Bcm Advisors, LLC
Bcm Advisors, LLC reported 80 holdings worth US$514M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 28, 2026
Bcm Advisors, LLC reported 80 holdings worth US$514M as of Jun 30, 2026. Largest: Johnson & Johnson, Broadcom Inc. and Coca-cola Company (the). Filed Jul 28, 2026 (Form 13F).
- Holdings
- 80
- Value as reported
- US$514M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Johnson & Johnson | 39,425 | US$10.4M | 2.0% |
| Broadcom Inc. | 26,018 | US$9.94M | 1.9% |
| Coca-cola Company (the) | 99,785 | US$8.21M | 1.6% |
| Atmos Energy Corporation | 41,319 | US$7.41M | 1.4% |
| Duke Energy Corporation (holding Company) | 56,072 | US$7.32M | 1.4% |
| Nvidia Corporation | 34,869 | US$7.21M | 1.4% |
| Advanced Micro Devices Inc | 12,230 | US$6.38M | 1.2% |
| Caterpillar, Inc. | 7,049 | US$6.26M | 1.2% |
| Brown & Brown, Inc. | 88,372 | US$5.98M | 1.2% |
| Consolidated Edison, Inc. | 48,218 | US$5.45M | 1.1% |
| Enterprise Products Partners L.p. | 123K | US$4.76M | 0.93% |
| Parker-hannifin Corporation | 3,971 | US$3.92M | 0.76% |
| Colgate-palmolive Company | 42,809 | US$3.88M | 0.76% |
| Deere & Company | 5,548 | US$3.49M | 0.68% |
| Costco Wholesale Corporation | 3,335 | US$3.12M | 0.61% |
| Valero Energy Corporation | 10,010 | US$3.03M | 0.59% |
| Apple Inc | 8,811 | US$2.93M | 0.57% |
| Pepsico, Inc. | 21,452 | US$2.93M | 0.57% |
| International Paper Company | 65,373 | US$2.76M | 0.54% |
| Kinder Morgan, Inc. | 81,344 | US$2.67M | 0.52% |
| Conocophillips | 21,843 | US$2.63M | 0.51% |
| General Dynamics Corporation | 6,648 | US$2.57M | 0.50% |
| Archer-daniels-midland Company | 22,602 | US$1.94M | 0.38% |
| J.b. Hunt Transport Services, Inc. | 6,512 | US$1.88M | 0.37% |
| General Mills, Inc. | 48,864 | US$1.76M | 0.34% |
| Jp Morgan Chase & Co. | 4,779 | US$1.69M | 0.33% |
| Mks Inc. | 4,903 | US$1.61M | 0.31% |
| Canadian National Railway Company | 10,136 | US$1.31M | 0.26% |
| Aflac Incorporated | 10,063 | US$1.26M | 0.25% |
| Ugi Corporation | 32,225 | US$1.2M | 0.23% |
| Centerpoint Energy, Inc (holding Co) | 25,016 | US$1.11M | 0.22% |
| Sysco Corporation | 12,857 | US$1.07M | 0.21% |
| Tractor Supply Company | 28,866 | US$895K | 0.17% |
| Meta Platforms, Inc. | 983 | US$585K | 0.11% |
| Berkshire Hathaway Inc. | 1,120 | US$554K | 0.11% |
| Home Bancorp, Inc. | 6,251 | US$439K | 0.09% |
| The Aes Corporation | 26,600 | US$395K | 0.08% |
| Amazon.com, Inc. | 1,694 | US$393K | 0.08% |
| Microsoft Corp. | 1,030 | US$393K | 0.08% |
| Walmart Inc. | 2,938 | US$322K | 0.06% |
| Alphabet Inc (google) Class C | 953 | US$308K | 0.06% |
| First Horizon Corporation | 11,353 | US$290K | 0.06% |
| Viemed Healthcare, Inc. | 23,520 | US$277K | 0.05% |
| Infleqtion, Inc. | 30,000 | US$269K | 0.05% |
| American Tower Corporation (reit) | 1,442 | US$240K | 0.05% |
| Tesla, Inc. | 695 | US$218K | 0.04% |
| Lithium Chile Inc | 40,000 | US$15,904 | <0.01% |
| One World Universe Inc. | 18,700 | US$47 | <0.01% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |
| Winning Brands Corp. | 0 | US$0 | 0.00% |
Source
View original at SEC
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