Dcm Advisors, LLC Top Holdings and 13F Report (2026) About Dcm Advisors, LLCInvestment ActivityDcm Advisors, LLC has $219.84 million in total holdings as of March 31, 2026.Dcm Advisors, LLC owns shares of 38 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Approximately 1.49% of the portfolio was purchased this quarter.About 2.89% of the portfolio was sold this quarter.This quarter, Dcm Advisors, LLC has purchased 38 new stocks and bought additional shares in 5 stocks.Dcm Advisors, LLC sold shares of 29 stocks and completely divested from 1 stock this quarter.Largest Holdings Microsoft $12,295,887Apple $12,063,076Meta Platforms $9,670,141Dell Technologies $9,631,148Bank of America $9,556,804 Largest New Holdings this Quarter 67066G104 - NVIDIA $1,939,300 Holding Largest Purchases this Quarter NVIDIA 12,432 shares (about $1.94M)TripAdvisor 115,673 shares (about $1.23M)Oracle 261 shares (about $38.40K)Blue Owl Capital 2,815 shares (about $29.82K)Ares Capital 1,733 shares (about $28.72K) Largest Sales this Quarter Comcast 50,262 shares (about $1.44M)The Goldman Sachs Group 1,771 shares (about $1.23M)Morgan Stanley 6,886 shares (about $1.02M)Microsoft 976 shares (about $360.23K)Apple 1,403 shares (about $353.29K) 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$12,295,887$360,233 â–¼-2.8%33,3145.6%Computer and TechnologyAAPLApple$12,063,076$353,293 â–¼-2.8%47,9055.5%Computer and TechnologyMETAMeta Platforms$9,670,141$146,465 â–¼-1.5%16,9024.4%Computer and TechnologyDELLDell Technologies$9,631,148$77,305 â–¼-0.8%58,6804.4%Computer and TechnologyBACBank of America$9,556,804$52,796 â–¼-0.5%196,0374.3%FinanceWFCWells Fargo & Company$9,285,710$44,820 â–¼-0.5%116,6404.2%FinanceMSMorgan Stanley$9,041,640$1,020,283 â–¼-10.1%61,0234.1%FinanceDISWalt Disney$9,031,549$41,823 â–¼-0.5%93,7204.1%Consumer DiscretionaryGSThe Goldman Sachs Group$8,979,338$1,231,599 â–¼-12.1%12,9124.1%FinanceJPMJPMorgan Chase & Co.$8,808,621$88,836 â–¼-1.0%29,9454.0%FinanceCMCSAComcast$8,610,215$1,443,022 â–¼-14.4%299,9033.9%Consumer DiscretionaryBRK.BBerkshire Hathaway$8,261,408$4,293 â–²0.1%17,3193.8%FinanceAIGAmerican International Group$8,178,847$56,738 â–¼-0.7%108,6893.7%FinanceMPCMarathon Petroleum$8,113,369$96,695 â–¼-1.2%33,2273.7%EnergyGOOGLAlphabet$7,824,401$204,093 â–¼-2.5%27,7183.6%Computer and TechnologyAXPAmerican Express$7,744,045$34,534 â–¼-0.4%25,7883.5%FinanceORCLOracle$6,886,410$38,396 â–²0.6%46,8113.1%Computer and TechnologyRTXRTX$6,846,600$132,908 â–¼-1.9%35,4933.1%AerospaceABBVAbbVie$6,003,594$50,893 â–¼-0.8%27,6042.7%MedicalCVSCVS Health$5,183,178$41,225 â–¼-0.8%72,1692.4%MedicalTRIPTripAdvisor$5,023,898$1,233,074 â–²32.5%471,2852.3%Retail/WholesaleCSXCSX$4,634,340$23,399 â–¼-0.5%112,8952.1%TransportationGOOGAlphabet$4,496,397$18,072 â–¼-0.4%15,6752.0%Computer and TechnologyPMPhilip Morris International$4,010,487$19,510 â–¼-0.5%24,2561.8%Consumer StaplesPSXPhillips 66$3,797,542$16,396 â–¼-0.4%20,8451.7%EnergyRHRH$3,712,081$231,822 â–¼-5.9%26,5491.7%Consumer StaplesMCDMcDonald's$3,577,5040.0%11,5111.6%Retail/WholesaleTAT&T$2,621,073$52,443 â–¼-2.0%90,4131.2%Computer and TechnologyCOPConocoPhillips$2,466,490$17,160 â–¼-0.7%18,6861.1%EnergyBABoeing$2,399,705$33,238 â–¼-1.4%12,0571.1%AerospaceVZVerizon Communications$2,280,4350.0%45,4271.0%Computer and TechnologyPEPPepsiCo$2,111,295$20,187 â–¼-0.9%13,5961.0%Consumer StaplesNVDANVIDIA$1,939,300$1,939,300 â–²New Holding12,4320.9%Computer and TechnologyUSBU.S. Bancorp$1,727,5640.0%33,2160.8%FinancePGProcter & Gamble$1,459,855$7,655 â–¼-0.5%10,1070.7%Consumer StaplesPFEPfizer$862,454$23,082 â–¼-2.6%30,7140.4%MedicalARCCAres Capital$414,061$28,722 â–²7.5%24,9830.2%FinanceOBDCBlue Owl Capital$285,094$29,820 â–²11.7%26,9130.1%FinanceGBTGGlobal Business Travel Group$0$410,468 â–¼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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