TCM Advisors, LLC

MARTINSBURG, WV · CIK 1911491 · 13F filing filed 2026-08-13

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyMartinsburg, WV

$127.5m reported value +5.2% vs Q1 2026

62positions

68.3%in top 10

0 new 28 added 29 reduced 2 sold out vs Q1 2026

Options: 5 call positions ($1.2bn notional), 0 put positions (— notional) – listed below, not included above.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	INVESCO QQQ TR UNIT SER 1 · principal QQQ · principal	QQQ	51,544	$38.0m29.77%	29.77%	Reduced -5.1k	-5,100 -9.0%
2	ISHARES TR 20 YR TR BD ETF · principal TLT · principal	TLT	169,012	$14.6m11.46%	11.46%	Added +9.5k	+9,500 6.0%
3	SPDR GOLD TR GOLD SHS · principal GLD · principal	GLD	29,772	$11.0m8.60%	8.60%	Reduced -350	-350 -1.2%
4	SPDR SER TR BLOOMBERG 1-3 MO · principal BIL · principal	BIL	119,198	$10.9m8.57%	8.57%	Added +17.5k	+17,523 17.2%
5	ISHARES TR U.S. REAL ES ETF · principal IYR · principal	IYR	31,368	$3.2m2.52%	2.52%	Added +75	+75 0.2%
6	ISHARES SILVER TR ISHARES · principal SLV · principal	SLV	56,713	$3.0m2.38%	2.38%	Added +12.8k	+12,829 29.2%
7	FORD MTR CO COM · principal F · principal	F	161,905	$2.3m1.77%	1.77%	Reduced -1.4k	-1,450 -0.9%
8	LOCKHEED MARTIN CORP COM · principal LMT · principal	LMT	2,733	$1.4m1.09%	1.09%	Added +100	+100 3.8%
9	CUMMINS INC COM · principal CMI · principal	CMI	1,900	$1.4m1.06%	1.06%	Reduced -1.0k	-1,000 -34.5%
10	RELIANCE INC COM · principal RS · principal	RS	3,600	$1.3m1.05%	1.05%	Reduced -1.1k	-1,100 -23.4%
11	COCA COLA CO COM · principal KO · principal	KO	16,283	$1.3m1.04%	1.04%	Added +100	+100 0.6%
12	ISHARES BITCOIN TRUST ETF SHS BEN INT · principal IBIT · principal	IBIT	37,199	$1.2m0.97%	0.97%	Added +2.5k	+2,520 7.3%
13	ISHARES TR RUSSELL 2000 ETF · principal IWM · principal	IWM	3,921	$1.2m0.92%	0.92%	Added +3.8k	+3,803 3222.9%
14	UNITEDHEALTH GROUP INC COM · principal UNH · principal	UNH	2,800	$1.2m0.91%	0.91%	Reduced -200	-200 -6.7%
15	RYDER SYS INC COM · principal R · principal	R	4,400	$1.2m0.91%	0.91%	Reduced -900	-900 -17.0%
16	LOWES COS INC COM · principal LOW · principal	LOW	4,876	$1.1m0.84%	0.84%	Unchanged
17	PRICE T ROWE GROUP INC COM · principal TROW · principal	TROW	9,418	$1.1m0.84%	0.84%	Reduced -400	-400 -4.1%
18	CHEVRON CORP NEW COM · principal CVX · principal	CVX	6,318	$1.0m0.82%	0.82%	Reduced -800	-800 -11.2%
19	VISA INC COM CL A · principal V · principal	V	2,972	$1.0m0.80%	0.80%	Reduced -100	-100 -3.3%
20	HASBRO INC COM · principal HAS · principal	HAS	12,118	$1.0m0.78%	0.78%	Reduced -1.3k	-1,300 -9.7%
21	BERKSHIRE HATHAWAY INC DEL CL B NEW · principal BRK.B · principal	BRK.B	1,904	$952.7k0.75%	0.75%	Unchanged
22	EATON CORP PLC SHS · principal ETN · principal	ETN	2,190	$933.2k0.73%	0.73%	Reduced -100	-100 -4.4%
23	ARCHER DANIELS MIDLAND CO COM · principal ADM · principal	ADM	12,018	$918.2k0.72%	0.72%	Reduced -2.9k	-2,900 -19.4%
24	CISCO SYS INC COM · principal CSCO · principal	CSCO	7,742	$909.4k0.71%	0.71%	Reduced -5.5k	-5,450 -41.3%
25	MEDTRONIC PLC SHS · principal MDT · principal	MDT	11,518	$901.1k0.71%	0.71%	Added +300	+300 2.7%
26	PFIZER INC COM · principal PFE · principal	PFE	36,290	$873.9k0.69%	0.69%	Added +1.1k	+1,050 3.0%
27	OMNICOM GROUP INC COM · principal OMC · principal	OMC	11,918	$868.0k0.68%	0.68%	Added +200	+200 1.7%
28	FREEPORT-MCMORAN INC CL B · principal FCX · principal	FCX	13,718	$862.7k0.68%	0.68%	Reduced -2.7k	-2,700 -16.4%
29	UNITED PARCEL SERVICE INC CL B · principal UPS · principal	UPS	8,018	$861.9k0.68%	0.68%	Added +100	+100 1.3%
30	WALMART INC COM · principal WMT · principal	WMT	7,500	$849.5k0.67%	0.67%	Reduced -200	-200 -2.6%
31	METLIFE INC COM · principal MET · principal	MET	10,000	$846.1k0.66%	0.66%	Reduced -400	-400 -3.9%
32	JPMORGAN CHASE & CO COM · principal JPM · principal	JPM	100	$828.5k0.65%	0.65%	Reduced -2.7k	-2,731 -96.5%
33	SERVICE CORP INTL COM · principal SCI · principal	SCI	10,818	$821.7k0.64%	0.64%	Added +200	+200 1.9%
34	TEXAS INSTRS INC COM · principal TXN · principal	TXN	2,700	$804.8k0.63%	0.63%	Reduced -1.7k	-1,700 -38.6%
35	ABBVIE INC COM · principal ABBV · principal	ABBV	3,100	$780.1k0.61%	0.61%	Added +200	+200 6.9%
36	INTERNATIONAL BUSINESS MACHS COM · principal IBM · principal	IBM	2,700	$759.3k0.60%	0.60%	Unchanged
37	DELTA AIR LINES INC DEL COM NEW · principal DAL · principal	DAL	8,050	$754.0k0.59%	0.59%	Reduced -2.3k	-2,325 -22.4%
38	AT&T INC COM · principal T · principal	T	35,936	$743.9k0.58%	0.58%	Added +1.8k	+1,750 5.1%
39	HARLEY DAVIDSON INC COM · principal HOG · principal	HOG	30,218	$739.1k0.58%	0.58%	Reduced -1.1k	-1,100 -3.5%
40	AMERICAN EAGLE OUTFITTERS IN COM · principal AEO · principal	AEO	42,050	$723.3k0.57%	0.57%	Added +600	+600 1.4%
41	PAYCHEX INC COM · principal PAYX · principal	PAYX	7,300	$717.8k0.56%	0.56%	Added +300	+300 4.3%
42	FASTENAL CO COM · principal FAST · principal	FAST	14,800	$710.8k0.56%	0.56%	Reduced -300	-300 -2.0%
43	ZEBRA TECHNOLOGIES CORPORATI CL A · principal ZBRA · principal	ZBRA	2,700	$710.8k0.56%	0.56%	Added +100	+100 3.9%
44	D R HORTON INC COM · principal DHI · principal	DHI	4,309	$701.9k0.55%	0.55%	Reduced -150	-150 -3.4%
45	INTERNATIONAL PAPER CO COM · principal IP · principal	IP	17,900	$682.0k0.53%	0.53%	Added +700	+700 4.1%
46	CRACKER BARREL OLD CTRY STOR COM · principal CBRL · principal	CBRL	12,518	$667.2k0.52%	0.52%	Added +200	+200 1.6%
47	EASTMAN CHEM CO COM · principal EMN · principal	EMN	9,818	$657.6k0.52%	0.52%	Added +100	+100 1.0%
48	PHILIP MORRIS INTL INC COM · principal PM · principal	PM	3,618	$654.5k0.51%	0.51%	Reduced -200	-200 -5.2%
49	UNION PAC CORP COM · principal UNP · principal	UNP	2,375	$646.0k0.51%	0.51%	Reduced -100	-100 -4.0%
50	ENTERGY CORP NEW COM · principal ETR · principal	ETR	5,600	$643.2k0.50%	0.50%	Reduced -1.8k	-1,800 -24.3%
51	DISNEY WALT CO COM · principal DIS · principal	DIS	6,303	$606.7k0.48%	0.48%	Added +100	+100 1.6%
52	MCDONALDS CORP COM · principal MCD · principal	MCD	2,200	$594.7k0.47%	0.47%	Added +100	+100 4.8%
53	BLOCK H & R INC COM · principal HRB · principal	HRB	15,500	$590.2k0.46%	0.46%	Added +1.1k	+1,100 7.6%
54	WHIRLPOOL CORP COM · principal WHR · principal	WHR	14,318	$564.4k0.44%	0.44%	Added +3.7k	+3,700 34.9%
55	NIKE INC CL B · principal NKE · principal	NKE	13,618	$559.0k0.44%	0.44%	Added +1.0k	+1,000 7.9%
56	ILLINOIS TOOL WKS INC COM · principal ITW · principal	ITW	2,000	$540.9k0.42%	0.42%	Reduced -100	-100 -4.8%
57	HILTON WORLDWIDE HLDGS INC COM · principal HLT · principal	HLT	1,600	$528.7k0.41%	0.41%	Reduced -400	-400 -20.0%
58	INTERCONTINENTAL EXCHANGE IN COM · principal ICE · principal	ICE	3,855	$474.6k0.37%	0.37%	Added +400	+400 11.6%
59	WASTE MGMT INC DEL COM · principal WM · principal	WM	2,000	$445.8k0.35%	0.35%	Unchanged
60	APPLE INC COM · principal AAPL · principal	AAPL	1,425	$412.3k0.32%	0.32%	Reduced -117	-117 -7.6%
61	PROCTER AND GAMBLE CO COM · principal PG · principal	PG	2,300	$337.3k0.26%	0.26%	Added +100	+100 4.5%
62	SPDR DOW JONES INDL AVERAGE UT SER 1 · principal DIA · principal	DIA	11	$5.7k0.00%	0.00%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
TIDAL TRUST III OMAH	OMAH	27,732	$499.7k27.7k shares
VANECK ETF TRUST NLR	NLR	1,700	$226.4k1.7k shares

Options (notional value)

Underlying	Ticker	Type	Shares controlled	Notional	Change
ISHARES TR IWM · Call	IWM	Call	3,091,200	$928.8m3.1m shares	Reduced
SPDR DOW JONES INDL AVERAGE DIA · Call	DIA	Call	310,500	$162.2m310.5k shares	Added
ISHARES SILVER TR SLV · Call	SLV	Call	1,495,700	$80.0m1.5m shares	Added
SPDR S&P 500 ETF TR SPY · Call	SPY	Call	4,400	$3.3m4.4k shares	Added
UNITED STS OIL FD LP USO · Call	USO	Call	12,200	$1.3m12.2k shares	Added