DCM Advisors, LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), DCM Advisors, LLC reported 52 stock positions worth $198.5 million. Its top holding was Microsoft (MSFT) at 7.3% of the portfolio, followed by Apple (AAPL, 7.1%) and Meta Platforms Class A (META, 4.9%). Compared with Q2 2024, it opened 4 new positions, sold out of 3, added to 11 and reduced 16. The biggest buy was RH (RH, shares +0%) and the biggest sale Netflix (NFLX, shares −39%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001839498
- Portfolio Value
- $198.5M (Q3 2024)
- SEC Filing
- 0001839498-24-000004 ↗ filed Nov 14, 2024
Holdings Value
Holdings 52 stocks · $198.5M
| MSFT Microsoft Corp. | 7.27% | 33,548 | $14.4M | Add +0.2% |
| AAPL Apple Inc. | 7.12% | 60,687 | $14.1M | Reduce -0.9% |
| META Meta Platforms Inc. Class A | 4.93% | 17,097 | $9.8M | Add +3.5% |
| ORCL Oracle Corp. | 4.55% | 53,055 | $9.0M | Reduce -0.3% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 4.21% | 86,823 | $8.4M | Add +2.5% |
| AXP American Express Co. | 4.14% | 30,330 | $8.2M | Add +0.0% |
| GS Goldman Sachs Group Inc. | 4.00% | 16,032 | $7.9M | Reduce -2.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 3.93% | 16,965 | $7.8M | Reduce -0.6% |
| AIG American International Group | 3.93% | 106,622 | $7.8M | No change |
| RH RH | 3.93% | 23,343 | $7.8M | Add +0.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 3.73% | 186,711 | $7.4M | Reduce -0.7% |
| MS Morgan Stanley | 3.46% | 65,962 | $6.9M | Add +0.2% |
| CMCSA Comcast Corp. Class A | 3.41% | 162,013 | $6.8M | No change |
| WFC Wells Fargo & Co. | 3.17% | 111,284 | $6.3M | No change |
| JPM JPMorgan Chase & Co. | 3.04% | 28,663 | $6.0M | No change |
| ABBV Abbvie Inc. | 2.77% | 27,795 | $5.5M | No change |
| GOOGL Alphabet Inc. Class A | 2.76% | 33,057 | $5.5M | Add +1.9% |
| MPC Marathon Petroleum Corp. | 2.64% | 32,225 | $5.2M | No change |
| CVS CVS Health Corp. | 2.24% | 70,610 | $4.4M | No change |
| RTX RTX Corp. | 2.15% | 35,188 | $4.3M | No change |
| NFLX Netflix Inc. | 2.04% | 5,698 | $4.0M | Reduce -38.9% |
| CSX CSX Corp. | 1.86% | 107,207 | $3.7M | No change |
| MCD McDonald's Corp. | 1.70% | 11,074 | $3.4M | No change |
| BKNG Booking Holdings Inc. | 1.45% | 684 | $2.9M | No change |
| PM Philip Morris International | 1.38% | 22,545 | $2.7M | No change |
| PSX Phillips 66 | 1.31% | 19,745 | $2.6M | No change |
| GOOG Alphabet Inc. Class C | 1.22% | 14,513 | $2.4M | Add +0.0% |
| PEP Pepsico Inc. | 1.12% | 13,108 | $2.2M | No change |
| VZ Verizon Communications Inc. | 1.08% | 47,588 | $2.1M | No change |
| USB US Bancorp | 1.02% | 44,271 | $2.0M | No change |
| COP Conocophillips | 0.96% | 18,042 | $1.9M | No change |
| T AT&T Inc. | 0.95% | 86,064 | $1.9M | Add +0.0% |
| BA The Boeing Co. | 0.89% | 11,589 | $1.8M | No change |
| PG The Procter & Gamble Co. | 0.85% | 9,769 | $1.7M | No change |
| NVDA Nvidia Corp. | 0.66% | 10,748 | $1.3M | Reduce -21.5% |
| AMZN Amazon.com Inc. | 0.42% | 4,517 | $842K | Add +23.9% |
| V Visa Inc. Class A | 0.40% | 2,871 | $789K | Reduce -4.5% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.37% | 6,144 | $730K | Reduce -8.2% |
| PFE Pfizer Inc. | 0.36% | 24,656 | $714K | No change |
| SIRI Sirius XM Holdings Inc. | 0.34% | 28,137 | $665K | New |
| SWVXX Schwa Prime Adv Money FD-Inv filed as SCHWAB VALUE ADVANTAGE MONEY INVESTOR SHARES | 0.32% | 627,099 | $627K | Add +157.4% |
| LNG Cheniere Energy Inc. | 0.28% | 3,117 | $561K | Reduce -6.5% |
| MA Mastercard Inc. Class A | 0.28% | 1,123 | $555K | Reduce -5.2% |
| ARCC Ares Capital Corp. | 0.24% | 22,364 | $468K | Reduce -7.3% |
| CRM Salesforce Inc. | 0.21% | 1,495 | $409K | Reduce -5.4% |
| UNP Union Pacific Corp. | 0.19% | 1,503 | $370K | No change |
| OBDC Blue Owl Capital Corp. | 0.17% | 23,602 | $344K | Reduce -5.9% |
| QQQ Invesco QQQ Trust Series 1 | 0.12% | 496 | $242K | Reduce -9.5% |
| AVGO Broadcom Inc. | 0.12% | 1,392 | $240K | Reduce -35.9% |
| PYPL PayPal Holdings Inc. | 0.11% | 2,706 | $211K | New |
| LUMN Lumen Technologies Inc. | 0.10% | 28,600 | $203K | New |
| LOW Lowe's Cos Inc. | 0.10% | 746 | $202K | New |
Portfolio Sells Q2 2024 → Q3 2024
| NFLX Netflix Inc. | Reduce -38.9% | 2.04% | −1.29 |
| LSXMK Liberty Media Corp.-Liber-New | Sold out | 0.00% | −0.41 |
| NVDA Nvidia Corp. | Reduce -21.5% | 0.66% | −0.24 |
| BAC Bank of America Corp. | Reduce -0.7% | 3.73% | −0.22 |
| C Citigroup Inc. | Sold out | 0.00% | −0.13 |
| AVGO Broadcom Inc. | Reduce -35.9% | 0.12% | −0.06 |
| AGNC AGNC Investment Corp. | Sold out | 0.00% | −0.05 |
| OBDC Blue Owl Capital Corp. | Reduce -5.9% | 0.17% | −0.03 |
| ARCC Ares Capital Corp. | Reduce -7.3% | 0.24% | −0.03 |
| LNG Cheniere Energy Inc. | Reduce -6.5% | 0.28% | −0.03 |
| V Visa Inc. Class A | Reduce -4.5% | 0.40% | −0.02 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -9.5% | 0.12% | −0.02 |
| CRM Salesforce Inc. | Reduce -5.4% | 0.21% | −0.01 |
| MA Mastercard Inc. Class A | Reduce -5.2% | 0.28% | +0.00 |
| IRM Iron Mountain Inc. | Reduce -8.2% | 0.37% | +0.05 |
| GS Goldman Sachs Group Inc. | Reduce -2.5% | 4.00% | +0.07 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.6% | 3.93% | +0.27 |
| AAPL Apple Inc. | Reduce -0.9% | 7.12% | +0.31 |
| ORCL Oracle Corp. | Reduce -0.3% | 4.55% | +0.59 |
Portfolio Buys Q2 2024 → Q3 2024
| RH RH | Add +0.3% | 3.93% | +0.93 |
| META Meta Platforms Inc. Class A | Add +3.5% | 4.93% | +0.53 |
| AXP American Express Co. | Add +0.0% | 4.14% | +0.43 |
| SIRI Sirius XM Holdings Inc. | New | 0.34% | +0.34 |
| SWVXX Schwa Prime Adv Money FD-Inv | Add +157.4% | 0.32% | +0.19 |
| PYPL PayPal Holdings Inc. | New | 0.11% | +0.11 |
| LUMN Lumen Technologies Inc. | New | 0.10% | +0.10 |
| LOW Lowe's Cos Inc. | New | 0.10% | +0.10 |
| T AT&T Inc. | Add +0.0% | 0.95% | +0.09 |
| MS Morgan Stanley | Add +0.2% | 3.46% | +0.08 |
| AMZN Amazon.com Inc. | Add +23.9% | 0.42% | +0.05 |
| GOOG Alphabet Inc. Class C | Add +0.0% | 1.22% | −0.18 |
| DIS The Walt Disney Co. | Add +2.5% | 4.21% | −0.23 |
| GOOGL Alphabet Inc. Class A | Add +1.9% | 2.76% | −0.36 |
| MSFT Microsoft Corp. | Add +0.2% | 7.27% | −0.63 |
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 |