BCM ADVISORS, LLC
CIK 1373017
13F filing for Q2 2026・No. 3,835
- Holdings
- US$513.63M
- Quarter change
- +US$6.73M
- Entries
- 80
- Net bought (estimate)
- +US$4.12M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 5
- Sold out 3
- Cut 18
- Added 24
- Corporate actions 0
- Unchanged 33
Largest holdings
80 stocks worth US$513.63M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| Vanguard Intermediate BondEquities | Added | 1,267,115 | US$95.68M | 18.63% |
| GLDSPDR Gold ShareEquities | Cut | 189,286 | US$70.4M | 13.71% |
| DIMENSIONAL US CORE EQUITY MARKT ETFEquities | Cut | 1,157,030 | US$59.3M | 11.54% |
| Vanguard Total Stock MktEquities | Added | 115,200 | US$42.02M | 8.18% |
| WisdomTree US Quality Dividend Gr ETFEquities | Cut | 378,553 | US$36.13M | 7.03% |
| S&P500 Catholic ValuesEquities | Cut | 229,489 | US$20.11M | 3.92% |
| JNJJohnson & JohnsonEquities | Added | 39,425 | US$10.38M | 2.02% |
| AVGOBroadcomEquities | Unchanged | 26,018 | US$9.94M | 1.93% |
| Exxon Mobil CorporationEquities | New | 53,050 | US$8.33M | 1.62% |
| KOCoca Cola CompanyEquities | Unchanged | 99,785 | US$8.21M | 1.60% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 28, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.