BCM ADVISORS, LLC
•CIK: 1373017•Filing: Q4 2025
**BCM ADVISORS, LLC** manages $522M across a concentrated portfolio of 72 positions. The fund exhibits significant conviction in specific names, notably maintaining substantial allocations to BIV ($102.6M) and GQ9 ($94.8M). Further notable holdings include DFAU ($60.3M) and VTI ($43.7M), suggesting a blend of thematic, sector-specific, and broad market exposure. This positioning indicates a targeted, high-conviction approach within its current mandate.
Total AUM
$521.9M
QoQ Performance
+5.0%
Positions
72
Top 10 Concentration
74.6%
Latest Filing
Q4 2025
Top Holdings Allocation
BIV
GQ9
DFAU
VTI
DGRW
BIV19.6%
GQ918.2%
DFAU11.6%
VTI8.4%
DGRW6.9%
CATH3.8%
JNJ1.7%
AVGO1.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other84.3%
Technology4.2%
Energy2.3%
Utilities2.2%
Consumer Staples2.0%
Healthcare1.7%
Industrial1.4%
Consumer0.8%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW2 new positions
↑18 increased
↓20 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023