DCM Advisors
Latest statistics and disclosures from DCM Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, MSFT, MS, BAC, GS, and represent 24.43% of DCM Advisors's stock portfolio.
- Added to shares of these 10 stocks: NKE (+$5.0M), PFE, TRIP, BRK.B, DIS, AIG, MSFT, AAPL, CMCSA, BAC.
- Started 1 new stock position in NKE.
- Reduced shares in these 7 stocks: DELL (-$15M), GOOGL, USB, GS, MS, NVDA, GOOG.
- Sold out of its position in USB.
- DCM Advisors was a net seller of stock by $-959k.
- DCM Advisors has $253M in assets under management (AUM), dropping by 15.22%.
- 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 June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 5.6 | $14M | +3% | 50k | 287.18 |
|
| Microsoft Corporation (MSFT) | 5.1 | $13M | +5% | 35k | 371.95 |
|
| Morgan Stanley (MS) | 4.7 | $12M | -4% | 59k | 203.70 |
|
| Bank of America Corporation (BAC) | 4.6 | $12M | +3% | 203k | 56.98 |
|
| Goldman Sachs (GS) | 4.4 | $11M | -11% | 11k | 972.57 |
|
| Dell Technologies (DELL) | 4.1 | $10M | -58% | 24k | 431.46 |
|
| JPMorgan Chase & Co. (JPM) | 4.0 | $10M | +3% | 31k | 327.33 |
|
| Wells Fargo & Company (WFC) | 4.0 | $10M | +3% | 121k | 82.64 |
|
| Facebook Inc cl a (META) | 3.9 | $9.8M | +3% | 18k | 563.29 |
|
| Walt Disney Company (DIS) | 3.9 | $9.8M | +8% | 101k | 96.23 |
|
| Berkshire Hathaway (BRK.B) | 3.8 | $9.7M | +12% | 20k | 497.05 |
|
| American Express Company (AXP) | 3.6 | $9.0M | +4% | 27k | 335.91 |
|
| Tripadvisor (TRIP) | 3.5 | $8.8M | +35% | 640k | 13.71 |
|
| American International (AIG) | 3.5 | $8.8M | +8% | 118k | 74.53 |
|
| Marathon Petroleum Corp (MPC) | 3.5 | $8.7M | +2% | 34k | 255.67 |
|
| Comcast Corporation (CMCSA) | 3.1 | $7.8M | +5% | 317k | 24.55 |
|
| Alphabet Inc Class A cs (GOOGL) | 3.1 | $7.8M | -19% | 22k | 349.03 |
|
| CVS Caremark Corporation (CVS) | 3.0 | $7.7M | +3% | 74k | 103.45 |
|
| Oracle Corporation (ORCL) | 2.8 | $7.2M | +5% | 49k | 146.23 |
|
| Abbvie (ABBV) | 2.8 | $7.1M | +2% | 28k | 251.64 |
|
| Raytheon Technologies Corp (RTX) | 2.7 | $6.9M | +2% | 36k | 189.73 |
|
| CSX Corporation (CSX) | 2.2 | $5.6M | +4% | 118k | 47.53 |
|
| Alphabet Inc Class C cs (GOOG) | 2.1 | $5.4M | -2% | 15k | 353.32 |
|
| Nike (NKE) | 2.0 | $5.0M | NEW | 122k | 41.05 |
|
| Pfizer (PFE) | 1.9 | $4.9M | +562% | 204k | 24.08 |
|
| Rh (RH) | 1.9 | $4.7M | +8% | 29k | 164.73 |
|
| Philip Morris International (PM) | 1.8 | $4.5M | +3% | 25k | 180.91 |
|
| Phillips 66 (PSX) | 1.5 | $3.7M | +4% | 22k | 169.05 |
|
| McDonald's Corporation (MCD) | 1.3 | $3.2M | +3% | 12k | 270.31 |
|
| Boeing Company (BA) | 1.1 | $2.7M | +3% | 13k | 216.47 |
|
| ConocoPhillips (COP) | 0.8 | $2.0M | +3% | 19k | 103.96 |
|
| At&t (T) | 0.8 | $2.0M | +7% | 97k | 20.70 |
|
| Verizon Communications (VZ) | 0.8 | $1.9M | 46k | 42.34 |
|
|
| Pepsi (PEP) | 0.8 | $1.9M | +3% | 14k | 135.40 |
|
| NVIDIA Corporation (NVDA) | 0.7 | $1.8M | -16% | 10k | 173.44 |
|
| Procter & Gamble Company (PG) | 0.6 | $1.5M | +3% | 11k | 146.64 |
|
| Ares Capital Corporation (ARCC) | 0.2 | $432k | 25k | 17.03 |
|
|
| Owl Rock Capital Corporation (OBDC) | 0.1 | $286k | 27k | 10.41 |
|
Past Filings by DCM Advisors
SEC 13F filings are viewable for DCM Advisors going back to 2020
- DCM Advisors 2026 Q2 filed Aug. 13, 2026
- DCM Advisors 2026 Q1 filed May 15, 2026
- 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