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CIK: 0001911491
Total reported value
$1.3B
$1.3B
66 檔
98.4%
At the close of Q1 2026, TCM Advisors, LLC disclosed equity holdings valued at approximately $1.3B, spread across 66 reported holdings.
In Q1 2026, TCM Advisors, LLC displayed an active expansion posture, initiating 3 new positions and adding to 30 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including IWM, DIA, SLV) accounted for 98.4% of total reported equity market value during Q1 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 73.57% | -2.20% | -2.52% | |
| 2 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 9.98% | +2.47% | -18.04% | |
| 3 | SLV | Ishares Silver Trust | ETF-Commodities | 7.45% | -1.08% | — | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.41% | +0.50% | +1.98% | |
| 5 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.02% | +0.10% | +1.53% | |
| 6 | GLD | Spdr Gold Shares | ETF-Commodities | 0.95% | -0.11% | +0.92% | |
| 7 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.69% | +0.15% | -15.47% | |
| 8 | IYR | Ishares US Real Estate ETF | ETF-Other | 0.22% | +0.03% | +2.29% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.21% | +0.04% | +7.50% | |
| 10 | F | Ford Motor Co | Stock-Consumer Disc | 0.14% | +0.03% | +1.84% | |
| 11 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.12% | -0.01% | — | |
| 12 | CMI | Cummins Inc | Stock-Industrials | 0.11% | -0.01% | -3.33% | |
| 13 | CVX | Chevron CORP | Stock-Energy | 0.11% | -0.03% | -2.73% | |
| 14 | RS | Reliance Inc | Stock-Materials | 0.11% | -0.01% | -4.08% | |
| 15 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.10% | — | +30.53% | |
| 16 | USO | United States Oil Fund LP | ETF-Other | 0.09% | +0.01% | — | |
| 17 | HAS | Hasbro Inc | Stock-Consumer Disc | 0.09% | -0.01% | -1.47% | |
| 18 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.09% | +0.01% | -1.82% | |
| 19 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.08% | — | +2.09% | |
| 20 | R | Ryder System Inc | Stock-Industrials | 0.08% | +0.01% | -3.64% | |
| 21 | ADM | Archer-daniels-midland Co | Stock-Consumer Staples | 0.08% | -0.01% | -3.87% | |
| 22 | CSCO | Cisco Systems Inc | Stock-Tech | 0.08% | -0.01% | -4.00% | |
| 23 | T | At&t Inc | Stock-Comm Services | 0.07% | -0.01% | +0.15% | |
| 24 | PFE | Pfizer Inc | Stock-Healthcare | 0.07% | — | +4.29% | |
| 25 | MDT | Medtronic plc | Stock-Healthcare | 0.07% | — | +6.66% | |
| 26 | FCX | Freeport-mcmoran Inc | Stock-Materials | 0.07% | — | -15.01% | |
| 27 | WMT | Walmart Inc | Stock-Consumer Staples | 0.07% | — | -10.47% | |
| 28 | V | Visa Inc-class A Shares | Stock-Financials | 0.07% | +0.01% | — | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.07% | — | -0.05% | |
| 30 | TROW | T Rowe Price Group Inc | Stock-Financials | 0.07% | +0.01% | +16.63% | |
| 31 | OMC | Omnicom Group | Stock-Comm Services | 0.06% | +0.01% | +3.53% | |
| 32 | SCI | Service CORP International | Stock-Consumer Disc | 0.06% | — | +4.94% | |
| 33 | TXN | Texas Instruments Inc | Stock-Tech | 0.06% | — | -6.38% | |
| 34 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.06% | — | -0.98% | |
| 35 | ETR | Entergy CORP | Stock-Utilities | 0.06% | -0.01% | -3.90% | |
| 36 | ETN | Eaton Corporation plc | Stock-Industrials | 0.06% | +0.01% | — | |
| 37 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.06% | +0.03% | +39.60% | |
| 38 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.06% | +0.01% | -1.25% | |
| 39 | EMN | Eastman Chemical Co | Stock-Materials | 0.05% | — | +6.58% | |
| 40 | MET | Metlife Inc | Stock-Financials | 0.05% | +0.01% | +9.47% | |
| 41 | FAST | Fastenal Co | Stock-Industrials | 0.05% | — | -10.12% | |
| 42 | AEO | American Eagle Outfitters | Stock-Consumer Disc | 0.05% | +0.01% | +0.97% | |
| 43 | DAL | Delta Air Lines Inc | Stock-Industrials | 0.05% | +0.01% | -0.95% | |
| 44 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.05% | -0.01% | +12.48% | |
| 45 | IBM | Intl Business Machines CORP | Stock-Tech | 0.05% | +0.01% | — | |
| 46 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.05% | — | — | |
| 47 | PAYX | Paychex Inc | Stock-Tech | 0.05% | +0.01% | +33.54% | |
| 48 | HOG | Harley-davidson Inc | Stock-Consumer Disc | 0.05% | +0.01% | +19.45% | |
| 49 | PM | Philip Morris International | Stock-Consumer Staples | 0.05% | — | -2.55% | |
| 50 | ABBV | Abbvie Inc | Stock-Healthcare | 0.05% | +0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GLD | Spdr Gold Shares | +0.1% | +0.92% | Add |
| 2 | CVX | Chevron CORP | 0% | -2.73% | Trim |
| 3 | LMT | Lockheed Martin CORP | 0% | — | Unchanged |
| 4 | ADM | Archer-daniels-midland Co | 0% | -3.87% | Trim |
| 5 | EMN | Eastman Chemical Co | 0% | +6.58% | Add |
| 6 | PFE | Pfizer Inc | 0% | +4.29% | Add |
| 7 | T | At&t Inc | 0% | +0.15% | Add |
| 8 | ETR | Entergy CORP | 0% | -3.90% | Trim |
| 9 | ZBRA | Zebra Technologies Corp-cl A | 0% | +44.44% | Add |
| 10 | UNH | Unitedhealth Group Inc | 0% | +39.60% | Add |
| 11 | HOG | Harley-davidson Inc | 0% | +19.45% | Add |
| 12 | CBRL | Cracker Barrel Old Country | 0% | +14.93% | Add |
| 13 | PAYX | Paychex Inc | 0% | +33.54% | Add |
| 14 | HAS | Hasbro Inc | — | -1.47% | Trim |
| 15 | ETN | Eaton Corporation plc | — | — | Unchanged |
| 16 | SCI | Service CORP International | — | +4.94% | Add |
| 17 | IYR | Ishares US Real Estate ETF | — | +2.29% | Add |
| 18 | KO | Coca-cola Co/the | — | -1.82% | Trim |
| 19 | UNP | Union Pacific CORP | — | +8.79% | Add |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | +7.50% | Add |
| 21 | HRB | H&r Block Inc | — | +60.00% | Add |
| 22 | NKE | Nike Inc -cl B | — | +12.48% | Add |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | — | -0.05% | Trim |
| 24 | TXN | Texas Instruments Inc | — | -6.38% | Trim |
| 25 | CSCO | Cisco Systems Inc | — | -4.00% | Trim |
| 26 | HLT | Hilton Worldwide Holdings In | — | — | Unchanged |
| 27 | R | Ryder System Inc | — | -3.64% | Trim |
| 28 | ABBV | Abbvie Inc | — | — | Unchanged |
| 29 | AAPL | Apple Inc | — | -0.58% | Trim |
| 30 | ITW | Illinois Tool Works | — | — | Unchanged |
| 31 | FAST | Fastenal Co | — | -10.12% | Trim |
| 32 | TROW | T Rowe Price Group Inc | — | +16.63% | Add |
| 33 | WM | Waste Management Inc | — | — | Unchanged |
| 34 | UPS | United Parcel Service-cl B | — | -1.25% | Trim |
| 35 | FCX | Freeport-mcmoran Inc | — | -15.01% | Trim |
| 36 | IBIT | Ishares Bitcoin Trust ETF | — | +30.53% | Add |
| 37 | RS | Reliance Inc | — | -4.08% | Trim |
| 38 | IP | International Paper Co | — | +8.18% | Add |
| 39 | MCD | Mcdonald's CORP | — | — | Unchanged |
| 40 | PM | Philip Morris International | — | -2.55% | Trim |
| 41 | PG | Procter & Gamble Co/the | — | — | Unchanged |
| 42 | WMT | Walmart Inc | — | -10.47% | Trim |
| 43 | ICE | Intercontinental Exchange In | — | +2.98% | Add |
| 44 | OMAH | Vistashares Trg 15 Berkshire | 0% | -27.08% | Trim |
| 45 | V | Visa Inc-class A Shares | 0% | — | Unchanged |
| 46 | IBM | Intl Business Machines CORP | 0% | — | Unchanged |
| 47 | JPM | Jpmorgan Chase & Co | 0% | -0.98% | Trim |
| 48 | MDT | Medtronic plc | 0% | +6.66% | Add |
| 49 | DAL | Delta Air Lines Inc | 0% | -0.95% | Trim |
| 50 | OMC | Omnicom Group | 0% | +3.53% | Add |
According to official SEC Form 13F filings, TCM Advisors, LLC reported a total U.S. public equity portfolio value of $1.3B across 66 disclosed positions in Q1 2026.
During Q1 2026, TCM Advisors, LLC's top holdings by market value included IWM (73.6%)、DIA (10.0%)、SLV (7.5%). The largest single position, IWM, represented 73.6% of total portfolio value.
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Top New Position Initiated
SLV
市值: $101.2M
Top Position Liquidated / Trimmed
IWM
前期市值: $1.0B
In Q1 2026, TCM Advisors, LLC made 56 total portfolio adjustments, initiating 3 new buys, adding to 30 positions, trimming 23 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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