DCM Advisors, LLC
13F Reported Value
ⓘ$253.3M
Holdings
38
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
DCM Advisors, LLC disclosed 38 positions worth $253.3M in its Form 13F-HR for Q2 2026, led by $AAPL (Apple Inc.) at 5.6% of the equity portfolio, followed by $MSFT and $MS. During the quarter the fund opened 1 new position and exited 1 — including a new stake in $NKE and a full exit from $USB. The portfolio is most concentrated in Financials (32.5% of disclosed assets). All figures are sourced directly from DCM Advisors, LLC’s Form 13F-HR filing with the SEC under CIK 1839498.
AI Fund Analysis
Stable
Sector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 76.4#84
Quality
$14.2M49,554 sh - 79.8#31
Quality
$13.0M35,002 sh - 75.8#94
Quality
$11.9M58,482 sh - 67.6
Quality
$11.6M203,369 sh - 73.5
Quality
$11.1M11,443 sh - 71.2
Quality
$10.4M24,212 sh - 70.7
Quality
$10.2M31,070 sh - 61.8
Quality
$10.0M121,232 sh - 79.6
Quality
$9.8M17,485 sh - 60.1
Quality
$9.8M101,355 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Apple Inc.$AAPL | 76.4#84 | $14.2M | 49,554 |
 MICROSOFT CORP$MSFT | 79.8#31 | $13.0M | 35,002 |
 MORGAN STANLEY$MS | 75.8#94 | $11.9M | 58,482 |
 BANK OF AMERICA CORP /DE/$BAC | 67.6 | $11.6M | 203,369 |
 GOLDMAN SACHS GROUP INC$GS | 73.5 | $11.1M | 11,443 |
 Dell Technologies Inc.$DELL | 71.2 | $10.4M | 24,212 |
 JPMORGAN CHASE & CO$JPM | 70.7 | $10.2M | 31,070 |
 WELLS FARGO & COMPANY/MN$WFC | 61.8 | $10.0M | 121,232 |
 Meta Platforms, Inc.$META | 79.6 | $9.8M | 17,485 |
 Walt Disney Co$DIS | 60.1 | $9.8M | 101,355 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of DCM Advisors, LLC's 38 positions.
Showing top 10 of 38 holdings.
Sector Allocation
Financials
$82.3M
Technology
$78.5M
Communication Services
$21.5M
Healthcare
$19.7M
Industrials
$15.2M
Energy
$14.4M
Consumer Discretionary
$13.0M
Consumer Staples
$8.0M
Full Holdings — DCM Advisors, LLC (Q2 2026)
All 38 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $AAPL | Apple Inc. | $14.2M | 5.6% | +3% | 76.4 |
| 2 | $MSFT | MICROSOFT CORP | $13.0M | 5.1% | +5% | 79.8 |
| 3 | $MS | MORGAN STANLEY | $11.9M | 4.7% | -4% | 75.8 |
| 4 | $BAC | BANK OF AMERICA CORP /DE/ | $11.6M | 4.6% | +4% | 67.6 |
| 5 | $GS | GOLDMAN SACHS GROUP INC | $11.1M | 4.4% | -11% | 73.5 |
| 6 | $DELL | Dell Technologies Inc. | $10.4M | 4.1% | -59% | 71.2 |
| 7 | $JPM | JPMORGAN CHASE & CO | $10.2M | 4.0% | +4% | 70.7 |
| 8 | $WFC | WELLS FARGO & COMPANY/MN | $10.0M | 4.0% | +4% | 61.8 |
| 9 | $META | Meta Platforms, Inc. | $9.8M | 3.9% | +3% | 79.6 |
| 10 | $DIS | Walt Disney Co | $9.8M | 3.9% | +8% | 60.1 |
| 11 |  $BRK.B | BERKSHIRE HATHAWAY INC | $9.7M | 3.8% | +12% | 73.8 |
| 12 |  $AXP | AMERICAN EXPRESS CO | $9.0M | 3.6% | +4% | 69.4 |
| 13 |  $TRIP | TripAdvisor, Inc. | $8.8M | 3.5% | +36% | 40.8 |
| 14 |  $AIG | AMERICAN INTERNATIONAL GROUP, INC. | $8.8M | 3.5% | +8% | 54.9 |
| 15 |  $MPC | Marathon Petroleum Corp | $8.7M | 3.5% | +3% | 61 |
| 16 |  $CCZ | COMCAST CORP | $7.8M | 3.1% | +6% | 59.5 |
| 17 |  $GOOG | Alphabet Inc. | $7.8M | 3.1% | -20% | 78.2 |
| 18 |  $CVS | CVS HEALTH Corp | $7.7M | 3.0% | +3% | 59.4 |
| 19 |  $ORCL | ORACLE CORP | $7.2M | 2.8% | +5% | 66.2 |
| 20 |  $ABBV | AbbVie Inc. | $7.1M | 2.8% | +3% | 72.6 |
| 21 |  $RTX | RTX Corp | $6.9M | 2.7% | +3% | 73.2 |
| 22 |  $CSX | CSX CORP | $5.6M | 2.2% | +4% | 65.2 |
| 23 |  $GOOGL | Alphabet Inc. | $5.4M | 2.1% | -3% | 78.2 |
| 24 |  $NKE | NIKE, Inc. | $5.0M | 2.0% | NEW | 49.3 |
| 25 |  $PFE | PFIZER INC | $4.9M | 1.9% | +563% | 62 |
| 26 |  $RH | RH | $4.7M | 1.9% | +8% | 55.2 |
| 27 |  $PM | Philip Morris International Inc. | $4.5M | 1.8% | +3% | 75.9 |
| 28 |  $PSX | Phillips 66 | $3.7M | 1.4% | +4% | 57.8 |
| 29 |  $MCD | MCDONALDS CORP | $3.2M | 1.3% | +4% | 69 |
| 30 |  $BA | BOEING CO | $2.7M | 1.1% | +3% | 61.6 |
| 31 |  $COP | CONOCOPHILLIPS | $2.0M | 0.8% | +4% | 70.2 |
| 32 |  $T | AT&T INC. | $2.0M | 0.8% | +8% | 65.7 |
| 33 |  $VZ | VERIZON COMMUNICATIONS INC | $1.9M | 0.8% | +0% | 65.8 |
| 34 |  $PEP | PEPSICO INC | $1.9M | 0.8% | +4% | 63.4 |
| 35 |  $NVDA | NVIDIA CORP | $1.8M | 0.7% | -17% | 85.9 |
| 36 |  $PG | PROCTER & GAMBLE Co | $1.5M | 0.6% | +4% | 64.6 |
| 37 |  $ARCC | ARES CAPITAL CORP | $431,671 | 0.2% | +1% | — |
| 38 |  $OBDC | Blue Owl Capital Corp | $285,471 | 0.1% | +2% | — |
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