Bcm Advisors, LLC Top Holdings and 13F Report (2026) About Bcm Advisors, LLCInvestment ActivityBcm Advisors, LLC has $506.90 million in total holdings as of March 31, 2026.Bcm Advisors, LLC owns shares of 78 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 1.69% of the portfolio was purchased this quarter.About 4.78% of the portfolio was sold this quarter.This quarter, Bcm Advisors, LLC has purchased 73 new stocks and bought additional shares in 22 stocks.Bcm Advisors, LLC sold shares of 17 stocks and completely divested from 4 stocks this quarter.Largest Holdings Vanguard Intermediate-Term Bond ETF $96,839,783SPDR Gold Shares $80,090,869Dimensional US Core Equity Market ETF $59,261,157Vanguard Total Stock Market ETF $40,732,153WisdomTree U.S. Quality Dividend Growth Fund $36,453,512 Largest New Holdings this Quarter 921932505 - Vanguard S&P 500 Growth ETF $385,061 Holding45676K103 - Infleqtion Inc $245,600 HoldingG8994E103 - Trane Technologies $202,871 Holding975012204 - Winning Brands Corp $15 Holding83444X107 - Somatic Systems Inc $0 Holding Largest Purchases this Quarter Vanguard Mid-Cap ETF 39,193 shares (about $3.02M)Schwab US Dividend Equity ETF 80,647 shares (about $2.54M)SPDR Gold MiniShares Trust 10,939 shares (about $977.73K)Vanguard S&P 500 Growth ETF 4,914 shares (about $385.06K)Vanguard Information Technology ETF 2,392 shares (about $251.04K) Largest Sales this Quarter SPDR Gold Shares 13,896 shares (about $5.76M)Vanguard Total Stock Market ETF 13,206 shares (about $4.67M)Vanguard Intermediate-Term Bond ETF 53,406 shares (about $4.09M)iShares 7-10 Year Treasury Bond ETF 38,250 shares (about $3.61M)Dimensional US Core Equity Market ETF 70,129 shares (about $3.47M) 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$96,839,783$4,090,366 ▼-4.1%1,264,39219.1%ETFGLDSPDR Gold Shares$80,090,869$5,762,810 ▼-6.7%193,12515.8%FinanceDFAUDimensional US Core Equity Market ETF$59,261,157$3,473,489 ▼-5.5%1,196,47011.7%ETFVTIVanguard Total Stock Market ETF$40,732,153$4,674,663 ▼-10.3%115,0698.0%ETFDGRWWisdomTree U.S. Quality Dividend Growth Fund$36,453,512$520,069 ▼-1.4%390,2117.2%ManufacturingCATHGlobal X S&P 500 Catholic Values ETF$20,434,631$19,935 ▲0.1%236,7884.0%ManufacturingAVGOBroadcom$10,836,4970.0%26,0182.1%Computer and TechnologyJNJJohnson & Johnson$8,818,9070.0%39,3351.7%MedicalXOMExxonMobil$8,158,326$9,375 ▲0.1%53,0831.6%EnergyKOCocaCola$7,802,189$15,482 ▲0.2%99,7851.5%Consumer StaplesATOAtmos Energy$7,758,4690.0%41,3191.5%UtilitiesDUKDuke Energy$7,149,308$1,147 ▲0.0%56,0951.4%UtilitiesNVDANVIDIA$6,836,531$66,492 ▲1.0%34,4441.3%Computer and TechnologySGOLabrdn Physical Gold Shares ETF$6,543,127$824,779 ▼-11.2%152,0951.3%ETFCATCaterpillar$6,165,449$12,247 ▲0.2%7,0481.2%IndustrialsEDConsolidated Edison$5,286,1390.0%48,2181.0%UtilitiesBROBrown & Brown$5,085,8080.0%88,2341.0%FinanceEPDEnterprise Products Partners$4,755,7910.0%122,9840.9%EnergyAMDAdvanced Micro Devices$4,177,0340.0%12,2300.8%Computer and TechnologySPYSPDR S&P 500 ETF Trust$4,112,761$244,123 ▼-5.6%5,7280.8%FinanceVOVanguard Mid-Cap ETF$3,972,164$3,020,997 ▲317.6%51,5330.8%ETFDFASDimensional U.S. Small Cap ETF$3,958,577$115,632 ▲3.0%51,5910.8%ETFCLColgate-Palmolive$3,652,726$9,135 ▲0.3%42,7870.7%Consumer StaplesPHParker-Hannifin$3,445,8350.0%3,9710.7%IndustrialsISTBiShares Core 1-5 Year USD Bond ETF$3,406,919$133,308 ▲4.1%70,6390.7%ManufacturingCOSTCostco Wholesale$3,377,6550.0%3,3350.7%Retail/WholesalePEPPepsiCo$3,331,5690.0%21,5510.7%Consumer StaplesDEDeere & Company$3,208,9080.0%5,5480.6%IndustrialsTLTiShares 20+ Year Treasury Bond ETF$3,044,7120.0%35,8370.6%ETFIEFiShares 7-10 Year Treasury Bond ETF$2,969,604$3,610,418 ▼-54.9%31,4610.6%ETFSCHDSchwab US Dividend Equity ETF$2,868,950$2,541,993 ▲777.5%91,0200.6%ETFUSMViShares MSCI USA Min Vol Factor ETF$2,761,351$456,985 ▼-14.2%29,2640.5%ETFCOPConocoPhillips$2,735,4040.0%21,8990.5%EnergyKMIKinder Morgan$2,641,2400.0%81,3440.5%EnergyVLOValero Energy$2,518,8160.0%10,0100.5%EnergyAAPLApple$2,441,493$16,888 ▲0.7%8,8190.5%Computer and TechnologyGDGeneral Dynamics$2,304,9750.0%6,6030.5%AerospaceIPInternational Paper$2,037,797$9,578 ▼-0.5%65,3140.4%Basic MaterialsADMArcher Daniels Midland$1,723,8550.0%22,6020.3%Consumer StaplesGLDMSPDR Gold MiniShares Trust$1,679,718$977,728 ▲139.3%18,7930.3%FinanceGISGeneral Mills$1,675,5360.0%48,6650.3%Consumer StaplesJBHTJ.B. Hunt Transport Services$1,552,0700.0%6,5120.3%TransportationJPMJPMorgan Chase & Co.$1,470,271$241,507 ▲19.7%4,7790.3%FinanceMKSIMKS$1,429,3720.0%4,9030.3%Computer and TechnologyAFLAflac$1,140,4400.0%10,0630.2%FinanceUGIUGI$1,124,6530.0%32,2250.2%UtilitiesCNICanadian National Railway$1,108,6760.0%10,1360.2%TransportationCNPCenterPoint Energy$1,083,6930.0%25,0160.2%UtilitiesSLBSLB$1,053,3540.0%18,9350.2%EnergySYYSysco$932,0040.0%12,8570.2%Consumer StaplesTSCOTractor Supply$928,751$1,939 ▼-0.2%28,7450.2%Retail/WholesaleVYMVanguard High Dividend Yield ETF$695,0910.0%4,4780.1%ETFMETAMeta Platforms$606,137$7,935 ▲1.3%9930.1%Computer and TechnologyMSFTMicrosoft$565,419$46,739 ▼-7.6%1,3670.1%Computer and TechnologyBRK.BBerkshire Hathaway$524,7420.0%1,1200.1%FinanceVEAVanguard FTSE Developed Markets ETF$473,197$64,515 ▲15.8%6,9680.1%ETFVPUVanguard Utilities ETF$469,995$172,839 ▼-26.9%2,3440.1%ETFHBCPHome Bancorp$395,700$39,932 ▲11.2%6,2230.1%FinanceAMZNAmazon.com$389,848$25,573 ▲7.0%1,4330.1%Retail/WholesaleWal-Mart Stores Inc$385,255$11,730 ▲3.1%2,9560.1%EquitiesVOOGVanguard S&P 500 Growth ETF$385,061$385,061 ▲New Holding4,9140.1%ETFAESAES$380,1340.0%26,6200.1%UtilitiesGOOGAlphabet$365,973$24,297 ▲7.1%9640.1%Computer and TechnologyVGSHVanguard Short-Term Treasury ETF$336,336$111,665 ▲49.7%5,7740.1%ETFFHNFirst Horizon$289,353$3,990 ▼-1.4%11,7480.1%FinanceVGTVanguard Information Technology ETF$286,304$251,041 ▲711.9%2,7280.1%ETFIAUiShares Gold Trust$266,211$44,779 ▼-14.4%3,1330.1%FinanceTSLATesla$264,159$393 ▼-0.1%6730.1%Auto/Tires/TrucksAMTAmerican Tower$250,338$10,491 ▼-4.0%1,3840.0%FinanceInfleqtion Inc$245,600$245,600 ▲New Holding20,0000.0%EquitiesVMDViemed Healthcare$222,9700.0%23,5200.0%MedicalTTTrane Technologies$202,871$202,871 ▲New Holding4170.0%ConstructionLTMCFLithium Chile$19,0560.0%40,0000.0%Basic MaterialsOne World Universe Inc$730.0%18,7000.0%EquitiesWinning Brands Corp$15$15 ▲New Holding147,0580.0%EquitiesPQEFFPetroteq Energy$00.0%125,0000.0%EnergySomatic Systems Inc$0New Holding1,000,0000.0%EquitiesIHSIIntelligent Highway Solutions$0New Holding555,5550.0%Business ServicesVDCVanguard Consumer Staples ETF$0$306,085 ▼-100.0%00.0%ETFShowing largest 100 holdings. 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