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CIK: 0001373017
Total reported value
$513.6M
$513.6M
70 檔
52.0%
In Q2 2025, Bcm Advisors, LLC's U.S. equity holdings reached a combined market value of $513.6M, distributed across 70 disclosed stock positions.
In Q2 2025, Bcm Advisors, LLC displayed an active expansion posture, initiating 2 new positions and adding to 16 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including GLD, BIV, DFAU) accounted for 52.0% of total reported equity market value during Q2 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GLD | Spdr Gold Shares | ETF-Commodities | 14.88% | -2.09% | -0.31% | |
| 2 | BIV | Vanguard Intermediate-term B | ETF-Other | 14.39% | -0.47% | +1.74% | |
| 3 | DFAU | Dimensional US Core Equity M | ETF-Other | 11.98% | -0.15% | +0.60% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 8.23% | +0.14% | +1.70% | |
| 5 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 7.39% | -0.02% | +0.44% | |
| 6 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 7.25% | -0.16% | +0.93% | |
| 7 | CATH | Global X S&p 500 Ca Val ETF | ETF-Large Cap & Growth | 3.98% | -0.11% | +2.82% | |
| 8 | BRO | Brown & Brown Inc | Stock-Financials | 1.73% | +0.16% | — | |
| 9 | AVGO | Broadcom Inc | Stock-Tech | 1.65% | -0.21% | — | |
| 10 | DUK | Duke Energy CORP | Stock-Utilities | 1.54% | +0.01% | — | |
| 11 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.48% | +0.06% | — | |
| 12 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.41% | +0.28% | -0.81% | |
| 13 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.39% | -0.33% | +17.67% | |
| 14 | ATO | Atmos Energy CORP | Stock-Utilities | 1.37% | -0.09% | — | |
| 15 | SGOL | Abrdn Physical Gold Shares | ETF-Commodities | 1.34% | -0.11% | +1.38% | |
| 16 | XOM | Exxon Mobil CORP | Stock-Energy | 1.28% | -1.61% | EXIT | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 1.27% | +0.05% | — | |
| 18 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 1.06% | — | +1.43% | |
| 19 | ED | Consolidated Edison Inc | Stock-Utilities | 1.05% | +0.02% | — | |
| 20 | EPD | Enterprise Products Partners | Stock-Energy | 0.82% | -0.01% | — | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.82% | +0.02% | — | |
| 22 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.80% | +0.04% | -5.99% | |
| 23 | IP | International Paper Co | Stock-Consumer Disc | 0.76% | +0.14% | — | |
| 24 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.71% | — | +4.74% | |
| 25 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.66% | -0.06% | — | |
| 26 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.66% | -0.09% | -1.23% | |
| 27 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.65% | +0.06% | +5.82% | |
| 28 | CAT | Caterpillar Inc | Stock-Industrials | 0.64% | — | — | |
| 29 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.63% | +0.06% | +6.91% | |
| 30 | PH | Parker Hannifin CORP | Stock-Industrials | 0.62% | +0.08% | — | |
| 31 | DE | Deere & Co | Stock-Industrials | 0.61% | +0.05% | — | |
| 32 | GIS | General Mills Inc | Stock-Consumer Staples | 0.52% | +0.01% | -0.93% | |
| 33 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.48% | — | — | |
| 34 | AMD | Advanced Micro Devices | Stock-Tech | 0.46% | +0.42% | — | |
| 35 | COP | Conocophillips | Stock-Energy | 0.46% | -0.03% | — | |
| 36 | GD | General Dynamics CORP | Stock-Industrials | 0.44% | +0.05% | — | |
| 37 | AAPL | Apple Inc | Stock-Tech | 0.40% | +0.09% | +2.92% | |
| 38 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 0.36% | -0.01% | — | |
| 39 | VLO | Valero Energy CORP | Stock-Energy | 0.31% | +0.09% | — | |
| 40 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.27% | +0.04% | -29.61% | |
| 41 | ADM | Archer-daniels-midland Co | Stock-Consumer Staples | 0.26% | +0.04% | — | |
| 42 | UGI | Ugi CORP | Stock-Utilities | 0.25% | +0.01% | — | |
| 43 | AFL | Aflac Inc | Stock-Financials | 0.22% | +0.03% | — | |
| 44 | SYY | Sysco CORP | Stock-Consumer Staples | 0.21% | +0.03% | — | |
| 45 | CNI | Canadian Natl Railway Co | Stock-Industrials | 0.21% | +0.04% | — | |
| 46 | CNP | Centerpoint Energy Inc | Stock-Utilities | 0.20% | +0.01% | — | |
| 47 | JBHT | Hunt (jb) Transprt Svcs Inc | Stock-Industrials | 0.20% | +0.06% | — | |
| 48 | MSFT | Microsoft CORP | Stock-Tech | 0.16% | -0.03% | — | |
| 49 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 0.15% | — | +6.86% | |
| 50 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.15% | -0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DFAU | Dimensional US Core Equity M | +0.7% | +0.60% | Add |
| 2 | VTI | Vanguard Total Stock Mkt ETF | +0.6% | +1.70% | Add |
| 3 | AVGO | Broadcom Inc | +0.5% | — | Unchanged |
| 4 | NVDA | Nvidia CORP | +0.4% | — | Unchanged |
| 5 | CATH | Global X S&p 500 Ca Val ETF | +0.3% | +2.82% | Add |
| 6 | DGRW | Wisdomtree U.s. Quality Divi | +0.2% | +0.93% | Add |
| 7 | AMD | Advanced Micro Devices | +0.2% | — | Unchanged |
| 8 | IEF | Ishares 7-10 Year Treasury B | +0.1% | +17.67% | Add |
| 9 | CAT | Caterpillar Inc | +0.1% | — | Unchanged |
| 10 | IP | International Paper Co | +0.1% | — | Unchanged |
| 11 | PH | Parker Hannifin CORP | +0.1% | — | Unchanged |
| 12 | DFAS | Dimensional US Small Cap ETF | +0.1% | +6.91% | Add |
| 13 | VO | Vanguard Mid-cap ETF | +0.1% | +5.82% | Add |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | — | Unchanged |
| 15 | VLO | Valero Energy CORP | 0% | — | Unchanged |
| 16 | TT | Trane Technologies plc | 0% | NEW | New buy |
| 17 | GD | General Dynamics CORP | 0% | — | Unchanged |
| 18 | TSCO | Tractor Supply Company | 0% | — | Unchanged |
| 19 | MKSI | Mks Inc | 0% | — | Unchanged |
| 20 | MSFT | Microsoft CORP | 0% | — | Unchanged |
| 21 | META | Meta Platforms Inc-class A | 0% | — | Unchanged |
| 22 | AES | Aes CORP | 0% | — | Unchanged |
| 23 | COP | Conocophillips | 0% | — | Unchanged |
| 24 | ADM | Archer-daniels-midland Co | 0% | — | Unchanged |
| 25 | UGI | Ugi CORP | 0% | — | Unchanged |
| 26 | TSLA | Tesla Inc | 0% | +5.77% | Add |
| 27 | AMZN | Amazon.com Inc | 0% | — | Unchanged |
| 28 | FHN | First Horizon CORP | 0% | — | Unchanged |
| 29 | JNJ | Johnson & Johnson | — | -0.81% | Trim |
| 30 | PEP | Pepsico Inc | — | -1.23% | Trim |
| 31 | USMV | Ishares Msci USA Min Vol Fac | — | +4.74% | Add |
| 32 | DE | Deere & Co | — | — | Unchanged |
| 33 | AAPL | Apple Inc | — | +2.92% | Add |
| 34 | SYY | Sysco CORP | — | — | Unchanged |
| 35 | JBHT | Hunt (jb) Transprt Svcs Inc | — | — | Unchanged |
| 36 | BLV | Vanguard Long-term Bond ETF | — | +6.86% | Add |
| 37 | HBCP | Home Bancorp Inc | — | +0.53% | Add |
| 38 | FBLA | Fb Bancorp Inc | — | — | Unchanged |
| 39 | ✓ | Renergen Ord | — | — | Unchanged |
| 40 | ✓ | Digital Utilities Ventures Inc | — | NEW | New buy |
| 41 | LTMCF | Lithium Chile Inc | — | — | Unchanged |
| 42 | OWUV | One World Universe Inc | — | — | Unchanged |
| 43 | PQEFF | Petroteq Energy Inc | — | — | Unchanged |
| 44 | XOM | Exxon Mobil CORP | 0% | — | Unchanged |
| 45 | VMD | Viemed Healthcare Inc | 0% | — | Unchanged |
| 46 | SLB | Slb LTD | 0% | — | Unchanged |
| 47 | AMT | American Tower CORP | 0% | — | Unchanged |
| 48 | WMT | Walmart Inc | 0% | -1.80% | Trim |
| 49 | VPU | Vanguard Utilities ETF | 0% | -4.95% | Trim |
| 50 | KMI | Kinder Morgan, Inc. | 0% | — | Unchanged |
According to official SEC Form 13F filings, Bcm Advisors, LLC reported a total U.S. public equity portfolio value of $513.6M across 70 disclosed positions in Q2 2025.
During Q2 2025, Bcm Advisors, LLC's top holdings by market value included GLD (14.9%)、BIV (14.4%)、DFAU (12.0%). The largest single position, GLD, represented 14.9% of total portfolio value.
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Top New Position Initiated
TT
市值: $204.4K
Top Position Liquidated / Trimmed
VHT
前期市值: $207.9K
In Q2 2025, Bcm Advisors, LLC made 29 total portfolio adjustments, initiating 2 new buys, adding to 16 positions, trimming 10 holdings, and fully liquidating 1 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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