DCM Advisors as of June 30, 2026
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 | 50k | 287.18 | |
| Microsoft Corporation (MSFT) | 5.1 | $13M | 35k | 371.95 | |
| Morgan Stanley (MS) | 4.7 | $12M | 59k | 203.70 | |
| Bank of America Corporation (BAC) | 4.6 | $12M | 203k | 56.98 | |
| Goldman Sachs (GS) | 4.4 | $11M | 11k | 972.57 | |
| Dell Technologies (DELL) | 4.1 | $10M | 24k | 431.46 | |
| JPMorgan Chase & Co. (JPM) | 4.0 | $10M | 31k | 327.33 | |
| Wells Fargo & Company (WFC) | 4.0 | $10M | 121k | 82.64 | |
| Facebook Inc cl a (META) | 3.9 | $9.8M | 18k | 563.29 | |
| Walt Disney Company (DIS) | 3.9 | $9.8M | 101k | 96.23 | |
| Berkshire Hathaway (BRK.B) | 3.8 | $9.7M | 20k | 497.05 | |
| American Express Company (AXP) | 3.6 | $9.0M | 27k | 335.91 | |
| Tripadvisor (TRIP) | 3.5 | $8.8M | 640k | 13.71 | |
| American International (AIG) | 3.5 | $8.8M | 118k | 74.53 | |
| Marathon Petroleum Corp (MPC) | 3.5 | $8.7M | 34k | 255.67 | |
| Comcast Corporation (CMCSA) | 3.1 | $7.8M | 317k | 24.55 | |
| Alphabet Inc Class A cs (GOOGL) | 3.1 | $7.8M | 22k | 349.03 | |
| CVS Caremark Corporation (CVS) | 3.0 | $7.7M | 74k | 103.45 | |
| Oracle Corporation (ORCL) | 2.8 | $7.2M | 49k | 146.23 | |
| Abbvie (ABBV) | 2.8 | $7.1M | 28k | 251.64 | |
| Raytheon Technologies Corp (RTX) | 2.7 | $6.9M | 36k | 189.73 | |
| CSX Corporation (CSX) | 2.2 | $5.6M | 118k | 47.53 | |
| Alphabet Inc Class C cs (GOOG) | 2.1 | $5.4M | 15k | 353.32 | |
| Nike (NKE) | 2.0 | $5.0M | 122k | 41.05 | |
| Pfizer (PFE) | 1.9 | $4.9M | 204k | 24.08 | |
| Rh (RH) | 1.9 | $4.7M | 29k | 164.73 | |
| Philip Morris International (PM) | 1.8 | $4.5M | 25k | 180.91 | |
| Phillips 66 (PSX) | 1.5 | $3.7M | 22k | 169.05 | |
| McDonald's Corporation (MCD) | 1.3 | $3.2M | 12k | 270.31 | |
| Boeing Company (BA) | 1.1 | $2.7M | 13k | 216.47 | |
| ConocoPhillips (COP) | 0.8 | $2.0M | 19k | 103.96 | |
| At&t (T) | 0.8 | $2.0M | 97k | 20.70 | |
| Verizon Communications (VZ) | 0.8 | $1.9M | 46k | 42.34 | |
| Pepsi (PEP) | 0.8 | $1.9M | 14k | 135.40 | |
| NVIDIA Corporation (NVDA) | 0.7 | $1.8M | 10k | 173.44 | |
| Procter & Gamble Company (PG) | 0.6 | $1.5M | 11k | 146.64 | |
| Ares Capital Corporation (ARCC) | 0.2 | $432k | 25k | 17.03 | |
| Owl Rock Capital Corporation (OBDC) | 0.1 | $286k | 27k | 10.41 |
