Institutional Manager · CIK 0001373017
BCM ADVISORS, LLC
LAFAYETTE, LA · File #028-12053
Latest AUM
$521.9M
Positions
73
Top-10 Concentration
75.7%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202573 pos · $521.9M
- 13F HOLDINGS REPORTQ/E Sep 202574 pos · $497.0M
- 13F HOLDINGS REPORTQ/E Jun 202570 pos · $469.6M
- 13F HOLDINGS REPORTQ/E Mar 202569 pos · $440.9M
- 13F HOLDINGS REPORTQ/E Dec 202470 pos · $447.8M
- 13F HOLDINGS REPORTQ/E Sep 202467 pos · $435.6M
- 13F HOLDINGS REPORTQ/E Jun 202472 pos · $421.6M
- 13F HOLDINGS REPORTQ/E Mar 202468 pos · $394.8M
- 13F HOLDINGS REPORTQ/E Dec 202365 pos · $337.4M
- 13F HOLDINGS REPORTQ/E Sep 202361 pos · $373.2M
- 13F HOLDINGS REPORTQ/E Jun 202360 pos · $369.6M
- 13F HOLDINGS REPORTQ/E Mar 202362 pos · $361.8M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | Vanguard Intermediate Bond | 921937819 | 1,317,798 | $102.6M | 19.94% |
| 2 | SPDR Gold Share | GLD | 207,021 | $94.8M | 18.44% |
| 3 | DIMENSIONAL US CORE EQUITY MARKT ETF | 25434V104 | 1,266,599 | $60.3M | 11.73% |
| 4 | Vanguard Total Stock Mkt | 922908769 | 128,275 | $43.7M | 8.50% |
| 5 | WisdomTree US Quality Dividend Gr ETF | WT | 395,778 | $36.0M | 7.00% |
| 6 | S&P500 Catholic Values | 37954Y889 | 236,557 | $19.6M | 3.81% |
| 7 | Johnson & Johnson | JNJ | 39,335 | $8.7M | 1.68% |
| 8 | Broadcom Ltd | AVGO | 26,018 | $8.3M | 1.62% |
| 9 | ETFS Gold Trust | 00326A104 | 171,267 | $8.1M | 1.58% |
| 10 | Coca Cola Company | KO | 99,587 | $7.3M | 1.41% |
| 11 | Exxon Mobil Corporation | XOM | 53,022 | $7.2M | 1.39% |
| 12 | Brown & Brown Inc | BRO | 88,234 | $7.0M | 1.36% |
| 13 | Atmos Energy Corp | ATO | 41,319 | $6.8M | 1.33% |
| 14 | Ishares 7-10 Year Trsury | 464287440 | 69,711 | $6.7M | 1.30% |
| 15 | Duke Energy Corporation | DUKB | 56,086 | $6.6M | 1.28% |
| 16 | Nvidia Corp | NVDA | 34,109 | $6.4M | 1.24% |
| 17 | Consolidated Edison Inc | ED | 48,218 | $5.0M | 0.97% |
| 18 | Caterpillar Inc | CAT | 7,034 | $4.4M | 0.86% |
| 19 | S P D R TRUST Unit SR | SPY | 6,068 | $4.2M | 0.81% |
| 20 | Enterprise Products Partners L.P. | 293792107 | 122,984 | $4.1M | 0.79% |