DCM Advisors, LLC 13F Holdings

CIK 0001839498 · NEW YORK, NY

As of Sep 30, 2025, DCM Advisors, LLC reported 38 positions worth $237.1M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
MICROSOFT CORPMSFTTechnology34,417 7.8M7.50%
APPLE INCAAPLTechnology62,664 5.9M6.69%
ORACLE CORPORCLTechnology47,149 3.3M5.59%
META PLATFORMS INCMETACommunication Services17,203 2.6M5.33%
GOLDMAN SACHS GROUP INCGSFinancial Services15,333 2.2M5.15%
MORGAN STANLEYMSFinancial Services70,041 1.1M4.69%
WALT DISNEY CODISCommunication Services94,154 0.8M4.55%
AMERICAN EXPRESS COAXPFinancial Services31,176 0.3M4.34%
BANK OF AMERICA CORPBACFinancial Services197,700 0.2M4.30%
WELLS FARGO & COMPANYWFCFinancial Services117,548$9.9M4.15%
JPMORGAN CHASE & COJPMFinancial Services30,247$9.5M4.02%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services17,310$8.7M3.65%
DELL TECHNOLOGIES INCDELLTechnology60,906$8.6M3.64%
AMERICAN INTERNATIONAL GROUP INCAIGFinancial Services109,443$8.6M3.62%
ALPHABET INCGOOGLEquity30,353$7.3M3.08%
MARATHON PETROLEUM CORPMPCEnergy33,623$6.5M2.73%
ABBVIE INCABBVEquity27,838$6.4M2.72%
RTX CORPRTXEquity36,182$6.1M2.55%
CVS HEALTH CORPCVSHealthcare72,743$5.5M2.31%
COMCAST CORPCMCSACommunication Services173,397$5.4M2.30%
RHRHConsumer Cyclical26,549$5.4M2.27%
CSX CORPCSXIndustrials113,465$4.0M1.70%
PHILIP MORRIS INTERNATIONAL INCPMConsumer Defensive24,374$4.0M1.67%
ALPHABET INCGOOGEquity16,205$3.9M1.66%
MCDONALDS CORPMCDConsumer Cyclical11,511$3.5M1.48%