Fund HoldingsBCM ADVISORS, LLC

Total Portfolio Value
$513.63M
Total Bought
$26.45M
Total Sold
$21.72M
Net Transaction
+$4.72M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
Exxon Mobil Corporation053,050+53,05008,3261.62%+8,326
Schwab US Dividend91,020225,983+134,9632,8697,5231.46%+4,654
Advanced Micro Devices(AMD)12,23012,23004,1776,3831.24%+2,206
Johnson & Johnson(JNJ)39,33539,425+908,81910,3852.02%+1,566
Vanguard Total International Stock ETF015,578+15,57801,2990.25%+1,299
Vanguard Total Stock Mkt115,069115,200+13140,73242,0258.18%+1,293
WORLD GOLD TR(GLDM)18,79333,154+14,3611,6802,6590.52%+979
Brown & Brown Inc(BRO)88,23488,372+1385,0865,9791.16%+893
AMERICAN CENTY ETF TR06,772+6,77208480.17%+848
Dimensional Global ex US Cor Fxd Inc ETF
INTL COR FIX ETF
014,921+14,92107790.15%+779
International Paper Co(IP)65,31465,373+592,0382,7560.54%+718
Ishares Core 1 5 Year
CORE 1 5 YR USD
70,63984,993+14,3543,4074,0750.79%+668
Valero Energy Corp New(VLO)10,01010,01002,5193,0280.59%+509
Apple Inc(AAPL)8,8198,811-82,4412,9340.57%+493
Vanguard Short-Term Treasury ETF
SHORT TERM TREAS
5,77414,084+8,3103368170.16%+481
Parker-Hannifin Corp(PH)3,9713,97103,4463,9220.76%+476
Coca Cola Company(KO)99,78599,78507,8028,2071.60%+405
Nvidia Corp(NVDA)34,44434,869+4256,8377,2121.40%+376
Dimensional US Small Cap ETF
US SMALL CAP ETF
51,59153,519+1,9283,9594,3210.84%+363
Vanguard Mid Cap Etf51,53353,733+2,2003,9724,3280.84%+356
JB Hunt Transport Services Inc(JBHT)6,5126,51201,5521,8770.37%+325
Deere & Co(DE)5,5485,54803,2093,4850.68%+276
General Dynamics Corp(GD)6,6036,648+452,3052,5710.50%+266
Colgate-Palmolive Co(CL)42,78742,809+223,6533,8850.76%+232
Archer-Daniels-Midln22,60222,60201,7241,9420.38%+218
J.P. Morgan Chase(JPM)4,7794,77901,4701,6880.33%+218
Canadian National Railway Co(CNI)10,13610,13601,1091,3120.26%+204
Vanguard Health Care
HEALTH CAR ETF
0661+66102020.04%+202
MKSI(MKSI)4,9034,90301,4291,6140.31%+185
Duke Energy Corporation(DUK)56,09556,072-237,1497,3191.42%+169
Consolidated Edison Inc(ED)48,21848,21805,2865,4491.06%+163
S P D R TRUST Unit SR(SPY)5,7285,771+434,1134,2640.83%+152
Sysco Corporation(SYY)12,85712,85709321,0690.21%+137
Aflac Inc(AFL)10,06310,06301,1401,2640.25%+123
Caterpillar Inc(CAT)7,0487,049+16,1656,2651.22%+99
General Mills Inc(GIS)48,66548,864+1991,6761,7610.34%+85
UGI Corp(UGI)32,22532,22501,1251,2030.23%+78
Viemed Healthcare Inc(VMD)23,52023,52002232770.05%+54
Home Bancorp Inc6,2236,251+283964390.09%+43
DIMENSIONAL US CORE EQUITY MARKT ETF
US CORE EQT MKT
1,196,4701,157,030-39,44059,26159,29811.54%+37
iShares MSCI USA Min Volatility
MSCI USA MIN ETF
29,26428,840-4242,7612,7960.54%+35
Kinder Morgan Inc(KMI)81,34481,34402,6412,6730.52%+32
Centerpoint Energy(CNP)25,01625,01601,0841,1150.22%+31
Berkshire Hathaway Cl B1,1201,12005255540.11%+30
Infleqtion Inc(INFQ)20,00030,000+10,0002462690.05%+24
Vanguard Information Technology ETF
INF TECH ETF
2,7282,72802863090.06%+23
Aes Corp(AES)26,62026,600-203803950.08%+15
Vanguard Ftse Developed6,9686,96804734860.09%+13
Enterprise Products Partners L.P.(EPD)122,984122,98404,7564,7630.93%+7
Vanguard Whitehall Funds4,4784,320-1586957010.14%+6
AMZN(AMZN)1,4331,694+2613903930.08%+3
First Horizon Natl Corp(FHN)11,74811,353-3952892900.06%0
Petroteq Energy Inc125,000125,0000000
Somatic Systems Inc1,000,0001,000,0000000
Intelligent Highway Solutions Inc555,5550-555,555000
Winning Brands Corp147,0580-147,05800-0
One World Universe Inc18,70018,7000000.00%-0
Trane Technologies PLC Class A(TT)41741702032010.04%-2
Lithium Chile Inc40,00040,000019160.00%-3
Amern Tower Corp Class A(AMT)1,3841,442+582502400.05%-10
Meta Platforms Inc Class A(META)993983-106065850.11%-21
Vanguard Utilities
UTILITIES ETF
2,3442,241-1034704470.09%-23
Ishares Gold TRUST(IAU)3,1333,13302662390.05%-27
Tractor Supply Co(TSCO)28,74528,866+1219298950.17%-33
Vanguard S&P 500 Growth4,9144,254-6603853400.07%-46
Tesla Inc(TSLA)673695+222642180.04%-47
GOOG(GOOG)96496403663080.06%-58
Schlumberger Ltd(SLB)18,93518,93501,0539930.19%-61
Ishares Tr Barclays Bond35,83735,83703,0452,9830.58%-61
Wal-Mart Stores Inc(WMT)2,9562,938-183853220.06%-64
Conocophillips(COP)21,89921,843-562,7352,6270.51%-109
Microsoft Corp(MSFT)1,3671,030-3375653930.08%-172
Costco Whsl Corp New(COST)3,3353,33503,3783,1180.61%-259
S&P500 Catholic Values
S&P 500 CATHOLIC
236,788229,489-7,29920,43520,1143.92%-320
WisdomTree US Quality Dividend Gr ETF(WT)390,211378,553-11,65836,45436,1297.03%-324
Atmos Energy Corp(ATO)41,31941,31907,7587,4051.44%-353
Pepsico Incorporated(PEP)21,55121,452-993,3322,9310.57%-400
ETFS Gold Trust(SGOL)152,095156,755+4,6606,5436,0491.18%-494
Broadcom Ltd(AVGO)26,01826,018010,8369,9371.93%-900
Vanguard Intermediate Bond1,264,3921,267,115+2,72396,84095,68018.63%-1,160
Ishares 7-10 Year Trsury31,46114,322-17,1392,9701,3320.26%-1,637
Exxon Mobil Corporation53,0830-53,0838,1580-8,158
SPDR Gold Share(GLD)193,125189,286-3,83980,09170,39513.71%-9,695
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