DCM Advisors, LLC
DCM Advisors, LLC reported 38 holdings worth US$253M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 13, 2026
DCM Advisors, LLC reported 38 holdings worth US$253M as of Jun 30, 2026. Largest: Apple Inc, Alphabet Inc (google) Class C and Microsoft Corp. Filed Aug 13, 2026 (Form 13F).
- Holdings
- 38
- Value as reported
- US$253M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 49,554 | US$14.2M | 5.6% |
| Alphabet Inc (google) Class C | 37,384 | US$13.2M | 5.2% |
| Microsoft Corp. | 35,002 | US$13M | 5.1% |
| Morgan Stanley | 58,482 | US$11.9M | 4.7% |
| Bank Of America Corporation | 203K | US$11.6M | 4.6% |
| Goldman Sachs Group, Inc. (the) | 11,443 | US$11.1M | 4.4% |
| Dell Technologies Inc. | 24,212 | US$10.4M | 4.1% |
| Jp Morgan Chase & Co. | 31,070 | US$10.2M | 4.0% |
| Wells Fargo & Company | 121K | US$10M | 4.0% |
| Meta Platforms, Inc. | 17,485 | US$9.85M | 3.9% |
| Walt Disney Company (the) | 101K | US$9.75M | 3.9% |
| Berkshire Hathaway Inc. | 19,452 | US$9.67M | 3.8% |
| American Express Company | 26,858 | US$9.02M | 3.6% |
| Tripadvisor, Inc. | 640K | US$8.78M | 3.5% |
| American International Group, Inc. New | 118K | US$8.77M | 3.5% |
| Marathon Petroleum Corporation | 34,182 | US$8.74M | 3.5% |
| Comcast Corporation | 317K | US$7.78M | 3.1% |
| Cvs Health Corporation | 74,423 | US$7.7M | 3.0% |
| Oracle Corporation | 49,237 | US$7.2M | 2.8% |
| Abbvie Inc. | 28,403 | US$7.15M | 2.8% |
| Rtx Corporation | 36,417 | US$6.91M | 2.7% |
| Csx Corporation | 118K | US$5.6M | 2.2% |
| Nike, Inc. | 122K | US$5.01M | 2.0% |
| Pfizer, Inc. | 204K | US$4.9M | 1.9% |
| Rh | 28,782 | US$4.74M | 1.9% |
| Philip Morris International Inc | 24,994 | US$4.52M | 1.8% |
| Phillips 66 | 21,757 | US$3.68M | 1.5% |
| Mcdonald's Corporation | 11,934 | US$3.23M | 1.3% |
| Boeing Company (the) | 12,461 | US$2.7M | 1.1% |
| Conocophillips | 19,410 | US$2.02M | 0.80% |
| At&t Inc. | 97,301 | US$2.01M | 0.80% |
| Verizon Communications Inc. | 45,577 | US$1.93M | 0.76% |
| Pepsico, Inc. | 14,097 | US$1.91M | 0.75% |
| Nvidia Corporation | 10,336 | US$1.79M | 0.71% |
| Procter & Gamble Company (the) | 10,473 | US$1.54M | 0.61% |
| Ares Capital Corporation | 25,341 | US$432K | 0.17% |
| Blue Owl Capital Corporation | 27,435 | US$285K | 0.11% |
| U.s. Bancorp | 0 | US$0 | 0.00% |
Source
View original at SEC
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