Filed: 10/29/2025ACC: 0001373017-25-000011
📋 What this filing means
BCM ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 74 equity positions with a total reported market value of $496.96M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
74
Positions
$496.96M
Total AUM (reported)
5.47M
Total Shares
Allocation by class
EQUITIES$496.96M100.0%
Portfolio Concentration
Top 3$242.76M48.8%
4–10$129.28M26.0%
11–25$72.95M14.7%
Rest$51.97M10.5%
Top 3 weight
48.8%
Top 10 weight
74.9%
Voting Authority Distribution
Total shares with voting rights: 5.47M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
5.47M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole74
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings74
Rows:
Vanguard Intermediate Bond
SOLEShares1.32M
TypeSH
Market value$103.77M
20.88%
Sole
0.00
Shared
0.00
None
1.32M
SPDR Gold Share
SOLEShares216.43K
TypeSH
Market value$78.86M
15.87%
Sole
0.00
Shared
0.00
None
216.43K
DIMENSIONAL US CORE EQUITY MARKT ETF
SOLEShares1.28M
TypeSH
Market value$60.13M
12.10%
Sole
0.00
Shared
0.00
None
1.28M
Vanguard Total Stock Mkt
SOLEShares125.07K
TypeSH
Market value$42.27M
8.51%
Sole
0.00
Shared
0.00
None
125.07K
WisdomTree US Quality Dividend Gr ETF
SOLEShares395.23K
TypeSH
Market value$35.72M
7.19%
Sole
0.00
Shared
0.00
None
395.23K
S&P500 Catholic Values
SOLEShares236.09K
TypeSH
Market value$19.71M
3.97%
Sole
0.00
Shared
0.00
None
236.09K
Broadcom Ltd
SOLEShares26.02K
TypeSH
Market value$9.71M
1.95%
Sole
0.00
Shared
0.00
None
26.02K
Johnson & Johnson
SOLEShares39.53K
TypeSH
Market value$7.39M
1.49%
Sole
0.00
Shared
0.00
None
39.53K
Brown & Brown Inc
SOLEShares88.26K
TypeSH
Market value$7.27M
1.46%
Sole
0.00
Shared
0.00
None
88.26K
Atmos Energy Corp
SOLEShares41.32K
TypeSH
Market value$7.21M
1.45%
Sole
0.00
Shared
0.00
None
41.32K
Duke Energy Corporation
SOLEShares56.37K
TypeSH
Market value$7.08M
1.43%
Sole
0.00
Shared
0.00
None
56.37K
Coca Cola Company
SOLEShares100.05K
TypeSH
Market value$7.02M
1.41%
Sole
0.00
Shared
0.00
None
100.05K
Nvidia Corp
SOLEShares33.95K
TypeSH
Market value$6.82M
1.37%
Sole
0.00
Shared
0.00
None
33.95K
ETFS Gold Trust
SOLEShares175.95K
TypeSH
Market value$6.64M
1.34%
Sole
0.00
Shared
0.00
None
175.95K
Ishares 7-10 Year Trsury
SOLEShares65.82K
TypeSH
Market value$6.42M
1.29%
Sole
0.00
Shared
0.00
None
65.82K
Exxon Mobil Corporation
SOLEShares52.80K
TypeSH
Market value$6.07M
1.22%
Sole
0.00
Shared
0.00
None
52.80K
Consolidated Edison Inc
SOLEShares48.25K
TypeSH
Market value$4.75M
0.96%
Sole
0.00
Shared
0.00
None
48.25K
S P D R TRUST Unit SR
SOLEShares6.07K
TypeSH
Market value$4.17M
0.84%
Sole
0.00
Shared
0.00
None
6.07K
Enterprise Products Partners L.P.
SOLEShares122.98K
TypeSH
Market value$3.84M
0.77%
Sole
0.00
Shared
0.00
None
122.98K
Caterpillar Inc
SOLEShares7.03K
TypeSH
Market value$3.69M
0.74%
Sole
0.00
Shared
0.00
None
7.03K
Colgate-Palmolive Co
SOLEShares42.99K
TypeSH
Market value$3.32M
0.67%
Sole
0.00
Shared
0.00
None
42.99K
iShares MSCI USA Min Volatility
SOLEShares35.18K
TypeSH
Market value$3.32M
0.67%
Sole
0.00
Shared
0.00
None
35.18K
Ishares Tr Barclays Bond
SOLEShares35.85K
TypeSH
Market value$3.30M
0.66%
Sole
0.00
Shared
0.00
None
35.85K
Pepsico Incorporated
SOLEShares21.70K
TypeSH
Market value$3.26M
0.66%
Sole
0.00
Shared
0.00
None
21.70K
Vanguard Mid Cap Etf
SOLEShares11.07K
TypeSH
Market value$3.25M
0.65%
Sole
0.00
Shared
0.00
None
11.07K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Vanguard Intermediate BondSOLE | Equities | 1.32M | SH | $103.77M 20.88% | 0.00 | 0.00 | 1.32M |
SPDR Gold ShareSOLE | Equities | 216.43K | SH | $78.86M 15.87% | 0.00 | 0.00 | 216.43K |
DIMENSIONAL US CORE EQUITY MARKT ETFSOLE | Equities | 1.28M | SH | $60.13M 12.10% | 0.00 | 0.00 | 1.28M |
Vanguard Total Stock MktSOLE | Equities | 125.07K | SH | $42.27M 8.51% | 0.00 | 0.00 | 125.07K |
WisdomTree US Quality Dividend Gr ETFSOLE | Equities | 395.23K | SH | $35.72M 7.19% | 0.00 | 0.00 | 395.23K |
S&P500 Catholic ValuesSOLE | Equities | 236.09K | SH | $19.71M 3.97% | 0.00 | 0.00 | 236.09K |
Broadcom LtdSOLE | Equities | 26.02K | SH | $9.71M 1.95% | 0.00 | 0.00 | 26.02K |
Johnson & JohnsonSOLE | Equities | 39.53K | SH | $7.39M 1.49% | 0.00 | 0.00 | 39.53K |
Brown & Brown IncSOLE | Equities | 88.26K | SH | $7.27M 1.46% | 0.00 | 0.00 | 88.26K |
Atmos Energy CorpSOLE | Equities | 41.32K | SH | $7.21M 1.45% | 0.00 | 0.00 | 41.32K |
Duke Energy CorporationSOLE | Equities | 56.37K | SH | $7.08M 1.43% | 0.00 | 0.00 | 56.37K |
Coca Cola CompanySOLE | Equities | 100.05K | SH | $7.02M 1.41% | 0.00 | 0.00 | 100.05K |
Nvidia CorpSOLE | Equities | 33.95K | SH | $6.82M 1.37% | 0.00 | 0.00 | 33.95K |
ETFS Gold TrustSOLE | Equities | 175.95K | SH | $6.64M 1.34% | 0.00 | 0.00 | 175.95K |
Ishares 7-10 Year TrsurySOLE | Equities | 65.82K | SH | $6.42M 1.29% | 0.00 | 0.00 | 65.82K |
Exxon Mobil CorporationSOLE | Equities | 52.80K | SH | $6.07M 1.22% | 0.00 | 0.00 | 52.80K |
Consolidated Edison IncSOLE | Equities | 48.25K | SH | $4.75M 0.96% | 0.00 | 0.00 | 48.25K |
S P D R TRUST Unit SRSOLE | Equities | 6.07K | SH | $4.17M 0.84% | 0.00 | 0.00 | 6.07K |
Enterprise Products Partners L.P.SOLE | Equities | 122.98K | SH | $3.84M 0.77% | 0.00 | 0.00 | 122.98K |
Caterpillar IncSOLE | Equities | 7.03K | SH | $3.69M 0.74% | 0.00 | 0.00 | 7.03K |
Colgate-Palmolive CoSOLE | Equities | 42.99K | SH | $3.32M 0.67% | 0.00 | 0.00 | 42.99K |
iShares MSCI USA Min VolatilitySOLE | Equities | 35.18K | SH | $3.32M 0.67% | 0.00 | 0.00 | 35.18K |
Ishares Tr Barclays BondSOLE | Equities | 35.85K | SH | $3.30M 0.66% | 0.00 | 0.00 | 35.85K |
Pepsico IncorporatedSOLE | Equities | 21.70K | SH | $3.26M 0.66% | 0.00 | 0.00 | 21.70K |
Vanguard Mid Cap EtfSOLE | Equities | 11.07K | SH | $3.25M 0.65% | 0.00 | 0.00 | 11.07K |
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