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CIK: 0001373017
Total reported value
$513.6M
$513.6M
72 檔
46.4%
According to the latest 13F quarterly dataset, Bcm Advisors, LLC managed an equity portfolio of $513.6M at the end of Q2 2024, spanning 72 distinct U.S. exchange-listed positions.
During Q2 2024, Bcm Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BIV | Vanguard Intermediate-term B | ETF-Other | 14.18% | -0.47% | +3.11% | |
| 2 | DFAU | Dimensional US Core Equity M | ETF-Other | 13.91% | -0.15% | -0.93% | |
| 3 | GLD | Spdr Gold Shares | ETF-Commodities | 12.91% | -2.09% | -2.85% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 7.88% | +0.14% | +1.63% | |
| 5 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 7.68% | -0.02% | +0.93% | |
| 6 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 7.60% | -0.16% | -0.94% | |
| 7 | CATH | Global X S&p 500 Ca Val ETF | ETF-Large Cap & Growth | 3.65% | -0.11% | -3.94% | |
| 8 | BRO | Brown & Brown Inc | Stock-Financials | 2.60% | +0.16% | +0.04% | |
| 9 | DUK | Duke Energy CORP | Stock-Utilities | 1.62% | +0.01% | +0.11% | |
| 10 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.61% | +0.06% | +0.23% | |
| 11 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.51% | +0.28% | -0.74% | |
| 12 | XOM | Exxon Mobil CORP | Stock-Energy | 1.46% | -1.61% | EXIT | |
| 13 | ATO | Atmos Energy CORP | Stock-Utilities | 1.30% | -0.09% | -0.59% | |
| 14 | SGOL | Abrdn Physical Gold Shares | ETF-Commodities | 1.29% | -0.11% | -4.58% | |
| 15 | ED | Consolidated Edison Inc | Stock-Utilities | 1.24% | +0.02% | -0.05% | |
| 16 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 1.15% | — | +5.41% | |
| 17 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 1.10% | +0.04% | +0.14% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.00% | +0.02% | +0.06% | |
| 19 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.92% | — | -5.03% | |
| 20 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.91% | -0.09% | -0.26% | |
| 21 | AVGO | Broadcom Inc | Stock-Tech | 0.90% | -0.21% | +900.00% | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 0.88% | +0.05% | +900.03% | |
| 23 | EPD | Enterprise Products Partners | Stock-Energy | 0.83% | -0.01% | — | |
| 24 | GIS | General Mills Inc | Stock-Consumer Staples | 0.79% | +0.01% | -6.21% | |
| 25 | IP | International Paper Co | Stock-Consumer Disc | 0.72% | +0.14% | — | |
| 26 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.65% | -0.06% | +0.27% | |
| 27 | COP | Conocophillips | Stock-Energy | 0.56% | -0.03% | -0.05% | |
| 28 | CAT | Caterpillar Inc | Stock-Industrials | 0.55% | — | -0.99% | |
| 29 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.51% | +0.06% | +14.16% | |
| 30 | PH | Parker Hannifin CORP | Stock-Industrials | 0.50% | +0.08% | -0.15% | |
| 31 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.50% | +0.06% | +13.91% | |
| 32 | DE | Deere & Co | Stock-Industrials | 0.47% | +0.05% | -0.18% | |
| 33 | GD | General Dynamics CORP | Stock-Industrials | 0.46% | +0.05% | -0.06% | |
| 34 | AAPL | Apple Inc | Stock-Tech | 0.44% | +0.09% | +17.35% | |
| 35 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.41% | — | +0.65% | |
| 36 | AMD | Advanced Micro Devices | Stock-Tech | 0.38% | +0.42% | — | |
| 37 | VLO | Valero Energy CORP | Stock-Energy | 0.37% | +0.09% | -0.48% | |
| 38 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 0.35% | -0.01% | +0.09% | |
| 39 | ADM | Archer-daniels-midland Co | Stock-Consumer Staples | 0.32% | +0.04% | +0.10% | |
| 40 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 0.28% | — | +16.52% | |
| 41 | CNI | Canadian Natl Railway Co | Stock-Industrials | 0.27% | +0.04% | — | |
| 42 | JBHT | Hunt (jb) Transprt Svcs Inc | Stock-Industrials | 0.26% | +0.06% | +1.06% | |
| 43 | AFL | Aflac Inc | Stock-Financials | 0.24% | +0.03% | +0.43% | |
| 44 | SYY | Sysco CORP | Stock-Consumer Staples | 0.23% | +0.03% | -0.15% | |
| 45 | HON | Honeywell International Inc | Stock-Industrials | 0.23% | — | +1.07% | |
| 46 | SLB | Slb LTD | Stock-Energy | 0.22% | -0.02% | +3.16% | |
| 47 | UGI | Ugi CORP | Stock-Utilities | 0.19% | +0.01% | — | |
| 48 | CNP | Centerpoint Energy Inc | Stock-Utilities | 0.17% | +0.01% | — | |
| 49 | MSFT | Microsoft CORP | Stock-Tech | 0.15% | -0.03% | -6.63% | |
| 50 | BND | Vanguard Total Bond Market | ETF-Other | 0.14% | — | — |
According to official SEC Form 13F filings, Bcm Advisors, LLC reported a total U.S. public equity portfolio value of $513.6M across 72 disclosed positions in Q2 2024.
During Q2 2024, Bcm Advisors, LLC's top holdings by market value included BIV (14.2%)、DFAU (13.9%)、GLD (12.9%). The largest single position, BIV, represented 14.2% of total portfolio value.
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In terms of portfolio concentration, the top 5 core holdings (including BIV, DFAU, GLD) accounted for 46.4% of total reported equity market value during Q2 2024.
In Q2 2024, Bcm Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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