$169 Million is the total value of BCM ADVISORS, LLC's 34 reported holdings in Q1 2018. The portfolio turnover from Q4 2017 to Q1 2018 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DUK | New | Duke Energy Corporation | $5,352,000 | – | 69,080 | +100.0% | 3.17% | – |
| HBCP | New | Home Bancorp Inc | $577,000 | – | 13,369 | +100.0% | 0.34% | – |
| IVV | New | iShares Core S&P 500min vol usa etf | $253,000 | – | 952 | +100.0% | 0.15% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-04-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| S P D R TRUST Unit SR | 28 | Q3 2023 | 20.6% |
| Vanguard Intermediate Bond | 28 | Q3 2023 | 18.0% |
| S&P500 Catholic Values | 28 | Q3 2023 | 5.2% |
| iShares MSCI USA Min Volatility | 28 | Q3 2023 | 20.0% |
| Johnson & Johnson | 28 | Q3 2023 | 3.8% |
| Atmos Energy Corp | 28 | Q3 2023 | 4.0% |
| Coca Cola Company | 28 | Q3 2023 | 3.2% |
| Consolidated Edison Inc | 28 | Q3 2023 | 3.2% |
| Exxon Mobil Corporation | 28 | Q3 2023 | 4.1% |
| Colgate-Palmolive Co | 28 | Q3 2023 | 3.2% |
View BCM ADVISORS, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-25 |
| 13F-HR | 2024-01-31 |
| 13F-HR | 2023-11-09 |
| 13F-HR | 2023-07-14 |
| 13F-HR | 2023-05-02 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-11-02 |
| 13F-HR | 2022-07-28 |
| 13F-HR | 2022-04-29 |
| 13F-HR | 2022-02-02 |
View BCM ADVISORS, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.