Latest DCM Advisors, LLC Stock Portfolio
DCM Advisors, LLC Performance:
2025 Q3: 8.75%YTD: 16.91%2024: 22.04%
Performance for 2025 Q3 is 8.75%, and YTD is 16.91%, and 2024 is 22.04%.
About DCM Advisors, LLC and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, DCM Advisors, LLC reported an equity portfolio of $237.1 Millions as of 30 Sep, 2025.
The top stock holdings of DCM Advisors, LLC are MSFT, AAPL, ORCL. The fund has invested 7.5% of it's portfolio in MICROSOFT CORP and 6.7% of portfolio in APPLE INC.
The fund managers got completely rid off NVIDIA CORP (NVDA), LUMEN TECHNOLOGIES INC (LUMN) and AGNC INVESTMENT CORP (AGNC) stocks. They significantly reduced their stock positions in ORACLE CORP (ORCL), GOLDMAN SACHS GROUP INC (GS) and RH (RH). DCM Advisors, LLC opened new stock positions in TRIPADVISOR INC (TRIP) and SABRE CORP (SABR). The fund showed a lot of confidence in some stocks as they added substantially to PFIZER INC (PFE), BLUE OWL CAPITAL CORPORATION and ALPHABET INC CAP STOCK CL A (GOOG).
The top stock holdings of DCM Advisors, LLC are MSFT, AAPL, ORCL. The fund has invested 7.5% of it's portfolio in MICROSOFT CORP and 6.7% of portfolio in APPLE INC.
The fund managers got completely rid off NVIDIA CORP (NVDA), LUMEN TECHNOLOGIES INC (LUMN) and AGNC INVESTMENT CORP (AGNC) stocks. They significantly reduced their stock positions in ORACLE CORP (ORCL), GOLDMAN SACHS GROUP INC (GS) and RH (RH). DCM Advisors, LLC opened new stock positions in TRIPADVISOR INC (TRIP) and SABRE CORP (SABR). The fund showed a lot of confidence in some stocks as they added substantially to PFIZER INC (PFE), BLUE OWL CAPITAL CORPORATION and ALPHABET INC CAP STOCK CL A (GOOG).
DCM Advisors, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that DCM Advisors, LLC made a return of 8.75% in the last quarter. In trailing 12 months, it's portfolio return was 20.77%.
New Buys
| Ticker | $ Bought |
|---|---|
| tripadvisor inc | 752,025 |
| sabre corp | 406,249 |
New stocks bought by DCM Advisors, LLC
Additions
| Ticker | % Inc. |
|---|---|
| pfizer inc | 3.57 |
| blue owl capital corporation | 0.45 |
| alphabet inc cap stock cl a | 0.01 |
Additions to existing portfolio by DCM Advisors, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| oracle corp | -19.29 |
| goldman sachs group inc | -12.66 |
| rh | -10.45 |
| at&t inc | -8.78 |
| alphabet inc cap stock cl c | -8.64 |
| comcast corp cl a | -7.01 |
| microsoft corp | -5.76 |
| us bancorp del | -5.56 |
DCM Advisors, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| lumen technologies inc | -741,096 |
| agnc investment corp | -477,228 |
| nvidia corp | -1,558,030 |
DCM Advisors, LLC got rid off the above stocks
Sector Distribution
DCM Advisors, LLC has about 31% of it's holdings in Financial Services sector.
| Sector | % |
|---|---|
| Financial Services | 31 |
| Technology | 23.4 |
| Communication Services | 16.6 |
| Others | 6.3 |
| Industrials | 5.4 |
| Healthcare | 5.4 |
| Energy | 4.7 |
| Consumer Cyclical | 4.2 |
| Consumer Defensive | 3.1 |
Market Cap. Distribution
DCM Advisors, LLC has about 91% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| LARGE-CAP | 48.6 |
| MEGA-CAP | 42.4 |
| UNALLOCATED | 6.3 |
| MID-CAP | 2.6 |
Stocks belong to which Index?
About 89.6% of the stocks held by DCM Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 89.6 |
| Others | 10.2 |
DCM Advisors, LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of DCM Advisors, LLC
DCM Advisors, LLC has 38 stocks in it's portfolio. About 52.3% of the portfolio is in top 10 stocks. DIS proved to be the most loss making stock for the portfolio. ORCL was the most profitable stock for DCM Advisors, LLC last quarter.
Last Reported on: 13 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 6.69 | 62,664 | 15,862,600 | reduced | -4.14 | ||
| ABBV | abbvie inc | 2.72 | 27,838 | 6,445,610 | reduced | -0.28 | ||
| AGNC | agnc investment corp | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AIG | american intl group inc new | 3.62 | 109,443 | 8,595,650 | reduced | -4.21 | ||
| AXP | american express co | 4.34 | 31,176 | 10,293,600 | reduced | -4.37 | ||
| BA | boeing co | 1.11 | 12,224 | 2,638,310 | reduced | -2.54 | ||
| BAC | bank of america corp | 4.30 | 197,700 | 10,199,300 | reduced | -4.08 | ||
| CMCSA | comcast corp cl a | 2.30 | 173,397 | 5,448,130 | reduced | -7.01 | ||
| COP | conocophillips | 0.75 | 18,815 | 1,779,720 | reduced | -4.38 | ||
| CSX | csx corp | 1.70 | 113,465 | 4,029,140 | reduced | -4.19 | ||
| CVS | cvs health corp | 2.31 | 72,743 | 5,484,100 | reduced | -3.83 | ||
| DELL | dell technologies -c | 3.64 | 60,906 | 8,634,640 | reduced | -5.09 | ||
| DIS | disney walt co | 4.54 | 94,154 | 10,779,200 | reduced | -3.76 | ||
| GOOG | alphabet inc cap stock cl a | 3.08 | 30,353 | 7,307,500 | added | 0.01 | ||
| GOOG | alphabet inc cap stock cl c | 1.66 | 16,205 | 3,946,820 | reduced | -8.64 | ||
| GS | goldman sachs group inc | 5.15 | 15,333 | 12,210,400 | reduced | -12.66 | ||
| JPM | jpmorgan chase & co | 4.02 | 30,247 | 9,540,810 | reduced | -4.23 | ||
| LUMN | lumen technologies inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| MCD | mcdonalds corp | 1.48 | 11,511 | 3,498,080 | reduced | -4.27 | ||
| META | meta platforms inc | 5.33 | 17,203 | 12,633,500 | reduced | -3.59 | ||