DCM Advisors, LLC
- SEC CIK
- 0001839498
Holdings, Q2 2026
Positions as of Jun 30, 2026, filed Aug 13, 2026.SEC
- Positions
- 38
- 0 vs. Q1 2026
- Total value
- $253.3M
- +$33.47M (+15.2%) vs. Q1 2026
Compare with Q1 2026: new, added, reduced and sold out
Positions
Long positions only. Changes compare share counts with Q1 2026.
| Security | Class | Shares | Value | % of portfolio | Change in shares | Action | History |
|---|---|---|---|---|---|---|---|
| AAPLAPPLE INC COM | Stock | 49,554 | $14.23M | 5.62% | +1,649+3.4% | Added | View |
| MSFTMICROSOFT CORP COM | Stock | 35,002 | $13.02M | 5.14% | +1,688+5.1% | Added | View |
| MSMORGAN STANLEY COM NEW | Stock | 58,482 | $11.91M | 4.70% | −2,541−4.2% | Reduced | View |
| BACBANK OF AMER CORP COM | Stock | 203,369 | $11.59M | 4.57% | +7,332+3.7% | Added | View |
| GSGOLDMAN SACHS GROUP INC COM | Stock | 11,443 | $11.13M | 4.39% | −1,469−11.4% | Reduced | View |
| DELLDELL TECHNOLOGIES INC CL C | Stock | 24,212 | $10.45M | 4.12% | −34,468−58.7% | Reduced | View |
| JPMJPMORGAN CHASE & CO COM | Stock | 31,070 | $10.17M | 4.02% | +1,125+3.8% | Added | View |
| WFCWELLS FARGO & CO COM | Stock | 121,232 | $10.02M | 3.96% | +4,592+3.9% | Added | View |
| METAMETA PLATFORMS INC CL A | Stock | 17,485 | $9.85M | 3.89% | +583+3.4% | Added | View |
| DISDISNEY WALT CO COM | Stock | 101,355 | $9.75M | 3.85% | +7,635+8.1% | Added | View |
| BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | 19,452 | $9.67M | 3.82% | +2,133+12.3% | Added | View |
| AXPAMERICAN EXPRESS CO COM | Stock | 26,858 | $9.02M | 3.56% | +1,070+4.1% | Added | View |
| TRIPTRIPADVISOR INC | COM | 640,440 | $8.78M | 3.47% | +169,155+35.9% | Added | View |
| AIGAMERICAN INTL GROUP INC COM NEW | Stock | 117,621 | $8.77M | 3.46% | +8,932+8.2% | Added | View |
| MPCMARATHON PETE CORP COM | Stock | 34,182 | $8.74M | 3.45% | +955+2.9% | Added | View |
| CMCSACOMCAST CORP NEW CL A | Stock | 317,067 | $7.78M | 3.07% | +17,164+5.7% | Added | View |
| GOOGLALPHABET INC CAP STK CL A | Stock | 22,289 | $7.78M | 3.07% | −5,429−19.6% | Reduced | View |
| CVSCVS HEALTH CORP COM | Stock | 74,423 | $7.7M | 3.04% | +2,254+3.1% | Added | View |
| ORCLORACLE CORP COM | Stock | 49,237 | $7.2M | 2.84% | +2,426+5.2% | Added | View |
| ABBVABBVIE INC COM | Stock | 28,403 | $7.15M | 2.82% | +799+2.9% | Added | View |
| RTXRTX CORPORATION COM | Stock | 36,417 | $6.91M | 2.73% | +924+2.6% | Added | View |
| CSXCSX CORP COM | Stock | 117,764 | $5.6M | 2.21% | +4,869+4.3% | Added | View |
| GOOGALPHABET INC CAP STK CL C | Stock | 15,268 | $5.39M | 2.13% | −407−2.6% | Reduced | View |
| NKENIKE INC CL B | Stock | 122,153 | $5.01M | 1.98% | +122,153 | New | View |
| PFEPFIZER INC COM | Stock | 203,628 | $4.9M | 1.94% | +172,914+563.0% | Added | View |
| RHRH | COM | 28,782 | $4.74M | 1.87% | +2,233+8.4% | Added | View |
| PMPHILIP MORRIS INTL INC COM | Stock | 24,994 | $4.52M | 1.79% | +738+3.0% | Added | View |
| PSXPHILLIPS 66 COM | Stock | 21,757 | $3.68M | 1.45% | +912+4.4% | Added | View |
| MCDMCDONALDS CORP COM | Stock | 11,934 | $3.23M | 1.27% | +423+3.7% | Added | View |
| BABOEING CO COM | Stock | 12,461 | $2.7M | 1.06% | +404+3.4% | Added | View |
| COPCONOCOPHILLIPS COM | Stock | 19,410 | $2.02M | 0.80% | +724+3.9% | Added | View |
| TAT&T INC COM | Stock | 97,301 | $2.01M | 0.80% | +6,888+7.6% | Added | View |
| VZVERIZON COMMUNICATIONS INC COM | Stock | 45,577 | $1.93M | 0.76% | +150+0.3% | Added | View |
| PEPPEPSICO INC COM | Stock | 14,097 | $1.91M | 0.75% | +501+3.7% | Added | View |
| NVDANVIDIA CORPORATION COM | Stock | 10,336 | $1.79M | 0.71% | −2,096−16.9% | Reduced | View |
| PGPROCTER & GAMBLE CO COM | Stock | 10,473 | $1.54M | 0.61% | +366+3.6% | Added | View |
| ARCCARES CAPITAL CORP COM | CEF | 25,341 | $431.67K | 0.17% | +358+1.4% | Added | View |
| OBDCBLUE OWL CAPITAL CORPORATION | COM | 27,435 | $285.47K | 0.11% | +522+1.9% | Added | View |
Sold out since Q1 2026 (1)
Positions held at the end of Q1 2026 that are no longer in this filing.
| Security | Class | Shares, Q1 2026 | Value, Q1 2026 | % of portfolio, Q1 2026 |
|---|---|---|---|---|
| USBUS BANCORP | COM NEW | 33,216 | $1.73M | 0.79% |
13F filings by quarter
| Quarter | Filed | Positions | Total value | Changes | Filing |
|---|---|---|---|---|---|
| Q2 2026 | Aug 13, 2026 | 38 | $253.3M | vs. Q1 2026 | SEC |
| Q1 2026 | May 15, 2026 | 38 | $219.84M | vs. Q4 2025 | SEC |
| Q4 2025 | Feb 18, 2026 | 38 | $240.93M | vs. Q3 2025 | SEC |
| Q3 2025 | Nov 13, 2025 | 38 | $237.15M | vs. Q2 2025 | SEC |
| Q2 2025 | Aug 15, 2025 | 39 | $233.27M | vs. Q1 2025 | SEC |
| Q1 2025 | May 19, 2025 | 36 | $187.48M | vs. Q4 2024 | SEC |
| Q4 2024 | Feb 18, 2025 | 38 | $213.13M | vs. Q3 2024 | SEC |
| Q3 2024 | Nov 14, 2024 | 52 | $198.52M | vs. Q2 2024 | SEC |
| Q2 2024 | Aug 15, 2024 | 51 | $189.37M | vs. Q1 2024 | SEC |
| Q1 2024 | May 16, 2024 | 76 | $242.52M | vs. Q4 2023 | SEC |
| Q4 2023 | Feb 15, 2024 | 114 | $279.04M | vs. Q3 2023 | SEC |
| Q3 2023 | Nov 14, 2023 | 77 | $221.31M | vs. Q2 2023 | SEC |
| Q2 2023 | Sep 12, 2023 | 78 | $233.39M | vs. Q1 2023 | SEC |
| Q1 2023 | Sep 12, 2023 | 72 | $214.88M | vs. Q4 2022 | SEC |
| Q4 2022 | Sep 11, 2023 | 70 | $206.24M | vs. Q3 2022 | SEC |
| Q3 2022 | Sep 11, 2023 | 177 | $199.17M | vs. Q2 2022 | SEC |
| Q2 2022 | Aug 15, 2022 | 189 | $231.44M | vs. Q1 2022 | SEC |
| Q1 2022 | May 9, 2022 | 178 | $282.69M | vs. Q4 2021 | SEC |
| Q4 2021 | Feb 11, 2022 | 220 | $339.13M | vs. Q3 2021 | SEC |
| Q3 2021 | Nov 15, 2021 | 281 | $259.79M | vs. Q2 2021 | SEC |
| Q2 2021 | Aug 10, 2021 | 242 | $176.26M | vs. Q1 2021 | SEC |
| Q1 2021 | May 17, 2021 | 236 | $171.84M | – | SEC |