13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001373017
Total reported value
$513.6M
$513.6M
78 檔
61.0%
At the close of Q1 2026, Bcm Advisors, LLC disclosed equity holdings valued at approximately $513.6M, spread across 78 reported holdings.
In Q1 2026, Bcm Advisors, LLC displayed an active expansion posture, initiating 6 new positions and adding to 22 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including BIV, GLD, DFAU) accounted for 61.0% of total reported equity market value during Q1 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BIV | Vanguard Intermediate-term B | ETF-Other | 19.10% | -0.47% | -4.05% | |
| 2 | GLD | Spdr Gold Shares | ETF-Commodities | 15.80% | -2.09% | -6.71% | |
| 3 | DFAU | Dimensional US Core Equity M | ETF-Other | 11.69% | -0.15% | -5.54% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 8.04% | +0.14% | -10.30% | |
| 5 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 7.19% | -0.16% | -1.41% | |
| 6 | CATH | Global X S&p 500 Ca Val ETF | ETF-Large Cap & Growth | 4.03% | -0.11% | +0.10% | |
| 7 | AVGO | Broadcom Inc | Stock-Tech | 2.14% | -0.21% | — | |
| 8 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.74% | +0.28% | — | |
| 9 | XOM | Exxon Mobil CORP | Stock-Energy | 1.61% | -1.61% | EXIT | |
| 10 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.54% | +0.06% | +0.20% | |
| 11 | ATO | Atmos Energy CORP | Stock-Utilities | 1.53% | -0.09% | — | |
| 12 | DUK | Duke Energy CORP | Stock-Utilities | 1.41% | +0.01% | +0.02% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 1.35% | +0.05% | +0.98% | |
| 14 | SGOL | Abrdn Physical Gold Shares | ETF-Commodities | 1.29% | -0.11% | -11.19% | |
| 15 | CAT | Caterpillar Inc | Stock-Industrials | 1.22% | — | +0.20% | |
| 16 | ED | Consolidated Edison Inc | Stock-Utilities | 1.04% | +0.02% | — | |
| 17 | BRO | Brown & Brown Inc | Stock-Financials | 1.00% | +0.16% | — | |
| 18 | EPD | Enterprise Products Partners | Stock-Energy | 0.94% | -0.01% | — | |
| 19 | AMD | Advanced Micro Devices | Stock-Tech | 0.82% | +0.42% | — | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.81% | +0.02% | -5.60% | |
| 21 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.78% | +0.06% | +317.61% | |
| 22 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.78% | +0.06% | +3.01% | |
| 23 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.72% | +0.04% | +0.25% | |
| 24 | PH | Parker Hannifin CORP | Stock-Industrials | 0.68% | +0.08% | — | |
| 25 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 0.67% | +0.12% | +4.07% | |
| 26 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.67% | -0.06% | — | |
| 27 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.66% | -0.09% | — | |
| 28 | DE | Deere & Co | Stock-Industrials | 0.63% | +0.05% | — | |
| 29 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.60% | -0.02% | — | |
| 30 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.59% | -0.33% | -54.87% | |
| 31 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.57% | +0.89% | +777.47% | |
| 32 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.54% | — | -14.20% | |
| 33 | COP | Conocophillips | Stock-Energy | 0.54% | -0.03% | — | |
| 34 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.52% | — | — | |
| 35 | VLO | Valero Energy CORP | Stock-Energy | 0.50% | +0.09% | — | |
| 36 | AAPL | Apple Inc | Stock-Tech | 0.48% | +0.09% | +0.70% | |
| 37 | GD | General Dynamics CORP | Stock-Industrials | 0.45% | +0.05% | — | |
| 38 | IP | International Paper Co | Stock-Consumer Disc | 0.40% | +0.14% | -0.47% | |
| 39 | ADM | Archer-daniels-midland Co | Stock-Consumer Staples | 0.34% | +0.04% | — | |
| 40 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.33% | +0.19% | +139.28% | |
| 41 | GIS | General Mills Inc | Stock-Consumer Staples | 0.33% | +0.01% | — | |
| 42 | JBHT | Hunt (jb) Transprt Svcs Inc | Stock-Industrials | 0.31% | +0.06% | — | |
| 43 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.29% | +0.04% | +19.65% | |
| 44 | MKSI | Mks Inc | Stock-Tech | 0.28% | +0.03% | — | |
| 45 | AFL | Aflac Inc | Stock-Financials | 0.22% | +0.03% | — | |
| 46 | UGI | Ugi CORP | Stock-Utilities | 0.22% | +0.01% | — | |
| 47 | CNI | Canadian Natl Railway Co | Stock-Industrials | 0.22% | +0.04% | — | |
| 48 | CNP | Centerpoint Energy Inc | Stock-Utilities | 0.21% | +0.01% | — | |
| 49 | SLB | Slb LTD | Stock-Energy | 0.21% | -0.02% | — | |
| 50 | SYY | Sysco CORP | Stock-Consumer Staples | 0.18% | +0.03% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +0.5% | — | Unchanged |
| 2 | SCHD | Schwab US Dvd Equity ETF | +0.5% | +777.47% | Add |
| 3 | CAT | Caterpillar Inc | +0.4% | +0.20% | Add |
| 4 | DGRW | Wisdomtree U.s. Quality Divi | +0.3% | -1.41% | Trim |
| 5 | CATH | Global X S&p 500 Ca Val ETF | +0.3% | +0.10% | Add |
| 6 | XOM | Exxon Mobil CORP | +0.2% | +0.12% | Add |
| 7 | ATO | Atmos Energy CORP | +0.2% | — | Unchanged |
| 8 | AMD | Advanced Micro Devices | +0.2% | — | Unchanged |
| 9 | GLDM | Spdr Gold Minishares Trust | +0.2% | +139.28% | Add |
| 10 | EPD | Enterprise Products Partners | +0.2% | — | Unchanged |
| 11 | DUK | Duke Energy CORP | +0.2% | +0.02% | Add |
| 12 | KO | Coca-cola Co/the | +0.2% | +0.20% | Add |
| 13 | DFAU | Dimensional US Core Equity M | +0.1% | -5.54% | Trim |
| 14 | VLO | Valero Energy CORP | +0.1% | — | Unchanged |
| 15 | COP | Conocophillips | +0.1% | — | Unchanged |
| 16 | NVDA | Nvidia CORP | +0.1% | +0.98% | Add |
| 17 | MKSI | Mks Inc | +0.1% | — | Unchanged |
| 18 | DE | Deere & Co | +0.1% | — | Unchanged |
| 19 | ED | Consolidated Edison Inc | +0.1% | — | Unchanged |
| 20 | JNJ | Johnson & Johnson | +0.1% | — | Unchanged |
| 21 | VO | Vanguard Mid-cap ETF | +0.1% | +317.61% | Add |
| 22 | DFAS | Dimensional US Small Cap ETF | +0.1% | +3.01% | Add |
| 23 | JPM | Jpmorgan Chase & Co | +0.1% | +19.65% | Add |
| 24 | AAPL | Apple Inc | +0.1% | +0.70% | Add |
| 25 | KMI | Kinder Morgan, Inc. | +0.1% | — | Unchanged |
| 26 | PEP | Pepsico Inc | +0.1% | — | Unchanged |
| 27 | JBHT | Hunt (jb) Transprt Svcs Inc | +0.1% | — | Unchanged |
| 28 | ADM | Archer-daniels-midland Co | +0.1% | — | Unchanged |
| 29 | COST | Costco Wholesale CORP | 0% | — | Unchanged |
| 30 | ISTB | Ishares Core 1-5 Year Usd Bo | 0% | +4.07% | Add |
| 31 | SLB | Slb LTD | 0% | — | Unchanged |
| 32 | VGSH | Vanguard Short-term Treasury | 0% | +49.70% | Add |
| 33 | CNI | Canadian Natl Railway Co | 0% | — | Unchanged |
| 34 | CNP | Centerpoint Energy Inc | 0% | — | Unchanged |
| 35 | AMZN | Amazon.com Inc | 0% | +7.02% | Add |
| 36 | HBCP | Home Bancorp Inc | 0% | +11.22% | Add |
| 37 | WMT | Walmart Inc | 0% | +3.14% | Add |
| 38 | VEA | Vanguard Ftse Developed ETF | 0% | +15.79% | Add |
| 39 | GOOG | Alphabet Inc-cl C | 0% | +7.11% | Add |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -5.60% | Trim |
| 41 | AFL | Aflac Inc | 0% | — | Unchanged |
| 42 | VMD | Viemed Healthcare Inc | 0% | — | Unchanged |
| 43 | CL | Colgate-palmolive Co | 0% | +0.25% | Add |
| 44 | VYM | Vanguard High Dvd Yield ETF | 0% | — | Unchanged |
| 45 | VGT | Vanguard Info Tech ETF | 0% | +711.90% | Add |
| 46 | FHN | First Horizon CORP | 0% | -1.36% | Trim |
| 47 | AES | Aes CORP | 0% | — | Unchanged |
| 48 | TLT | Ishares 20+ Year Treasury Bd | — | — | Unchanged |
| 49 | META | Meta Platforms Inc-class A | — | +1.33% | Add |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | — | — | Unchanged |
According to official SEC Form 13F filings, Bcm Advisors, LLC reported a total U.S. public equity portfolio value of $513.6M across 78 disclosed positions in Q1 2026.
During Q1 2026, Bcm Advisors, LLC's top holdings by market value included BIV (19.1%)、GLD (15.8%)、DFAU (11.7%). The largest single position, BIV, represented 19.1% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
VOOG
市值: $385.1K
Top Position Liquidated / Trimmed
VDC
前期市值: $306.1K
In Q1 2026, Bcm Advisors, LLC made 46 total portfolio adjustments, initiating 6 new buys, adding to 22 positions, trimming 17 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.