DCM Advisors
Latest statistics and disclosures from DCM Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, AAPL, GS, MS, META, and represent 27.45% of DCM Advisors's stock portfolio.
- Added to shares of these 7 stocks: CMCSA (+$5.3M), TRIP, GBTG, RH, ARCC, OBDC, COP.
- Started 1 new stock position in GBTG.
- Reduced shares in these 10 stocks: AAPL, AXP, GOOGL, GS, SABR, MS, DELL, GOOG, ORCL, MSFT.
- Sold out of its position in SABR.
- DCM Advisors was a net buyer of stock by $2.4M.
- DCM Advisors has $241M in assets under management (AUM), dropping by 1.60%.
- Central Index Key (CIK): 0001839498
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Portfolio Holdings for DCM Advisors
DCM Advisors holds 38 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 6.9 | $17M | 34k | 482.26 |
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| Apple (AAPL) | 5.5 | $13M | -21% | 49k | 269.81 |
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| Goldman Sachs (GS) | 5.4 | $13M | -4% | 15k | 879.00 |
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| Morgan Stanley (MS) | 5.0 | $12M | -3% | 68k | 177.53 |
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| Facebook Inc cl a (META) | 4.7 | $11M | 17k | 660.09 |
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| Wells Fargo & Company (WFC) | 4.5 | $11M | 117k | 93.20 |
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| Bank of America Corporation (BAC) | 4.5 | $11M | 197k | 55.00 |
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| Walt Disney Company (DIS) | 4.4 | $11M | 94k | 113.76 |
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| Comcast Corporation (CMCSA) | 4.3 | $11M | +101% | 350k | 29.89 |
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| JPMorgan Chase & Co. (JPM) | 4.0 | $9.7M | 30k | 322.22 |
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| American Express Company (AXP) | 3.9 | $9.5M | -16% | 26k | 367.29 |
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| American International (AIG) | 3.9 | $9.4M | 109k | 85.55 |
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| Oracle Corporation (ORCL) | 3.8 | $9.1M | 47k | 194.91 |
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| Alphabet Inc Class A cs (GOOGL) | 3.6 | $8.7M | -6% | 28k | 307.41 |
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| Berkshire Hathaway (BRK.B) | 3.6 | $8.7M | 17k | 500.36 |
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| Dell Technologies (DELL) | 3.1 | $7.4M | -2% | 59k | 125.88 |
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| Raytheon Technologies Corp (RTX) | 2.8 | $6.6M | 36k | 183.40 |
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| Abbvie (ABBV) | 2.6 | $6.4M | 28k | 228.49 |
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| CVS Caremark Corporation (CVS) | 2.4 | $5.8M | 73k | 79.36 |
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| Marathon Petroleum Corp (MPC) | 2.3 | $5.5M | 34k | 162.63 |
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| Tripadvisor (TRIP) | 2.1 | $5.2M | +668% | 356k | 14.56 |
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| Rh (RH) | 2.1 | $5.1M | +6% | 28k | 179.15 |
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| Alphabet Inc Class C cs (GOOG) | 2.0 | $4.9M | -2% | 16k | 313.79 |
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| CSX Corporation (CSX) | 1.7 | $4.1M | 114k | 36.25 |
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| Philip Morris International (PM) | 1.6 | $3.9M | 24k | 160.40 |
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| McDonald's Corporation (MCD) | 1.5 | $3.5M | 12k | 305.63 |
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| Phillips 66 (PSX) | 1.1 | $2.7M | 21k | 129.04 |
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| Boeing Company (BA) | 1.1 | $2.7M | 12k | 217.12 |
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| At&t (T) | 1.0 | $2.3M | 92k | 24.84 |
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| Pepsi (PEP) | 0.8 | $2.0M | 14k | 143.52 |
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| Verizon Communications (VZ) | 0.8 | $1.9M | 45k | 40.73 |
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| U.S. Bancorp (USB) | 0.7 | $1.8M | 33k | 53.36 |
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| ConocoPhillips (COP) | 0.7 | $1.8M | 19k | 93.61 |
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| Procter & Gamble Company (PG) | 0.6 | $1.5M | 10k | 143.31 |
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| Pfizer (PFE) | 0.3 | $785k | -3% | 32k | 24.90 |
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| Ares Capital Corporation (ARCC) | 0.2 | $431k | 23k | 18.52 |
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| Global Business Travel Group (GBTG) | 0.2 | $411k | NEW | 54k | 7.65 |
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| Owl Rock Capital Corporation (OBDC) | 0.1 | $285k | 24k | 11.84 |
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Past Filings by DCM Advisors
SEC 13F filings are viewable for DCM Advisors going back to 2020
- DCM Advisors 2025 Q4 filed Feb. 18, 2026
- DCM Advisors 2025 Q3 filed Nov. 13, 2025
- DCM Advisors 2025 Q2 filed Aug. 15, 2025
- DCM Advisors 2025 Q1 filed May 19, 2025
- DCM Advisors 2024 Q4 filed Feb. 18, 2025
- DCM Advisors 2024 Q3 filed Nov. 14, 2024
- DCM Advisors 2024 Q2 filed Aug. 15, 2024
- DCM Advisors 2024 Q1 filed May 16, 2024
- DCM Advisors 2023 Q4 filed Feb. 15, 2024
- DCM Advisors 2023 Q3 filed Nov. 14, 2023
- DCM Advisors 2023 Q1 filed Sept. 12, 2023
- DCM Advisors 2023 Q2 filed Sept. 12, 2023
- DCM Advisors 2022 Q3 filed Sept. 11, 2023
- DCM Advisors 2022 Q4 filed Sept. 11, 2023
- DCM Advisors 2022 Q2 filed Aug. 15, 2022
- DCM Advisors 2022 Q1 filed May 9, 2022