BCM ADVISORS, LLC
SEC Form 13F institutional filer · CIK 0001373017
13F-HR · 47 reported holdings · 2026-03-31
Reported long-US-equity value
$0.20B
Top-10 concentration
63.2%
BCM ADVISORS, LLC — $197M AUM allocation strategy
BCM ADVISORS, LLC files SEC Form 13F and reports $197M of long US equity value across 47 reported holdings for 2026-03-31.
Its largest sector bet is Financials 13.0%, followed by Information Technology 11.0% and Utilities 10.2%.
The top 10 holdings account for 63% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
BCM ADVISORS, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$197M
total across 47 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
63% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$SCHW +80.6K sh · +$2.57M+$IVV +2.76K sh · +$96K+$JPM +785 sh · +$281K
Biggest trims (shares)
−$VTI −13.2K sh · −$2.95M−$SPY −340 sh · −$69.5K−$IP −307 sh · −$787K
Exited to nil (held last quarter, gone now)
None this quarter
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors11.0%—
- Financial Exchanges & Data10.4%—
- Soft Drinks & Non-alcoholic Beverages5.6%—
- Pharmaceuticals4.5%—
- Integrated Oil & Gas4.2%—
- Gas Utilities3.9%—
- Electric Utilities3.7%—
- Construction Machinery & Heavy Transportation Equipment3.2%—
- Other holdings53.6%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
9 of 9 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $SPGI | S&P Global Inc | 237K | $20.4M | +231 | 10.4% |
| $AVGO | Broadcom Inc | 26K | $10.8M | +0 | 5.5% |
| $JNJ | Johnson & Johnson | 39.3K | $8.82M | +0 | 4.5% |
| $XOM | ExxonMobil Holdings Corporation | 53.1K | $8.16M | +61 | 4.1% |
| $KO | Coca-Cola Company | 99.8K | $7.8M | +198 | 4.0% |
| $ATO | Atmos Energy Corporation | 41.3K | $7.76M | +0 | 3.9% |
| $DUK | Duke Energy Corporation | 56.1K | $7.15M | +9 | 3.6% |
| $NVDA | NVIDIA Corporation | 34.4K | $6.84M | +335 | 3.5% |
| $CAT | Caterpillar Inc | 7.05K | $6.17M | +14 | 3.1% |
…and 38 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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