Bcm Advisors, LLC Portfolio Holdings

Bcm Advisors, LLC

  • $488 Million
  • Q3 2025

Bcm Advisors, LLC has filed its 13F form on October 29, 2025 for Q3 2025 where it was disclosed a total value porftolio of $488 Million distributed in 74 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 $103M, Spdr Gold Trust with a value of $76.9M, Dimensional ETF Tr with a value of $58.5M, Vanguard Total Stock Market Et with a value of $41M, and Wisdomtree Tr Us Quality Divid with a value of $35.2M.

Examining the 13F form we can see an increase of $24.8M in the current position value, from $463M to 488M.

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

Portfolio value $488 Million
ETFs: $369 Million
Consumer Defensive: $21.4 Million
Utilities: $21.3 Million
Technology: $20.8 Million
Energy: $16.5 Million
Industrials: $13 Million
Financial Services: $11.9 Million
Healthcare: $7.49 Million
Other: $6.49 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$10.3B
$606,000 0.12% of portfolio
4,903
Q3 2022 New
$0
$607,000 0.12% of portfolio
3,205
Q3 2025 Reduced 2.32%
$635B
$563,000 0.12% of portfolio
1,120
Q2 2025 Reduced 0.8%
$0
$544,000 0.11% of portfolio
2,546
Q2 2025 Reduced 68.35%
$9.48B
$350,000 0.07% of portfolio
26,620
Q3 2024 Added 0.08%
$0
$360,000 0.07% of portfolio
6,018
Q3 2025 New
$276B
$297,000 0.06% of portfolio
2,890
Q2 2025 Reduced 1.8%
$82.9B
$292,000 0.06% of portfolio
1,522
Q1 2025 Reduced 7.31%
$11.5B
$269,000 0.06% of portfolio
11,910
Q4 2023 Added 13.5%
$1.41T
$298,000 0.06% of portfolio
672
Q3 2025 Reduced 38.85%
$440M
$302,000 0.06% of portfolio
5,563
Q3 2025 Added 0.54%
$0
$283,000 0.06% of portfolio
10,373
Q3 2025 New
$2.48T
$294,000 0.06% of portfolio
1,339
Q3 2025 Added 0.83%
$63.6B
$266,000 0.05% of portfolio
3,660
Q3 2025 New
$0
$226,000 0.05% of portfolio
3,857
Q3 2025 New
$20.8B
$262,000 0.05% of portfolio
1,919
Q3 2025 New
$1.74T
$219,000 0.04% of portfolio
900
Q3 2025 New
$241M
$156,000 0.03% of portfolio
23,520
Q1 2025 Added 10.58%
Renergen Ord
-
$0 0.0% of portfolio
-
Q3 2023 New
Fb Bancorp Ord
-
$0 0.0% of portfolio
-
Q4 2024 New
$0
$13,000 0.0% of portfolio
40,000
Q3 2023 Added 33.33%
One World Universe Inc
-
$0 0.0% of portfolio
-
Q3 2023 New
$0
$0 0.0% of portfolio
125,000
Q3 2025 Added 150.0%

Summary

  • Portfolio
  • No. of Stocks 74
  • Current Value $488 Million
  • Prior Value $463 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 29, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 8 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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