Bcm Advisors, LLC Incresed Positions in Q3 2025

Bcm Advisors, LLC

  • $488 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
440K
+ 50.19%
$76.16 - $78.59 $33.5M - $34.6M
1.32M $103M
VTI
Vanguard Total Stock Market Et

ETFs
1.48K
+ 1.2%
$303.93 - $329.86 $450K - $489K
125K $41M
JNJ
Johnson & Johnson

Healthcare
165
+ 0.42%
$155.17 - $185.42 $25.6K - $30.6K
39.5K $7.33M
CAT
Caterpillar Inc

Industrials
32
+ 0.46%
$390.92 - $477.15 $12.5K - $15.3K
7.03K $3.36M
AAPL
Apple Inc.

Technology
3
+ 0.03%
$202.38 - $256.87 $607 - $771
8.86K $2.26M
VLO
Valero Energy Corp

Energy
10
+ 0.1%
$131.77 - $175.63 $1.32K - $1.76K
10K $1.7M
DFAS
Dimensional ETF Tr U S Small C

ETFs
1.01K
+ 2.23%
$63.41 - $69.69 $63.8K - $70.1K
46K $3.15M
VO
Vanguard Mid Cap ETF

ETFs
419
+ 3.94%
$279.83 - $293.74 $117K - $123K
11.1K $3.25M
PEP
Pepsico Inc

Consumer Defensive
93
+ 0.43%
$133.81 - $152.16 $12.4K - $14.2K
21.7K $3.05M
COP
Conocophillips

Energy
119
+ 0.54%
$91.0 - $98.99 $10.8K - $11.8K
22K $2.08M
SLB
Schlumberger Limited

Energy
220
+ 1.18%
$32.37 - $37.31 $7.12K - $8.21K
18.9K $650K
HBCP
Home Bancorp, Inc.

Financial Services
30
+ 0.54%
$50.06 - $56.97 $1.5K - $1.71K
5.56K $302K
ED
Consolidated Edison Inc

Utilities
29
+ 0.06%
$95.57 - $105.36 $2.77K - $3.06K
48.2K $4.85M
AMZN
Amazon Com Inc

Consumer Cyclical
11
+ 0.83%
$211.65 - $238.24 $2.33K - $2.62K
1.34K $294K
PQEFF
Petroteq Energy Inc.

Energy
75K
+ 150.0%
$0.0 - $0.0 $0 - $0
125K $0
META
Meta Platforms, Inc.

Communication Services
1
+ 0.1%
$695.21 - $791.73 $695 - $792
978 $718K
GIS
General Mills Inc

Consumer Defensive
36
+ 0.07%
$48.44 - $53.83 $1.74K - $1.94K
48.8K $2.46M
BRO
Brown & Brown, Inc.

Financial Services
8
+ 0.01%
$90.88 - $108.93 $727 - $871
88.3K $8.28M
Activity Summary
Buys All Purchases 27 New Holdings 8 Increased Positions 19 Sells All Sells 14 Reductions 14 Sold out 0 Options Calls 0 Puts 0
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