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CIK: 0001373017
Total reported value
$513.6M
$513.6M
74 檔
62.4%
According to the latest 13F quarterly dataset, Bcm Advisors, LLC managed an equity portfolio of $513.6M at the end of Q3 2025, spanning 74 distinct U.S. exchange-listed positions.
In Q3 2025, Bcm Advisors, LLC displayed an active expansion posture, initiating 8 new positions and adding to 20 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including BIV, GLD, DFAU) accounted for 62.4% of total reported equity market value during Q3 2025.
Top New Position Initiated
ISTB
市值: $2.9M
Top Position Liquidated / Trimmed
SPTL
前期市值: $4.9M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BIV | Vanguard Intermediate-term B | ETF-Other | 20.88% | -0.47% | +50.19% | |
| 2 | GLD | Spdr Gold Shares | ETF-Commodities | 15.87% | -2.09% | -5.15% | |
| 3 | DFAU | Dimensional US Core Equity M | ETF-Other | 12.10% | -0.15% | -0.96% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 8.51% | +0.14% | +1.20% | |
| 5 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 7.19% | -0.16% | -0.27% | |
| 6 | CATH | Global X S&p 500 Ca Val ETF | ETF-Large Cap & Growth | 3.97% | -0.11% | -2.28% | |
| 7 | AVGO | Broadcom Inc | Stock-Tech | 1.95% | -0.21% | — | |
| 8 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.49% | +0.28% | +0.42% | |
| 9 | BRO | Brown & Brown Inc | Stock-Financials | 1.46% | +0.16% | +0.01% | |
| 10 | ATO | Atmos Energy CORP | Stock-Utilities | 1.45% | -0.09% | — | |
| 11 | DUK | Duke Energy CORP | Stock-Utilities | 1.43% | +0.01% | -6.63% | |
| 12 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.41% | +0.06% | — | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 1.37% | +0.05% | — | |
| 14 | SGOL | Abrdn Physical Gold Shares | ETF-Commodities | 1.34% | -0.11% | -11.45% | |
| 15 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.29% | -0.33% | -4.32% | |
| 16 | XOM | Exxon Mobil CORP | Stock-Energy | 1.22% | -1.61% | EXIT | |
| 17 | ED | Consolidated Edison Inc | Stock-Utilities | 0.96% | +0.02% | +0.06% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.84% | +0.02% | — | |
| 19 | EPD | Enterprise Products Partners | Stock-Energy | 0.77% | -0.01% | — | |
| 20 | CAT | Caterpillar Inc | Stock-Industrials | 0.74% | — | +0.46% | |
| 21 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.67% | +0.04% | -0.26% | |
| 22 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.67% | — | -0.76% | |
| 23 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.66% | -0.02% | -90.98% | |
| 24 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.66% | -0.09% | +0.43% | |
| 25 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.65% | +0.06% | +3.94% | |
| 26 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.64% | +0.06% | +2.23% | |
| 27 | AMD | Advanced Micro Devices | Stock-Tech | 0.63% | +0.42% | — | |
| 28 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.62% | -0.06% | — | |
| 29 | IP | International Paper Co | Stock-Consumer Disc | 0.62% | +0.14% | — | |
| 30 | PH | Parker Hannifin CORP | Stock-Industrials | 0.61% | +0.08% | — | |
| 31 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 0.59% | +0.12% | — | |
| 32 | DE | Deere & Co | Stock-Industrials | 0.52% | +0.05% | — | |
| 33 | AAPL | Apple Inc | Stock-Tech | 0.48% | +0.09% | +0.03% | |
| 34 | GIS | General Mills Inc | Stock-Consumer Staples | 0.47% | +0.01% | +0.07% | |
| 35 | GD | General Dynamics CORP | Stock-Industrials | 0.46% | +0.05% | — | |
| 36 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.43% | — | — | |
| 37 | COP | Conocophillips | Stock-Energy | 0.38% | -0.03% | +0.54% | |
| 38 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 0.32% | -0.01% | — | |
| 39 | ADM | Archer-daniels-midland Co | Stock-Consumer Staples | 0.28% | +0.04% | — | |
| 40 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.26% | +0.04% | — | |
| 41 | JBHT | Hunt (jb) Transprt Svcs Inc | Stock-Industrials | 0.22% | +0.06% | — | |
| 42 | UGI | Ugi CORP | Stock-Utilities | 0.22% | +0.01% | — | |
| 43 | AFL | Aflac Inc | Stock-Financials | 0.22% | +0.03% | -0.06% | |
| 44 | CNP | Centerpoint Energy Inc | Stock-Utilities | 0.20% | +0.01% | — | |
| 45 | SYY | Sysco CORP | Stock-Consumer Staples | 0.20% | +0.03% | — | |
| 46 | CNI | Canadian Natl Railway Co | Stock-Industrials | 0.19% | +0.04% | — | |
| 47 | MSFT | Microsoft CORP | Stock-Tech | 0.16% | -0.03% | +0.20% | |
| 48 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.15% | -0.01% | +0.10% | |
| 49 | MKSI | Mks Inc | Stock-Tech | 0.14% | +0.03% | — | |
| 50 | SLB | Slb LTD | Stock-Energy | 0.14% | -0.02% | +1.18% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BIV | Vanguard Intermediate-term B | +6% | +50.19% | Add |
| 2 | VTI | Vanguard Total Stock Mkt ETF | +0.8% | +1.20% | Add |
| 3 | DFAU | Dimensional US Core Equity M | +0.8% | -0.96% | Trim |
| 4 | AVGO | Broadcom Inc | +0.8% | — | Unchanged |
| 5 | NVDA | Nvidia CORP | +0.5% | — | Unchanged |
| 6 | GLD | Spdr Gold Shares | +0.4% | -5.15% | Trim |
| 7 | AMD | Advanced Micro Devices | +0.4% | — | Unchanged |
| 8 | CATH | Global X S&p 500 Ca Val ETF | +0.3% | -2.28% | Add |
| 9 | CAT | Caterpillar Inc | +0.2% | +0.46% | Add |
| 10 | DGRW | Wisdomtree U.s. Quality Divi | +0.2% | -0.27% | Add |
| 11 | JNJ | Johnson & Johnson | +0.1% | +0.42% | Trim |
| 12 | AAPL | Apple Inc | +0.1% | +0.03% | Add |
| 13 | DFAS | Dimensional US Small Cap ETF | +0.1% | +2.23% | Add |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | — | Unchanged |
| 15 | MKSI | Mks Inc | +0.1% | — | Unchanged |
| 16 | VO | Vanguard Mid-cap ETF | +0.1% | +3.94% | Add |
| 17 | PH | Parker Hannifin CORP | +0.1% | — | Unchanged |
| 18 | GD | General Dynamics CORP | +0.1% | — | Unchanged |
| 19 | IEF | Ishares 7-10 Year Treasury B | 0% | -4.32% | Add |
| 20 | ADM | Archer-daniels-midland Co | 0% | — | Unchanged |
| 21 | JBHT | Hunt (jb) Transprt Svcs Inc | 0% | — | Unchanged |
| 22 | MSFT | Microsoft CORP | 0% | +0.20% | Add |
| 23 | META | Meta Platforms Inc-class A | 0% | +0.10% | Add |
| 24 | AES | Aes CORP | 0% | — | Unchanged |
| 25 | PEP | Pepsico Inc | — | +0.43% | Trim |
| 26 | AMZN | Amazon.com Inc | — | +0.83% | Add |
| 27 | FHN | First Horizon CORP | — | — | Unchanged |
| 28 | HBCP | Home Bancorp Inc | — | +0.54% | Add |
| 29 | LTMCF | Lithium Chile Inc | — | — | Unchanged |
| 30 | ✓ | Renergen Ord | — | — | Unchanged |
| 31 | OWUV | One World Universe Inc | — | — | Unchanged |
| 32 | PQEFF | Petroteq Energy Inc | — | +150.00% | Add |
| 33 | TSCO | Tractor Supply Company | 0% | — | Unchanged |
| 34 | SYY | Sysco CORP | 0% | — | Unchanged |
| 35 | VPU | Vanguard Utilities ETF | 0% | -2.32% | Trim |
| 36 | SLB | Slb LTD | 0% | +1.18% | Add |
| 37 | FBLA | Fb Bancorp Inc | 0% | — | Unchanged |
| 38 | VMD | Viemed Healthcare Inc | 0% | — | Unchanged |
| 39 | TSLA | Tesla Inc | 0% | -38.85% | Trim |
| 40 | WMT | Walmart Inc | 0% | — | Trim |
| 41 | AMT | American Tower CORP | 0% | — | Unchanged |
| 42 | CNP | Centerpoint Energy Inc | 0% | — | Unchanged |
| 43 | AFL | Aflac Inc | 0% | -0.06% | Trim |
| 44 | UGI | Ugi CORP | 0% | — | Unchanged |
| 45 | SGOL | Abrdn Physical Gold Shares | 0% | -11.45% | Trim |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | — | Trim |
| 47 | USMV | Ishares Msci USA Min Vol Fac | 0% | -0.76% | Add |
| 48 | CNI | Canadian Natl Railway Co | 0% | — | Unchanged |
| 49 | ATO | Atmos Energy CORP | -0.1% | — | Unchanged |
| 50 | IP | International Paper Co | -0.1% | — | Unchanged |
According to official SEC Form 13F filings, Bcm Advisors, LLC reported a total U.S. public equity portfolio value of $513.6M across 74 disclosed positions in Q3 2025.
During Q3 2025, Bcm Advisors, LLC's top holdings by market value included BIV (20.9%)、GLD (15.9%)、DFAU (12.1%). The largest single position, BIV, represented 20.9% of total portfolio value.
In Q3 2025, Bcm Advisors, LLC made 48 total portfolio adjustments, initiating 8 new buys, adding to 20 positions, trimming 17 holdings, and fully liquidating 3 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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