Fund Holdings — BCM ADVISORS, LLC

Total Portfolio Value
$496.96M
Total Bought
$49.92M
Total Sold
$54.05M
Net Transaction
-$4.14M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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Vanguard Intermediate Bond876,5951,316,515+439,92067,550103,76820.88%+36,217
SPDR Gold Share(GLD)228,182216,432-11,75069,88178,86315.87%+8,983
DIMENSIONAL US CORE EQUITY MARKT ETF
US CORE EQT MKT
1,291,4091,279,039-12,37056,26760,12812.10%+3,861
Vanguard Total Stock Mkt123,593125,074+1,48138,63742,2698.51%+3,632
Ishares Core 1 5 Year
CORE 1 5 YR USD
059,555+59,55502,9180.59%+2,918
Broadcom Ltd(AVGO)26,02426,02407,7409,7061.95%+1,966
WisdomTree US Quality Dividend Gr ETF(WT)396,283395,233-1,05034,05335,7217.19%+1,669
S&P500 Catholic Values
S&P 500 CATHOLIC
241,587236,087-5,50018,68219,7143.97%+1,032
Advanced Micro Devices(AMD)12,23012,23002,1703,1550.63%+985
Nvidia Corp(NVDA)33,94733,94705,9586,8241.37%+866
Johnson & Johnson(JNJ)39,36839,533+1656,6187,3901.49%+772
Atmos Energy Corp(ATO)41,31941,31906,4507,2101.45%+759
Caterpillar Inc(CAT)7,0017,033+323,0113,6890.74%+678
Apple Inc(AAPL)8,8608,863+31,8722,3840.48%+512
Vanguard Ftse Developed06,018+6,01803710.07%+371
ETFS Gold Trust(SGOL)198,699175,951-22,7486,2996,6401.34%+342
S P D R TRUST Unit SR(SPY)6,0686,06803,8554,1690.84%+314
Schwab US Dividend010,373+10,37302800.06%+280
Ishares Gold TRUST(IAU)03,660+3,66002730.05%+273
GoDaddy Inc(GDDY)01,919+1,91902510.05%+251
Vanguard Information Technology ETF
INF TECH ETF
0315+31502510.05%+251
GOOG(GOOG)0900+90002420.05%+242
Dimensional US Small Cap ETF
US SMALL CAP ETF
45,02346,029+1,0062,9543,1840.64%+230
Vanguard Short-Term Treasury ETF
SHORT TERM TREAS
03,857+3,85702270.05%+227
General Dynamics Corp(GD)6,6036,60302,0782,2890.46%+211
MKSI(MKSI)4,9034,90304986890.14%+190
Vanguard Mid Cap Etf10,64711,066+4193,0653,2470.65%+182
Archer-Daniels-Midln22,60222,60201,2251,3870.28%+162
Pepsico Incorporated(PEP)21,61121,704+933,1103,2580.66%+149
JB Hunt Transport Services Inc(JBHT)6,5126,51209561,0850.22%+129
Parker-Hannifin Corp(PH)3,9713,97102,9183,0460.61%+128
Coca Cola Company(KO)100,053100,05306,9427,0201.41%+78
Aflac Inc(AFL)10,06910,063-61,0151,0740.22%+58
Exxon Mobil Corporation53,35152,801-5506,0226,0741.22%+51
Meta Platforms Inc Class A(META)977978+16847350.15%+51
Microsoft Corp(MSFT)1,4671,470+37527970.16%+45
J.P. Morgan Chase(JPM)4,2934,29301,2751,3110.26%+36
Centerpoint Energy(CNP)25,01625,01609589890.20%+31
Aes Corp(AES)26,62026,62003583850.08%+27
Vanguard Utilities
UTILITIES ETF
3,2813,205-766006260.13%+27
Viemed Healthcare Inc(VMD)23,52023,52001471610.03%+14
Wal-Mart Stores Inc(WMT)2,8902,89002842980.06%+14
Schlumberger Ltd(SLB)18,71518,935+2206676790.14%+12
Berkshire Hathaway Cl B1,1201,12005345390.11%+5
FB BANCORP ORD(FBLA)35,00035,00004174200.08%+4
AMZN(AMZN)1,3281,339+113073070.06%0
Petroteq Energy Inc50,000125,000+75,000000.00%0
One World Universe Inc18,70018,7000000.00%-0
RENERGEN ORD10,38010,3800980.00%-1
Digital Utilities Ventures Inc35,0000-35,00010—-1
Home Bancorp Inc5,5335,563+303002970.06%-3
Lithium Chile Inc40,00040,000017120.00%-5
Canadian National Railway Co(CNI)10,13610,13609659600.19%-5
iShares MSCI USA Min Volatility
MSCI USA MIN ETF
35,45535,184-2713,3253,3150.67%-10
Vanguard Consumer Staples ETF
CONSUM STP ETF
2,5462,54605595450.11%-14
First Horizon Natl Corp(FHN)11,91011,91002662510.05%-15
Enterprise Products Partners L.P.(EPD)122,984122,98403,8653,8400.77%-26
Sysco Corporation(SYY)12,85712,85701,0089760.20%-32
Costco Whsl Corp New(COST)3,3353,33503,1173,0820.62%-35
Tesla Inc(TSLA)1,099672-4273533090.06%-44
Amern Tower Corp Class A(AMT)1,5221,52203272780.06%-49
UGI Corp(UGI)32,22532,22501,1511,0820.22%-69
Tractor Supply Co(TSCO)28,80528,80501,6881,5980.32%-89
General Mills Inc(GIS)48,74248,778+362,4382,3440.47%-94
Ishares 7-10 Year Trsury68,79565,820-2,9756,5466,4231.29%-123
Duke Energy Corporation(DUK)60,36656,366-4,0007,2137,0821.43%-131
Kinder Morgan Inc(KMI)81,34481,34402,2682,1210.43%-146
Consolidated Edison Inc(ED)48,21848,247+294,9304,7550.96%-175
Trane Technologies PLC Class A(TT)4340-4342040—-204
Conocophillips(COP)21,84821,967+1192,1411,9070.38%-234
Deere & Co(DE)5,5485,54802,8432,5980.52%-246
Colgate-Palmolive Co(CL)43,09842,988-1103,7433,3160.67%-427
International Paper Co(IP)65,31465,31403,5563,0780.62%-477
Vanguard Long-Term Bond ETF10,0170-10,0176930—-693
Brown & Brown Inc(BRO)88,25088,258+88,1117,2711.46%-840
Valero Energy Corp New(VLO)10,00010,010+101,4471700.03%-1,278
SPDR Long Term Govt Bond
ST LON TREAS ETF
189,9130-189,9135,0000—-5,000
Ishares Tr Barclays Bond397,37335,853-361,52034,6993,2990.66%-31,399
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BCM ADVISORS, LLC — 13F Holdings — Q3 2025 | TickerTrail