DCM Advisors as of June 30, 2025
Portfolio Holdings for DCM Advisors
DCM Advisors holds 39 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 7.8 | $18M | 37k | 496.11 | |
| Apple (AAPL) | 5.7 | $13M | 65k | 204.02 | |
| Facebook Inc cl a (META) | 5.6 | $13M | 18k | 738.09 | |
| Oracle Corporation (ORCL) | 5.5 | $13M | 58k | 218.63 | |
| Goldman Sachs (GS) | 5.3 | $12M | 18k | 707.75 | |
| Walt Disney Company (DIS) | 5.2 | $12M | 98k | 123.99 | |
| American Express Company (AXP) | 4.4 | $10M | 33k | 317.16 | |
| Morgan Stanley (MS) | 4.4 | $10M | 73k | 140.86 | |
| Wells Fargo & Company (WFC) | 4.2 | $9.8M | 123k | 80.12 | |
| American International (AIG) | 4.2 | $9.8M | 114k | 85.59 | |
| Bank of America Corporation (BAC) | 4.2 | $9.8M | 206k | 47.32 | |
| JPMorgan Chase & Co. (JPM) | 3.9 | $9.2M | 32k | 289.91 | |
| Berkshire Hathaway (BRK.B) | 3.7 | $8.7M | 18k | 483.64 | |
| Dell Technologies (DELL) | 3.4 | $7.9M | 64k | 122.60 | |
| Comcast Corporation (CMCSA) | 2.9 | $6.7M | 187k | 35.69 | |
| Marathon Petroleum Corp (MPC) | 2.5 | $5.8M | 35k | 166.11 | |
| Rh (RH) | 2.4 | $5.6M | 30k | 189.01 | |
| Raytheon Technologies Corp (RTX) | 2.3 | $5.4M | 37k | 146.02 | |
| Alphabet Inc Class A cs (GOOGL) | 2.3 | $5.3M | 30k | 174.54 | |
| CVS Caremark Corporation (CVS) | 2.2 | $5.2M | 76k | 68.98 | |
| Abbvie (ABBV) | 2.2 | $5.2M | 28k | 185.62 | |
| Philip Morris International (PM) | 1.9 | $4.5M | 24k | 182.13 | |
| CSX Corporation (CSX) | 1.7 | $3.9M | 118k | 32.63 | |
| McDonald's Corporation (MCD) | 1.5 | $3.5M | 12k | 292.17 | |
| Alphabet Inc Class C cs (GOOG) | 1.3 | $3.1M | 18k | 177.39 | |
| At&t (T) | 1.3 | $2.9M | 101k | 28.94 | |
| Boeing Company (BA) | 1.1 | $2.6M | 13k | 209.53 | |
| Phillips 66 (PSX) | 1.1 | $2.6M | 22k | 119.30 | |
| Verizon Communications (VZ) | 0.9 | $2.0M | 47k | 43.27 | |
| Pepsi (PEP) | 0.8 | $1.9M | 14k | 132.04 | |
| ConocoPhillips (COP) | 0.8 | $1.8M | 20k | 89.74 | |
| Procter & Gamble Company (PG) | 0.7 | $1.7M | 11k | 159.32 | |
| U.S. Bancorp (USB) | 0.7 | $1.6M | 35k | 45.25 | |
| NVIDIA Corporation (NVDA) | 0.7 | $1.6M | 11k | 140.77 | |
| Pfizer (PFE) | 0.3 | $767k | 32k | 24.24 | |
| Lumen Technologies (LUMN) | 0.3 | $741k | 169k | 4.38 | |
| Agnc Invt Corp Com reit (AGNC) | 0.2 | $477k | 52k | 9.19 | |
| Ares Capital Corporation (ARCC) | 0.2 | $471k | 23k | 20.19 | |
| Owl Rock Capital Corporation (OBDC) | 0.1 | $322k | 24k | 13.69 |
