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The Analysis of BCM ADVISORS, LLC's Holdings & P&L

Currently, BCM ADVISORS, LLC holds 78 types of securities in its portfolio with a total value $506.9M. In the most recent quarter, they have increased their positions in VO (+39.2K shares, valued at $3.0M), SCHD (+80.6K shares, valued at $2.5M), GLDM (+10.9K shares, valued at $977.7K); decreased their positions in GLD (-13.9K shares, valued at $5.8M), VTI (-13.2K shares, valued at $4.7M), BIV (-53.4K shares, valued at $4.1M); initiated new positions in VOOG (+4.9K shares, valued at $385.1K), N/A (+20.0K shares, valued at $245.6K), TT (+417 shares, valued at $202.9K).

1M P&L

+8.8M+2.14%

3M P&L

-61.1M-12.66%

HY P&L

-36.6M-7.99%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A365.2M

76.3%

2Beverages - Non-Alcoholic11.1M

2.3%

3Semiconductors11.0M

2.3%

Top Industries by Stock Count

1N/A21 stocks

32.8%

2Semiconductors2 stocks

3.1%

3Utilities - Regulated Gas2 stocks

3.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BIV Vanguard Intermediate Bond1.3M shares-4.05%2026-03-312026-05-05

GLD SPDR Gold Share193.1K shares-6.71%2026-03-312026-05-05

DFAU DIMENSIONAL US CORE EQUITY MARKT ETF1.2M shares-5.54%2026-03-312026-05-05

VTI Vanguard Total Stock Mkt115.1K shares-10.30%2026-03-312026-05-05

DGRW WisdomTree US Quality Dividend Gr ETF390.2K shares-1.41%2026-03-312026-05-05

CATH S&P500 Catholic Values236.8K shares0.10%2026-03-312026-05-05

Broadcom Ltd Broadcom Ltd26.0K shares0.00%2026-03-312026-05-05

JNJ Johnson & Johnson39.3K shares0.00%2026-03-312026-05-05

Sponsored

XOM Exxon Mobil Corporation53.1K shares0.12%2026-03-312026-05-05

KO Coca Cola Company99.8K shares0.20%2026-03-312026-05-05

ATO Atmos Energy Corp41.3K shares0.00%2026-03-312026-05-05

Duke Energy Corporation Duke Energy Corporation56.1K shares0.02%2026-03-312026-05-05

NVDA Nvidia Corp34.4K shares0.98%2026-03-312026-05-05

ETFS Gold Trust ETFS Gold Trust152.1K shares-11.19%2026-03-312026-05-05

CAT Caterpillar Inc7.0K shares0.20%2026-03-312026-05-05

ED Consolidated Edison Inc48.2K shares0.00%2026-03-312026-05-05

Sponsored

BRO Brown & Brown Inc88.2K shares0.00%2026-03-312026-05-05

EPD Enterprise Products Partners L.P.123.0K shares0.00%2026-03-312026-05-05

AMD Advanced Micro Devices12.2K shares0.00%2026-03-312026-05-05

SPY S P D R TRUST Unit SR5.7K shares-5.60%2026-03-312026-05-05

VO Vanguard Mid Cap Etf51.5K shares317.61%2026-03-312026-05-05

DFAS Dimensional US Small Cap ETF51.6K shares3.01%2026-03-312026-05-05

CL Colgate-Palmolive Co42.8K shares0.25%2026-03-312026-05-05

PH Parker-Hannifin Corp4.0K shares0.00%2026-03-312026-05-05

Sponsored

ISTB Ishares Core 1 5 Year70.6K shares4.07%2026-03-312026-05-05

COST Costco Whsl Corp New3.3K shares0.00%2026-03-312026-05-05

PEP Pepsico Incorporated21.6K shares0.00%2026-03-312026-05-05

DE Deere & Co5.5K shares0.00%2026-03-312026-05-05

TLT Ishares Tr Barclays Bond35.8K shares0.00%2026-03-312026-05-05

IEF Ishares 7-10 Year Trsury31.5K shares-54.87%2026-03-312026-05-05

SCHD Schwab US Dividend91.0K shares777.47%2026-03-312026-05-05

USMV iShares MSCI USA Min Volatility29.3K shares-14.20%2026-03-312026-05-05

Sponsored

COP Conocophillips21.9K shares0.00%2026-03-312026-05-05

KMI Kinder Morgan Inc81.3K shares0.00%2026-03-312026-05-05

VLO Valero Energy Corp New10.0K shares0.00%2026-03-312026-05-05

AAPL Apple Inc8.8K shares0.70%2026-03-312026-05-05

General Dynamics Corp General Dynamics Corp6.6K shares0.00%2026-03-312026-05-05

IP International Paper Co65.3K shares-0.47%2026-03-312026-05-05

ADM Archer-Daniels-Midln22.6K shares0.00%2026-03-312026-05-05

GLDM WORLD GOLD TR18.8K shares139.28%2026-03-312026-05-05

Sponsored

GIS General Mills Inc48.7K shares0.00%2026-03-312026-05-05

JBHT JB Hunt Transport Services Inc6.5K shares0.00%2026-03-312026-05-05

JPM J.P. Morgan Chase4.8K shares19.65%2026-03-312026-05-05

MKSI MKSI4.9K shares0.00%2026-03-312026-05-05

AFL Aflac Inc10.1K shares0.00%2026-03-312026-05-05

UGI UGI Corp32.2K shares0.00%2026-03-312026-05-05

CNI Canadian National Railway Co10.1K shares0.00%2026-03-312026-05-05

CNP Centerpoint Energy25.0K shares0.00%2026-03-312026-05-05

Sponsored

SLB Schlumberger Ltd18.9K shares0.00%2026-03-312026-05-05

SYY Sysco Corporation12.9K shares0.00%2026-03-312026-05-05

TSCO Tractor Supply Co28.7K shares-0.21%2026-03-312026-05-05

VYM Vanguard Whitehall Funds4.5K shares0.00%2026-03-312026-05-05

META Meta Platforms Inc Class A993 shares1.33%2026-03-312026-05-05

MSFT Microsoft Corp1.4K shares-7.64%2026-03-312026-05-05

Berkshire Hathaway Cl B Berkshire Hathaway Cl B1.1K shares0.00%2026-03-312026-05-05

VEA Vanguard Ftse Developed7.0K shares15.79%2026-03-312026-05-05

Sponsored

VPU Vanguard Utilities2.3K shares-26.89%2026-03-312026-05-05

HBCP Home Bancorp Inc6.2K shares11.22%2026-03-312026-05-05

AMZN AMZN1.4K shares7.02%2026-03-312026-05-05

WMT Wal-Mart Stores Inc3.0K shares3.14%2026-03-312026-05-05

VOOG Vanguard S&P 500 Growth4.9K sharesnew addition2026-03-312026-05-05

AES Aes Corp26.6K shares0.00%2026-03-312026-05-05

GOOG GOOG964 shares7.11%2026-03-312026-05-05

VGSH Vanguard Short-Term Treasury ETF5.8K shares49.70%2026-03-312026-05-05

Sponsored

FHN First Horizon Natl Corp11.7K shares-1.36%2026-03-312026-05-05

VGT Vanguard Information Technology ETF2.7K shares711.90%2026-03-312026-05-05

Ishares Gold TRUST Ishares Gold TRUST3.1K shares-14.40%2026-03-312026-05-05

TSLA Tesla Inc673 shares-0.15%2026-03-312026-05-05

AMT Amern Tower Corp Class A1.4K shares-4.02%2026-03-312026-05-05

Infleqtion Inc Infleqtion Inc20.0K sharesnew addition2026-03-312026-05-05

VMD Viemed Healthcare Inc23.5K shares0.00%2026-03-312026-05-05

TT Trane Technologies PLC Class A417 sharesnew addition2026-03-312026-05-05

Sponsored

Lithium Chile Inc Lithium Chile Inc40.0K shares0.00%2026-03-312026-05-05

One World Universe Inc One World Universe Inc18.7K shares0.00%2026-03-312026-05-05

Winning Brands Corp Winning Brands Corp147.1K sharesnew addition2026-03-312026-05-05

Intelligent Highway Solutions Inc Intelligent Highway Solutions Inc555.6K sharesnew addition2026-03-312026-05-05

Petroteq Energy Inc Petroteq Energy Inc125.0K shares0.00%2026-03-312026-05-05

Somatic Systems Inc Somatic Systems Inc1.0M sharesnew addition2026-03-312026-05-05

BIV

Vanguard Intermediate Bond

-4.05%

Shares1.3M

Event2026-03-31

Filed2026-05-05

GLD

SPDR Gold Share

-6.71%

Shares193.1K

Event2026-03-31

Filed2026-05-05

DFAU

DIMENSIONAL US CORE EQUITY MARKT ETF

-5.54%

Shares1.2M

Event2026-03-31

Filed2026-05-05

VTI

Vanguard Total Stock Mkt

-10.30%

Shares115.1K

Event2026-03-31

Filed2026-05-05

DGRW

WisdomTree US Quality Dividend Gr ETF

-1.41%

Shares390.2K

Event2026-03-31

Filed2026-05-05

CATH

S&P500 Catholic Values

0.10%

Shares236.8K

Event2026-03-31

Filed2026-05-05

Broadcom Ltd

0.00%

Shares26.0K

Event2026-03-31

Filed2026-05-05

JNJ

Johnson & Johnson

0.00%

Shares39.3K

Event2026-03-31

Filed2026-05-05

XOM

Exxon Mobil Corporation

0.12%

Shares53.1K

Event2026-03-31

Filed2026-05-05

Coca Cola Company

0.20%

Shares99.8K

Event2026-03-31

Filed2026-05-05

ATO

Atmos Energy Corp

0.00%

Shares41.3K

Event2026-03-31

Filed2026-05-05

Duke Energy Corporation

0.02%

Shares56.1K

Event2026-03-31

Filed2026-05-05

NVDA

Nvidia Corp

0.98%

Shares34.4K

Event2026-03-31

Filed2026-05-05

ETFS Gold Trust

-11.19%

Shares152.1K

Event2026-03-31

Filed2026-05-05

CAT

Caterpillar Inc

0.20%

Shares7.0K

Event2026-03-31

Filed2026-05-05

Consolidated Edison Inc

0.00%

Shares48.2K

Event2026-03-31

Filed2026-05-05

BRO

Brown & Brown Inc

0.00%

Shares88.2K

Event2026-03-31

Filed2026-05-05

EPD

Enterprise Products Partners L.P.

0.00%

Shares123.0K

Event2026-03-31

Filed2026-05-05

AMD

Advanced Micro Devices

0.00%

Shares12.2K

Event2026-03-31

Filed2026-05-05

SPY

S P D R TRUST Unit SR

-5.60%

Shares5.7K

Event2026-03-31

Filed2026-05-05

Vanguard Mid Cap Etf

317.61%

Shares51.5K

Event2026-03-31

Filed2026-05-05

DFAS

Dimensional US Small Cap ETF

3.01%

Shares51.6K

Event2026-03-31

Filed2026-05-05

Colgate-Palmolive Co

0.25%

Shares42.8K

Event2026-03-31

Filed2026-05-05

Parker-Hannifin Corp

0.00%

Shares4.0K

Event2026-03-31

Filed2026-05-05

ISTB

Ishares Core 1 5 Year

4.07%

Shares70.6K

Event2026-03-31

Filed2026-05-05

COST

Costco Whsl Corp New

0.00%

Shares3.3K

Event2026-03-31

Filed2026-05-05

PEP

Pepsico Incorporated

0.00%

Shares21.6K

Event2026-03-31

Filed2026-05-05

Deere & Co

0.00%

Shares5.5K

Event2026-03-31

Filed2026-05-05

TLT

Ishares Tr Barclays Bond

0.00%

Shares35.8K

Event2026-03-31

Filed2026-05-05

IEF

Ishares 7-10 Year Trsury

-54.87%

Shares31.5K

Event2026-03-31

Filed2026-05-05

SCHD

Schwab US Dividend

777.47%

Shares91.0K

Event2026-03-31

Filed2026-05-05

USMV

iShares MSCI USA Min Volatility

-14.20%

Shares29.3K

Event2026-03-31

Filed2026-05-05

COP

Conocophillips

0.00%

Shares21.9K

Event2026-03-31

Filed2026-05-05

KMI

Kinder Morgan Inc

0.00%

Shares81.3K

Event2026-03-31

Filed2026-05-05

VLO

Valero Energy Corp New

0.00%

Shares10.0K

Event2026-03-31

Filed2026-05-05

AAPL

Apple Inc

0.70%

Shares8.8K

Event2026-03-31

Filed2026-05-05

General Dynamics Corp

0.00%

Shares6.6K

Event2026-03-31

Filed2026-05-05

International Paper Co

-0.47%

Shares65.3K

Event2026-03-31

Filed2026-05-05

ADM

Archer-Daniels-Midln

0.00%

Shares22.6K

Event2026-03-31

Filed2026-05-05

GLDM

WORLD GOLD TR

139.28%

Shares18.8K

Event2026-03-31

Filed2026-05-05

GIS

General Mills Inc

0.00%

Shares48.7K

Event2026-03-31

Filed2026-05-05

JBHT

JB Hunt Transport Services Inc

0.00%

Shares6.5K

Event2026-03-31

Filed2026-05-05

JPM

J.P. Morgan Chase

19.65%

Shares4.8K

Event2026-03-31

Filed2026-05-05

MKSI

0.00%

Shares4.9K

Event2026-03-31

Filed2026-05-05

AFL

Aflac Inc

0.00%

Shares10.1K

Event2026-03-31

Filed2026-05-05

UGI

UGI Corp

0.00%

Shares32.2K

Event2026-03-31

Filed2026-05-05

CNI

Canadian National Railway Co

0.00%

Shares10.1K

Event2026-03-31

Filed2026-05-05

CNP

Centerpoint Energy

0.00%

Shares25.0K

Event2026-03-31

Filed2026-05-05

SLB

Schlumberger Ltd

0.00%

Shares18.9K

Event2026-03-31

Filed2026-05-05

SYY

Sysco Corporation

0.00%

Shares12.9K

Event2026-03-31

Filed2026-05-05

TSCO

Tractor Supply Co

-0.21%

Shares28.7K

Event2026-03-31

Filed2026-05-05

VYM

Vanguard Whitehall Funds

0.00%

Shares4.5K

Event2026-03-31

Filed2026-05-05