Long-term investor
Bcm Advisors, LLC @bcmadvisorsllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001373017).
Record
- Tracked since 2025-06-30 (445 days), 32 trades recorded
- Returns: week n/a · month n/a · 90 days +0.5% · 6 months n/a · 1 year +14.5% · all +14.5%
- Max drawdown n/a · win rate 30% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- BIV · 18.6% · long · since 2025-06-30
- GLD · 13.7% · long · since 2025-06-30
- DFAU · 11.5% · long · since 2025-06-30
- VTI · 8.2% · long · since 2025-06-30
- DGRW · 7.0% · long · since 2025-06-30
- CATH · 3.9% · long · since 2025-06-30
- JNJ · 2.0% · long · since 2025-06-30
- AVGO · 1.9% · long · since 2025-06-30
- XOM · 1.6% · long · since 2026-06-30
- KO · 1.6% · long · since 2025-06-30
- SCHD · 1.5% · long · since 2025-09-30
- ATO · 1.4% · long · since 2025-06-30