BCM Advisors, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 2, 2024), BCM Advisors, LLC reported 72 stock positions worth $421.6 million. Its top holding was Vanguard Intermediate-Term B (BIV) at 14.2% of the portfolio, followed by Dimensional US Core Equity M (DFAU, 13.9%) and SPDR Gold Shares (GLD, 12.9%). Compared with Q1 2024, it opened 6 new positions, sold out of 2, added to 28 and reduced 21. The biggest buy was Brown & Brown (BRO, shares +0%) and the biggest sale SPDR Gold Shares (GLD, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- LAFAYETTE, LA
- CIK
- 0001373017
- Portfolio Value
- $421.6M (Q2 2024)
- SEC Filing
- 0001373017-24-000005 ↗ filed Aug 2, 2024
Holdings Value
Holdings 72 stocks · $421.6M
| BIV Vanguard Intermediate-Term B | 14.18% | 779,574 | $59.8M | Add +3.1% |
| DFAU Dimensional US Core Equity M | 13.91% | 1,555,977 | $58.6M | Reduce -0.9% |
| GLD SPDR Gold Shares | 12.91% | 241,094 | $54.4M | Reduce -2.9% |
| VTI VG Morningstar TS MKT ETF-US | 7.88% | 123,797 | $33.2M | Add +1.6% |
| TLT iShares 20+ Year Treasury BD | 7.68% | 339,843 | $32.4M | Add +0.9% |
| DGRW Wisdomtree U.S. Quality Divi | 7.60% | 406,430 | $32.0M | Reduce -0.9% |
| CATH Global X S&P 500 Ca Val ETF | 3.65% | 236,456 | $15.4M | Reduce -3.9% |
| BRO Brown & Brown Inc. | 2.60% | 108,940 | $11.0M | Add +0.0% |
| DUK Duke Energy Corp. | 1.62% | 60,592 | $6.8M | Add +0.1% |
| KO The Coca-Cola Co. | 1.61% | 100,074 | $6.8M | Add +0.2% |
| JNJ Johnson & Johnson | 1.51% | 39,548 | $6.4M | Reduce -0.7% |
| XOM Exxon Mobil Corp. | 1.46% | 52,758 | $6.2M | Reduce -0.4% |
| ATO Atmos Energy Corp. | 1.30% | 42,079 | $5.5M | Reduce -0.6% |
| SGOL Abrdn Physical Gold Shares | 1.29% | 233,436 | $5.4M | Reduce -4.6% |
| ED Consolidated Edison Inc. | 1.24% | 52,264 | $5.2M | Reduce -0.1% |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 1.15% | 171,772 | $4.9M | Add +5.4% |
| CL Colgate-Palmolive Co. | 1.10% | 45,906 | $4.6M | Add +0.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.00% | 7,781 | $4.2M | Add +0.1% |
| USMV iShares MSCI USA Min Vol Fac | 0.92% | 44,541 | $3.9M | Reduce -5.0% |
| PEP Pepsico Inc. | 0.91% | 21,891 | $3.8M | Reduce -0.3% |
| AVGO Broadcom Inc. | 0.90% | 25,890 | $3.8M | Add +900.0% |
| NVDA Nvidia Corp. | 0.88% | 33,921 | $3.7M | No change |
| EPD Enterprise Products Partners | 0.83% | 122,984 | $3.5M | No change |
| GIS General Mills Inc. | 0.79% | 49,174 | $3.3M | Reduce -6.2% |
| IP International Paper Co. | 0.72% | 65,309 | $3.0M | No change |
| COST Costco Wholesale Corp. | 0.65% | 3,332 | $2.7M | Add +0.3% |
| COP Conocophillips | 0.56% | 21,955 | $2.4M | Reduce -0.1% |
| CAT Caterpillar Inc. | 0.55% | 7,000 | $2.3M | Reduce -1.0% |
| DFAS Dimensional US Small Cap ETF | 0.51% | 34,182 | $2.2M | Add +14.2% |
| PH Parker Hannifin Corp. | 0.50% | 3,951 | $2.1M | Reduce -0.1% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.50% | 8,450 | $2.1M | Add +13.9% |
| DE Deere & Co. | 0.47% | 5,519 | $2.0M | Reduce -0.2% |
| GD General Dynamics Corp. | 0.46% | 6,603 | $1.9M | Reduce -0.1% |
| AAPL Apple Inc. | 0.44% | 8,523 | $1.9M | Add +17.4% |
| KMI Kinder Morgan Inc. | 0.41% | 81,804 | $1.7M | Add +0.7% |
| AMD Advanced Micro Devices | 0.38% | 12,224 | $1.6M | No change |
| VLO Valero Energy Corp. | 0.37% | 10,000 | $1.6M | Reduce -0.5% |
| TSCO Tractor Supply Company | 0.35% | 5,778 | $1.5M | Add +0.1% |
| ADM Archer-Daniels-Midland Co. | 0.32% | 22,621 | $1.4M | Add +0.1% |
| BLV Vanguard Long-Term Bond ETF | 0.28% | 16,300 | $1.2M | Add +16.5% |
| CNI Canadian Natl Railway Co. | 0.27% | 10,136 | $1.1M | No change |
| JBHT Hunt (jb) Transprt SVCS Inc. | 0.26% | 6,569 | $1.1M | Add +1.1% |
| AFL Aflac Inc. | 0.24% | 10,123 | $1.0M | Add +0.4% |
| SYY Sysco Corp. | 0.23% | 12,857 | $975K | Reduce -0.1% |
| HON Honeywell International Inc. | 0.23% | 4,639 | $949K | Add +1.1% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.22% | 19,501 | $910K | Add +3.2% |
| UGI Ugi Corp. | 0.19% | 32,225 | $803K | No change |
| CNP Centerpoint Energy Inc. | 0.17% | 25,178 | $709K | No change |
| MSFT Microsoft Corp. | 0.15% | 1,479 | $617K | Reduce -6.6% |
| BND Vanguard Total Bond Market | 0.14% | 7,817 | $575K | New |
| MKSI MKS Inc. filed as MKS INSTRS INC | 0.13% | 4,903 | $563K | No change |
| VPU Vanguard Utilities ETF | 0.13% | 3,452 | $556K | No change |
| META Meta Platforms Inc. Class A | 0.12% | 1,015 | $505K | Add +0.1% |
| AES AES Corp. | 0.11% | 26,600 | $476K | No change |
| VDC Vanguard Consumer Staple ETF | 0.11% | 2,268 | $474K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.11% | 1,069 | $462K | Add +4.1% |
| VHT Vanguard Health Care ETF | 0.10% | 1,453 | $403K | Add +47.1% |
| GDDY GoDaddy Inc. Class A | 0.10% | 2,838 | $401K | New |
| AMT American Tower Corp. | 0.09% | 1,646 | $375K | Add +1.2% |
| JPM JPMorgan Chase & Co. | 0.06% | 1,265 | $263K | Add +2.4% |
| CVX Chevron Corp. | 0.06% | 1,714 | $262K | Reduce -3.4% |
| BSV Vanguard Short-Term Bond ETF | 0.06% | 3,350 | $260K | New |
| AMZN Amazon.com Inc. | 0.05% | 1,247 | $230K | Add +0.4% |
| HBCP Home Bancorp Inc. | 0.05% | 5,413 | $225K | New |
| WMT Walmart Inc. | 0.05% | 3,033 | $212K | New |
| PFE Pfizer Inc. | 0.05% | 6,861 | $210K | New |
| FHN First Horizon Corp. | 0.05% | 11,910 | $190K | No change |
| VMD Viemed Healthcare Inc. | 0.03% | 21,270 | $146K | No change |
| LTMCF Lithium Chile Inc. | 0.00% | 40,000 | $16K | No change |
| RGNNF Renergen Ltd. | 0.00% | 10,380 | $5K | No change |
| OWUV One World Universe Inc. | 0.00% | 18,700 | $105 | No change |
| PQEFF Petroteq Energy Inc. | 0.00% | 50,000 | $0 | No change |
Portfolio Sells Q1 2024 → Q2 2024
| GLD SPDR Gold Shares | Reduce -2.9% | 12.91% | −0.58 |
| CATH Global X S&P 500 Ca Val ETF | Reduce -3.9% | 3.65% | −0.17 |
| GIS General Mills Inc. | Reduce -6.2% | 0.79% | −0.16 |
| XOM Exxon Mobil Corp. | Reduce -0.4% | 1.46% | −0.16 |
| COP Conocophillips | Reduce -0.1% | 0.56% | −0.15 |
| DFAU Dimensional US Core Equity M | Reduce -0.9% | 13.91% | −0.12 |
| CAT Caterpillar Inc. | Reduce -1.0% | 0.55% | −0.10 |
| DE Deere & Co. | Reduce -0.2% | 0.47% | −0.08 |
| SGOL Abrdn Physical Gold Shares | Reduce -4.6% | 1.29% | −0.08 |
| PEP Pepsico Inc. | Reduce -0.3% | 0.91% | −0.08 |
| IEF iShares 7-10 Year Treasury B | Sold out | 0.00% | −0.07 |
| VLO Valero Energy Corp. | Reduce -0.5% | 0.37% | −0.05 |
| PH Parker Hannifin Corp. | Reduce -0.1% | 0.50% | −0.05 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -5.0% | 0.92% | −0.05 |
| DGRW Wisdomtree U.S. Quality Divi | Reduce -0.9% | 7.60% | −0.04 |
| AMCR Amcor PLC | Sold out | 0.00% | −0.02 |
| SYY Sysco Corp. | Reduce -0.1% | 0.23% | −0.02 |
| MSFT Microsoft Corp. | Reduce -6.6% | 0.15% | −0.02 |
| CVX Chevron Corp. | Reduce -3.4% | 0.06% | −0.01 |
| GD General Dynamics Corp. | Reduce -0.1% | 0.46% | −0.01 |
| ED Consolidated Edison Inc. | Reduce -0.1% | 1.24% | +0.00 |
| JNJ Johnson & Johnson | Reduce -0.7% | 1.51% | +0.01 |
| ATO Atmos Energy Corp. | Reduce -0.6% | 1.30% | +0.03 |
Portfolio Buys Q1 2024 → Q2 2024
| BRO Brown & Brown Inc. | Add +0.0% | 2.60% | +0.34 |
| VTI VG Morningstar TS MKT ETF-US | Add +1.6% | 7.88% | +0.15 |
| TLT iShares 20+ Year Treasury BD | Add +0.9% | 7.68% | +0.14 |
| BND Vanguard Total Bond Market | New | 0.14% | +0.14 |
| AAPL Apple Inc. | Add +17.4% | 0.44% | +0.13 |
| BIV Vanguard Intermediate-Term B | Add +3.1% | 14.18% | +0.13 |
| DUK Duke Energy Corp. | Add +0.1% | 1.62% | +0.10 |
| GDDY GoDaddy Inc. Class A | New | 0.10% | +0.10 |
| AVGO Broadcom Inc. | Add +900.0% | 0.90% | +0.08 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | Add +5.4% | 1.15% | +0.07 |
| CL Colgate-Palmolive Co. | Add +0.1% | 1.10% | +0.07 |
| DFAS Dimensional US Small Cap ETF | Add +14.2% | 0.51% | +0.06 |
| BSV Vanguard Short-Term Bond ETF | New | 0.06% | +0.06 |
| KO The Coca-Cola Co. | Add +0.2% | 1.61% | +0.06 |
| HBCP Home Bancorp Inc. | New | 0.05% | +0.05 |
| WMT Walmart Inc. | New | 0.05% | +0.05 |
| PFE Pfizer Inc. | New | 0.05% | +0.05 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +13.9% | 0.50% | +0.05 |
| BLV Vanguard Long-Term Bond ETF | Add +16.5% | 0.28% | +0.04 |
| COST Costco Wholesale Corp. | Add +0.3% | 0.65% | +0.04 |
| VHT Vanguard Health Care ETF | Add +47.1% | 0.10% | +0.03 |
| AFL Aflac Inc. | Add +0.4% | 0.24% | +0.03 |
| KMI Kinder Morgan Inc. | Add +0.7% | 0.41% | +0.02 |
| AMT American Tower Corp. | Add +1.2% | 0.09% | +0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.1% | 1.00% | +0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +4.1% | 0.11% | +0.00 |
| JPM JPMorgan Chase & Co. | Add +2.4% | 0.06% | +0.00 |
| AMZN Amazon.com Inc. | Add +0.4% | 0.05% | −0.00 |
| HON Honeywell International Inc. | Add +1.1% | 0.23% | −0.00 |
| META Meta Platforms Inc. Class A | Add +0.1% | 0.12% | −0.01 |
| JBHT Hunt (jb) Transprt SVCS Inc. | Add +1.1% | 0.26% | −0.01 |
| SLB SLB Ltd. | Add +3.2% | 0.22% | −0.02 |
| TSCO Tractor Supply Company | Add +0.1% | 0.35% | −0.03 |
| ADM Archer-Daniels-Midland Co. | Add +0.1% | 0.32% | −0.03 |
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 |