Filed: 1/26/2026ACC: 0001373017-26-000001
📋 What this filing means
BCM ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 73 equity positions with a total reported market value of $521.89M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
73
Positions
$521.89M
Total AUM (reported)
5.43M
Total Shares
Allocation by class
EQUITIES$521.89M100.0%
Portfolio Concentration
Top 3$257.67M49.4%
4–10$131.64M25.2%
11–25$76.42M14.6%
Rest$56.16M10.8%
Top 3 weight
49.4%
Top 10 weight
74.6%
Voting Authority Distribution
Total shares with voting rights: 5.43M
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
5.43M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole73
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings73
Rows:
Vanguard Intermediate Bond
SOLEShares1.32M
TypeSH
Market value$102.55M
19.65%
Sole
0.00
Shared
0.00
None
1.32M
SPDR Gold Share
SOLEShares207.02K
TypeSH
Market value$94.82M
18.17%
Sole
0.00
Shared
0.00
None
207.02K
DIMENSIONAL US CORE EQUITY MARKT ETF
SOLEShares1.27M
TypeSH
Market value$60.30M
11.55%
Sole
0.00
Shared
0.00
None
1.27M
Vanguard Total Stock Mkt
SOLEShares128.28K
TypeSH
Market value$43.69M
8.37%
Sole
0.00
Shared
0.00
None
128.28K
WisdomTree US Quality Dividend Gr ETF
SOLEShares395.78K
TypeSH
Market value$35.98M
6.89%
Sole
0.00
Shared
0.00
None
395.78K
S&P500 Catholic Values
SOLEShares236.56K
TypeSH
Market value$19.60M
3.76%
Sole
0.00
Shared
0.00
None
236.56K
Johnson & Johnson
SOLEShares39.34K
TypeSH
Market value$8.66M
1.66%
Sole
0.00
Shared
0.00
None
39.34K
Broadcom Ltd
SOLEShares26.02K
TypeSH
Market value$8.33M
1.60%
Sole
0.00
Shared
0.00
None
26.02K
ETFS Gold Trust
SOLEShares171.27K
TypeSH
Market value$8.13M
1.56%
Sole
0.00
Shared
0.00
None
171.27K
Coca Cola Company
SOLEShares99.59K
TypeSH
Market value$7.26M
1.39%
Sole
0.00
Shared
0.00
None
99.59K
Exxon Mobil Corporation
SOLEShares53.02K
TypeSH
Market value$7.16M
1.37%
Sole
0.00
Shared
0.00
None
53.02K
Brown & Brown Inc
SOLEShares88.23K
TypeSH
Market value$6.99M
1.34%
Sole
0.00
Shared
0.00
None
88.23K
Atmos Energy Corp
SOLEShares41.32K
TypeSH
Market value$6.83M
1.31%
Sole
0.00
Shared
0.00
None
41.32K
Ishares 7-10 Year Trsury
SOLEShares69.71K
TypeSH
Market value$6.69M
1.28%
Sole
0.00
Shared
0.00
None
69.71K
Duke Energy Corporation
SOLEShares56.09K
TypeSH
Market value$6.59M
1.26%
Sole
0.00
Shared
0.00
None
56.09K
Nvidia Corp
SOLEShares34.11K
TypeSH
Market value$6.40M
1.23%
Sole
0.00
Shared
0.00
None
34.11K
Consolidated Edison Inc
SOLEShares48.22K
TypeSH
Market value$5.01M
0.96%
Sole
0.00
Shared
0.00
None
48.22K
Caterpillar Inc
SOLEShares7.03K
TypeSH
Market value$4.41M
0.84%
Sole
0.00
Shared
0.00
None
7.03K
S P D R TRUST Unit SR
SOLEShares6.07K
TypeSH
Market value$4.18M
0.80%
Sole
0.00
Shared
0.00
None
6.07K
Enterprise Products Partners L.P.
SOLEShares122.98K
TypeSH
Market value$4.06M
0.78%
Sole
0.00
Shared
0.00
None
122.98K
Dimensional US Small Cap ETF
SOLEShares50.08K
TypeSH
Market value$3.73M
0.71%
Sole
0.00
Shared
0.00
None
50.08K
Colgate-Palmolive Co
SOLEShares42.68K
TypeSH
Market value$3.70M
0.71%
Sole
0.00
Shared
0.00
None
42.68K
Vanguard Mid Cap Etf
SOLEShares12.34K
TypeSH
Market value$3.69M
0.71%
Sole
0.00
Shared
0.00
None
12.34K
Parker-Hannifin Corp
SOLEShares3.97K
TypeSH
Market value$3.69M
0.71%
Sole
0.00
Shared
0.00
None
3.97K
Ishares Core 1 5 Year
SOLEShares67.88K
TypeSH
Market value$3.31M
0.63%
Sole
0.00
Shared
0.00
None
67.88K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Vanguard Intermediate BondSOLE | Equities | 1.32M | SH | $102.55M 19.65% | 0.00 | 0.00 | 1.32M |
SPDR Gold ShareSOLE | Equities | 207.02K | SH | $94.82M 18.17% | 0.00 | 0.00 | 207.02K |
DIMENSIONAL US CORE EQUITY MARKT ETFSOLE | Equities | 1.27M | SH | $60.30M 11.55% | 0.00 | 0.00 | 1.27M |
Vanguard Total Stock MktSOLE | Equities | 128.28K | SH | $43.69M 8.37% | 0.00 | 0.00 | 128.28K |
WisdomTree US Quality Dividend Gr ETFSOLE | Equities | 395.78K | SH | $35.98M 6.89% | 0.00 | 0.00 | 395.78K |
S&P500 Catholic ValuesSOLE | Equities | 236.56K | SH | $19.60M 3.76% | 0.00 | 0.00 | 236.56K |
Johnson & JohnsonSOLE | Equities | 39.34K | SH | $8.66M 1.66% | 0.00 | 0.00 | 39.34K |
Broadcom LtdSOLE | Equities | 26.02K | SH | $8.33M 1.60% | 0.00 | 0.00 | 26.02K |
ETFS Gold TrustSOLE | Equities | 171.27K | SH | $8.13M 1.56% | 0.00 | 0.00 | 171.27K |
Coca Cola CompanySOLE | Equities | 99.59K | SH | $7.26M 1.39% | 0.00 | 0.00 | 99.59K |
Exxon Mobil CorporationSOLE | Equities | 53.02K | SH | $7.16M 1.37% | 0.00 | 0.00 | 53.02K |
Brown & Brown IncSOLE | Equities | 88.23K | SH | $6.99M 1.34% | 0.00 | 0.00 | 88.23K |
Atmos Energy CorpSOLE | Equities | 41.32K | SH | $6.83M 1.31% | 0.00 | 0.00 | 41.32K |
Ishares 7-10 Year TrsurySOLE | Equities | 69.71K | SH | $6.69M 1.28% | 0.00 | 0.00 | 69.71K |
Duke Energy CorporationSOLE | Equities | 56.09K | SH | $6.59M 1.26% | 0.00 | 0.00 | 56.09K |
Nvidia CorpSOLE | Equities | 34.11K | SH | $6.40M 1.23% | 0.00 | 0.00 | 34.11K |
Consolidated Edison IncSOLE | Equities | 48.22K | SH | $5.01M 0.96% | 0.00 | 0.00 | 48.22K |
Caterpillar IncSOLE | Equities | 7.03K | SH | $4.41M 0.84% | 0.00 | 0.00 | 7.03K |
S P D R TRUST Unit SRSOLE | Equities | 6.07K | SH | $4.18M 0.80% | 0.00 | 0.00 | 6.07K |
Enterprise Products Partners L.P.SOLE | Equities | 122.98K | SH | $4.06M 0.78% | 0.00 | 0.00 | 122.98K |
Dimensional US Small Cap ETFSOLE | Equities | 50.08K | SH | $3.73M 0.71% | 0.00 | 0.00 | 50.08K |
Colgate-Palmolive CoSOLE | Equities | 42.68K | SH | $3.70M 0.71% | 0.00 | 0.00 | 42.68K |
Vanguard Mid Cap EtfSOLE | Equities | 12.34K | SH | $3.69M 0.71% | 0.00 | 0.00 | 12.34K |
Parker-Hannifin CorpSOLE | Equities | 3.97K | SH | $3.69M 0.71% | 0.00 | 0.00 | 3.97K |
Ishares Core 1 5 YearSOLE | Equities | 67.88K | SH | $3.31M 0.63% | 0.00 | 0.00 | 67.88K |
Page 1 of 3