BCM ADVISORS, LLC

Q1 2026 13F-HR Holdings

Location
Lafayette, LA
Holdings as of
3/31/2026
Date filed
5/5/2026
Form type
13F-HR
Num holdings
78
Total value ($000)
$506,899
Net value change ($000)
-14,993 (-2.9%)
New positions
6
Sold out positions
1
Turnover %
0.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/26/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
SCHD 2,567 850.0%
AVGO 2,509 30.1%
CAT 1,757 39.9%
XOM 1,002 14.0%
AMD 1,001 31.5%
ATO 926 13.6%
GLDM 906 117.1%
CATH 835 4.3%
EPD 693 17.1%
VLO 646 34.5%
Top Reduces (Value $000, Stocks/ETFs)
GLD -14,725 -15.5%
BIV -5,711 -5.6%
IEF -3,719 -55.6%
VTI -2,953 -6.8%
BRO -1,900 -27.2%
SGOL -1,587 -19.5%
DFAU -1,042 -1.7%
IP -786 -27.8%
TSCO -646 -41.0%
GIS -493 -22.7%
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