DCM Advisors as of Dec. 31, 2025
Portfolio Holdings for DCM Advisors
DCM Advisors holds 38 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 6.9 | $17M | 34k | 482.26 | |
| Apple (AAPL) | 5.5 | $13M | 49k | 269.81 | |
| Goldman Sachs (GS) | 5.4 | $13M | 15k | 879.00 | |
| Morgan Stanley (MS) | 5.0 | $12M | 68k | 177.53 | |
| Facebook Inc cl a (META) | 4.7 | $11M | 17k | 660.09 | |
| Wells Fargo & Company (WFC) | 4.5 | $11M | 117k | 93.20 | |
| Bank of America Corporation (BAC) | 4.5 | $11M | 197k | 55.00 | |
| Walt Disney Company (DIS) | 4.4 | $11M | 94k | 113.76 | |
| Comcast Corporation (CMCSA) | 4.3 | $11M | 350k | 29.89 | |
| JPMorgan Chase & Co. (JPM) | 4.0 | $9.7M | 30k | 322.22 | |
| American Express Company (AXP) | 3.9 | $9.5M | 26k | 367.29 | |
| American International (AIG) | 3.9 | $9.4M | 109k | 85.55 | |
| Oracle Corporation (ORCL) | 3.8 | $9.1M | 47k | 194.91 | |
| Alphabet Inc Class A cs (GOOGL) | 3.6 | $8.7M | 28k | 307.41 | |
| Berkshire Hathaway (BRK.B) | 3.6 | $8.7M | 17k | 500.36 | |
| Dell Technologies (DELL) | 3.1 | $7.4M | 59k | 125.88 | |
| Raytheon Technologies Corp (RTX) | 2.8 | $6.6M | 36k | 183.40 | |
| Abbvie (ABBV) | 2.6 | $6.4M | 28k | 228.49 | |
| CVS Caremark Corporation (CVS) | 2.4 | $5.8M | 73k | 79.36 | |
| Marathon Petroleum Corp (MPC) | 2.3 | $5.5M | 34k | 162.63 | |
| Tripadvisor (TRIP) | 2.1 | $5.2M | 356k | 14.56 | |
| Rh (RH) | 2.1 | $5.1M | 28k | 179.15 | |
| Alphabet Inc Class C cs (GOOG) | 2.0 | $4.9M | 16k | 313.79 | |
| CSX Corporation (CSX) | 1.7 | $4.1M | 114k | 36.25 | |
| Philip Morris International (PM) | 1.6 | $3.9M | 24k | 160.40 | |
| McDonald's Corporation (MCD) | 1.5 | $3.5M | 12k | 305.63 | |
| Phillips 66 (PSX) | 1.1 | $2.7M | 21k | 129.04 | |
| Boeing Company (BA) | 1.1 | $2.7M | 12k | 217.12 | |
| At&t (T) | 1.0 | $2.3M | 92k | 24.84 | |
| Pepsi (PEP) | 0.8 | $2.0M | 14k | 143.52 | |
| Verizon Communications (VZ) | 0.8 | $1.9M | 45k | 40.73 | |
| U.S. Bancorp (USB) | 0.7 | $1.8M | 33k | 53.36 | |
| ConocoPhillips (COP) | 0.7 | $1.8M | 19k | 93.61 | |
| Procter & Gamble Company (PG) | 0.6 | $1.5M | 10k | 143.31 | |
| Pfizer (PFE) | 0.3 | $785k | 32k | 24.90 | |
| Ares Capital Corporation (ARCC) | 0.2 | $431k | 23k | 18.52 | |
| Global Business Travel Group (GBTG) | 0.2 | $411k | 54k | 7.65 | |
| Owl Rock Capital Corporation (OBDC) | 0.1 | $285k | 24k | 11.84 |
