BCM Advisors, LLC

13F filer · CIK 0001373017

Reported Jul 28, 2026

Net buyer this quarter

13F portfolio value$514MU.S. long equity reported on 13F

Positions560 new · 1 closed

Net flow last quarter+$104KBuys minus sells

Top 10 positions weight27.6%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 28, 202656 positions
GLDSPDR Gold Trust	$70.4M	13.71%	0.05%	-2.0%	Q4 2016
JNJJohnson & Johnson	$10.4M	2.02%	0.00%	+0.2%	Q4 2016
AVGOBroadcom Inc.	$9.94M	1.93%	0.00%	Not reported	Q1 2020
XOMExxonMobil Holdings Corp	$8.33M	1.62%	0.00%	-0.1%	Q4 2016
KOCoca Cola Co	$8.21M	1.60%	0.00%	Not reported	Q4 2016
ATOAtmos Energy Corp	$7.41M	1.44%	0.02%	Not reported	Q4 2016
DUKDuke Energy CORP	$7.32M	1.42%	0.01%	0.0%	Q4 2016
NVDANvidia Corp	$7.21M	1.40%	0.00%	+1.2%	Q3 2021
AMDAdvanced Micro Devices Inc	$6.38M	1.24%	0.00%	Not reported	Q3 2018
CATCaterpillar Inc	$6.26M	1.22%	0.00%	0.0%	Q1 2020
SGOLabrdn Gold ETF Trust	$6.05M	1.18%	0.09%	+3.1%	Q1 2020
BROBrown & Brown, Inc.	$5.98M	1.16%	0.03%	+0.2%	Q2 2022
EDConsolidated Edison Inc	$5.45M	1.06%	0.01%	Not reported	Q4 2016
EPDEnterprise Products Partners L.P.	$4.76M	0.93%	0.01%	Not reported	Q4 2016
SPYSPDR S&P 500 ETF Trust	$4.26M	0.83%	Not reported	+0.8%	Q2 2019
PHParker-Hannifin Corp	$3.92M	0.76%	0.00%	Not reported	Q4 2021
CLColgate Palmolive Co	$3.88M	0.76%	0.01%	+0.1%	Q4 2016
DEDeere & Co	$3.49M	0.68%	0.00%	Not reported	Q4 2016
COSTCostco Wholesale Corp	$3.12M	0.61%	0.00%	Not reported	Q1 2020
VLOValero Energy Corp	$3.03M	0.59%	0.00%	Not reported	Q4 2016
AAPLApple Inc.	$2.93M	0.57%	0.00%	-0.1%	Q4 2016
PEPPepsico Inc	$2.93M	0.57%	0.00%	-0.5%	Q4 2016
IPInternational Paper Co	$2.76M	0.54%	0.01%	+0.1%	Q1 2020
KMIKinder Morgan, Inc.	$2.67M	0.52%	0.00%	Not reported	Q4 2016
GLDMWorld Gold Trust	$2.66M	0.52%	0.01%	+76.4%	Q4 2025
COPConocophillips	$2.63M	0.51%	0.00%	-0.3%	Q1 2020
GDGeneral Dynamics Corp	$2.57M	0.50%	0.00%	+0.7%	Q1 2020
ADMArcher-Daniels-Midland Co	$1.94M	0.38%	0.00%	Not reported	Q1 2020
JBHTHunt J B Transport Services Inc	$1.88M	0.37%	0.01%	Not reported	Q1 2020
GISGeneral Mills Inc	$1.76M	0.34%	0.01%	+0.4%	Q4 2016
JPMJPMorgan Chase & Co	$1.69M	0.33%	0.00%	Not reported	Q4 2016
MKSIMKS Inc	$1.61M	0.31%	0.01%	Not reported	Q3 2022
CNICanadian National Railway Co	$1.31M	0.26%	0.00%	Not reported	Q3 2022
AFLAflac Inc	$1.26M	0.25%	0.00%	Not reported	Q2 2020
UGIUgi Corp	$1.2M	0.23%	0.02%	Not reported	Q4 2021
CNPCenterpoint Energy Inc	$1.11M	0.22%	0.00%	Not reported	Q1 2020
SYYSysco Corp	$1.07M	0.21%	0.00%	Not reported	Q3 2020
SLBSLB Limited	$993K	0.19%	0.00%	Not reported	Q1 2023
TSCOTractor Supply Co	$895K	0.17%	0.01%	+0.4%	Q3 2022
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$701K	0.14%	Not reported	-3.5%	Q4 2025
METAMeta Platforms, Inc.	$585K	0.11%	Not reported	-1.0%	Q3 2020
BRK.BBerkshire Hathaway Inc	$554K	0.11%	Not reported	Not reported	Q4 2016
HBCPHome Bancorp, Inc.	$439K	0.09%	0.08%	+0.5%	Q4 2016
AESAes Corp	$395K	0.08%	0.00%	-0.1%	Q1 2020
AMZNAmazon Com Inc	$393K	0.08%	0.00%	+18.2%	Q1 2024
MSFTMicrosoft Corp	$393K	0.08%	0.00%	-24.7%	Q1 2021
WMTWalmart Inc.	$322K	0.06%	0.00%	-0.6%	Q2 2024
GOOGAlphabet Inc.	$308K	0.06%	Not reported	Not reported	Q3 2025
FHNFirst Horizon Corp	$290K	0.06%	0.00%	-3.4%	Q3 2022
VMDViemed Healthcare, Inc.	$277K	0.05%	0.06%	Not reported	Q2 2021

Q1 2026Reported May 5, 202657 positions
GLDSPDR Gold Trust	$80.1M	15.80%	0.05%	-6.7%	Q4 2016
AVGOBroadcom Inc.	$10.8M	2.14%	0.00%	Not reported	Q1 2020
JNJJohnson & Johnson	$8.82M	1.74%	0.00%	Not reported	Q4 2016
XOMExxonMobil Holdings Corp	$8.16M	1.61%	0.00%	+0.1%	Q4 2016
KOCoca Cola Co	$7.8M	1.54%	0.00%	+0.2%	Q4 2016
ATOAtmos Energy Corp	$7.76M	1.53%	0.02%	Not reported	Q4 2016
DUKDuke Energy CORP	$7.15M	1.41%	0.01%	0.0%	Q4 2016
NVDANvidia Corp	$6.84M	1.35%	0.00%	+1.0%	Q3 2021
SGOLabrdn Gold ETF Trust	$6.54M	1.29%	0.08%	-11.2%	Q1 2020
CATCaterpillar Inc	$6.17M	1.22%	0.00%	+0.2%	Q1 2020
EDConsolidated Edison Inc	$5.29M	1.04%	0.01%	Not reported	Q4 2016
BROBrown & Brown, Inc.	$5.09M	1.00%	0.03%	Not reported	Q2 2022
EPDEnterprise Products Partners L.P.	$4.76M	0.94%	0.01%	Not reported	Q4 2016
AMDAdvanced Micro Devices Inc	$4.18M	0.82%	0.00%	Not reported	Q3 2018
SPYSPDR S&P 500 ETF Trust	$4.11M	0.81%	Not reported	-5.6%	Q2 2019
CLColgate Palmolive Co	$3.65M	0.72%	0.01%	+0.3%	Q4 2016
PHParker-Hannifin Corp	$3.45M	0.68%	0.00%	Not reported	Q4 2021
COSTCostco Wholesale Corp	$3.38M	0.67%	0.00%	Not reported	Q1 2020
PEPPepsico Inc	$3.33M	0.66%	0.00%	Not reported	Q4 2016
DEDeere & Co	$3.21M	0.63%	0.00%	Not reported	Q4 2016
COPConocophillips	$2.74M	0.54%	0.00%	Not reported	Q1 2020
KMIKinder Morgan, Inc.	$2.64M	0.52%	0.00%	Not reported	Q4 2016
VLOValero Energy Corp	$2.52M	0.50%	0.00%	Not reported	Q4 2016
AAPLApple Inc.	$2.44M	0.48%	0.00%	+0.7%	Q4 2016
GDGeneral Dynamics Corp	$2.3M	0.45%	0.00%	Not reported	Q1 2020
IPInternational Paper Co	$2.04M	0.40%	0.01%	-0.5%	Q1 2020
ADMArcher-Daniels-Midland Co	$1.72M	0.34%	0.00%	Not reported	Q1 2020
GLDMWorld Gold Trust	$1.68M	0.33%	0.01%	+139.3%	Q4 2025
GISGeneral Mills Inc	$1.68M	0.33%	0.01%	Not reported	Q4 2016
JBHTHunt J B Transport Services Inc	$1.55M	0.31%	0.01%	Not reported	Q1 2020
JPMJPMorgan Chase & Co	$1.47M	0.29%	0.00%	+19.7%	Q4 2016
MKSIMKS Inc	$1.43M	0.28%	0.01%	Not reported	Q3 2022
AFLAflac Inc	$1.14M	0.22%	0.00%	Not reported	Q2 2020
UGIUgi Corp	$1.12M	0.22%	0.02%	Not reported	Q4 2021
CNICanadian National Railway Co	$1.11M	0.22%	0.00%	Not reported	Q3 2022
CNPCenterpoint Energy Inc	$1.08M	0.21%	0.00%	Not reported	Q1 2020
SLBSLB Limited	$1.05M	0.21%	0.00%	Not reported	Q1 2023
SYYSysco Corp	$932K	0.18%	0.00%	Not reported	Q3 2020
TSCOTractor Supply Co	$929K	0.18%	0.01%	-0.2%	Q3 2022
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$695K	0.14%	Not reported	Not reported	Q4 2025
METAMeta Platforms, Inc.	$606K	0.12%	Not reported	+1.3%	Q3 2020
MSFTMicrosoft Corp	$565K	0.11%	0.00%	-7.6%	Q1 2021
BRK.BBerkshire Hathaway Inc	$525K	0.10%	Not reported	Not reported	Q4 2016
HBCPHome Bancorp, Inc.	$396K	0.08%	0.08%	+11.2%	Q4 2016
AMZNAmazon Com Inc	$390K	0.08%	0.00%	+7.0%	Q1 2024
WMTWalmart Inc.	$385K	0.08%	0.00%	+3.1%	Q2 2024
AESAes Corp	$380K	0.07%	0.00%	Not reported	Q1 2020
GOOGAlphabet Inc.	$366K	0.07%	Not reported	+7.1%	Q3 2025
FHNFirst Horizon Corp	$289K	0.06%	0.00%	-1.4%	Q3 2022
IAUIshares Gold Trust	$266K	0.05%	0.00%	-14.4%	Q3 2025

Q4 2025Reported Jan 26, 202654 positions
GLDSPDR Gold Trust	$94.8M	18.17%	0.06%	-4.4%	Q4 2016
JNJJohnson & Johnson	$8.66M	1.66%	0.00%	-0.5%	Q4 2016
AVGOBroadcom Inc.	$8.33M	1.60%	0.00%	0.0%	Q1 2020
SGOLabrdn Gold ETF Trust	$8.13M	1.56%	0.10%	-2.7%	Q1 2020
KOCoca Cola Co	$7.26M	1.39%	0.00%	-0.5%	Q4 2016
XOMExxonMobil Holdings Corp	$7.16M	1.37%	0.00%	+0.4%	Q4 2016
BROBrown & Brown, Inc.	$6.99M	1.34%	0.03%	0.0%	Q2 2022
ATOAtmos Energy Corp	$6.83M	1.31%	0.03%	Not reported	Q4 2016
DUKDuke Energy CORP	$6.59M	1.26%	0.01%	-0.5%	Q4 2016
NVDANvidia Corp	$6.4M	1.23%	0.00%	+0.5%	Q3 2021
EDConsolidated Edison Inc	$5.01M	0.96%	0.01%	-0.1%	Q4 2016
CATCaterpillar Inc	$4.41M	0.84%	0.00%	0.0%	Q1 2020
SPYSPDR S&P 500 ETF Trust	$4.18M	0.80%	Not reported	Not reported	Q2 2019
EPDEnterprise Products Partners L.P.	$4.06M	0.78%	0.01%	Not reported	Q4 2016
CLColgate Palmolive Co	$3.7M	0.71%	0.01%	-0.7%	Q4 2016
PHParker-Hannifin Corp	$3.69M	0.71%	0.00%	Not reported	Q4 2021
COSTCostco Wholesale Corp	$3.28M	0.63%	0.00%	Not reported	Q1 2020
AMDAdvanced Micro Devices Inc	$3.18M	0.61%	0.00%	Not reported	Q3 2018
PEPPepsico Inc	$3.12M	0.60%	0.00%	-0.7%	Q4 2016
DEDeere & Co	$2.85M	0.55%	0.00%	Not reported	Q4 2016
IPInternational Paper Co	$2.82M	0.54%	0.01%	+0.5%	Q1 2020
KMIKinder Morgan, Inc.	$2.41M	0.46%	0.00%	Not reported	Q4 2016
GDGeneral Dynamics Corp	$2.4M	0.46%	0.00%	Not reported	Q1 2020
AAPLApple Inc.	$2.17M	0.42%	0.00%	-1.2%	Q4 2016
GISGeneral Mills Inc	$2.17M	0.42%	0.01%	-0.2%	Q4 2016
COPConocophillips	$2.15M	0.41%	0.00%	-0.3%	Q1 2020
VLOValero Energy Corp	$1.87M	0.36%	0.00%	Not reported	Q4 2016
TSCOTractor Supply Co	$1.58M	0.30%	0.01%	Not reported	Q3 2022
ADMArcher-Daniels-Midland Co	$1.53M	0.29%	0.00%	Not reported	Q1 2020
JBHTHunt J B Transport Services Inc	$1.35M	0.26%	0.01%	Not reported	Q1 2020
UGIUgi Corp	$1.25M	0.24%	0.02%	Not reported	Q4 2021
JPMJPMorgan Chase & Co	$1.19M	0.23%	0.00%	-7.0%	Q4 2016
AFLAflac Inc	$1.08M	0.21%	0.00%	Not reported	Q2 2020
MKSIMKS Inc	$1.06M	0.20%	0.01%	Not reported	Q3 2022
CNICanadian National Railway Co	$1.01M	0.19%	0.00%	Not reported	Q3 2022
SYYSysco Corp	$980K	0.19%	0.00%	Not reported	Q3 2020
CNPCenterpoint Energy Inc	$970K	0.19%	0.00%	Not reported	Q1 2020
SLBSLB Limited	$931K	0.18%	0.00%	Not reported	Q1 2023
GLDMWorld Gold Trust	$774K	0.15%	0.00%	New	Q4 2025
MSFTMicrosoft Corp	$690K	0.13%	0.00%	+0.7%	Q1 2021
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$661K	0.13%	Not reported	New	Q4 2025
METAMeta Platforms, Inc.	$646K	0.12%	Not reported	+0.2%	Q3 2020
BRK.BBerkshire Hathaway Inc	$536K	0.10%	Not reported	Not reported	Q4 2016
AESAes Corp	$379K	0.07%	0.00%	Not reported	Q1 2020
IAUIshares Gold Trust	$343K	0.07%	0.00%	Not reported	Q3 2025
HBCPHome Bancorp, Inc.	$337K	0.06%	0.07%	+0.6%	Q4 2016
WMTWalmart Inc.	$337K	0.06%	0.00%	-0.8%	Q2 2024
AMZNAmazon Com Inc	$320K	0.06%	0.00%	Not reported	Q1 2024
TSLATesla, Inc.	$303K	0.06%	0.00%	+0.3%	Q4 2024
GOOGAlphabet Inc.	$296K	0.06%	Not reported	Not reported	Q3 2025

Q3 2025Reported Oct 29, 202554 positions
GLDSPDR Gold Trust	$78.9M	15.87%	0.06%	-5.2%	Q4 2016
AVGOBroadcom Inc.	$9.71M	1.95%	0.00%	Not reported	Q1 2020
JNJJohnson & Johnson	$7.39M	1.49%	0.00%	+0.4%	Q4 2016
BROBrown & Brown, Inc.	$7.27M	1.46%	0.03%	0.0%	Q2 2022
ATOAtmos Energy Corp	$7.21M	1.45%	0.03%	Not reported	Q4 2016
DUKDuke Energy CORP	$7.08M	1.43%	0.01%	-6.6%	Q4 2016
KOCoca Cola Co	$7.02M	1.41%	0.00%	Not reported	Q4 2016
NVDANvidia Corp	$6.82M	1.37%	0.00%	Not reported	Q3 2021
SGOLabrdn Gold ETF Trust	$6.64M	1.34%	0.10%	-11.5%	Q1 2020
XOMExxonMobil Holdings Corp	$6.07M	1.22%	0.00%	-1.0%	Q4 2016
EDConsolidated Edison Inc	$4.75M	0.96%	0.01%	+0.1%	Q4 2016
SPYSPDR S&P 500 ETF Trust	$4.17M	0.84%	Not reported	Not reported	Q2 2019
EPDEnterprise Products Partners L.P.	$3.84M	0.77%	0.01%	Not reported	Q4 2016
CATCaterpillar Inc	$3.69M	0.74%	0.00%	+0.5%	Q1 2020
CLColgate Palmolive Co	$3.32M	0.67%	0.01%	-0.3%	Q4 2016
PEPPepsico Inc	$3.26M	0.66%	0.00%	+0.4%	Q4 2016
AMDAdvanced Micro Devices Inc	$3.16M	0.63%	0.00%	Not reported	Q3 2018
COSTCostco Wholesale Corp	$3.08M	0.62%	0.00%	Not reported	Q1 2020
IPInternational Paper Co	$3.08M	0.62%	0.01%	Not reported	Q1 2020
PHParker-Hannifin Corp	$3.05M	0.61%	0.00%	Not reported	Q4 2021
DEDeere & Co	$2.6M	0.52%	0.00%	Not reported	Q4 2016
AAPLApple Inc.	$2.38M	0.48%	0.00%	0.0%	Q4 2016
GISGeneral Mills Inc	$2.34M	0.47%	0.01%	+0.1%	Q4 2016
GDGeneral Dynamics Corp	$2.29M	0.46%	0.00%	Not reported	Q1 2020
KMIKinder Morgan, Inc.	$2.12M	0.43%	0.00%	Not reported	Q4 2016
COPConocophillips	$1.91M	0.38%	0.00%	+0.5%	Q1 2020
TSCOTractor Supply Co	$1.6M	0.32%	0.01%	Not reported	Q3 2022
ADMArcher-Daniels-Midland Co	$1.39M	0.28%	0.00%	Not reported	Q1 2020
JPMJPMorgan Chase & Co	$1.31M	0.26%	0.00%	Not reported	Q4 2016
JBHTHunt J B Transport Services Inc	$1.08M	0.22%	0.01%	Not reported	Q1 2020
UGIUgi Corp	$1.08M	0.22%	0.02%	Not reported	Q4 2021
AFLAflac Inc	$1.07M	0.22%	0.00%	-0.1%	Q2 2020
CNPCenterpoint Energy Inc	$989K	0.20%	0.00%	Not reported	Q1 2020
SYYSysco Corp	$976K	0.20%	0.00%	Not reported	Q3 2020
CNICanadian National Railway Co	$960K	0.19%	0.00%	Not reported	Q3 2022
MSFTMicrosoft Corp	$797K	0.16%	0.00%	+0.2%	Q1 2021
METAMeta Platforms, Inc.	$735K	0.15%	Not reported	+0.1%	Q3 2020
MKSIMKS Inc	$689K	0.14%	0.01%	Not reported	Q3 2022
SLBSLB Limited	$679K	0.14%	0.00%	+1.2%	Q1 2023
BRK.BBerkshire Hathaway Inc	$539K	0.11%	Not reported	Not reported	Q4 2016
FBLAFB Bancorp, Inc.	$420K	0.08%	0.18%	Not reported	Q4 2024
AESAes Corp	$385K	0.08%	0.00%	Not reported	Q1 2020
TSLATesla, Inc.	$309K	0.06%	0.00%	-38.9%	Q4 2024
AMZNAmazon Com Inc	$307K	0.06%	0.00%	+0.8%	Q1 2024
WMTWalmart Inc.	$298K	0.06%	0.00%	Not reported	Q2 2024
HBCPHome Bancorp, Inc.	$297K	0.06%	0.07%	+0.5%	Q4 2016
AMTAmerican Tower Corp	$278K	0.06%	0.00%	Not reported	Q4 2016
IAUIshares Gold Trust	$273K	0.05%	0.00%	New	Q3 2025
FHNFirst Horizon Corp	$251K	0.05%	0.00%	Not reported	Q3 2022
GDDYGoDaddy Inc.	$251K	0.05%	0.00%	Not reported	Q2 2024

Premium opens every quarter this fund has filed