Dcm Advisors, LLC Top Holdings and 13F Report (2026) About Dcm Advisors, LLCInvestment ActivityDcm Advisors, LLC has $253.30 million in total holdings as of June 30, 2026.Dcm Advisors, LLC owns shares of 38 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 7.89% of the portfolio was purchased this quarter.About 8.27% of the portfolio was sold this quarter.This quarter, Dcm Advisors, LLC has purchased 38 new stocks and bought additional shares in 31 stocks.Dcm Advisors, LLC sold shares of 6 stocks and completely divested from 1 stock this quarter.Largest Holdings Apple $14,231,144Microsoft $13,018,958Morgan Stanley $11,912,772Bank of America $11,587,966The Goldman Sachs Group $11,129,115 Largest New Holdings this Quarter 654106103 - NIKE $5,014,381 Holding Largest Purchases this Quarter NIKE 122,153 shares (about $5.01M)Pfizer 172,914 shares (about $4.16M)TripAdvisor 169,155 shares (about $2.32M)Berkshire Hathaway 2,133 shares (about $1.06M)Walt Disney 7,635 shares (about $734.73K) Largest Sales this Quarter Dell Technologies 34,468 shares (about $14.87M)Alphabet 5,429 shares (about $1.89M)The Goldman Sachs Group 1,469 shares (about $1.43M)Morgan Stanley 2,541 shares (about $517.60K)NVIDIA 2,096 shares (about $363.54K) 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 PortfolioSectorAAPLApple$14,231,144$473,567 â–²3.4%49,5545.6%TechnologyMSFTMicrosoft$13,018,958$627,850 â–²5.1%35,0025.1%TechnologyMSMorgan Stanley$11,912,772$517,601 â–¼-4.2%58,4824.7%FinanceBACBank of America$11,587,966$417,777 â–²3.7%203,3694.6%FinanceGSThe Goldman Sachs Group$11,129,115$1,428,705 â–¼-11.4%11,4434.4%FinanceDELLDell Technologies$10,446,510$14,871,564 â–¼-58.7%24,2124.1%TechnologyJPMJPMorgan Chase & Co.$10,170,143$368,246 â–²3.8%31,0704.0%FinanceWFCWells Fargo & Company$10,018,612$379,483 â–²3.9%121,2324.0%FinanceMETAMeta Platforms$9,849,126$328,398 â–²3.4%17,4853.9%Communication ServicesDISWalt Disney$9,753,572$734,730 â–²8.1%101,3553.9%Communication ServicesBRK.BBerkshire Hathaway$9,668,536$1,060,199 â–²12.3%19,4523.8%FinanceAXPAmerican Express$9,021,807$359,421 â–²4.1%26,8583.6%FinanceTRIPTripAdvisor$8,780,432$2,319,115 â–²35.9%640,4403.5%Communication ServicesAIGAmerican International Group$8,766,293$665,702 â–²8.2%117,6213.5%FinanceMPCMarathon Petroleum$8,739,312$244,165 â–²2.9%34,1823.5%EnergyCMCSAComcast$7,783,995$421,376 â–²5.7%317,0673.1%Communication ServicesGOOGLAlphabet$7,779,445$1,894,863 â–¼-19.6%22,2893.1%Communication ServicesCVSCVS Health$7,699,059$233,176 â–²3.1%74,4233.0%HealthcareORCLOracle$7,200,001$354,758 â–²5.2%49,2372.8%TechnologyABBVAbbVie$7,147,331$201,060 â–²2.9%28,4032.8%HealthcareRTXRTX$6,909,397$175,311 â–²2.6%36,4172.7%IndustrialsCSXCSX$5,597,323$231,424 â–²4.3%117,7642.2%IndustrialsGOOGAlphabet$5,394,537$143,802 â–¼-2.6%15,2682.1%Communication ServicesNKENIKE$5,014,381$5,014,381 â–²New Holding122,1532.0%Consumer DiscretionaryPFEPfizer$4,903,360$4,163,767 â–²563.0%203,6281.9%HealthcareRHRH$4,741,259$367,842 â–²8.4%28,7821.9%Consumer DiscretionaryPMPhilip Morris International$4,521,665$133,512 â–²3.0%24,9941.8%Consumer StaplesPSXPhillips 66$3,678,021$154,174 â–²4.4%21,7571.5%EnergyMCDMcDonald's$3,225,880$114,341 â–²3.7%11,9341.3%Consumer DiscretionaryBABoeing$2,697,433$87,454 â–²3.4%12,4611.1%IndustrialsCOPConocoPhillips$2,017,825$75,266 â–²3.9%19,4100.8%EnergyTAT&T$2,014,131$142,582 â–²7.6%97,3010.8%Communication ServicesVZVerizon Communications$1,929,730$6,351 â–²0.3%45,5770.8%Communication ServicesPEPPepsiCo$1,908,740$67,836 â–²3.7%14,0970.8%Consumer StaplesNVDANVIDIA$1,792,706$363,536 â–¼-16.9%10,3360.7%TechnologyPGProcter & Gamble$1,535,761$53,670 â–²3.6%10,4730.6%Consumer StaplesARCCAres Capital$431,671$6,098 â–²1.4%25,3410.2%FinanceOBDCBlue Owl Capital$285,471$5,432 â–²1.9%27,4350.1%FinanceUSBU.S. Bancorp$0$1,727,564 â–¼-100.0%00.0%FinanceShowing largest 100 holdings. 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