Dcm Advisors, LLC Top Holdings and 13F Report (2025) About Dcm Advisors, LLCInvestment ActivityDcm Advisors, LLC has $233.27 million in total holdings as of June 30, 2025.Dcm Advisors, LLC owns shares of 39 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 9.80% of the portfolio was purchased this quarter.About 1.00% of the portfolio was sold this quarter.This quarter, Dcm Advisors, LLC has purchased 36 new stocks and bought additional shares in 31 stocks.Dcm Advisors, LLC sold shares of 5 stocks and completely divested from 0 stocks this quarter.Largest Holdings Microsoft $18,117,911Apple $13,336,568Meta Platforms $13,169,740Oracle $12,772,272The Goldman Sachs Group $12,425,259 Largest New Holdings this Quarter 742718109 - Procter & Gamble $1,688,155 Holding550241103 - Lumen Technologies $741,096 Holding00123Q104 - AGNC Investment $477,228 Holding Largest Purchases this Quarter Procter & Gamble 10,596 shares (about $1.69M)RH 6,629 shares (about $1.25M)Dell Technologies 10,121 shares (about $1.24M)Walt Disney 10,005 shares (about $1.24M)Oracle 5,365 shares (about $1.17M) Largest Sales this Quarter NVIDIA 10,820 shares (about $1.52M)U.S. Bancorp 9,098 shares (about $411.68K)Alphabet 2,010 shares (about $350.82K)Blue Owl Capital 1,750 shares (about $23.97K)Verizon Communications 544 shares (about $23.54K) Sector Allocation Over TimeMap of 500 Largest Holdings ofDcm Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$18,117,911$1,084,991 ▲6.4%36,5207.8%Computer and TechnologyAAPLApple$13,336,568$973,597 ▲7.9%65,3685.7%Computer and TechnologyMETAMeta Platforms$13,169,740$975,017 ▲8.0%17,8435.6%Computer and TechnologyORCLOracle$12,772,272$1,172,941 ▲10.1%58,4205.5%Computer and TechnologyGSThe Goldman Sachs Group$12,425,259$1,078,611 ▲9.5%17,5565.3%FinanceDISWalt Disney$12,130,118$1,240,563 ▲11.4%97,8285.2%Consumer DiscretionaryAXPAmerican Express$10,339,005$698,380 ▲7.2%32,5994.4%FinanceMSMorgan Stanley$10,277,850$1,001,233 ▲10.8%72,9654.4%FinanceWFCWells Fargo & Company$9,824,475$908,401 ▲10.2%122,6224.2%FinanceAIGAmerican International Group$9,778,657$652,880 ▲7.2%114,2504.2%FinanceBACBank of America$9,753,078$919,191 ▲10.4%206,1094.2%FinanceJPMJPMorgan Chase & Co.$9,155,938$846,247 ▲10.2%31,5823.9%FinanceBRK.BBerkshire Hathaway$8,702,570$456,554 ▲5.5%17,9943.7%FinanceDELLDell Technologies$7,867,365$1,240,835 ▲18.7%64,1713.4%Computer and TechnologyCMCSAComcast$6,654,936$1,036,866 ▲18.5%186,4652.9%Consumer DiscretionaryMPCMarathon Petroleum$5,780,130$427,235 ▲8.0%34,7972.5%EnergyRHRH$5,603,579$1,252,947 ▲28.8%29,6472.4%Consumer StaplesRTXRTX$5,442,895$304,744 ▲5.9%37,2752.3%AerospaceGOOGLAlphabet$5,297,408$350,822 ▼-6.2%30,3512.3%Computer and TechnologyCVSCVS Health$5,217,440$346,762 ▲7.1%75,6372.2%MedicalABBVAbbVie$5,181,582$382,192 ▲8.0%27,9152.2%MedicalPMPhilip Morris International$4,451,439$345,318 ▲8.4%24,4411.9%Consumer StaplesCSXCSX$3,864,469$366,304 ▲10.5%118,4331.7%TransportationMCDMcDonald's$3,513,052$277,561 ▲8.6%12,0241.5%Retail/WholesaleGOOGAlphabet$3,146,391$627,788 ▲24.9%17,7371.3%Computer and TechnologyTAT&T$2,925,921$442,406 ▲17.8%101,1031.3%Computer and TechnologyBABoeing$2,628,135$199,892 ▲8.2%12,5431.1%AerospacePSXPhillips 66$2,607,182$251,604 ▲10.7%21,8541.1%EnergyVZVerizon Communications$2,035,594$23,539 ▼-1.1%47,0440.9%Computer and TechnologyPEPPepsiCo$1,890,049$148,019 ▲8.5%14,3140.8%Consumer StaplesCOPConocoPhillips$1,765,802$146,455 ▲9.0%19,6770.8%EnergyPGProcter & Gamble$1,688,155$1,688,155 ▲New Holding10,5960.7%Consumer StaplesUSBU.S. Bancorp$1,591,578$411,684 ▼-20.6%35,1730.7%FinanceNVDANVIDIA$1,558,027$1,523,116 ▼-49.4%11,0680.7%Computer and TechnologyPFEPfizer$767,415$126,121 ▲19.7%31,6590.3%MedicalLUMNLumen Technologies$741,096$741,096 ▲New Holding169,2000.3%UtilitiesAGNCAGNC Investment$477,228$477,228 ▲New Holding51,9290.2%FinanceARCCAres Capital$471,344$18,270 ▲4.0%23,3480.2%FinanceOBDCBlue Owl Capital$322,357$23,966 ▼-6.9%23,5390.1%FinanceShowing largest 100 holdings. 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