Loading…
CIK 0001373017 • 6 13F filings • May 6, 2025 – Jul 28, 2026
Import this data to Google Sheets with:
=jivedata("bcm-advisors-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| Advanced Micro Devices | Equities | $3.2M | 0.6%Prev: 0.6% | 12,230 SH | Increased |
| Aes Corp | Equities | $379K | 0.1%Prev: 0.1% | 26,620 SH | Decreased |
| Aflac Inc | Equities | $1.1M | 0.2%Prev: 0.2% | 10,063 SH | Increased |
| Amern Tower Corp Class A | Equities | $258K | 0.0%Prev: 0.1% | 1,442 SH | Decreased-80 SH |
| AMZN | Equities | $320K | 0.1%Prev: 0.1% | 1,339 SH | Increased |
| Apple Inc | Equities | $2.2M | 0.4%Prev: 0.5% | 8,758 SH | Decreased-105 SH |
| Archer-Daniels-Midln | Equities | $1.5M | 0.3%Prev: 0.3% | 22,602 SH | Increased |
| Atmos Energy Corp | Equities | $6.8M | 1.3%Prev: 1.5% | 41,319 SH | Decreased |
| Berkshire Hathaway Cl B | Equities | $536K | 0.1%Prev: 0.1% | 1,120 SH | Decreased |
| Broadcom Ltd | Equities | $8.3M | 1.6%Prev: 2.0% | 26,018 SH | Decreased-6 SH |
| Brown & Brown Inc | Equities | $7.0M | 1.3%Prev: 1.5% | 88,234 SH | Decreased-24 SH |
| Canadian National Railway Co | Equities | $1.0M | 0.2%Prev: 0.2% | 10,136 SH | Increased |
| Caterpillar Inc | Equities | $4.4M | 0.8%Prev: 0.7% | 7,034 SH | Increased+1 SH |
| Centerpoint Energy | Equities | $970K | 0.2%Prev: 0.2% | 25,016 SH | Decreased |
| Coca Cola Company | Equities | $7.3M | 1.4%Prev: 1.4% | 99,587 SH | Increased-466 SH |
| Colgate-Palmolive Co | Equities | $3.7M | 0.7%Prev: 0.7% | 42,680 SH | Increased-308 SH |
| Conocophillips | Equities | $2.2M | 0.4%Prev: 0.4% | 21,899 SH | Increased-68 SH |
| Consolidated Edison Inc | Equities | $5.0M | 1.0%Prev: 1.0% | 48,218 SH | Increased-29 SH |
| Costco Whsl Corp New | Equities | $3.3M | 0.6%Prev: 0.6% | 3,335 SH | Increased |
| Deere & Co | Equities | $2.9M | 0.5%Prev: 0.5% | 5,548 SH | Increased |
| DIMENSIONAL US CORE EQUITY MARKT ETF | Equities | $60.3M | 11.6%Prev: 12.1% | 1,266,599 SH | Increased-12,440 SH |
| Dimensional US Small Cap ETF | Equities | $3.7M | 0.7%Prev: 0.6% | 50,084 SH | Increased+4,055 SH |
| Duke Energy Corporation | Equities | $6.6M | 1.3%Prev: 1.4% | 56,086 SH | Decreased-280 SH |
| Enterprise Products Partners L.P. | Equities | $4.1M | 0.8%Prev: 0.8% | 122,984 SH | Increased |
| ETFS Gold Trust | Equities | $8.1M | 1.6%Prev: 1.3% | 171,267 SH | Increased-4,684 SH |
| Exxon Mobil Corporation | Equities | $7.2M | 1.4%Prev: 1.2% | 53,022 SH | Increased+221 SH |
| First Horizon Natl Corp | Equities | $285K | 0.1%Prev: 0.1% | 11,910 SH | Increased |
| General Dynamics Corp | Equities | $2.4M | 0.5%Prev: 0.5% | 6,603 SH | Increased |
| General Mills Inc | Equities | $2.2M | 0.4%Prev: 0.5% | 48,665 SH | Decreased-113 SH |
| GOOG | Equities | $296K | 0.1%Prev: 0.0% | 900 SH | Increased |
| Home Bancorp Inc | Equities | $337K | 0.1%Prev: 0.1% | 5,595 SH | Increased+32 SH |
| International Paper Co | Equities | $2.8M | 0.5%Prev: 0.6% | 65,621 SH | Decreased+307 SH |
| Ishares 7-10 Year Trsury | Equities | $6.7M | 1.3%Prev: 1.3% | 69,711 SH | Increased+3,891 SH |
| Ishares Core 1 5 Year | Equities | $3.3M | 0.6%Prev: 0.6% | 67,875 SH | Increased+8,320 SH |
| Ishares Gold TRUST | Equities | $343K | 0.1%Prev: 0.1% | 3,660 SH | Increased |
| iShares MSCI USA Min Volatility | Equities | $3.2M | 0.6%Prev: 0.7% | 34,107 SH | Decreased-1,077 SH |
| Ishares Tr Barclays Bond | Equities | $3.2M | 0.6%Prev: 0.7% | 35,837 SH | Decreased-16 SH |
| J.P. Morgan Chase | Equities | $1.2M | 0.2%Prev: 0.3% | 3,994 SH | Decreased-299 SH |
| JB Hunt Transport Services Inc | Equities | $1.3M | 0.3%Prev: 0.2% | 6,512 SH | Increased |
| Johnson & Johnson | Equities | $8.7M | 1.7%Prev: 1.5% | 39,335 SH | Increased-198 SH |
| Kinder Morgan Inc | Equities | $2.4M | 0.5%Prev: 0.4% | 81,344 SH | Increased |
| Lithium Chile Inc | Equities | $17K | 0.0%Prev: 0.0% | 40,000 SH | Increased |
| Meta Platforms Inc Class A | Equities | $646K | 0.1%Prev: 0.1% | 980 SH | Decreased+2 SH |
| Microsoft Corp | Equities | $690K | 0.1%Prev: 0.2% | 1,480 SH | Decreased+10 SH |
| MKSI | Equities | $1.1M | 0.2%Prev: 0.1% | 4,903 SH | Increased |
| Nvidia Corp | Equities | $6.4M | 1.2%Prev: 1.4% | 34,109 SH | Decreased+162 SH |
| One World Universe Inc | Equities | $71 | 0.0%Prev: 0.0% | 18,700 SH | Decreased |
| Parker-Hannifin Corp | Equities | $3.7M | 0.7%Prev: 0.6% | 3,971 SH | Increased |
| Pepsico Incorporated | Equities | $3.1M | 0.6%Prev: 0.7% | 21,551 SH | Decreased-153 SH |
| S P D R TRUST Unit SR | Equities | $4.2M | 0.8%Prev: 0.8% | 6,068 SH | Increased |
| S&P500 Catholic Values | Equities | $19.6M | 3.8%Prev: 4.0% | 236,557 SH | Decreased+470 SH |
| Schlumberger Ltd | Equities | $931K | 0.2%Prev: 0.1% | 18,935 SH | Increased |
| Schwab US Dividend | Equities | $302K | 0.1%Prev: 0.1% | 10,373 SH | Increased |
| SPDR Gold MiniShares | Equities | $774K | 0.1% | 7,854 SH | New |
| SPDR Gold Share | Equities | $94.8M | 18.2%Prev: 15.9% | 207,021 SH | Increased-9,411 SH |
| Sysco Corporation | Equities | $980K | 0.2%Prev: 0.2% | 12,857 SH | Increased |
| Tesla Inc | Equities | $303K | 0.1%Prev: 0.1% | 674 SH | Decreased+2 SH |
| Tractor Supply Co | Equities | $1.6M | 0.3%Prev: 0.3% | 28,805 SH | Decreased |
| UGI Corp | Equities | $1.3M | 0.2%Prev: 0.2% | 32,225 SH | Increased |
| Valero Energy Corp New | Equities | $1.9M | 0.4%Prev: 0.0% | 10,010 SH | Increased |
| Vanguard Consumer Staples ETF | Equities | $306K | 0.1%Prev: 0.1% | 1,357 SH | Decreased-1,189 SH |
| Vanguard Ftse Developed | Equities | $396K | 0.1%Prev: 0.1% | 6,018 SH | Increased |
| Vanguard Information Technology ETF | Equities | $254K | 0.0%Prev: 0.1% | 336 SH | Increased+21 SH |
| Vanguard Intermediate Bond | Equities | $102.6M | 19.6%Prev: 20.9% | 1,317,798 SH | Decreased+1,283 SH |
| Vanguard Mid Cap Etf | Equities | $3.7M | 0.7%Prev: 0.7% | 12,340 SH | Increased+1,274 SH |
| Vanguard Short-Term Treasury ETF | Equities | $227K | 0.0%Prev: 0.0% | 3,857 SH | Decreased |
| Vanguard Total Stock Mkt | Equities | $43.7M | 8.4%Prev: 8.5% | 128,275 SH | Increased+3,201 SH |
| Vanguard Utilities | Equities | $594K | 0.1%Prev: 0.1% | 3,206 SH | Decreased+1 SH |
| Vanguard Whitehall Funds | Equities | $661K | 0.1% | 4,478 SH | New |
| Viemed Healthcare Inc | Equities | $172K | 0.0%Prev: 0.0% | 23,520 SH | Increased |
| Wal-Mart Stores Inc | Equities | $337K | 0.1%Prev: 0.1% | 2,866 SH | Increased-24 SH |
| WisdomTree US Quality Dividend Gr ETF | Equities | $36.0M | 6.9%Prev: 7.2% | 395,778 SH | Increased+545 SH |
| 13F-HR |
| 0001373017-26-000007 |
| $513.6M |
| View |
| Jul 30, 2025 | Q2 2025 | 13F-HR | 0001373017-25-000008 | $469.6M | View |
| May 5, 2026 | Q1 2026 | 13F-HR | 0001373017-26-000005 | $506.9M | View |
| May 6, 2025 | Q1 2025 | 13F-HR | 0001373017-25-000005 | $440.9M | View |