3000.0%10,0000.3%EnergyJPMJPMorgan Chase & Co.$1,275,248$536,477 ▼-29.6%4,2930.3%FinanceADMArcher Daniels Midland$1,225,0280.0%22,6020.3%Consumer StaplesUGIUGI$1,151,0770.0%32,2250.2%UtilitiesAFLAflac$1,015,1570.0%10,0690.2%FinanceSYYSysco$1,007,7320.0%12,8570.2%Consumer StaplesCNICanadian National Railway$964,9470.0%10,1360.2%TransportationCNPCenterPoint Energy$957,8630.0%25,0160.2%UtilitiesJBHTJ.B. Hunt Transport Services$955,8310.0%6,5120.2%TransportationMSFTMicrosoft$751,9400.0%1,4670.2%Computer and TechnologyBLVVanguard Long-Term Bond ETF$692,776$44,470 ▲6.9%10,0170.1%ETFMETAMeta Platforms$683,9000.0%9770.1%Computer and TechnologySLBSchlumberger$666,8150.0%18,7150.1%EnergyVPUVanguard Utilities ETF$599,701$31,255 ▼-5.0%3,2810.1%ETFVDCVanguard Consumer Staples ETF$558,872$1,206,645 ▼-68.3%2,5460.1%ETFBRK.BBerkshire Hathaway$533,747$4,289 ▼-0.8%1,1200.1%FinanceMKSIMKS$498,3900.0%4,9030.1%Computer and TechnologyFB BANCORP ORD$416,5000.0%35,0000.1%EquitiesAESAES$357,5070.0%26,6200.1%UtilitiesTSLATesla$352,999$19,272 ▲5.8%1,0990.1%Auto/Tires/TrucksAMTAmerican Tower$326,7890.0%1,5220.1%FinanceAMZNAmazon.com$306,7810.0%1,3280.1%Retail/WholesaleHBCPHome Bancorp$300,494$1,575 ▲0.5%5,5330.1%FinanceWMTWalmart$284,174$5,211 ▼-1.8%2,8900.1%Retail/WholesaleFHNFirst Horizon$265,7120.0%11,9100.1%FinanceTTTrane Technologies$204,405$204,405 ▲New Holding4340.0%ConstructionVMDViemed Healthcare$147,2350.0%23,5200.0%MedicalLTMCFLithium Chile$16,5320.0%40,0000.0%Basic MaterialsRENERGEN ORD$8,9650.0%10,3800.0%EquitiesDigital Utilities Ventures Inc$667$667 ▲New Holding35,0000.0%EquitiesOne World Universe Inc$1080.0%18,7000.0%EquitiesPQEFFPetroteq Energy$50.0%50,0000.0%EnergyVHTVanguard Health Care ETF$0$207,902 ▼-100.0%00.0%ETFShowing 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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