DCM Advisors, LLC
- SEC CIK
- 0001839498
- Latest filing
- Aug 13, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 18, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 38
- −14 vs. Q3 2024
- Portfolio value
- $213.1M
- +$14.6M (+7.4%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 75,080 | $18.7M | 8.8% | +14,393+23.7% | Added | History |
| MSFTMicrosoft Corp | Stock | 40,261 | $16.8M | 7.9% | +6,713+20.0% | Added | History |
| METAMeta Platforms, Inc. | Stock | 20,045 | $11.7M | 5.5% | +2,948+17.2% | Added | History |
| DISWalt Disney Co | Stock | 91,350 | $10.2M | 4.8% | +4,527+5.2% | Added | History |
| ORCLOracle Corp | Stock | 58,726 | $9.75M | 4.6% | +5,671+10.7% | Added | History |
| GSGoldman Sachs Group Inc | Stock | 16,984 | $9.71M | 4.6% | +952+5.9% | Added | History |
| AXPAmerican Express Co | Stock | 32,604 | $9.65M | 4.5% | +2,274+7.5% | Added | History |
| RHRH | COM | 23,343 | $9.19M | 4.3% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 48,756 | $9.12M | 4.3% | +15,699+47.5% | Added | History |
| BACBank of America Corp | Stock | 200,656 | $8.80M | 4.1% | +13,945+7.5% | Added | History |
| MSMorgan Stanley | Stock | 69,523 | $8.72M | 4.1% | +3,561+5.4% | Added | History |
| WFCWells Fargo & Company | Stock | 116,961 | $8.20M | 3.8% | +5,677+5.1% | Added | History |
| AIGAmerican International Group, Inc. | Stock | 112,469 | $8.19M | 3.8% | +5,847+5.5% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 17,889 | $8.10M | 3.8% | +924+5.4% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 32,597 | $7.81M | 3.7% | +3,934+13.7% | Added | History |
| CMCSAComcast Corp | Stock | 170,676 | $6.41M | 3.0% | +8,663+5.3% | Added | History |
| ABBVAbbVie Inc. | Stock | 28,873 | $5.13M | 2.4% | +1,078+3.9% | Added | History |
| MPCMarathon Petroleum Corp | Stock | 35,336 | $4.93M | 2.3% | +3,111+9.7% | Added | History |
| RTXRTX Corp | Stock | 41,996 | $4.86M | 2.3% | +6,808+19.3% | Added | History |
| CSXCSX Corp | Stock | 113,156 | $3.65M | 1.7% | +5,949+5.5% | Added | History |
| CVSCVS Health Corp | Stock | 81,530 | $3.44M | 1.6% | +10,920+15.5% | Added | History |
| MCDMcDonalds Corp | Stock | 11,126 | $3.23M | 1.5% | +52+0.5% | Added | History |
| GOOGAlphabet Inc. | Stock | 15,060 | $2.87M | 1.3% | +547+3.8% | Added | History |
| PMPhilip Morris International Inc. | Stock | 22,601 | $2.72M | 1.3% | +56+0.2% | Added | History |
| BABoeing Co | Stock | 13,718 | $2.43M | 1.1% | +2,129+18.4% | Added | History |
| PSXPhillips 66 | Stock | 20,724 | $2.36M | 1.1% | +979+5.0% | Added | History |
| PEPPepsiCo Inc | Stock | 14,591 | $2.22M | 1.0% | +1,483+11.3% | Added | History |
| USBUS Bancorp DE | COM NEW | 44,339 | $2.12M | 1.0% | +68+0.2% | Added | History |
| TAT&T Inc. | Stock | 92,478 | $2.11M | 1.0% | +6,414+7.5% | Added | History |
| COPConocoPhillips | Stock | 19,445 | $1.93M | 0.9% | +1,403+7.8% | Added | History |
| NVDANVIDIA Corp | Stock | 14,463 | $1.93M | 0.9% | +3,715+34.6% | Added | History |
| VZVerizon Communications Inc | Stock | 47,667 | $1.91M | 0.9% | +79+0.2% | Added | History |
| PGProcter & Gamble Co | Stock | 10,555 | $1.77M | 0.8% | +786+8.0% | Added | History |
| PFEPfizer Inc | Stock | 30,117 | $799.0K | 0.4% | +5,461+22.1% | Added | History |
| SIRISirius XM Holdings Inc. | COMMON STOCK | 28,137 | $641.5K | 0.3% | 00.0% | Unchanged | History |
| ARCCAres Capital Corp | CEF | 22,124 | $478.6K | 0.2% | −240−1.1% | Reduced | History |
| OBDCBlue Owl Capital Corp | COM | 23,441 | $351.1K | 0.2% | −161−0.7% | Reduced | History |
| LUMNLumen Technologies, Inc. | Stock | 41,672 | $221.3K | 0.1% | +13,072+45.7% | Added | History |
Sold out since Q3 2024 (14)
Positions held at the end of Q3 2024 that are gone from this filing.
| Security | Class | Shares in Q3 2024 | Value in Q3 2024 | % of portfolio in Q3 2024 | History |
|---|---|---|---|---|---|
| NFLXNetflix Inc | Stock | 5,698 | $4.04M | 2.0% | History |
| BKNGBooking Holdings Inc. | Stock | 684 | $2.88M | 1.5% | History |
| AMZNAmazon Com Inc | Stock | 4,517 | $841.7K | 0.4% | History |
| VVisa Inc. | Stock | 2,871 | $789.4K | 0.4% | History |
| IRMIron Mountain Inc | COM | 6,144 | $730.1K | 0.4% | History |
| Schwab808515605 | Cash Sweep | 627,099 | $627.1K | 0.3% | – |
| LNGCheniere Energy, Inc. | COM NEW | 3,117 | $560.5K | 0.3% | History |
| MAMastercard Inc | Stock | 1,123 | $554.5K | 0.3% | History |
| CRMSalesforce, Inc. | Stock | 1,495 | $409.1K | 0.2% | History |
| UNPUnion Pacific Corp | Stock | 1,503 | $370.5K | 0.2% | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 496 | $241.9K | 0.1% | – |
| AVGOBroadcom Inc. | Stock | 1,392 | $240.1K | 0.1% | History |
| PYPLPayPal Holdings, Inc. | Stock | 2,706 | $211.1K | 0.1% | History |
| LOWLowes Companies Inc | Stock | 746 | $202.1K | 0.1% | History |