BCM ADVISORS, LLC

Q3 2025 13F-HR Holdings

Location
Lafayette, LA
Holdings as of
9/30/2025
Date filed
10/29/2025
Form type
13F-HR
Num holdings
74
Total value ($000)
$496,960
Net value change ($000)
+27,371 (5.8%)
New positions
8
Sold out positions
4
Turnover %
2.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/30/2025 Next filing: 1/26/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
BIV 36,218 53.6%
GLD 8,982 12.9%
DFAU 3,861 6.9%
VTI 3,632 9.4%
ISTB 2,918 NEW
AVGO 1,966 25.4%
DGRW 1,668 4.9%
CATH 1,032 5.5%
AMD 985 45.4%
NVDA 866 14.5%
Top Reduces (Value $000, Stocks/ETFs)
TLT -31,400 -90.5%
SPTL -5,000 -100.0%
VLO -1,277 -88.3%
BRO -840 -10.4%
BLV -693 -100.0%
IP -478 -13.4%
CL -427 -11.4%
DE -245 -8.6%
COP -234 -10.9%
TT -204 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type