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Dcm Advisors, LLC Top Holdings and 13F Report (2025)

About Dcm Advisors, LLC

Investment Activity

  • Dcm Advisors, LLC has $187.48 million in total holdings as of March 31, 2025.
  • Dcm Advisors, LLC owns shares of 36 different stocks, but just 20 companies or ETFs make up 80% of its holdings.
  • Approximately 3.06% of the portfolio was purchased this quarter.
  • About 12.16% of the portfolio was sold this quarter.
  • This quarter, Dcm Advisors, LLC has purchased 38 new stocks and bought additional shares in 3 stocks.
  • Dcm Advisors, LLC sold shares of 32 stocks and completely divested from 3 stocks this quarter.

Largest Holdings

Apple
$13,254,151
Microsoft
$12,710,954
Meta Platforms
$9,479,393

Largest New Holdings this Quarter

24703L202 - Dell Technologies
$4,926,658 Holding

Largest Purchases this Quarter

Dell Technologies
54,050 shares (about $4.93M)
NVIDIA
7,425 shares (about $769.77K)
Blue Owl Capital
1,848 shares (about $26.85K)
Ares Capital
319 shares (about $6.96K)

Largest Sales this Quarter

Apple
14,484 shares (about $3.17M)
Alphabet
16,395 shares (about $2.49M)
Microsoft
5,928 shares (about $2.19M)
Meta Platforms
3,523 shares (about $2.02M)
JPMorgan Chase & Co.
3,934 shares (about $959.69K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofDcm Advisors, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Apple Inc. stock logo
AAPL
Apple
$13,254,151$3,168,082 -19.3%60,5967.1%Computer and Technology
Microsoft Co. stock logo
MSFT
Microsoft
$12,710,954$2,194,697 -14.7%34,3336.8%Computer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$9,479,393$2,021,299 -17.6%16,5225.1%Computer and Technology
American International Group, Inc. stock logo
AIG
American International Group
$9,220,248$505,625 -5.2%106,6224.9%Finance
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$9,025,633$444,135 -4.7%17,0504.8%Finance
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$8,696,391$516,402 -5.6%16,0324.6%Finance
The Walt Disney Company stock logo
DIS
Walt Disney
$8,625,259$346,393 -3.9%87,8234.6%Consumer Discretionary
American Express stock logo
AXP
American Express
$8,110,482$588,868 -6.8%30,3974.3%Finance
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$7,929,134$404,494 -4.9%111,2844.2%Finance
Bank of America Co. stock logo
BAC
Bank of America
$7,733,195$578,776 -7.0%186,6844.1%Finance
Morgan Stanley stock logo
MS
Morgan Stanley
$7,627,418$424,588 -5.3%65,8574.1%Finance
Oracle Co. stock logo
ORCL
Oracle
$7,347,740$785,393 -9.7%53,0553.9%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$6,992,277$959,691 -12.1%28,6633.7%Finance
Comcast Co. stock logo
CMCSA
Comcast
$5,776,215$486,681 -7.8%157,4133.1%Consumer Discretionary
AbbVie Inc. stock logo
ABBV
AbbVie
$5,411,692$631,462 -10.4%25,8562.9%Medical
RH stock logo
RH
RH
$5,368,692$75,803 -1.4%23,0182.9%Consumer Staples
Dell Technologies Inc. stock logo
DELL
Dell Technologies
$4,926,658$4,926,658 New Holding54,0502.6%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$4,911,346$2,488,227 -33.6%32,3612.6%Computer and Technology
CVS Health Co. stock logo
CVS
CVS Health
$4,760,860$736,278 -13.4%70,6102.5%Medical
Marathon Petroleum Co. stock logo
MPC
Marathon Petroleum
$4,674,755$451,301 -8.8%32,2252.5%Energy
RTX Co. stock logo
RTX
RTX
$4,643,518$898,405 -16.2%35,1882.5%Aerospace
Philip Morris International Inc. stock logo
PM
Philip Morris International
$3,574,917$8,880 -0.2%22,5451.9%Consumer Staples
McDonald's Co. stock logo
MCD
McDonald's
$3,440,131$16,154 -0.5%11,0741.8%Retail/Wholesale
CSX Co. stock logo
CSX
CSX
$3,137,974$174,129 -5.3%107,2071.7%Transportation
Phillips 66 stock logo
PSX
Phillips 66
$2,424,653$120,220 -4.7%19,7451.3%Energy
AT&T Inc. stock logo
T
AT&T
$2,397,098$186,090 -7.2%85,8161.3%Computer and Technology
NVIDIA Co. stock logo
NVDA
NVIDIA
$2,269,201$769,774 51.3%21,8881.2%Computer and Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$2,190,108$132,968 -5.7%14,1981.2%Computer and Technology
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$2,149,883$3,569 -0.2%47,5881.1%Computer and Technology
The Boeing Company stock logo
BA
Boeing
$1,969,682$361,848 -15.5%11,5891.1%Aerospace
PepsiCo, Inc. stock logo
PEP
PepsiCo
$1,967,709$208,509 -9.6%13,1931.0%Consumer Staples
ConocoPhillips stock logo
COP
ConocoPhillips
$1,884,324$146,193 -7.2%18,0451.0%Energy
U.S. Bancorp stock logo
USB
U.S. Bancorp
$1,324,104$2,034 -0.2%44,2710.7%Finance
Pfizer Inc. stock logo
PFE
Pfizer
$668,849$92,556 -12.2%26,4560.4%Medical
Ares Capital Co. stock logo
ARCC
Ares Capital
$489,509$6,958 1.4%22,4430.3%Finance
Blue Owl Capital Co. stock logo
OBDC
Blue Owl Capital
$367,427$26,850 7.9%25,2890.2%Finance
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$0$1,769,546 -100.0%00.0%Consumer Staples
Sirius XM Holdings Inc
$0$641,524 -100.0%00.0%COM
Lumen Technologies, Inc. stock logo
LUMN
Lumen Technologies
$0$221,278 -100.0%00.0%Business Services

Showing largest 100 holdings. View all holdings.
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