BCM ADVISORS, LLC

Q4 2025 13F-HR Holdings

Location
Lafayette, LA
Holdings as of
12/31/2025
Date filed
1/26/2026
Form type
13F-HR
Num holdings
73
Total value ($000)
$521,892
Net value change ($000)
+24,932 (5.0%)
New positions
2
Sold out positions
3
Turnover %
0.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/29/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
GLD 15,953 20.2%
VLO 1,703 1001.8%
SGOL 1,490 22.4%
VTI 1,416 3.3%
JNJ 1,269 17.2%
XOM 1,082 17.8%
GLDM 774 NEW
CAT 719 19.5%
VYM 661 NEW
PH 639 21.0%
Top Reduces (Value $000, Stocks/ETFs)
AVGO -1,379 -14.2%
BIV -1,217 -1.2%
DUK -496 -7.0%
NVDA -423 -6.2%
FBLA -420 -100.0%
ATO -378 -5.2%
BRO -285 -3.9%
IP -254 -8.3%
GDDY -251 -100.0%
VDC -239 -43.9%
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