BCM ADVISORS, LLC

Q2 2026 13F-HR Holdings

Location
Lafayette, LA
Holdings as of
6/30/2026
Date filed
7/28/2026
Form type
13F-HR
Num holdings
80
Total value ($000)
$513,630
Net value change ($000)
+6,731 (1.3%)
New positions
5
Sold out positions
3
Turnover %
3.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/5/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
Exxon Mobil Corporation 8,326 NEW
SCHD 4,654 162.2%
AMD 2,206 52.8%
JNJ 1,566 17.8%
VXUS 1,299 NEW
VTI 1,293 3.2%
GLDM 979 58.3%
BRO 893 17.6%
AVUV 848 NEW
DFGX 779 NEW
Top Reduces (Value $000, Stocks/ETFs)
GLD -9,696 -12.1%
XOM -8,158 -100.0%
IEF -1,638 -55.2%
BIV -1,160 -1.2%
AVGO -899 -8.3%
SGOL -494 -7.6%
PEP -401 -12.0%
ATO -353 -4.6%
DGRW -325 -0.9%
CATH -321 -1.6%
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