DCM Advisors
Latest statistics and disclosures from DCM Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, AAPL, ORCL, META, GS, and represent 30.25% of DCM Advisors's stock portfolio.
- Added to shares of these 5 stocks: TRIP, SABR, PFE, OBDC, GOOGL.
- Started 2 new stock positions in SABR, TRIP.
- Reduced shares in these 10 stocks: ORCL, GS, NVDA, MSFT, LUMN, AAPL, RH, AGNC, META, AXP.
- Sold out of its positions in AGNC, LUMN, NVDA.
- DCM Advisors was a net seller of stock by $-16M.
- DCM Advisors has $237M in assets under management (AUM), dropping by 1.66%.
- Central Index Key (CIK): 0001839498
Tip: Access up to 7 years of quarterly data
Positions held by DCM Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for DCM Advisors
DCM Advisors holds 38 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 7.5 | $18M | -5% | 34k | 516.50 |
|
| Apple (AAPL) | 6.7 | $16M | -4% | 63k | 253.14 |
|
| Oracle Corporation (ORCL) | 5.6 | $13M | -19% | 47k | 281.24 |
|
| Facebook Inc cl a (META) | 5.3 | $13M | -3% | 17k | 734.38 |
|
| Goldman Sachs (GS) | 5.1 | $12M | -12% | 15k | 796.35 |
|
| Morgan Stanley (MS) | 4.7 | $11M | -4% | 70k | 158.96 |
|
| Walt Disney Company (DIS) | 4.5 | $11M | -3% | 94k | 114.48 |
|
| American Express Company (AXP) | 4.3 | $10M | -4% | 31k | 330.18 |
|
| Bank of America Corporation (BAC) | 4.3 | $10M | -4% | 198k | 51.59 |
|
| Wells Fargo & Company (WFC) | 4.2 | $9.9M | -4% | 118k | 83.82 |
|
| JPMorgan Chase & Co. (JPM) | 4.0 | $9.5M | -4% | 30k | 315.43 |
|
| Berkshire Hathaway (BRK.B) | 3.7 | $8.7M | -3% | 17k | 500.45 |
|
| Dell Technologies (DELL) | 3.6 | $8.6M | -5% | 61k | 141.77 |
|
| American International (AIG) | 3.6 | $8.6M | -4% | 109k | 78.54 |
|
| Alphabet Inc Class A cs (GOOGL) | 3.1 | $7.3M | 30k | 240.75 |
|
|
| Marathon Petroleum Corp (MPC) | 2.7 | $6.5M | -3% | 34k | 192.74 |
|
| Abbvie (ABBV) | 2.7 | $6.4M | 28k | 231.54 |
|
|
| Raytheon Technologies Corp (RTX) | 2.6 | $6.1M | -2% | 36k | 167.33 |
|
| CVS Caremark Corporation (CVS) | 2.3 | $5.5M | -3% | 73k | 75.39 |
|
| Comcast Corporation (CMCSA) | 2.3 | $5.4M | -7% | 173k | 31.42 |
|
| Rh (RH) | 2.3 | $5.4M | -10% | 27k | 203.16 |
|
| CSX Corporation (CSX) | 1.7 | $4.0M | -4% | 114k | 35.51 |
|
| Philip Morris International (PM) | 1.7 | $4.0M | 24k | 162.20 |
|
|
| Alphabet Inc Class C cs (GOOG) | 1.7 | $3.9M | -8% | 16k | 243.56 |
|
| McDonald's Corporation (MCD) | 1.5 | $3.5M | -4% | 12k | 303.89 |
|
| Phillips 66 (PSX) | 1.2 | $2.8M | -4% | 21k | 136.02 |
|
| Boeing Company (BA) | 1.1 | $2.6M | -2% | 12k | 215.83 |
|
| At&t (T) | 1.1 | $2.6M | -8% | 92k | 28.24 |
|
| Verizon Communications (VZ) | 0.8 | $2.0M | -3% | 45k | 43.95 |
|
| Pepsi (PEP) | 0.8 | $1.9M | -4% | 14k | 140.44 |
|
| ConocoPhillips (COP) | 0.8 | $1.8M | -4% | 19k | 94.59 |
|
| U.S. Bancorp (USB) | 0.7 | $1.6M | -5% | 33k | 48.33 |
|
| Procter & Gamble Company (PG) | 0.7 | $1.6M | -4% | 10k | 153.65 |
|
| Pfizer (PFE) | 0.4 | $836k | +3% | 33k | 25.48 |
|
| Tripadvisor (TRIP) | 0.3 | $752k | NEW | 46k | 16.26 |
|
| Ares Capital Corporation (ARCC) | 0.2 | $429k | 23k | 18.71 |
|
|
| Sabre (SABR) | 0.2 | $406k | NEW | 222k | 1.83 |
|
| Owl Rock Capital Corporation (OBDC) | 0.1 | $288k | 24k | 12.18 |
|
Past Filings by DCM Advisors
SEC 13F filings are viewable for DCM Advisors going back to 2020
- 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
- DCM Advisors 2021 Q4 filed Feb. 11, 2022