DCM Advisors as of Sept. 30, 2025
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 | 34k | 516.50 | |
| Apple (AAPL) | 6.7 | $16M | 63k | 253.14 | |
| Oracle Corporation (ORCL) | 5.6 | $13M | 47k | 281.24 | |
| Facebook Inc cl a (META) | 5.3 | $13M | 17k | 734.38 | |
| Goldman Sachs (GS) | 5.1 | $12M | 15k | 796.35 | |
| Morgan Stanley (MS) | 4.7 | $11M | 70k | 158.96 | |
| Walt Disney Company (DIS) | 4.5 | $11M | 94k | 114.48 | |
| American Express Company (AXP) | 4.3 | $10M | 31k | 330.18 | |
| Bank of America Corporation (BAC) | 4.3 | $10M | 198k | 51.59 | |
| Wells Fargo & Company (WFC) | 4.2 | $9.9M | 118k | 83.82 | |
| JPMorgan Chase & Co. (JPM) | 4.0 | $9.5M | 30k | 315.43 | |
| Berkshire Hathaway (BRK.B) | 3.7 | $8.7M | 17k | 500.45 | |
| Dell Technologies (DELL) | 3.6 | $8.6M | 61k | 141.77 | |
| American International (AIG) | 3.6 | $8.6M | 109k | 78.54 | |
| Alphabet Inc Class A cs (GOOGL) | 3.1 | $7.3M | 30k | 240.75 | |
| Marathon Petroleum Corp (MPC) | 2.7 | $6.5M | 34k | 192.74 | |
| Abbvie (ABBV) | 2.7 | $6.4M | 28k | 231.54 | |
| Raytheon Technologies Corp (RTX) | 2.6 | $6.1M | 36k | 167.33 | |
| CVS Caremark Corporation (CVS) | 2.3 | $5.5M | 73k | 75.39 | |
| Comcast Corporation (CMCSA) | 2.3 | $5.4M | 173k | 31.42 | |
| Rh (RH) | 2.3 | $5.4M | 27k | 203.16 | |
| CSX Corporation (CSX) | 1.7 | $4.0M | 114k | 35.51 | |
| Philip Morris International (PM) | 1.7 | $4.0M | 24k | 162.20 | |
| Alphabet Inc Class C cs (GOOG) | 1.7 | $3.9M | 16k | 243.56 | |
| McDonald's Corporation (MCD) | 1.5 | $3.5M | 12k | 303.89 | |
| Phillips 66 (PSX) | 1.2 | $2.8M | 21k | 136.02 | |
| Boeing Company (BA) | 1.1 | $2.6M | 12k | 215.83 | |
| At&t (T) | 1.1 | $2.6M | 92k | 28.24 | |
| Verizon Communications (VZ) | 0.8 | $2.0M | 45k | 43.95 | |
| Pepsi (PEP) | 0.8 | $1.9M | 14k | 140.44 | |
| ConocoPhillips (COP) | 0.8 | $1.8M | 19k | 94.59 | |
| U.S. Bancorp (USB) | 0.7 | $1.6M | 33k | 48.33 | |
| Procter & Gamble Company (PG) | 0.7 | $1.6M | 10k | 153.65 | |
| Pfizer (PFE) | 0.4 | $836k | 33k | 25.48 | |
| Tripadvisor (TRIP) | 0.3 | $752k | 46k | 16.26 | |
| Ares Capital Corporation (ARCC) | 0.2 | $429k | 23k | 18.71 | |
| Sabre (SABR) | 0.2 | $406k | 222k | 1.83 | |
| Owl Rock Capital Corporation (OBDC) | 0.1 | $288k | 24k | 12.18 |
