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CIK: 0001373017
Total reported value
$513.6M
$513.6M
69 檔
49.1%
As reported in its official Q1 2025 Form 13F filing, Bcm Advisors, LLC's tracked investment portfolio stood at $513.6M with 69 total positions.
In Q1 2025, Bcm Advisors, LLC displayed an active expansion posture, initiating 69 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including GLD, BIV, DFAU) accounted for 49.1% of total reported equity market value during Q1 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GLD | Spdr Gold Shares | ETF-Commodities | 15.47% | -2.09% | -1.92% | |
| 2 | BIV | Vanguard Intermediate-term B | ETF-Other | 14.87% | -0.47% | -4.16% | |
| 3 | DFAU | Dimensional US Core Equity M | ETF-Other | 11.30% | -0.15% | -3.43% | |
| 4 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 7.87% | -0.02% | -0.19% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 7.68% | +0.14% | +0.16% | |
| 6 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 7.02% | -0.16% | -2.26% | |
| 7 | CATH | Global X S&p 500 Ca Val ETF | ETF-Large Cap & Growth | 3.67% | -0.11% | +1.44% | |
| 8 | BRO | Brown & Brown Inc | Stock-Financials | 2.21% | +0.16% | -1.43% | |
| 9 | DUK | Duke Energy CORP | Stock-Utilities | 1.66% | +0.01% | — | |
| 10 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.63% | +0.06% | — | |
| 11 | ATO | Atmos Energy CORP | Stock-Utilities | 1.51% | -0.09% | — | |
| 12 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.41% | +0.28% | -0.03% | |
| 13 | SGOL | Abrdn Physical Gold Shares | ETF-Commodities | 1.37% | -0.11% | -4.19% | |
| 14 | XOM | Exxon Mobil CORP | Stock-Energy | 1.29% | -1.61% | EXIT | |
| 15 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.26% | -0.33% | +94.65% | |
| 16 | ED | Consolidated Edison Inc | Stock-Utilities | 1.20% | +0.02% | — | |
| 17 | AVGO | Broadcom Inc | Stock-Tech | 1.20% | -0.21% | — | |
| 18 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 1.12% | — | -3.58% | |
| 19 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.94% | +0.04% | -0.14% | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 0.88% | +0.05% | — | |
| 21 | EPD | Enterprise Products Partners | Stock-Energy | 0.85% | -0.01% | — | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.78% | +0.02% | — | |
| 23 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.76% | -0.06% | — | |
| 24 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.71% | — | -6.97% | |
| 25 | IP | International Paper Co | Stock-Consumer Disc | 0.68% | +0.14% | — | |
| 26 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.66% | -0.09% | +0.08% | |
| 27 | GIS | General Mills Inc | Stock-Consumer Staples | 0.62% | +0.01% | +0.01% | |
| 28 | DE | Deere & Co | Stock-Industrials | 0.61% | +0.05% | — | |
| 29 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.59% | +0.06% | +7.55% | |
| 30 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.57% | +0.06% | +11.86% | |
| 31 | PH | Parker Hannifin CORP | Stock-Industrials | 0.56% | +0.08% | — | |
| 32 | CAT | Caterpillar Inc | Stock-Industrials | 0.51% | — | -0.60% | |
| 33 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.49% | — | — | |
| 34 | COP | Conocophillips | Stock-Energy | 0.45% | -0.03% | +0.12% | |
| 35 | GD | General Dynamics CORP | Stock-Industrials | 0.41% | +0.05% | +0.29% | |
| 36 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 0.40% | — | +210.42% | |
| 37 | AAPL | Apple Inc | Stock-Tech | 0.40% | +0.09% | +0.13% | |
| 38 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.35% | +0.04% | — | |
| 39 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 0.33% | -0.01% | — | |
| 40 | AMD | Advanced Micro Devices | Stock-Tech | 0.27% | +0.42% | +0.27% | |
| 41 | VLO | Valero Energy CORP | Stock-Energy | 0.27% | +0.09% | — | |
| 42 | ADM | Archer-daniels-midland Co | Stock-Consumer Staples | 0.25% | +0.04% | -0.18% | |
| 43 | UGI | Ugi CORP | Stock-Utilities | 0.24% | +0.01% | — | |
| 44 | AFL | Aflac Inc | Stock-Financials | 0.24% | +0.03% | +0.06% | |
| 45 | CNI | Canadian Natl Railway Co | Stock-Industrials | 0.23% | +0.04% | — | |
| 46 | CNP | Centerpoint Energy Inc | Stock-Utilities | 0.22% | +0.01% | — | |
| 47 | SYY | Sysco CORP | Stock-Consumer Staples | 0.21% | +0.03% | -0.05% | |
| 48 | JBHT | Hunt (jb) Transprt Svcs Inc | Stock-Industrials | 0.20% | +0.06% | -0.23% | |
| 49 | SLB | Slb LTD | Stock-Energy | 0.15% | -0.02% | -1.03% | |
| 50 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 0.15% | — | -50.53% |
According to official SEC Form 13F filings, Bcm Advisors, LLC reported a total U.S. public equity portfolio value of $513.6M across 69 disclosed positions in Q1 2025.
During Q1 2025, Bcm Advisors, LLC's top holdings by market value included GLD (15.5%)、BIV (14.9%)、DFAU (11.3%). The largest single position, GLD, represented 15.5% of total portfolio value.
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Top New Position Initiated
GLD
市值: $68.2M
In Q1 2025, Bcm Advisors, LLC made 69 total portfolio adjustments, initiating 69 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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