DCM Advisors, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 15, 2025), DCM Advisors, LLC reported 39 stock positions worth $233.3 million. Its top holding was Microsoft (MSFT) at 7.8% of the portfolio, followed by Apple (AAPL, 5.7%) and Meta Platforms Class A (META, 5.6%). Compared with Q1 2025, it opened 3 new positions, added to 31 and reduced 5. The biggest buy was Oracle (ORCL, shares +10%) and the biggest sale Nvidia (NVDA, shares −49%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001839498
- Portfolio Value
- $233.3M (Q2 2025)
- SEC Filing
- 0001839498-25-000004 ↗ filed Aug 15, 2025
Holdings Value
Holdings 39 stocks · $233.3M
| MSFT Microsoft Corp. | 7.77% | 36,520 | $18.1M | Add +6.4% |
| AAPL Apple Inc. | 5.72% | 65,368 | $13.3M | Add +7.9% |
| META Meta Platforms Inc. Class A | 5.65% | 17,843 | $13.2M | Add +8.0% |
| ORCL Oracle Corp. | 5.48% | 58,420 | $12.8M | Add +10.1% |
| GS Goldman Sachs Group Inc. | 5.33% | 17,556 | $12.4M | Add +9.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 5.20% | 97,828 | $12.1M | Add +11.4% |
| AXP American Express Co. | 4.43% | 32,599 | $10.3M | Add +7.2% |
| MS Morgan Stanley | 4.41% | 72,965 | $10.3M | Add +10.8% |
| WFC Wells Fargo & Co. | 4.21% | 122,622 | $9.8M | Add +10.2% |
| AIG American International Group | 4.19% | 114,250 | $9.8M | Add +7.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 4.18% | 206,109 | $9.8M | Add +10.4% |
| JPM JPMorgan Chase & Co. | 3.92% | 31,582 | $9.2M | Add +10.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 3.73% | 17,994 | $8.7M | Add +5.5% |
| DELL Dell Technologies -C | 3.37% | 64,171 | $7.9M | Add +18.7% |
| CMCSA Comcast Corp. Class A | 2.85% | 186,465 | $6.7M | Add +18.5% |
| MPC Marathon Petroleum Corp. | 2.48% | 34,797 | $5.8M | Add +8.0% |
| RH RH | 2.40% | 29,647 | $5.6M | Add +28.8% |
| RTX RTX Corp. | 2.33% | 37,275 | $5.4M | Add +5.9% |
| GOOGL Alphabet Inc. Class A | 2.27% | 30,351 | $5.3M | Reduce -6.2% |
| CVS CVS Health Corp. | 2.24% | 75,637 | $5.2M | Add +7.1% |
| ABBV Abbvie Inc. | 2.22% | 27,915 | $5.2M | Add +8.0% |
| PM Philip Morris International | 1.91% | 24,441 | $4.5M | Add +8.4% |
| CSX CSX Corp. | 1.66% | 118,433 | $3.9M | Add +10.5% |
| MCD McDonald's Corp. | 1.51% | 12,024 | $3.5M | Add +8.6% |
| GOOG Alphabet Inc. Class C | 1.35% | 17,737 | $3.1M | Add +24.9% |
| T AT&T Inc. | 1.25% | 101,103 | $2.9M | Add +17.8% |
| BA The Boeing Co. | 1.13% | 12,543 | $2.6M | Add +8.2% |
| PSX Phillips 66 | 1.12% | 21,854 | $2.6M | Add +10.7% |
| VZ Verizon Communications Inc. | 0.87% | 47,044 | $2.0M | Reduce -1.1% |
| PEP Pepsico Inc. | 0.81% | 14,314 | $1.9M | Add +8.5% |
| COP Conocophillips | 0.76% | 19,677 | $1.8M | Add +9.0% |
| PG The Procter & Gamble Co. | 0.72% | 10,596 | $1.7M | New |
| USB US Bancorp | 0.68% | 35,173 | $1.6M | Reduce -20.6% |
| NVDA Nvidia Corp. | 0.67% | 11,068 | $1.6M | Reduce -49.4% |
| PFE Pfizer Inc. | 0.33% | 31,659 | $767K | Add +19.7% |
| LUMN Lumen Technologies Inc. | 0.32% | 169,200 | $741K | New |
| AGNC AGNC Investment Corp. | 0.20% | 51,929 | $477K | New |
| ARCC Ares Capital Corp. | 0.20% | 23,348 | $471K | Add +4.0% |
| OBDC Blue Owl Capital Corp. | 0.14% | 23,539 | $322K | Reduce -6.9% |
Portfolio Sells Q1 2025 → Q2 2025
Portfolio Buys Q1 2025 → Q2 2025
| ORCL Oracle Corp. | Add +10.1% | 5.48% | +1.56 |
| MSFT Microsoft Corp. | Add +6.4% | 7.77% | +0.99 |
| DELL Dell Technologies -C | Add +18.7% | 3.37% | +0.74 |
| PG The Procter & Gamble Co. | New | 0.72% | +0.72 |
| GS Goldman Sachs Group Inc. | Add +9.5% | 5.33% | +0.69 |
| DIS The Walt Disney Co. | Add +11.4% | 5.20% | +0.60 |
| META Meta Platforms Inc. Class A | Add +8.0% | 5.65% | +0.59 |
| MS Morgan Stanley | Add +10.8% | 4.41% | +0.34 |
| LUMN Lumen Technologies Inc. | New | 0.32% | +0.32 |
| AGNC AGNC Investment Corp. | New | 0.20% | +0.20 |
| JPM JPMorgan Chase & Co. | Add +10.2% | 3.92% | +0.20 |
| GOOG Alphabet Inc. Class C | Add +24.9% | 1.35% | +0.18 |
| AXP American Express Co. | Add +7.2% | 4.43% | +0.11 |
| BA The Boeing Co. | Add +8.2% | 1.13% | +0.08 |
| BAC Bank of America Corp. | Add +10.4% | 4.18% | +0.06 |
| PM Philip Morris International | Add +8.4% | 1.91% | +0.00 |
| MPC Marathon Petroleum Corp. | Add +8.0% | 2.48% | −0.02 |
| CSX CSX Corp. | Add +10.5% | 1.66% | −0.02 |
| WFC Wells Fargo & Co. | Add +10.2% | 4.21% | −0.02 |
| T AT&T Inc. | Add +17.8% | 1.25% | −0.02 |
| PFE Pfizer Inc. | Add +19.7% | 0.33% | −0.03 |
| ARCC Ares Capital Corp. | Add +4.0% | 0.20% | −0.06 |
| RTX RTX Corp. | Add +5.9% | 2.33% | −0.14 |
| PSX Phillips 66 | Add +10.7% | 1.12% | −0.18 |
| CMCSA Comcast Corp. Class A | Add +18.5% | 2.85% | −0.23 |
| PEP Pepsico Inc. | Add +8.5% | 0.81% | −0.24 |
| COP Conocophillips | Add +9.0% | 0.76% | −0.25 |
| CVS CVS Health Corp. | Add +7.1% | 2.24% | −0.30 |
| MCD McDonald's Corp. | Add +8.6% | 1.51% | −0.33 |
| RH RH | Add +28.8% | 2.40% | −0.46 |
| ABBV Abbvie Inc. | Add +8.0% | 2.22% | −0.67 |
| AIG American International Group | Add +7.2% | 4.19% | −0.73 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +5.5% | 3.73% | −1.08 |
| AAPL Apple Inc. | Add +7.9% | 5.72% | −1.35 |
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 |