DCM Advisors, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 19, 2025), DCM Advisors, LLC reported 36 stock positions worth $187.5 million. Its top holding was Apple (AAPL) at 7.1% of the portfolio, followed by Microsoft (MSFT, 6.8%) and Meta Platforms Class A (META, 5.1%). Compared with Q4 2024, it opened 1 new position, sold out of 3, added to 3 and reduced 32. The biggest buy was a new position in Dell Technologies -C (DELL) and the biggest sale Apple (AAPL, shares −19%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001839498
- Portfolio Value
- $187.5M (Q1 2025)
- SEC Filing
- 0001839498-25-000002 ↗ filed May 19, 2025
Holdings Value
Holdings 36 stocks · $187.5M
| AAPL Apple Inc. | 7.07% | 60,596 | $13.3M | Reduce -19.3% |
| MSFT Microsoft Corp. | 6.78% | 34,333 | $12.7M | Reduce -14.7% |
| META Meta Platforms Inc. Class A | 5.06% | 16,522 | $9.5M | Reduce -17.6% |
| AIG American International Group | 4.92% | 106,622 | $9.2M | Reduce -5.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 4.81% | 17,050 | $9.0M | Reduce -4.7% |
| GS Goldman Sachs Group Inc. | 4.64% | 16,032 | $8.7M | Reduce -5.6% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 4.60% | 87,823 | $8.6M | Reduce -3.9% |
| AXP American Express Co. | 4.33% | 30,397 | $8.1M | Reduce -6.8% |
| WFC Wells Fargo & Co. | 4.23% | 111,284 | $7.9M | Reduce -4.8% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 4.12% | 186,684 | $7.7M | Reduce -7.0% |
| MS Morgan Stanley | 4.07% | 65,857 | $7.6M | Reduce -5.3% |
| ORCL Oracle Corp. | 3.92% | 53,055 | $7.3M | Reduce -9.7% |
| JPM JPMorgan Chase & Co. | 3.73% | 28,663 | $7.0M | Reduce -12.1% |
| CMCSA Comcast Corp. Class A | 3.08% | 157,413 | $5.8M | Reduce -7.8% |
| ABBV Abbvie Inc. | 2.89% | 25,856 | $5.4M | Reduce -10.4% |
| RH RH | 2.86% | 23,018 | $5.4M | Reduce -1.4% |
| DELL Dell Technologies -C | 2.63% | 54,050 | $4.9M | New |
| GOOGL Alphabet Inc. Class A | 2.62% | 32,361 | $4.9M | Reduce -33.6% |
| CVS CVS Health Corp. | 2.54% | 70,610 | $4.8M | Reduce -13.4% |
| MPC Marathon Petroleum Corp. | 2.49% | 32,225 | $4.7M | Reduce -8.8% |
| RTX RTX Corp. | 2.48% | 35,188 | $4.6M | Reduce -16.2% |
| PM Philip Morris International | 1.91% | 22,545 | $3.6M | Reduce -0.3% |
| MCD McDonald's Corp. | 1.83% | 11,074 | $3.4M | Reduce -0.5% |
| CSX CSX Corp. | 1.67% | 107,207 | $3.1M | Reduce -5.3% |
| PSX Phillips 66 | 1.29% | 19,745 | $2.4M | Reduce -4.7% |
| T AT&T Inc. | 1.28% | 85,816 | $2.4M | Reduce -7.2% |
| NVDA Nvidia Corp. | 1.21% | 21,888 | $2.3M | Add +51.3% |
| GOOG Alphabet Inc. Class C | 1.17% | 14,198 | $2.2M | Reduce -5.7% |
| VZ Verizon Communications Inc. | 1.15% | 47,588 | $2.1M | Reduce -0.2% |
| BA The Boeing Co. | 1.05% | 11,589 | $2.0M | Reduce -15.5% |
| PEP Pepsico Inc. | 1.05% | 13,193 | $2.0M | Reduce -9.6% |
| COP Conocophillips | 1.01% | 18,045 | $1.9M | Reduce -7.2% |
| USB US Bancorp | 0.71% | 44,271 | $1.3M | Reduce -0.1% |
| PFE Pfizer Inc. | 0.36% | 26,456 | $669K | Reduce -12.2% |
| ARCC Ares Capital Corp. | 0.26% | 22,443 | $490K | Add +1.4% |
| OBDC Blue Owl Capital Corp. | 0.20% | 25,289 | $367K | Add +7.9% |
Portfolio Sells Q4 2024 → Q1 2025
| AAPL Apple Inc. | Reduce -19.3% | 7.07% | −1.68 |
| GOOGL Alphabet Inc. Class A | Reduce -33.6% | 2.62% | −1.66 |
| RH RH | Reduce -1.4% | 2.86% | −1.45 |
| MSFT Microsoft Corp. | Reduce -14.7% | 6.78% | −1.12 |
| PG The Procter & Gamble Co. | Sold out | 0.00% | −0.83 |
| ORCL Oracle Corp. | Reduce -9.7% | 3.92% | −0.65 |
| META Meta Platforms Inc. Class A | Reduce -17.6% | 5.06% | −0.45 |
| SIRI Sirius XM Holdings Inc. | Sold out | 0.00% | −0.30 |
| USB US Bancorp | Reduce -0.1% | 0.71% | −0.29 |
| AXP American Express Co. | Reduce -6.8% | 4.33% | −0.20 |
| GOOG Alphabet Inc. Class C | Reduce -5.7% | 1.17% | −0.18 |
| DIS The Walt Disney Co. | Reduce -3.9% | 4.60% | −0.17 |
| LUMN Lumen Technologies Inc. | Sold out | 0.00% | −0.10 |
| BA The Boeing Co. | Reduce -15.5% | 1.05% | −0.09 |
| CSX CSX Corp. | Reduce -5.3% | 1.67% | −0.04 |
| MS Morgan Stanley | Reduce -5.3% | 4.07% | −0.02 |
| PFE Pfizer Inc. | Reduce -12.2% | 0.36% | −0.02 |
| BAC Bank of America Corp. | Reduce -7.0% | 4.12% | −0.01 |
| PEP Pepsico Inc. | Reduce -9.6% | 1.05% | +0.01 |
| JPM JPMorgan Chase & Co. | Reduce -12.1% | 3.73% | +0.06 |
| CMCSA Comcast Corp. Class A | Reduce -7.8% | 3.08% | +0.08 |
| GS Goldman Sachs Group Inc. | Reduce -5.6% | 4.64% | +0.08 |
| COP Conocophillips | Reduce -7.2% | 1.01% | +0.10 |
| MPC Marathon Petroleum Corp. | Reduce -8.8% | 2.49% | +0.18 |
| PSX Phillips 66 | Reduce -4.7% | 1.29% | +0.19 |
| RTX RTX Corp. | Reduce -16.2% | 2.48% | +0.20 |
| VZ Verizon Communications Inc. | Reduce -0.2% | 1.15% | +0.25 |
| T AT&T Inc. | Reduce -7.2% | 1.28% | +0.29 |
| MCD McDonald's Corp. | Reduce -0.5% | 1.83% | +0.32 |
| WFC Wells Fargo & Co. | Reduce -4.8% | 4.23% | +0.38 |
| ABBV Abbvie Inc. | Reduce -10.4% | 2.89% | +0.48 |
| PM Philip Morris International | Reduce -0.3% | 1.91% | +0.63 |
| CVS CVS Health Corp. | Reduce -13.4% | 2.54% | +0.93 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -4.7% | 4.81% | +1.01 |
| AIG American International Group | Reduce -5.2% | 4.92% | +1.08 |
Portfolio Buys Q4 2024 → Q1 2025
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 |