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Disclosery

13F-HR filed by TCM Advisors, LLC

TCM Advisors, LLC filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-08-13, with 66 holding rows worth $1,080,417,886.

Accession
0001085146-25-005041
Filer
CIK 1911491
Filed
2025-08-13
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2025

A holdings report, 66 entries on the cover page, a total value of $1,080,417,886 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,080,417,886 with VALUE read as dollars as filed, 13F file number 028-22435. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
iShares Russell 2000 ETF464287655SHS3,712,700$801,163,533dollars as filedcall
STATE STR SPDR DOW JONES IND78467X109UT SER 1355,100$156,474,815dollars as filedcall
INVESCO QQQ TR46090E103COM63,101$34,809,036dollars as filedprincipal
ISHARES TR46428743220 YR TR BD ETF172,700$15,240,775dollars as filedprincipal
SPDR GOLD TR78463V107GOLD SHS32,522$9,913,681dollars as filedprincipal
SPDR Bloomberg 1-3 Month T-Bill ETF78468R663SHS46,660$4,280,122dollars as filedprincipal
ISHARES TR464287739U.S. REAL ES ETF32,600$3,089,502dollars as filedprincipal
SPY78462F103SHS4,600$2,842,110dollars as filedcall
FORD MTR CO COM345370860Stock170,733$1,852,453dollars as filedprincipal
IShares Bitcoin Trust Registered46438F101SHS27,623$1,690,804dollars as filedprincipal
RELIANCE INC759509102COM5,300$1,663,670dollars as filedprincipal
Apple Inc037833100COM7,245$1,491,491dollars as filedprincipal
Lockheed Martin Corporation539830109COM3,033$1,404,704dollars as filedprincipal
Coca-Cola Company191216100COM18,665$1,320,549dollars as filedprincipal
CUMMINS INC COM231021106Stock3,800$1,244,500dollars as filedprincipal
Visa Inc92826C839COM3,472$1,232,734dollars as filedprincipal
WHIRLPOOL CORP COM963320106Stock12,000$1,217,040dollars as filedprincipal
Chevron Corporation166764100COM8,400$1,202,796dollars as filedprincipal
Lowes Companies,Inc.548661107COM5,376$1,192,773dollars as filedprincipal
Cisco Systems,Inc.17275R102COM17,177$1,191,740dollars as filedprincipal
HASBRO INC COM418056107Stock15,500$1,144,210dollars as filedprincipal
AT&T Inc00206R102COM38,802$1,122,930dollars as filedprincipal
Texas Instruments Incorporated882508104COM5,300$1,100,386dollars as filedprincipal
RYDER SYS INC COM783549108Stock6,900$1,097,100dollars as filedprincipal
UNITED BANKSHARES INC WEST VA COM909907107Stock30,027$1,093,884dollars as filedprincipal
Medtronic PlcG5960L103COM12,400$1,080,908dollars as filedprincipal
FREEPORT MCMORAN INC CL B35671D857Stock23,800$1,031,730dollars as filedprincipal
Berkshire Hathaway Inc084670702COM2,107$1,023,517dollars as filedprincipal
ARCHER DANIELS MIDLAND CO COM039483102Stock19,000$1,002,820dollars as filedprincipal
Walmart Inc.931142103COM10,200$997,356dollars as filedprincipal
SERVICE CORP INTL COM817565104Stock12,100$984,940dollars as filedprincipal
Eaton Corp. PlcG29183103COM2,690$960,303dollars as filedprincipal
NIKE,Inc. Class B654106103COM13,300$944,832dollars as filedprincipal
International Business Machines Corporation459200101COM3,200$943,296dollars as filedprincipal
Pfizer Inc.717081103COM38,454$932,125dollars as filedprincipal
PRICE T ROWE GROUP INC COM74144T108Stock9,400$907,100dollars as filedprincipal
OMNICOM GROUP INC COM681919106Stock12,500$899,250dollars as filedprincipal
FASTENAL CO COM311900104Stock21,200$890,400dollars as filedprincipal
PAYCHEX INC704326107COM6,042$878,869dollars as filedprincipal
METLIFE INC COM59156R108Stock10,700$860,494dollars as filedprincipal
United Parcel Service,Inc. Class B911312106COM8,500$857,990dollars as filedprincipal
Walt Disney Co254687106COM6,903$856,041dollars as filedprincipal
JPMorgan Chase & Co46625H100COM2,928$848,856dollars as filedprincipal
INTERNATIONAL PAPER CO COM460146103Stock17,800$833,574dollars as filedprincipal
ENTERGY CORP NEW COM29364G103Stock9,700$806,264dollars as filedprincipal
D R HORTON INC COM23331A109Stock6,100$786,412dollars as filedprincipal
Philip Morris International Inc.718172109COM4,200$764,946dollars as filedprincipal
EASTMAN CHEM CO COM277432100Stock9,800$731,668dollars as filedprincipal
Intercontinental Exchange,Inc.45866F104COM3,955$725,624dollars as filedprincipal
HARLEY DAVIDSON INC COM412822108Stock30,400$717,440dollars as filedprincipal
AbbVie,Inc.00287Y109COM3,800$705,356dollars as filedprincipal
McDonalds Corporation580135101COM2,400$701,208dollars as filedprincipal
UnitedHealth Group Inc91324P102COM2,233$696,629dollars as filedprincipal
CRACKER BARREL OLD CTRY STOR22410J106COM10,900$665,772dollars as filedprincipal
ILLINOIS TOOL WKS INC452308109COM2,600$642,850dollars as filedprincipal
HILTON WORLDWIDE HLDGS INC COM43300A203Stock2,400$639,216dollars as filedprincipal
Union Pacific Corporation907818108COM2,775$638,472dollars as filedprincipal
Waste Management, Inc.94106L109COM2,600$594,932dollars as filedprincipal
ZEBRA TECHNOLOGIES CORPORATION CL A989207105Stock1,900$585,884dollars as filedprincipal
DELTA AIR LINES INC COM NEW247361702Stock11,400$560,652dollars as filedprincipal
AMERICAN EAGLE OUTFITTERS INC COM02553E106Stock48,400$465,608dollars as filedprincipal
Procter & Gamble Co742718109COM2,900$462,028dollars as filedprincipal
BLOCK H & R INC COM093671105Stock8,000$439,120dollars as filedprincipal
EXXON MOBIL CORP30231G102COM2,396$258,289dollars as filedprincipal
iShares Russell 2000 ETF464287655SHS64$13,811dollars as filedprincipal
STATE STR SPDR DOW JONES IND78467X109UT SER 19$3,966dollars as filedprincipal

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001085146-25-005041this filing2025-08-13acceptance time not in the bulk data set