DCM Advisors, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 13, 2026), DCM Advisors, LLC reported 38 stock positions worth $253.3 million. Its top holding was Apple (AAPL) at 5.6% of the portfolio, followed by Microsoft (MSFT, 5.1%) and Morgan Stanley (MS, 4.7%). Compared with Q1 2026, it opened 1 new position, sold out of 1, added to 31 and reduced 6. The biggest buy was a new position in Nike Class B (NKE) and the biggest sale an exit from US Bancorp (USB).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001839498
- Portfolio Value
- $253.3M (Q2 2026)
- SEC Filing
- 0001839498-26-000004 ↗ filed Aug 13, 2026
Holdings Value
Holdings 38 stocks · $253.3M
| AAPL Apple Inc. | 5.62% | 49,554 | $14.2M | Add +3.4% |
| MSFT Microsoft Corp. | 5.14% | 35,002 | $13.0M | Add +5.1% |
| MS Morgan Stanley | 4.70% | 58,482 | $11.9M | Reduce -4.2% |
| BAC Bank of America Corp. | 4.57% | 203,369 | $11.6M | Add +3.7% |
| GS Goldman Sachs Group Inc. | 4.39% | 11,443 | $11.1M | Reduce -11.4% |
| DELL Dell Technologies -C | 4.12% | 24,212 | $10.4M | Reduce -58.7% |
| JPM JPMorgan Chase & Co. | 4.01% | 31,070 | $10.2M | Add +3.8% |
| WFC Wells Fargo & Co. | 3.96% | 121,232 | $10.0M | Add +3.9% |
| META Meta Platforms Inc. Class A | 3.89% | 17,485 | $9.8M | Add +3.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 3.85% | 101,355 | $9.8M | Add +8.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 3.82% | 19,452 | $9.7M | Add +12.3% |
| AXP American Express Co. | 3.56% | 26,858 | $9.0M | Add +4.2% |
| TRIP Tripadvisor Inc. | 3.47% | 640,440 | $8.8M | Add +35.9% |
| AIG American International Group | 3.46% | 117,621 | $8.8M | Add +8.2% |
| MPC Marathon Petroleum Corp. | 3.45% | 34,182 | $8.7M | Add +2.9% |
| CMCSA Comcast Corp. Class A | 3.07% | 317,067 | $7.8M | Add +5.7% |
| GOOGL Alphabet Inc. Class A | 3.07% | 22,289 | $7.8M | Reduce -19.6% |
| CVS CVS Health Corp. | 3.04% | 74,423 | $7.7M | Add +3.1% |
| ORCL Oracle Corp. | 2.84% | 49,237 | $7.2M | Add +5.2% |
| ABBV Abbvie Inc. | 2.82% | 28,403 | $7.1M | Add +2.9% |
| RTX RTX Corp. | 2.73% | 36,417 | $6.9M | Add +2.6% |
| CSX CSX Corp. | 2.21% | 117,764 | $5.6M | Add +4.3% |
| GOOG Alphabet Inc. Class C | 2.13% | 15,268 | $5.4M | Reduce -2.6% |
| NKE Nike Inc. Class B | 1.98% | 122,153 | $5.0M | New |
| PFE Pfizer Inc. | 1.94% | 203,628 | $4.9M | Add +563.0% |
| RH RH | 1.87% | 28,782 | $4.7M | Add +8.4% |
| PM Philip Morris International | 1.79% | 24,994 | $4.5M | Add +3.0% |
| PSX Phillips 66 | 1.45% | 21,757 | $3.7M | Add +4.4% |
| MCD McDonald's Corp. | 1.27% | 11,934 | $3.2M | Add +3.7% |
| BA The Boeing Co. | 1.06% | 12,461 | $2.7M | Add +3.4% |
| COP Conocophillips | 0.80% | 19,410 | $2.0M | Add +3.9% |
| T AT&T Inc. | 0.80% | 97,301 | $2.0M | Add +7.6% |
| VZ Verizon Communications Inc. | 0.76% | 45,577 | $1.9M | Add +0.3% |
| PEP Pepsico Inc. | 0.75% | 14,097 | $1.9M | Add +3.7% |
| NVDA Nvidia Corp. | 0.71% | 10,336 | $1.8M | Reduce -16.9% |
| PG The Procter & Gamble Co. | 0.61% | 10,473 | $1.5M | Add +3.6% |
| ARCC Ares Capital Corp. | 0.17% | 25,341 | $432K | Add +1.4% |
| OBDC Blue Owl Capital Corp. | 0.11% | 27,435 | $285K | Add +1.9% |
Portfolio Sells Q1 2026 → Q2 2026
| USB US Bancorp | Sold out | 0.00% | −0.79 |
| GOOGL Alphabet Inc. Class A | Reduce -19.6% | 3.07% | −0.49 |
| DELL Dell Technologies -C | Reduce -58.7% | 4.12% | −0.26 |
| NVDA Nvidia Corp. | Reduce -16.9% | 0.71% | −0.17 |
| GOOG Alphabet Inc. Class C | Reduce -2.6% | 2.13% | +0.08 |
| GS Goldman Sachs Group Inc. | Reduce -11.4% | 4.39% | +0.31 |
| MS Morgan Stanley | Reduce -4.2% | 4.70% | +0.59 |
Portfolio Buys Q1 2026 → Q2 2026
| NKE Nike Inc. Class B | New | 1.98% | +1.98 |
| PFE Pfizer Inc. | Add +563.0% | 1.94% | +1.54 |
| TRIP Tripadvisor Inc. | Add +35.9% | 3.47% | +1.18 |
| CVS CVS Health Corp. | Add +3.1% | 3.04% | +0.68 |
| BAC Bank of America Corp. | Add +3.7% | 4.57% | +0.23 |
| RH RH | Add +8.4% | 1.87% | +0.18 |
| AAPL Apple Inc. | Add +3.4% | 5.62% | +0.13 |
| CSX CSX Corp. | Add +4.3% | 2.21% | +0.10 |
| ABBV Abbvie Inc. | Add +2.9% | 2.82% | +0.09 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +12.3% | 3.82% | +0.06 |
| AXP American Express Co. | Add +4.2% | 3.56% | +0.04 |
| JPM JPMorgan Chase & Co. | Add +3.8% | 4.01% | +0.01 |
| OBDC Blue Owl Capital Corp. | Add +1.9% | 0.11% | −0.02 |
| ARCC Ares Capital Corp. | Add +1.4% | 0.17% | −0.02 |
| BA The Boeing Co. | Add +3.4% | 1.06% | −0.03 |
| PM Philip Morris International | Add +3.0% | 1.79% | −0.04 |
| PG The Procter & Gamble Co. | Add +3.6% | 0.61% | −0.06 |
| PEP Pepsico Inc. | Add +3.7% | 0.75% | −0.21 |
| MPC Marathon Petroleum Corp. | Add +2.9% | 3.45% | −0.24 |
| DIS The Walt Disney Co. | Add +8.2% | 3.85% | −0.26 |
| AIG American International Group | Add +8.2% | 3.46% | −0.26 |
| WFC Wells Fargo & Co. | Add +3.9% | 3.96% | −0.27 |
| PSX Phillips 66 | Add +4.4% | 1.45% | −0.28 |
| VZ Verizon Communications Inc. | Add +0.3% | 0.76% | −0.28 |
| ORCL Oracle Corp. | Add +5.2% | 2.84% | −0.29 |
| COP Conocophillips | Add +3.9% | 0.80% | −0.33 |
| MCD McDonald's Corp. | Add +3.7% | 1.27% | −0.35 |
| RTX RTX Corp. | Add +2.6% | 2.73% | −0.39 |
| T AT&T Inc. | Add +7.6% | 0.80% | −0.40 |
| MSFT Microsoft Corp. | Add +5.1% | 5.14% | −0.45 |
| META Meta Platforms Inc. Class A | Add +3.5% | 3.89% | −0.51 |
| CMCSA Comcast Corp. Class A | Add +5.7% | 3.07% | −0.84 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 38 | $253.3M | AAPL, MSFT, MS, BAC, GS |
| Q1 2026 | 38 | $219.8M | MSFT, AAPL, META, DELL, BAC |
| Q4 2025 | 38 | $240.9M | MSFT, AAPL, GS, MS, META |
| Q3 2025 | 38 | $237.1M | MSFT, AAPL, ORCL, META, GS |
| Q2 2025 | 39 | $233.3M | MSFT, AAPL, META, ORCL, GS |
| Q1 2025 | 36 | $187.5M | AAPL, MSFT, META, AIG, BRK.B |
| Q4 2024 | 38 | $213.1M | AAPL, MSFT, META, DIS, ORCL |
| Q3 2024 | 52 | $198.5M | MSFT, AAPL, META, ORCL, DIS |
| Q2 2024 | 51 | $189.4M | MSFT, AAPL, DIS, META, AIG |
| Q1 2024 | 76 | $242.5M | MSFT, AAPL, META, DIS, AIG |