Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

TCM Advisors

Latest statistics and disclosures from TCM Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are IWM, DIA, QQQ, TLT, GLD, and represent 85.22% of TCM Advisors's stock portfolio.
Added to shares of these 10 stocks: IWM (+$224M), DIA (+$166M), TLT, WHR, ZBRA, MDT, UPS, F, DIS, EMN.
Started 2 new stock positions in DIA, IWM.
Reduced shares in these 10 stocks: QQQ, DHI, JPM, HRB, ETN, R, IBM, RS, LMT, FAST.
TCM Advisors was a net buyer of stock by $390M.
TCM Advisors has $513M in assets under management (AUM), dropping by 360.09%.
Central Index Key (CIK): 0001911491

Tip: Access up to 7 years of quarterly data

Positions held by TCM Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for TCM Advisors

TCM Advisors holds 62 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Russell 2000 Etf (Principal) (IWM)	43.7	$224M	NEW	1.1M	200.71	View chart
Spdr Dow Jones Indl Average Ut Ser 1 Call Option (Principal) (DIA)	32.3	$166M	NEW	440k	376.87	View chart
Invesco Qqq Tr Unit Ser 1 (Principal) (QQQ)	5.7	$29M		72k	409.52	View chart
Ishares Tr 20 Yr Tr Bd Etf (Principal) (TLT)	2.4	$12M	+5%	126k	98.88	View chart
Spdr Gold Tr Gold Shs (Principal) (GLD)	1.1	$5.6M		30k	191.17	View chart
Ishares Tr U.s. Real Es Etf (Principal) (IYR)	0.5	$2.6M		28k	91.41	View chart
Ford Motor Company (Principal) (F)	0.5	$2.5M	+3%	204k	12.19	View chart
Freeport-mcmoran CL B (Principal) (FCX)	0.4	$2.0M		48k	42.57	View chart
Reliance Steel & Aluminum (Principal) (RS)	0.4	$2.0M	-2%	7.2k	279.68	View chart
International Business Machines (Principal) (IBM)	0.4	$2.0M	-3%	12k	163.55	View chart
Coca-Cola Company (Principal) (KO)	0.4	$1.9M		32k	58.93	View chart
Ryder System (Principal) (R)	0.4	$1.8M	-3%	16k	115.06	View chart
Lockheed Martin Corporation (Principal) (LMT)	0.3	$1.7M	-2%	3.8k	453.24	View chart
Omni (Principal) (OMC)	0.3	$1.7M		20k	86.51	View chart
D.R. Horton (Principal) (DHI)	0.3	$1.6M	-10%	11k	151.98	View chart
Cummins (Principal) (CMI)	0.3	$1.6M		6.6k	239.57	View chart
Fastenal Company (Principal) (FAST)	0.3	$1.6M	-2%	24k	64.77	View chart
Eaton Corp SHS (Principal) (ETN)	0.3	$1.6M	-4%	6.5k	240.82	View chart
American Eagle Outfitters (Principal) (AEO)	0.3	$1.5M	+2%	73k	21.16	View chart
Illinois Tool Works (Principal) (ITW)	0.3	$1.5M		5.8k	261.94	View chart
Texas Instruments Incorporated (Principal) (TXN)	0.3	$1.5M	-2%	8.9k	170.46	View chart
Archer Daniels Midland Company (Principal) (ADM)	0.3	$1.5M		21k	72.22	View chart
Chevron Corporation (Principal) (CVX)	0.3	$1.5M	+2%	10k	149.16	View chart
Abbvie (Principal) (ABBV)	0.3	$1.4M	+4%	9.3k	154.97	View chart
International Paper Company (Principal) (IP)	0.3	$1.4M		40k	36.15	View chart
Apple (Principal) (AAPL)	0.3	$1.4M		7.2k	192.53	View chart
Medtronic SHS (Principal) (MDT)	0.3	$1.4M	+9%	17k	82.38	View chart
Delta Air Lines Inc Del Com New (Principal) (DAL)	0.3	$1.4M		34k	40.23	View chart
Visa Com Cl A (Principal) (V)	0.3	$1.4M		5.3k	260.35	View chart
Service Corporation International (Principal) (SCI)	0.3	$1.4M		20k	68.45	View chart
Cisco Systems (Principal) (CSCO)	0.3	$1.4M	+3%	27k	50.52	View chart
Wal-Mart Stores (Principal) (WMT)	0.3	$1.4M	-2%	8.6k	157.65	View chart
Harley-Davidson (Principal) (HOG)	0.3	$1.3M		36k	36.84	View chart
MetLife (Principal) (MET)	0.3	$1.3M		20k	66.13	View chart
United Bankshares (Principal) (UBSI)	0.3	$1.3M		35k	37.55	View chart
Eastman Chemical Company (Principal) (EMN)	0.3	$1.3M	+5%	15k	89.82	View chart
Philip Morris International (Principal) (PM)	0.3	$1.3M		14k	94.08	View chart
United Parcel Service CL B (Principal) (UPS)	0.2	$1.3M	+8%	8.1k	157.23	View chart
JPMorgan Chase & Co. (Principal) (JPM)	0.2	$1.3M	-7%	7.4k	170.10	View chart
Paychex (Principal) (PAYX)	0.2	$1.3M		11k	119.11	View chart
At&t (Principal) (T)	0.2	$1.3M		75k	16.78	View chart
Pfizer (Principal) (PFE)	0.2	$1.2M	+2%	42k	28.79	View chart
Lowe's Companies (Principal) (LOW)	0.2	$1.2M		5.4k	222.55	View chart
T. Rowe Price (Principal) (TROW)	0.2	$1.2M		11k	107.69	View chart
Walgreen Boots Alliance (Principal) (WBA)	0.2	$1.2M		45k	26.11	View chart
Hasbro (Principal) (HAS)	0.2	$1.2M	+2%	23k	51.06	View chart
Zebra Technologies Corporati Cl A (Principal) (ZBRA)	0.2	$1.1M	+13%	4.2k	273.33	View chart
Intercontinental Exchange (Principal) (ICE)	0.2	$1.1M		8.6k	128.43	View chart
H&R Block (Principal) (HRB)	0.2	$1.1M	-6%	23k	48.37	View chart
Whirlpool Corporation (Principal) (WHR)	0.2	$1.1M	+15%	8.8k	121.77	View chart
Waste Management (Principal) (WM)	0.2	$967k		5.4k	179.10	View chart
Entergy Corporation (Principal) (ETR)	0.2	$961k		9.5k	101.19	View chart
Union Pacific Corporation (Principal) (UNP)	0.2	$952k		3.9k	245.62	View chart
Nike CL B (Principal) (NKE)	0.2	$890k		8.2k	108.57	View chart
Walt Disney Company (Principal) (DIS)	0.2	$885k	+8%	9.8k	90.29	View chart
Berkshire Hathaway Inc Del Cl B New (Principal) (BRK.B)	0.2	$856k		2.4k	356.66	View chart
UnitedHealth (Principal) (UNH)	0.2	$807k		1.5k	526.47	View chart
McDonald's Corporation (Principal) (MCD)	0.1	$741k		2.5k	296.51	View chart
Cracker Barrel Old Country Store (Principal) (CBRL)	0.1	$686k		8.9k	77.08	View chart
Procter & Gamble Company (Principal) (PG)	0.1	$674k		4.6k	146.54	View chart
Hilton Worldwide Holdings (Principal) (HLT)	0.1	$656k		3.6k	182.09	View chart
Exxon Mobil Corporation (Principal) (XOM)	0.0	$240k		2.4k	99.98	View chart

Past Filings by TCM Advisors

SEC 13F filings are viewable for TCM Advisors going back to 2021

TCM Advisors 2023 Q4 filed Feb. 12, 2024
TCM Advisors 2023 Q3 filed Nov. 14, 2023
TCM Advisors 2023 Q2 filed Aug. 14, 2023
TCM Advisors 2023 Q1 filed May 16, 2023
TCM Advisors 2022 Q4 filed Feb. 10, 2023
TCM Advisors 2022 Q3 filed Nov. 9, 2022
TCM Advisors 2022 Q2 filed Aug. 9, 2022
TCM Advisors 2022 Q1 filed May 11, 2022
TCM Advisors 2021 Q4 filed April 29, 2022

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z