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BCM ADVISORS, LLC

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LAFAYETTE LA Investment Advisor
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

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Equal-WT
WhaleScore 1.0 ?

BCM Advisors is based out of Lafayette. BCM Advisors is a large advisory firm with 512 clients and discretionary assets under management (AUM) of $515,245,865 (Form ADV from 2023-03-08). Their last reported 13F filing for Q4 2023 included $380,610,012 in managed 13F securities and a top 10 holdings concentration of 74.19%. BCM Advisors's largest holding is VANGUARD INTERMEDIATE-TERM BOND INDEX FUND-ETF Shares with shares held of 749,599. Whalewisdom has at least 38 13F filings

2023-12-31

Top Buys (13F)

2023-12-31

Top Sells (13F)

2023-12-31

13F Holdings Summary

Name $ Change
BIV VANGUARD INTERMEDIAT 14.96%
DFAU Dimensional US Core 14.1%
GLD SSgA SPDR Gold Share 12.48%
TLT iShares 20+ Year Tre 8.37%
DGRW WisdomTree U.S. Qual 7.88%

2023-12-31

13F Activity

Market Value $381m, Prior: $337m
New Purchases 1 stocks
Added To 17 stocks
Sold out of 0 stocks
Reduced holdings in 11 stocks
Top 10 Holdings % 74.19%
Turnover %[1] 1.52%
Turnover Alt %[2] 0.44%
Time Held Top 20 15.85 quarters
Time Held Top 10 13.4 quarters
Time Held All 14.53 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance