BCM Advisors, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 25, 2024), BCM Advisors, LLC reported 68 stock positions worth $394.8 million. Its top holding was Vanguard Intermediate-Term B (BIV) at 14.1% of the portfolio, followed by Dimensional US Core Equity M (DFAU, 14.0%) and SPDR Gold Shares (GLD, 13.5%). Compared with Q4 2023, it opened 3 new positions, sold out of 1, added to 39 and reduced 10. The biggest buy was VG Morningstar TS MKT ETF-US (VTI, shares +11%) and the biggest sale iShares 7-10 Year Treasury B (IEF, shares −76%).
- Most Recent 13F
- Q2 2026
- Location
- LAFAYETTE, LA
- CIK
- 0001373017
- Portfolio Value
- $394.8M (Q1 2024)
- SEC Filing
- 0001373017-24-000004 ↗ filed Apr 25, 2024
Holdings Value
Holdings 68 stocks · $394.8M
| BIV Vanguard Intermediate-Term B | 14.05% | 756,060 | $55.5M | Add +0.9% |
| DFAU Dimensional US Core Equity M | 14.03% | 1,570,607 | $55.4M | Reduce -0.1% |
| GLD SPDR Gold Shares | 13.49% | 248,161 | $53.3M | Reduce -1.5% |
| VTI VG Morningstar TS MKT ETF-US | 7.73% | 121,809 | $30.5M | Add +10.8% |
| DGRW Wisdomtree U.S. Quality Divi | 7.64% | 410,300 | $30.2M | Reduce -1.4% |
| TLT iShares 20+ Year Treasury BD | 7.54% | 336,724 | $29.8M | Add +1.2% |
| CATH Global X S&P 500 Ca Val ETF | 3.83% | 246,163 | $15.1M | Add +0.3% |
| BRO Brown & Brown Inc. | 2.27% | 108,898 | $8.9M | Reduce -2.2% |
| XOM Exxon Mobil Corp. | 1.62% | 52,991 | $6.4M | Add +0.4% |
| KO The Coca-Cola Co. | 1.56% | 99,848 | $6.1M | Add +0.5% |
| DUK Duke Energy Corp. | 1.52% | 60,528 | $6.0M | Add +0.1% |
| JNJ Johnson & Johnson | 1.50% | 39,843 | $5.9M | Add +0.8% |
| SGOL Abrdn Physical Gold Shares | 1.37% | 244,649 | $5.4M | Add +0.7% |
| ATO Atmos Energy Corp. | 1.27% | 42,329 | $5.0M | Reduce -1.2% |
| ED Consolidated Edison Inc. | 1.24% | 52,291 | $4.9M | Add +0.1% |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 1.08% | 162,961 | $4.3M | Add +1.8% |
| CL Colgate-Palmolive Co. | 1.03% | 45,842 | $4.1M | Add +0.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.00% | 7,776 | $3.9M | No change |
| PEP Pepsico Inc. | 0.99% | 21,947 | $3.9M | Add +0.9% |
| USMV iShares MSCI USA Min Vol Fac | 0.97% | 46,902 | $3.8M | Reduce -1.6% |
| GIS General Mills Inc. | 0.95% | 52,428 | $3.8M | Add +0.2% |
| EPD Enterprise Products Partners | 0.91% | 122,984 | $3.6M | No change |
| AVGO Broadcom Inc. | 0.82% | 2,589 | $3.3M | Add +2.5% |
| COP Conocophillips | 0.72% | 21,966 | $2.8M | Add +0.7% |
| NVDA Nvidia Corp. | 0.68% | 3,392 | $2.7M | Add +9.2% |
| CAT Caterpillar Inc. | 0.65% | 7,070 | $2.6M | Add +1.0% |
| COST Costco Wholesale Corp. | 0.61% | 3,323 | $2.4M | Add +1.8% |
| IP International Paper Co. | 0.57% | 65,309 | $2.2M | No change |
| DE Deere & Co. | 0.55% | 5,529 | $2.2M | Add +0.7% |
| PH Parker Hannifin Corp. | 0.55% | 3,957 | $2.2M | Add +0.5% |
| GD General Dynamics Corp. | 0.47% | 6,607 | $1.9M | Add +0.5% |
| AMD Advanced Micro Devices | 0.47% | 12,224 | $1.9M | Add +1.9% |
| DFAS Dimensional US Small Cap ETF | 0.45% | 29,942 | $1.8M | Add +61.7% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.45% | 7,418 | $1.8M | Add +61.4% |
| VLO Valero Energy Corp. | 0.42% | 10,048 | $1.7M | Add +0.5% |
| KMI Kinder Morgan Inc. | 0.39% | 81,274 | $1.5M | Add +0.3% |
| TSCO Tractor Supply Company | 0.38% | 5,773 | $1.5M | Add +0.4% |
| ADM Archer-Daniels-Midland Co. | 0.35% | 22,599 | $1.4M | Add +0.5% |
| CNI Canadian Natl Railway Co. | 0.32% | 10,136 | $1.2M | No change |
| AAPL Apple Inc. | 0.31% | 7,263 | $1.2M | Reduce -18.1% |
| JBHT Hunt (jb) Transprt SVCS Inc. | 0.27% | 6,500 | $1.1M | No change |
| SYY Sysco Corp. | 0.25% | 12,876 | $995K | Add +0.6% |
| BLV Vanguard Long-Term Bond ETF | 0.24% | 13,989 | $954K | Reduce -35.1% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.24% | 18,904 | $928K | Add +1.1% |
| HON Honeywell International Inc. | 0.23% | 4,590 | $894K | Add +2.0% |
| AFL Aflac Inc. | 0.22% | 10,080 | $850K | Add +0.8% |
| UGI Ugi Corp. | 0.21% | 32,225 | $838K | No change |
| CNP Centerpoint Energy Inc. | 0.19% | 25,178 | $732K | Add +0.7% |
| MSFT Microsoft Corp. | 0.16% | 1,584 | $648K | Add +176.0% |
| MKSI MKS Inc. filed as MKS INSTRS INC | 0.14% | 4,903 | $558K | No change |
| META Meta Platforms Inc. Class A | 0.13% | 1,014 | $500K | Add +30.8% |
| VPU Vanguard Utilities ETF | 0.13% | 3,452 | $499K | Reduce -7.9% |
| AES AES Corp. | 0.12% | 26,600 | $462K | No change |
| VDC Vanguard Consumer Staple ETF | 0.12% | 2,268 | $458K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.11% | 1,027 | $417K | Add +20.1% |
| CVX Chevron Corp. | 0.07% | 1,775 | $290K | Add +15.0% |
| AMT American Tower Corp. | 0.07% | 1,626 | $282K | Add +4.4% |
| IEF iShares 7-10 Year Treasury B | 0.07% | 2,931 | $268K | Reduce -76.3% |
| VHT Vanguard Health Care ETF | 0.06% | 988 | $254K | No change |
| JPM JPMorgan Chase & Co. | 0.06% | 1,235 | $238K | New |
| AMZN Amazon.com Inc. | 0.06% | 1,242 | $219K | New |
| FHN First Horizon Corp. | 0.04% | 11,910 | $178K | No change |
| VMD Viemed Healthcare Inc. | 0.04% | 21,270 | $172K | No change |
| AMCR Amcor PLC | 0.02% | 10,481 | $95K | New |
| LTMCF Lithium Chile Inc. | 0.01% | 40,000 | $24K | No change |
| RGNNF Renergen Ltd. | 0.00% | 10,380 | $7K | No change |
| OWUV One World Universe Inc. | 0.00% | 18,700 | $137 | No change |
| PQEFF Petroteq Energy Inc. | 0.00% | 50,000 | $0 | No change |
Portfolio Sells Q4 2023 → Q1 2024
| IEF iShares 7-10 Year Treasury B | Reduce -76.3% | 0.07% | −0.24 |
| DGRW Wisdomtree U.S. Quality Divi | Reduce -1.4% | 7.64% | −0.24 |
| BLV Vanguard Long-Term Bond ETF | Reduce -35.1% | 0.24% | −0.17 |
| AAPL Apple Inc. | Reduce -18.1% | 0.31% | −0.13 |
| DFAU Dimensional US Core Equity M | Reduce -0.1% | 14.03% | −0.08 |
| HBCP Home Bancorp Inc. | Sold out | 0.00% | −0.06 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -1.6% | 0.97% | −0.04 |
| BRO Brown & Brown Inc. | Reduce -2.2% | 2.27% | −0.03 |
| ATO Atmos Energy Corp. | Reduce -1.2% | 1.27% | −0.02 |
| VPU Vanguard Utilities ETF | Reduce -7.9% | 0.13% | −0.00 |
| GLD SPDR Gold Shares | Reduce -1.5% | 13.49% | +1.01 |
Portfolio Buys Q4 2023 → Q1 2024
| VTI VG Morningstar TS MKT ETF-US | Add +10.8% | 7.73% | +0.69 |
| NVDA Nvidia Corp. | Add +9.2% | 0.68% | +0.17 |
| XOM Exxon Mobil Corp. | Add +0.4% | 1.62% | +0.17 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +61.4% | 0.45% | +0.17 |
| DFAS Dimensional US Small Cap ETF | Add +61.7% | 0.45% | +0.16 |
| SGOL Abrdn Physical Gold Shares | Add +0.7% | 1.37% | +0.13 |
| MSFT Microsoft Corp. | Add +176.0% | 0.16% | +0.10 |
| CAT Caterpillar Inc. | Add +1.0% | 0.65% | +0.09 |
| COP Conocophillips | Add +0.7% | 0.72% | +0.07 |
| JPM JPMorgan Chase & Co. | New | 0.06% | +0.06 |
| AMZN Amazon.com Inc. | New | 0.06% | +0.06 |
| PH Parker Hannifin Corp. | Add +0.5% | 0.55% | +0.05 |
| GIS General Mills Inc. | Add +0.2% | 0.95% | +0.05 |
| VLO Valero Energy Corp. | Add +0.5% | 0.42% | +0.05 |
| META Meta Platforms Inc. Class A | Add +30.8% | 0.13% | +0.05 |
| TSCO Tractor Supply Company | Add +0.4% | 0.38% | +0.03 |
| AMCR Amcor PLC | New | 0.02% | +0.02 |
| AVGO Broadcom Inc. | Add +2.5% | 0.82% | +0.02 |
| ADM Archer-Daniels-Midland Co. | Add +0.5% | 0.35% | +0.02 |
| KMI Kinder Morgan Inc. | Add +0.3% | 0.39% | +0.02 |
| CL Colgate-Palmolive Co. | Add +0.2% | 1.03% | +0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +20.1% | 0.11% | +0.02 |
| PEP Pepsico Inc. | Add +0.9% | 0.99% | +0.02 |
| CVX Chevron Corp. | Add +15.0% | 0.07% | +0.01 |
| COST Costco Wholesale Corp. | Add +1.8% | 0.61% | +0.01 |
| GD General Dynamics Corp. | Add +0.5% | 0.47% | +0.01 |
| CNP Centerpoint Energy Inc. | Add +0.7% | 0.19% | +0.00 |
| DUK Duke Energy Corp. | Add +0.1% | 1.52% | +0.00 |
| KO The Coca-Cola Co. | Add +0.5% | 1.56% | −0.01 |
| ED Consolidated Edison Inc. | Add +0.1% | 1.24% | −0.01 |
| SLB SLB Ltd. | Add +1.1% | 0.24% | −0.01 |
| AMT American Tower Corp. | Add +4.4% | 0.07% | −0.01 |
| AFL Aflac Inc. | Add +0.8% | 0.22% | −0.01 |
| HON Honeywell International Inc. | Add +2.0% | 0.23% | −0.02 |
| SYY Sysco Corp. | Add +0.6% | 0.25% | −0.02 |
| DE Deere & Co. | Add +0.7% | 0.55% | −0.02 |
| CATH Global X S&P 500 Ca Val ETF | Add +0.3% | 3.83% | −0.02 |
| AMD Advanced Micro Devices | Add +1.9% | 0.47% | −0.07 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | Add +1.8% | 1.08% | −0.10 |
| JNJ Johnson & Johnson | Add +0.8% | 1.50% | −0.15 |
| TLT iShares 20+ Year Treasury BD | Add +1.2% | 7.54% | −0.83 |
| BIV Vanguard Intermediate-Term B | Add +0.9% | 14.05% | −0.91 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 80 | $513.6M | BIV, GLD, DFAU, VTI, DGRW |
| Q1 2026 | 78 | $506.9M | BIV, GLD, DFAU, VTI, DGRW |
| Q4 2025 | 73 | $521.9M | BIV, GLD, DFAU, VTI, DGRW |
| Q3 2025 | 74 | $497.0M | BIV, GLD, DFAU, VTI, DGRW |
| Q2 2025 | 70 | $469.6M | GLD, BIV, DFAU, VTI, TLT |
| Q1 2025 | 69 | $440.9M | GLD, BIV, DFAU, TLT, VTI |
| Q4 2024 | 70 | $447.8M | BIV, GLD, DFAU, VTI, TLT |
| Q3 2024 | 67 | $435.6M | DFAU, GLD, BIV, VTI, DGRW |
| Q2 2024 | 72 | $421.6M | BIV, DFAU, GLD, VTI, TLT |
| Q1 2024 | 68 | $394.8M | BIV, DFAU, GLD, VTI, DGRW |