Bcm Advisors, LLC Portfolio Holdings

Bcm Advisors, LLC

  • $442 Million
  • Q1 2025

Bcm Advisors, LLC has filed its 13F form on May 06, 2025 for Q1 2025 where it was disclosed a total value porftolio of $442 Million distributed in 69 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Bd Index Fd Inc Inter with a value of $66M, Spdr Gold Trust with a value of $66M, Dimensional ETF Tr with a value of $49.3M, Ishares Barclays 20+ Year Trea with a value of $36M, and Vanguard Total Stock Market Et with a value of $33.4M.

Examining the 13F form we can see an increase of $10.1M in the current position value, from $432M to 442M.

Below you can find more details about Bcm Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $442 Million
ETFs: $329 Million
Consumer Defensive: $23.1 Million
Utilities: $21.4 Million
Energy: $17.3 Million
Financial Services: $14.7 Million
Technology: $12.1 Million
Industrials: $11.1 Million
Healthcare: $6.75 Million
Other: $6.49 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.71B
$1.59 Million 0.36% of portfolio
28,805
Q4 2024 Added 400.0%
$7.55B
$1.07 Million 0.24% of portfolio
32,225
Q2 2022 Added 55.56%
$6.09B
$392,000 0.09% of portfolio
4,903
Q3 2022 New
$7.54B
$330,000 0.07% of portfolio
26,620
Q3 2024 Added 0.08%

Summary

  • Portfolio
  • No. of Stocks 69
  • Current Value $442 Million
  • Prior Value $432 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 06, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 0 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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