DCM Advisors, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 18, 2025), DCM Advisors, LLC reported 38 stock positions worth $213.1 million. Its top holding was Apple (AAPL) at 8.8% of the portfolio, followed by Microsoft (MSFT, 7.9%) and Meta Platforms Class A (META, 5.5%). Compared with Q3 2024, it sold out of 14, added to 34 and reduced 2. The biggest buy was Apple (AAPL, shares +24%) and the biggest sale an exit from Netflix (NFLX).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001839498
- Portfolio Value
- $213.1M (Q4 2024)
- SEC Filing
- 0001839498-25-000001 ↗ filed Feb 18, 2025
Holdings Value
Holdings 38 stocks · $213.1M
| AAPL Apple Inc. | 8.75% | 75,080 | $18.7M | Add +23.7% |
| MSFT Microsoft Corp. | 7.90% | 40,261 | $16.8M | Add +20.0% |
| META Meta Platforms Inc. Class A | 5.51% | 20,045 | $11.7M | Add +17.2% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 4.77% | 91,350 | $10.2M | Add +5.2% |
| ORCL Oracle Corp. | 4.57% | 58,726 | $9.7M | Add +10.7% |
| GS Goldman Sachs Group Inc. | 4.55% | 16,984 | $9.7M | Add +5.9% |
| AXP American Express Co. | 4.53% | 32,604 | $9.7M | Add +7.5% |
| RH RH | 4.31% | 23,343 | $9.2M | No change |
| GOOGL Alphabet Inc. Class A | 4.28% | 48,756 | $9.1M | Add +47.5% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 4.13% | 200,656 | $8.8M | Add +7.5% |
| MS Morgan Stanley | 4.09% | 69,523 | $8.7M | Add +5.4% |
| WFC Wells Fargo & Co. | 3.85% | 116,961 | $8.2M | Add +5.1% |
| AIG American International Group | 3.84% | 112,469 | $8.2M | Add +5.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 3.80% | 17,889 | $8.1M | Add +5.5% |
| JPM JPMorgan Chase & Co. | 3.67% | 32,597 | $7.8M | Add +13.7% |
| CMCSA Comcast Corp. Class A | 3.01% | 170,676 | $6.4M | Add +5.3% |
| ABBV Abbvie Inc. | 2.41% | 28,873 | $5.1M | Add +3.9% |
| MPC Marathon Petroleum Corp. | 2.31% | 35,336 | $4.9M | Add +9.7% |
| RTX RTX Corp. | 2.28% | 41,996 | $4.9M | Add +19.4% |
| CSX CSX Corp. | 1.71% | 113,156 | $3.7M | Add +5.5% |
| CVS CVS Health Corp. | 1.61% | 81,530 | $3.4M | Add +15.5% |
| MCD McDonald's Corp. | 1.51% | 11,126 | $3.2M | Add +0.5% |
| GOOG Alphabet Inc. Class C | 1.35% | 15,060 | $2.9M | Add +3.8% |
| PM Philip Morris International | 1.28% | 22,601 | $2.7M | Add +0.3% |
| BA The Boeing Co. | 1.14% | 13,718 | $2.4M | Add +18.4% |
| PSX Phillips 66 | 1.11% | 20,724 | $2.4M | Add +5.0% |
| PEP Pepsico Inc. | 1.04% | 14,591 | $2.2M | Add +11.3% |
| USB US Bancorp | 0.99% | 44,339 | $2.1M | Add +0.1% |
| T AT&T Inc. | 0.99% | 92,478 | $2.1M | Add +7.5% |
| COP Conocophillips | 0.90% | 19,445 | $1.9M | Add +7.8% |
| NVDA Nvidia Corp. | 0.90% | 14,463 | $1.9M | Add +34.6% |
| VZ Verizon Communications Inc. | 0.89% | 47,667 | $1.9M | Add +0.2% |
| PG The Procter & Gamble Co. | 0.83% | 10,555 | $1.8M | Add +8.1% |
| PFE Pfizer Inc. | 0.37% | 30,117 | $799K | Add +22.1% |
| SIRI Sirius XM Holdings Inc. | 0.30% | 28,137 | $642K | No change |
| ARCC Ares Capital Corp. | 0.22% | 22,124 | $479K | Reduce -1.1% |
| OBDC Blue Owl Capital Corp. | 0.16% | 23,441 | $351K | Reduce -0.7% |
| LUMN Lumen Technologies Inc. | 0.10% | 41,672 | $221K | Add +45.7% |
Portfolio Sells Q3 2024 → Q4 2024
| NFLX Netflix Inc. | Sold out | 0.00% | −2.04 |
| BKNG Booking Holdings Inc. | Sold out | 0.00% | −1.45 |
| AMZN Amazon.com Inc. | Sold out | 0.00% | −0.42 |
| V Visa Inc. Class A | Sold out | 0.00% | −0.40 |
| IRM Iron Mountain Inc. | Sold out | 0.00% | −0.37 |
| SWVXX Schwa Prime Adv Money FD-Inv | Sold out | 0.00% | −0.32 |
| LNG Cheniere Energy Inc. | Sold out | 0.00% | −0.28 |
| MA Mastercard Inc. Class A | Sold out | 0.00% | −0.28 |
| CRM Salesforce Inc. | Sold out | 0.00% | −0.21 |
| UNP Union Pacific Corp. | Sold out | 0.00% | −0.19 |
| QQQ Invesco QQQ Trust Series 1 | Sold out | 0.00% | −0.12 |
| AVGO Broadcom Inc. | Sold out | 0.00% | −0.12 |
| PYPL PayPal Holdings Inc. | Sold out | 0.00% | −0.11 |
| LOW Lowe's Cos Inc. | Sold out | 0.00% | −0.10 |
| ARCC Ares Capital Corp. | Reduce -1.1% | 0.22% | −0.01 |
| OBDC Blue Owl Capital Corp. | Reduce -0.7% | 0.16% | −0.01 |
Portfolio Buys Q3 2024 → Q4 2024
| AAPL Apple Inc. | Add +23.7% | 8.75% | +1.63 |
| GOOGL Alphabet Inc. Class A | Add +47.5% | 4.28% | +1.52 |
| WFC Wells Fargo & Co. | Add +5.1% | 3.85% | +0.68 |
| MSFT Microsoft Corp. | Add +20.0% | 7.90% | +0.63 |
| MS Morgan Stanley | Add +5.4% | 4.09% | +0.63 |
| JPM JPMorgan Chase & Co. | Add +13.7% | 3.67% | +0.62 |
| META Meta Platforms Inc. Class A | Add +17.2% | 5.51% | +0.58 |
| DIS The Walt Disney Co. | Add +5.2% | 4.77% | +0.56 |
| GS Goldman Sachs Group Inc. | Add +5.9% | 4.55% | +0.56 |
| BAC Bank of America Corp. | Add +7.5% | 4.13% | +0.40 |
| AXP American Express Co. | Add +7.5% | 4.53% | +0.39 |
| BA The Boeing Co. | Add +18.4% | 1.14% | +0.25 |
| NVDA Nvidia Corp. | Add +34.6% | 0.90% | +0.25 |
| RTX RTX Corp. | Add +19.4% | 2.28% | +0.13 |
| GOOG Alphabet Inc. Class C | Add +3.8% | 1.35% | +0.12 |
| T AT&T Inc. | Add +7.5% | 0.99% | +0.03 |
| ORCL Oracle Corp. | Add +10.7% | 4.57% | +0.02 |
| PFE Pfizer Inc. | Add +22.1% | 0.37% | +0.02 |
| LUMN Lumen Technologies Inc. | Add +45.7% | 0.10% | +0.00 |
| PG The Procter & Gamble Co. | Add +8.1% | 0.83% | −0.02 |
| USB US Bancorp | Add +0.1% | 0.99% | −0.02 |
| COP Conocophillips | Add +7.8% | 0.90% | −0.05 |
| PEP Pepsico Inc. | Add +11.3% | 1.04% | −0.08 |
| AIG American International Group | Add +5.5% | 3.84% | −0.09 |
| PM Philip Morris International | Add +0.3% | 1.28% | −0.10 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +5.5% | 3.80% | −0.13 |
| CSX CSX Corp. | Add +5.5% | 1.71% | −0.15 |
| VZ Verizon Communications Inc. | Add +0.2% | 0.89% | −0.18 |
| MCD McDonald's Corp. | Add +0.5% | 1.51% | −0.19 |
| PSX Phillips 66 | Add +5.0% | 1.11% | −0.20 |
| MPC Marathon Petroleum Corp. | Add +9.7% | 2.31% | −0.33 |
| ABBV Abbvie Inc. | Add +3.9% | 2.41% | −0.36 |
| CMCSA Comcast Corp. Class A | Add +5.3% | 3.01% | −0.40 |
| CVS CVS Health Corp. | Add +15.5% | 1.61% | −0.62 |
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 |