DCM Advisors, LLC
- SEC CIK
- 0001839498
- Latest filing
- Aug 13, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 15, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 39
- +3 vs. Q1 2025
- Portfolio value
- $233.3M
- +$45.8M (+24.4%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 36,520 | $18.1M | 7.8% | +2,187+6.4% | Added | History |
| AAPLApple Inc. | Stock | 65,368 | $13.3M | 5.7% | +4,772+7.9% | Added | History |
| METAMeta Platforms, Inc. | Stock | 17,843 | $13.2M | 5.6% | +1,321+8.0% | Added | History |
| ORCLOracle Corp | Stock | 58,420 | $12.8M | 5.5% | +5,365+10.1% | Added | History |
| GSGoldman Sachs Group Inc | Stock | 17,556 | $12.4M | 5.3% | +1,524+9.5% | Added | History |
| DISWalt Disney Co | Stock | 97,828 | $12.1M | 5.2% | +10,005+11.4% | Added | History |
| AXPAmerican Express Co | Stock | 32,599 | $10.3M | 4.4% | +2,202+7.2% | Added | History |
| MSMorgan Stanley | Stock | 72,965 | $10.3M | 4.4% | +7,108+10.8% | Added | History |
| WFCWells Fargo & Company | Stock | 122,622 | $9.82M | 4.2% | +11,338+10.2% | Added | History |
| AIGAmerican International Group, Inc. | Stock | 114,250 | $9.78M | 4.2% | +7,628+7.2% | Added | History |
| BACBank of America Corp | Stock | 206,109 | $9.75M | 4.2% | +19,425+10.4% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 31,582 | $9.16M | 3.9% | +2,919+10.2% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 17,994 | $8.70M | 3.7% | +944+5.5% | Added | History |
| DELLDell Technologies Inc. | Stock | 64,171 | $7.87M | 3.4% | +10,121+18.7% | Added | History |
| CMCSAComcast Corp | Stock | 186,465 | $6.65M | 2.9% | +29,052+18.5% | Added | History |
| MPCMarathon Petroleum Corp | Stock | 34,797 | $5.78M | 2.5% | +2,572+8.0% | Added | History |
| RHRH | COM | 29,647 | $5.60M | 2.4% | +6,629+28.8% | Added | History |
| RTXRTX Corp | Stock | 37,275 | $5.44M | 2.3% | +2,087+5.9% | Added | History |
| GOOGLAlphabet Inc. | Stock | 30,351 | $5.30M | 2.3% | −2,010−6.2% | Reduced | History |
| CVSCVS Health Corp | Stock | 75,637 | $5.22M | 2.2% | +5,027+7.1% | Added | History |
| ABBVAbbVie Inc. | Stock | 27,915 | $5.18M | 2.2% | +2,059+8.0% | Added | History |
| PMPhilip Morris International Inc. | Stock | 24,441 | $4.45M | 1.9% | +1,896+8.4% | Added | History |
| CSXCSX Corp | Stock | 118,433 | $3.86M | 1.7% | +11,226+10.5% | Added | History |
| MCDMcDonalds Corp | Stock | 12,024 | $3.51M | 1.5% | +950+8.6% | Added | History |
| GOOGAlphabet Inc. | Stock | 17,737 | $3.15M | 1.3% | +3,539+24.9% | Added | History |
| TAT&T Inc. | Stock | 101,103 | $2.93M | 1.3% | +15,287+17.8% | Added | History |
| BABoeing Co | Stock | 12,543 | $2.63M | 1.1% | +954+8.2% | Added | History |
| PSXPhillips 66 | Stock | 21,854 | $2.61M | 1.1% | +2,109+10.7% | Added | History |
| VZVerizon Communications Inc | Stock | 47,044 | $2.04M | 0.9% | −544−1.1% | Reduced | History |
| PEPPepsiCo Inc | Stock | 14,314 | $1.89M | 0.8% | +1,121+8.5% | Added | History |
| COPConocoPhillips | Stock | 19,677 | $1.77M | 0.8% | +1,632+9.0% | Added | History |
| PGProcter & Gamble Co | Stock | 10,596 | $1.69M | 0.7% | +10,596 | New | History |
| USBUS Bancorp DE | COM NEW | 35,173 | $1.59M | 0.7% | −9,098−20.6% | Reduced | History |
| NVDANVIDIA Corp | Stock | 11,068 | $1.56M | 0.7% | −10,820−49.4% | Reduced | History |
| PFEPfizer Inc | Stock | 31,659 | $767.4K | 0.3% | +5,203+19.7% | Added | History |
| LUMNLumen Technologies, Inc. | Stock | 169,200 | $741.1K | 0.3% | +169,200 | New | History |
| AGNCAGNC Investment Corp. | REIT | 51,929 | $477.2K | 0.2% | +51,929 | New | History |
| ARCCAres Capital Corp | CEF | 23,348 | $471.3K | 0.2% | +905+4.0% | Added | History |
| OBDCBlue Owl Capital Corp | COM | 23,539 | $322.4K | 0.1% | −1,750−6.9% | Reduced | History |