DCM Advisors
Latest statistics and disclosures from DCM Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, MSFT, META, DIS, ORCL, and represent 31.51% of DCM Advisors's stock portfolio.
- Added to shares of these 10 stocks: AAPL, GOOGL, MSFT, META, JPM, ORCL, RTX, AXP, BAC, GS.
- Reduced shares in these 10 stocks: NFLX, BKNG, AMZN, , IRM, SWVXX, , , , UNP.
- Sold out of its positions in AMZN, BKNG, AVGO, LNG, QQQ, IRM, LOW, MA, NFLX, PYPL. CRM, SWVXX, UNP, V.
- DCM Advisors was a net buyer of stock by $8.6M.
- DCM Advisors has $213M in assets under management (AUM), dropping by 7.36%.
- 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 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 8.8 | $19M | +23% | 75k | 248.51 |
|
| Microsoft Corporation (MSFT) | 7.9 | $17M | +20% | 40k | 418.27 |
|
| Facebook Inc cl a (META) | 5.5 | $12M | +17% | 20k | 585.51 |
|
| Walt Disney Company (DIS) | 4.8 | $10M | +5% | 91k | 111.34 |
|
| Oracle Corporation (ORCL) | 4.6 | $9.7M | +10% | 59k | 166.00 |
|
| Goldman Sachs (GS) | 4.6 | $9.7M | +5% | 17k | 571.61 |
|
| American Express Company (AXP) | 4.5 | $9.7M | +7% | 33k | 296.09 |
|
| Rh (RH) | 4.3 | $9.2M | 23k | 393.59 |
|
|
| Alphabet Inc Class A cs (GOOGL) | 4.3 | $9.1M | +47% | 49k | 187.03 |
|
| Bank of America Corporation (BAC) | 4.1 | $8.8M | +7% | 201k | 43.87 |
|
| Morgan Stanley (MS) | 4.1 | $8.7M | +5% | 70k | 125.47 |
|
| Wells Fargo & Company (WFC) | 3.8 | $8.2M | +5% | 117k | 70.09 |
|
| American International (AIG) | 3.8 | $8.2M | +5% | 113k | 72.80 |
|
| Berkshire Hathaway (BRK.B) | 3.8 | $8.1M | +5% | 18k | 452.98 |
|
| JPMorgan Chase & Co. (JPM) | 3.7 | $7.8M | +13% | 33k | 239.71 |
|
| Comcast Corporation (CMCSA) | 3.0 | $6.4M | +5% | 171k | 37.53 |
|
| Abbvie (ABBV) | 2.4 | $5.1M | +3% | 29k | 177.70 |
|
| Marathon Petroleum Corp (MPC) | 2.3 | $4.9M | +9% | 35k | 139.50 |
|
| Raytheon Technologies Corp (RTX) | 2.3 | $4.9M | +19% | 42k | 115.72 |
|
| CSX Corporation (CSX) | 1.7 | $3.7M | +5% | 113k | 32.27 |
|
| CVS Caremark Corporation (CVS) | 1.6 | $3.4M | +15% | 82k | 42.14 |
|
| McDonald's Corporation (MCD) | 1.5 | $3.2M | 11k | 289.89 |
|
|
| Alphabet Inc Class C cs (GOOG) | 1.3 | $2.9M | +3% | 15k | 190.44 |
|
| Philip Morris International (PM) | 1.3 | $2.7M | 23k | 120.35 |
|
|
| Boeing Company (BA) | 1.1 | $2.4M | +18% | 14k | 177.00 |
|
| Phillips 66 (PSX) | 1.1 | $2.4M | +4% | 21k | 113.93 |
|
| Pepsi (PEP) | 1.0 | $2.2M | +11% | 15k | 152.06 |
|
| U.S. Bancorp (USB) | 1.0 | $2.1M | 44k | 47.83 |
|
|
| At&t (T) | 1.0 | $2.1M | +7% | 93k | 22.77 |
|
| ConocoPhillips (COP) | 0.9 | $1.9M | +7% | 19k | 99.17 |
|
| NVIDIA Corporation (NVDA) | 0.9 | $1.9M | +34% | 15k | 133.18 |
|
| Verizon Communications (VZ) | 0.9 | $1.9M | 48k | 39.99 |
|
|
| Procter & Gamble Company (PG) | 0.8 | $1.8M | +8% | 11k | 167.65 |
|
| Pfizer (PFE) | 0.4 | $799k | +22% | 30k | 26.53 |
|
| Sirius XM Holdings (SIRI) | 0.3 | $642k | 28k | 22.80 |
|
|
| Ares Capital Corporation (ARCC) | 0.2 | $479k | 22k | 21.63 |
|
|
| Owl Rock Capital Corporation (OBDC) | 0.2 | $351k | 23k | 14.98 |
|
|
| Lumen Technologies (LUMN) | 0.1 | $221k | +45% | 42k | 5.31 |
|
Past Filings by DCM Advisors
SEC 13F filings are viewable for DCM Advisors going back to 2020
- 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
- DCM Advisors 2021 Q3 filed Nov. 15, 2021
- DCM Advisors 2021 Q2 filed Aug. 10, 2021
- DCM Advisors 2021 Q1 filed May 17, 2021