DCM Advisors, LLC

13F filer · CIK 0001839498

Reported Aug 13, 2026

Net seller this quarter

13F portfolio value$253MU.S. long equity reported on 13F

Positions381 new · 1 closed

Net flow last quarter-$1.4MBuys minus sells

Top 10 positions weight44.3%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 13, 202638 positions
AAPLApple Inc.	$14.2M	5.62%	0.00%	+3.4%	Q4 2020
MSFTMicrosoft Corp	$13M	5.14%	0.00%	+5.1%	Q4 2020
MSMorgan Stanley	$11.9M	4.70%	0.00%	-4.2%	Q2 2021
BACBank of America Corp	$11.6M	4.57%	0.00%	+3.7%	Q4 2020
GSGoldman Sachs Group Inc	$11.1M	4.39%	0.00%	-11.4%	Q3 2021
DELLDell Technologies Inc.	$10.4M	4.12%	0.00%	-58.7%	Q1 2021
JPMJPMorgan Chase & Co	$10.2M	4.02%	0.00%	+3.8%	Q4 2020
WFCWells Fargo & Company	$10M	3.96%	0.00%	+3.9%	Q3 2021
METAMeta Platforms, Inc.	$9.85M	3.89%	Not reported	+3.5%	Q4 2020
DISWalt Disney Co	$9.75M	3.85%	0.01%	+8.2%	Q4 2020
BRK.BBerkshire Hathaway Inc	$9.67M	3.82%	Not reported	+12.3%	Q1 2021
AXPAmerican Express Co	$9.02M	3.56%	0.00%	+4.2%	Q3 2021
TRIPTripAdvisor, Inc.	$8.78M	3.47%	0.55%	+35.9%	Q3 2025
AIGAmerican International Group, Inc.	$8.77M	3.46%	0.02%	+8.2%	Q3 2021
MPCMarathon Petroleum Corp	$8.74M	3.45%	0.01%	+2.9%	Q3 2021
CMCSAComcast Corp	$7.78M	3.07%	0.01%	+5.7%	Q1 2021
GOOGLAlphabet Inc.	$7.78M	3.07%	0.00%	-19.6%	Q4 2020
CVSCVS HEALTH Corp	$7.7M	3.04%	0.01%	+3.1%	Q3 2021
ORCLOracle Corp	$7.2M	2.84%	0.00%	+5.2%	Q3 2021
ABBVAbbVie Inc.	$7.15M	2.82%	0.00%	+2.9%	Q3 2021
RTXRTX Corp	$6.91M	2.73%	0.00%	+2.6%	Q3 2021
CSXCSX Corp	$5.6M	2.21%	0.01%	+4.3%	Q4 2020
GOOGAlphabet Inc.	$5.39M	2.13%	Not reported	-2.6%	Q4 2020
NKENIKE, Inc.	$5.01M	1.98%	0.01%	Not reported	Q4 2020
PFEPfizer Inc	$4.9M	1.94%	0.00%	+563.0%	Q3 2021
RHRH	$4.74M	1.87%	0.15%	+8.4%	Q2 2022
PMPhilip Morris International Inc.	$4.52M	1.79%	0.00%	+3.0%	Q1 2021
PSXPhillips 66	$3.68M	1.45%	0.01%	+4.4%	Q3 2021
MCDMcdonalds Corp	$3.23M	1.27%	0.00%	+3.7%	Q3 2021
BABoeing Co	$2.7M	1.06%	0.00%	+3.4%	Q3 2021
COPConocophillips	$2.02M	0.80%	0.00%	+3.9%	Q3 2021
TAt&T Inc.	$2.01M	0.80%	0.00%	+7.6%	Q4 2020
VZVerizon Communications Inc	$1.93M	0.76%	0.00%	+0.3%	Q4 2020
PEPPepsico Inc	$1.91M	0.75%	0.00%	+3.7%	Q3 2021
NVDANvidia Corp	$1.79M	0.71%	0.00%	-16.9%	Q4 2020
PGPROCTER & GAMBLE Co	$1.54M	0.61%	0.00%	+3.6%	Q3 2021
ARCCAres Capital Corp	$432K	0.17%	0.00%	+1.4%	Q2 2021
OBDCBlue Owl Capital Corp	$285K	0.11%	0.01%	+1.9%	Q3 2021
Q1 2026Reported May 15, 202638 positions
MSFTMicrosoft Corp	$12.3M	5.59%	0.00%	-2.9%	Q4 2020
AAPLApple Inc.	$12.1M	5.49%	0.00%	-2.9%	Q4 2020
METAMeta Platforms, Inc.	$9.67M	4.40%	Not reported	-1.5%	Q4 2020
DELLDell Technologies Inc.	$9.63M	4.38%	0.01%	-0.8%	Q1 2021
BACBank of America Corp	$9.56M	4.35%	0.00%	-0.6%	Q4 2020
WFCWells Fargo & Company	$9.29M	4.22%	0.00%	-0.5%	Q3 2021
MSMorgan Stanley	$9.04M	4.11%	0.00%	-10.1%	Q2 2021
DISWalt Disney Co	$9.03M	4.11%	0.01%	-0.5%	Q4 2020
GSGoldman Sachs Group Inc	$8.98M	4.08%	0.00%	-12.1%	Q3 2021
JPMJPMorgan Chase & Co	$8.81M	4.01%	0.00%	-1.0%	Q4 2020
CMCSAComcast Corp	$8.61M	3.92%	0.01%	-14.4%	Q1 2021
BRK.BBerkshire Hathaway Inc	$8.26M	3.76%	Not reported	+0.1%	Q1 2021
AIGAmerican International Group, Inc.	$8.18M	3.72%	0.02%	-0.7%	Q3 2021
MPCMarathon Petroleum Corp	$8.11M	3.69%	0.01%	-1.2%	Q3 2021
GOOGLAlphabet Inc.	$7.82M	3.56%	0.00%	-2.5%	Q4 2020
AXPAmerican Express Co	$7.74M	3.52%	0.00%	-0.4%	Q3 2021
ORCLOracle Corp	$6.89M	3.13%	0.00%	+0.6%	Q3 2021
RTXRTX Corp	$6.85M	3.11%	0.00%	-1.9%	Q3 2021
ABBVAbbVie Inc.	$6M	2.73%	0.00%	-0.8%	Q3 2021
CVSCVS HEALTH Corp	$5.18M	2.36%	0.01%	-0.8%	Q3 2021
TRIPTripAdvisor, Inc.	$5.02M	2.29%	0.41%	+32.5%	Q3 2025
CSXCSX Corp	$4.63M	2.11%	0.01%	-0.5%	Q4 2020
GOOGAlphabet Inc.	$4.5M	2.05%	Not reported	-0.4%	Q4 2020
PMPhilip Morris International Inc.	$4.01M	1.82%	0.00%	-0.5%	Q1 2021
PSXPhillips 66	$3.8M	1.73%	0.01%	-0.4%	Q3 2021
RHRH	$3.71M	1.69%	0.14%	-5.9%	Q2 2022
MCDMcdonalds Corp	$3.58M	1.63%	0.00%	Not reported	Q3 2021
TAt&T Inc.	$2.62M	1.19%	0.00%	-2.0%	Q4 2020
COPConocophillips	$2.47M	1.12%	0.00%	-0.7%	Q3 2021
BABoeing Co	$2.4M	1.09%	0.00%	-1.4%	Q3 2021
VZVerizon Communications Inc	$2.28M	1.04%	0.00%	Not reported	Q4 2020
PEPPepsico Inc	$2.11M	0.96%	0.00%	-1.0%	Q3 2021
NVDANvidia Corp	$1.94M	0.88%	0.00%	Not reported	Q4 2020
USBUS Bancorp \de\	$1.73M	0.79%	0.00%	Not reported	Q3 2021
PGPROCTER & GAMBLE Co	$1.46M	0.66%	0.00%	-0.5%	Q3 2021
PFEPfizer Inc	$862K	0.39%	0.00%	-2.6%	Q3 2021
ARCCAres Capital Corp	$414K	0.19%	0.00%	+7.5%	Q2 2021
OBDCBlue Owl Capital Corp	$285K	0.13%	0.01%	+11.7%	Q3 2021
Q4 2025Reported Feb 18, 202638 positions
MSFTMicrosoft Corp	$16.5M	6.86%	0.00%	-0.4%	Q4 2020
AAPLApple Inc.	$13.3M	5.52%	0.00%	-21.3%	Q4 2020
GSGoldman Sachs Group Inc	$12.9M	5.36%	0.01%	-4.2%	Q3 2021
MSMorgan Stanley	$12.1M	5.00%	0.00%	-3.0%	Q2 2021
METAMeta Platforms, Inc.	$11.3M	4.70%	Not reported	-0.3%	Q4 2020
WFCWells Fargo & Company	$10.9M	4.53%	0.00%	-0.3%	Q3 2021
BACBank of America Corp	$10.8M	4.50%	0.00%	-0.3%	Q4 2020
DISWalt Disney Co	$10.7M	4.45%	0.01%	Not reported	Q4 2020
CMCSAComcast Corp	$10.5M	4.34%	0.01%	+101.9%	Q1 2021
JPMJPMorgan Chase & Co	$9.75M	4.05%	0.00%	Not reported	Q4 2020
AXPAmerican Express Co	$9.51M	3.95%	0.00%	-16.9%	Q3 2021
AIGAmerican International Group, Inc.	$9.36M	3.89%	0.02%	Not reported	Q3 2021
ORCLOracle Corp	$9.07M	3.77%	0.00%	-1.3%	Q3 2021
GOOGLAlphabet Inc.	$8.74M	3.63%	0.00%	-6.3%	Q4 2020
BRK.BBerkshire Hathaway Inc	$8.66M	3.59%	Not reported	Not reported	Q1 2021
DELLDell Technologies Inc.	$7.45M	3.09%	0.01%	-2.9%	Q1 2021
RTXRTX Corp	$6.64M	2.75%	0.00%	Not reported	Q3 2021
ABBVAbbVie Inc.	$6.36M	2.64%	0.00%	Not reported	Q3 2021
CVSCVS HEALTH Corp	$5.77M	2.40%	0.01%	Not reported	Q3 2021
MPCMarathon Petroleum Corp	$5.47M	2.27%	0.01%	Not reported	Q3 2021
TRIPTripAdvisor, Inc.	$5.18M	2.15%	0.31%	+668.9%	Q3 2025
RHRH	$5.05M	2.10%	0.15%	+6.3%	Q2 2022
GOOGAlphabet Inc.	$4.94M	2.05%	Not reported	-2.9%	Q4 2020
CSXCSX Corp	$4.11M	1.71%	0.01%	Not reported	Q4 2020
PMPhilip Morris International Inc.	$3.91M	1.62%	0.00%	Not reported	Q1 2021
MCDMcdonalds Corp	$3.52M	1.46%	0.00%	Not reported	Q3 2021
PSXPhillips 66	$2.7M	1.12%	0.01%	Not reported	Q3 2021
BABoeing Co	$2.65M	1.10%	0.00%	Not reported	Q3 2021
TAt&T Inc.	$2.29M	0.95%	0.00%	Not reported	Q4 2020
PEPPepsico Inc	$1.97M	0.82%	0.00%	Not reported	Q3 2021
VZVerizon Communications Inc	$1.85M	0.77%	0.00%	Not reported	Q4 2020
USBUS Bancorp \de\	$1.77M	0.74%	0.00%	Not reported	Q3 2021
COPConocophillips	$1.76M	0.73%	0.00%	0.0%	Q3 2021
PGPROCTER & GAMBLE Co	$1.46M	0.60%	0.00%	Not reported	Q3 2021
PFEPfizer Inc	$785K	0.33%	0.00%	-3.8%	Q3 2021
ARCCAres Capital Corp	$431K	0.18%	0.00%	+1.4%	Q2 2021
GBTGGlobal Business Travel Group, Inc.	$410K	0.17%	0.01%	New	Q4 2025
OBDCBlue Owl Capital Corp	$285K	0.12%	0.00%	+1.9%	Q3 2021
Q3 2025Reported Nov 13, 202538 positions
MSFTMicrosoft Corp	$17.8M	7.50%	0.00%	-5.8%	Q4 2020
AAPLApple Inc.	$15.9M	6.69%	0.00%	-4.1%	Q4 2020
ORCLOracle Corp	$13.3M	5.59%	0.00%	-19.3%	Q3 2021
METAMeta Platforms, Inc.	$12.6M	5.33%	Not reported	-3.6%	Q4 2020
GSGoldman Sachs Group Inc	$12.2M	5.15%	0.01%	-12.7%	Q3 2021
MSMorgan Stanley	$11.1M	4.69%	0.00%	-4.0%	Q2 2021
DISWalt Disney Co	$10.8M	4.55%	0.01%	-3.8%	Q4 2020
AXPAmerican Express Co	$10.3M	4.34%	0.00%	-4.4%	Q3 2021
BACBank of America Corp	$10.2M	4.30%	0.00%	-4.1%	Q4 2020
WFCWells Fargo & Company	$9.85M	4.15%	0.00%	-4.1%	Q3 2021
JPMJPMorgan Chase & Co	$9.54M	4.02%	0.00%	-4.2%	Q4 2020
BRK.BBerkshire Hathaway Inc	$8.66M	3.65%	Not reported	-3.8%	Q1 2021
DELLDell Technologies Inc.	$8.63M	3.64%	0.01%	-5.1%	Q1 2021
AIGAmerican International Group, Inc.	$8.6M	3.62%	0.02%	-4.2%	Q3 2021
GOOGLAlphabet Inc.	$7.31M	3.08%	0.00%	0.0%	Q4 2020
MPCMarathon Petroleum Corp	$6.48M	2.73%	0.01%	-3.4%	Q3 2021
ABBVAbbVie Inc.	$6.45M	2.72%	0.00%	-0.3%	Q3 2021
RTXRTX Corp	$6.05M	2.55%	0.00%	-2.9%	Q3 2021
CVSCVS HEALTH Corp	$5.48M	2.31%	0.01%	-3.8%	Q3 2021
CMCSAComcast Corp	$5.45M	2.30%	0.00%	-7.0%	Q1 2021
RHRH	$5.39M	2.27%	0.14%	-10.5%	Q2 2022
CSXCSX Corp	$4.03M	1.70%	0.01%	-4.2%	Q4 2020
PMPhilip Morris International Inc.	$3.95M	1.67%	0.00%	-0.3%	Q1 2021
GOOGAlphabet Inc.	$3.95M	1.66%	Not reported	-8.6%	Q4 2020
MCDMcdonalds Corp	$3.5M	1.48%	0.00%	-4.3%	Q3 2021
PSXPhillips 66	$2.85M	1.20%	0.01%	-4.2%	Q3 2021
BABoeing Co	$2.64M	1.11%	0.00%	-2.5%	Q3 2021
TAt&T Inc.	$2.6M	1.10%	0.00%	-8.8%	Q4 2020
VZVerizon Communications Inc	$2M	0.84%	0.00%	-3.4%	Q4 2020
PEPPepsico Inc	$1.93M	0.81%	0.00%	-4.1%	Q3 2021
COPConocophillips	$1.78M	0.75%	0.00%	-4.4%	Q3 2021
USBUS Bancorp \de\	$1.61M	0.68%	0.00%	-5.6%	Q3 2021
PGPROCTER & GAMBLE Co	$1.56M	0.66%	0.00%	-4.1%	Q3 2021
PFEPfizer Inc	$835K	0.35%	0.00%	+3.6%	Q3 2021
TRIPTripAdvisor, Inc.	$752K	0.32%	0.04%	New	Q3 2025
ARCCAres Capital Corp	$429K	0.18%	0.00%	-1.8%	Q2 2021
SABRSabre Corp	$406K	0.17%	0.06%	New	Q3 2025
OBDCBlue Owl Capital Corp	$288K	0.12%	0.00%	+0.5%	Q3 2021

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