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CIK: 0001373017
Total reported value
$513.6M
$513.6M
73 檔
65.7%
During the Q4 2025 filing period, Bcm Advisors, LLC (CIK: 0001373017) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $513.6M across 73 reported positions.
Bcm Advisors, LLC executed strategic sector rebalancing during Q4 2025, establishing 2 new positions while fully exiting 3 holdings and trimming 20 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BIV | Vanguard Intermediate-term B | ETF-Other | 19.65% | -0.47% | +0.10% | |
| 2 | GLD | Spdr Gold Shares | ETF-Commodities | 18.17% | -2.09% | -4.35% | |
| 3 | DFAU | Dimensional US Core Equity M | ETF-Other | 11.55% | -0.15% | -0.97% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 8.37% | +0.14% | +2.56% | |
| 5 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 6.89% | -0.16% | +0.14% | |
| 6 | CATH | Global X S&p 500 Ca Val ETF | ETF-Large Cap & Growth | 3.76% | -0.11% | +0.20% | |
| 7 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.66% | +0.28% | -0.50% | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 1.60% | -0.21% | -0.02% | |
| 9 | SGOL | Abrdn Physical Gold Shares | ETF-Commodities | 1.56% | -0.11% | -2.66% | |
| 10 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.39% | +0.06% | -0.47% | |
| 11 | XOM | Exxon Mobil CORP | Stock-Energy | 1.37% | -1.61% | EXIT | |
| 12 | BRO | Brown & Brown Inc | Stock-Financials | 1.34% | +0.16% | -0.03% | |
| 13 | ATO | Atmos Energy CORP | Stock-Utilities | 1.31% | -0.09% | — | |
| 14 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.28% | -0.33% | +5.91% | |
| 15 | DUK | Duke Energy CORP | Stock-Utilities | 1.26% | +0.01% | -0.50% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 1.23% | +0.05% | +0.48% | |
| 17 | ED | Consolidated Edison Inc | Stock-Utilities | 0.96% | +0.02% | -0.06% | |
| 18 | CAT | Caterpillar Inc | Stock-Industrials | 0.84% | — | +0.01% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.80% | +0.02% | — | |
| 20 | EPD | Enterprise Products Partners | Stock-Energy | 0.78% | -0.01% | — | |
| 21 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.71% | +0.06% | +8.81% | |
| 22 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.71% | +0.04% | -0.72% | |
| 23 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.71% | +0.06% | +11.51% | |
| 24 | PH | Parker Hannifin CORP | Stock-Industrials | 0.71% | +0.08% | — | |
| 25 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 0.63% | +0.12% | +13.97% | |
| 26 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.63% | -0.06% | — | |
| 27 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.62% | — | -3.06% | |
| 28 | AMD | Advanced Micro Devices | Stock-Tech | 0.61% | +0.42% | — | |
| 29 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.60% | -0.02% | -0.04% | |
| 30 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.60% | -0.09% | -0.70% | |
| 31 | DE | Deere & Co | Stock-Industrials | 0.55% | +0.05% | — | |
| 32 | IP | International Paper Co | Stock-Consumer Disc | 0.54% | +0.14% | +0.47% | |
| 33 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.46% | — | — | |
| 34 | GD | General Dynamics CORP | Stock-Industrials | 0.46% | +0.05% | — | |
| 35 | AAPL | Apple Inc | Stock-Tech | 0.42% | +0.09% | -1.18% | |
| 36 | GIS | General Mills Inc | Stock-Consumer Staples | 0.42% | +0.01% | -0.23% | |
| 37 | COP | Conocophillips | Stock-Energy | 0.41% | -0.03% | -0.31% | |
| 38 | VLO | Valero Energy CORP | Stock-Energy | 0.36% | +0.09% | — | |
| 39 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 0.30% | -0.01% | — | |
| 40 | ADM | Archer-daniels-midland Co | Stock-Consumer Staples | 0.29% | +0.04% | — | |
| 41 | JBHT | Hunt (jb) Transprt Svcs Inc | Stock-Industrials | 0.26% | +0.06% | — | |
| 42 | UGI | Ugi CORP | Stock-Utilities | 0.24% | +0.01% | — | |
| 43 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.23% | +0.04% | -6.96% | |
| 44 | AFL | Aflac Inc | Stock-Financials | 0.21% | +0.03% | — | |
| 45 | MKSI | Mks Inc | Stock-Tech | 0.20% | +0.03% | — | |
| 46 | CNI | Canadian Natl Railway Co | Stock-Industrials | 0.19% | +0.04% | — | |
| 47 | SYY | Sysco CORP | Stock-Consumer Staples | 0.19% | +0.03% | — | |
| 48 | CNP | Centerpoint Energy Inc | Stock-Utilities | 0.19% | +0.01% | — | |
| 49 | SLB | Slb LTD | Stock-Energy | 0.18% | -0.02% | — | |
| 50 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.15% | +0.19% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GLD | Spdr Gold Shares | +2.3% | -4.35% | Trim |
| 2 | VLO | Valero Energy CORP | +0.3% | — | Unchanged |
| 3 | SGOL | Abrdn Physical Gold Shares | +0.2% | -2.66% | Trim |
| 4 | JNJ | Johnson & Johnson | +0.2% | -0.50% | Trim |
| 5 | XOM | Exxon Mobil CORP | +0.2% | +0.42% | Add |
| 6 | CAT | Caterpillar Inc | +0.1% | +0.01% | Add |
| 7 | PH | Parker Hannifin CORP | +0.1% | — | Unchanged |
| 8 | DFAS | Dimensional US Small Cap ETF | +0.1% | +8.81% | Add |
| 9 | VO | Vanguard Mid-cap ETF | +0.1% | +11.51% | Add |
| 10 | MKSI | Mks Inc | +0.1% | — | Unchanged |
| 11 | ISTB | Ishares Core 1-5 Year Usd Bo | 0% | +13.97% | Add |
| 12 | CL | Colgate-palmolive Co | 0% | -0.72% | Trim |
| 13 | JBHT | Hunt (jb) Transprt Svcs Inc | 0% | — | Unchanged |
| 14 | SLB | Slb LTD | 0% | — | Unchanged |
| 15 | KMI | Kinder Morgan, Inc. | 0% | — | Unchanged |
| 16 | DE | Deere & Co | 0% | — | Unchanged |
| 17 | COP | Conocophillips | 0% | -0.31% | Trim |
| 18 | UGI | Ugi CORP | 0% | — | Unchanged |
| 19 | IAU | Ishares Gold Trust | 0% | — | Unchanged |
| 20 | EPD | Enterprise Products Partners | 0% | — | Unchanged |
| 21 | COST | Costco Wholesale CORP | 0% | — | Unchanged |
| 22 | ADM | Archer-daniels-midland Co | 0% | — | Unchanged |
| 23 | GOOG | Alphabet Inc-cl C | 0% | — | Unchanged |
| 24 | VEA | Vanguard Ftse Developed ETF | 0% | — | Unchanged |
| 25 | ED | Consolidated Edison Inc | — | -0.06% | Trim |
| 26 | GD | General Dynamics CORP | — | — | Unchanged |
| 27 | CNI | Canadian Natl Railway Co | — | — | Unchanged |
| 28 | HBCP | Home Bancorp Inc | — | +0.58% | Add |
| 29 | WMT | Walmart Inc | — | -0.83% | Trim |
| 30 | FHN | First Horizon CORP | — | — | Unchanged |
| 31 | SCHD | Schwab US Dvd Equity ETF | — | — | Unchanged |
| 32 | AMZN | Amazon.com Inc | — | — | Unchanged |
| 33 | VMD | Viemed Healthcare Inc | — | — | Unchanged |
| 34 | TSLA | Tesla Inc | — | +0.30% | Add |
| 35 | LTMCF | Lithium Chile Inc | — | — | Unchanged |
| 36 | VGT | Vanguard Info Tech ETF | — | +6.67% | Add |
| 37 | OWUV | One World Universe Inc | — | — | Unchanged |
| 38 | PQEFF | Petroteq Energy Inc | — | — | Unchanged |
| 39 | IEF | Ishares 7-10 Year Treasury B | 0% | +5.91% | Add |
| 40 | AMT | American Tower CORP | 0% | -5.26% | Trim |
| 41 | CNP | Centerpoint Energy Inc | 0% | — | Unchanged |
| 42 | AES | Aes CORP | 0% | — | Unchanged |
| 43 | AFL | Aflac Inc | 0% | — | Unchanged |
| 44 | SYY | Sysco CORP | 0% | — | Unchanged |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | — | Unchanged |
| 46 | VGSH | Vanguard Short-term Treasury | 0% | — | Unchanged |
| 47 | KO | Coca-cola Co/the | 0% | -0.47% | Trim |
| 48 | VPU | Vanguard Utilities ETF | 0% | +0.03% | Add |
| 49 | TSCO | Tractor Supply Company | 0% | — | Unchanged |
| 50 | JPM | Jpmorgan Chase & Co | 0% | -6.96% | Trim |
According to official SEC Form 13F filings, Bcm Advisors, LLC reported a total U.S. public equity portfolio value of $513.6M across 73 disclosed positions in Q4 2025.
During Q4 2025, Bcm Advisors, LLC's top holdings by market value included BIV (19.6%)、GLD (18.2%)、DFAU (11.6%). The largest single position, BIV, represented 19.6% of total portfolio value.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including BIV, GLD, DFAU) accounted for 65.7% of total reported equity market value during Q4 2025.
Top New Position Initiated
GLDM
市值: $774.5K
Top Position Liquidated / Trimmed
FBLA
前期市值: $420.4K
In Q4 2025, Bcm Advisors, LLC made 43 total portfolio adjustments, initiating 2 new buys, adding to 18 positions, trimming 20 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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