BCM Advisors, LLC filed a Form 13F-HR on November 3, 2026, disclosing its equity holdings as of September 30, 2026. The filing lists the firm's Chief Compliance Officer, Lenox Brown, as the authorized signatory.
The report details a portfolio of 79 distinct equity positions. The largest holding by number of shares is the Somatic Systems Inc. position, which consists of 1,000,000 shares. The largest holding by dollar value is the S&P500 Catholic Values Equities ETF, valued at $21,582,586. Other notable positions include the Dimensional Global ex US Cor Fxd Inc. ETF with 502,353 shares, and the Dimensional US Core Equity Markett ETF with 652,954 shares.
The portfolio includes a mix of individual stocks and exchange-traded funds (ETFs). Major technology holdings include Advanced Micro Devices, Broadcom Ltd, Nvidia Corp, and Microsoft Corp. The filing also lists significant positions in energy companies such as Exxon Mobil Corporation, Conocophillips, and Kinder Morgan Inc. Additionally, the firm holds substantial stakes in various Vanguard ETFs, including the Vanguard Total Stock Mkt, Vanguard Total International Stock ETF, and Vanguard Intermediate Bond ETF.
