Latest DCM Advisors, LLC Stock Portfolio

$253Million | No. of Holdings #38

DCM Advisors, LLC Performance

2026 Q2+12.34%

YTD+4.12%

2025+17.43%

About DCM Advisors, LLC and 13F Hedge Fund Stock Holdings

On 2026-08-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, DCM Advisors, LLC reported an equity portfolio of $253.3 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of DCM Advisors, LLC are AAPL, MSFT, MS. The fund has invested 5.6% of it's portfolio in APPLE INC and 5.1% of portfolio in MICROSOFT CORP. <br><br> The fund managers got completely rid off US BANCORP DEL (USB) stocks. They significantly reduced their stock positions in DELL TECHNOLOGIES -C (DELL), ALPHABET INC CAP STOCK CL A (GOOG) and NVIDIA CORP (NVDA). DCM Advisors, LLC opened new stock positions in NIKE INC (NKE). The fund showed a lot of confidence in some stocks as they added substantially to PFIZER INC (PFE), TRIPADVISOR INC (TRIP) and BERKSHIRE HATHAWAY INC DEL.

DCM Advisors, LLC Equity Portfolio Value

Last Reported on: 13 Aug, 2026

$253Million

as of Aug 13, 2026

DCM Advisors, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that DCM Advisors, LLC made a return of 12.34% in the last quarter. In trailing 12 months, it's portfolio return was 12.98%.

Performance
S&P 500

New Buys

Ticker	$ Bought
nike inc	5,014,380

New stocks bought by DCM Advisors, LLC

Additions

Ticker	% Inc.
pfizer inc	562
tripadvisor inc	35.89
berkshire hathaway inc del	12.32
rh	8.41
american intl group inc new	8.22
disney walt co	8.15
at&t inc	7.62
comcast corp cl a	5.72

Additions to existing portfolio by DCM Advisors, LLC

Reductions

Ticker	% Reduced
dell technologies -c	-58.74
alphabet inc cap stock cl a	-19.59
nvidia corp	-16.86
goldman sachs group inc	-11.38
morgan stanley	-4.16
alphabet inc cap stock cl c	-2.6

DCM Advisors, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
us bancorp del	-1,727,560

DCM Advisors, LLC got rid off the above stocks

Sector Distribution

DCM Advisors, LLC has about 28.7% of it's holdings in Financial Services sector.

Financial Services
Technology
Communication Services
Consumer Cyclical
Healthcare
Others
Industrials
Energy
Consumer Defensive

Sector	%
Financial Services	28.7
Technology	18.4
Communication Services	14.5
Consumer Cyclical	8.6
Healthcare	7.8
Others	7.2
Industrials	6
Energy	5.7
Consumer Defensive	3.1

Market Cap. Distribution

DCM Advisors, LLC has about 87.5% of it's portfolio invested in the large-cap and mega-cap stocks.

MEGA-CAP
LARGE-CAP
UNALLOCATED
SMALL-CAP
MID-CAP

Category	%
MEGA-CAP	60.7
LARGE-CAP	26.8
UNALLOCATED	7.2
SMALL-CAP	3.5
MID-CAP	1.9

Stocks belong to which Index?

About 86.4% of the stocks held by DCM Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

S&P 500
Others

Index	%
S&P 500	86.4
Others	13.6

Top 5 Winners (%)		%
DELL	dell technologies -c	115.0 %
CVS	cvs health corp	43.1 %
GS	goldman sachs group inc	37.6 %
MS	morgan stanley	36.7 %
TRIP	tripadvisor inc	23.9 %

Top 5 Winners ($)		$
DELL	dell technologies -c	11.1 M
GS	goldman sachs group inc	3.4 M
MS	morgan stanley	3.3 M
CVS	cvs health corp	2.3 M
AAPL	apple inc	1.7 M

Top 5 Losers (%)		%
T	at&t inc	-27.9 %
COP	conocophillips	-20.9 %
VZ	verizon communications inc	-15.6 %
CMCSA	comcast corp cl a	-14.2 %
MCD	mcdonalds corp	-12.8 %

Top 5 Losers ($)		$
CMCSA	comcast corp cl a	-1.3 M
T	at&t inc	-0.8 M
COP	conocophillips	-0.5 M
MCD	mcdonalds corp	-0.5 M
PFE	pfizer inc	-0.5 M

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 44.3% of the portfolio is in top 10 stocks. CMCSA proved to be the most loss making stock for the portfolio. DELL was the most profitable stock for DCM Advisors, LLC last quarter.

$253.30MTotal Value

39.00Positions

13 Aug, 2026Last Reported

Current holdings of Current Stock Holdings of DCM Advisors, LLC, last reported on 13 Aug, 2026. Select a row with a linked ticker to view its historical trend.
Holdingsorted ascending	% Portfolio	Shares Held	$ Value	% Change
AAPL Apple Inc Apple IncAAPL DCM Advisors, LLC's holding in Apple Inc over time	5.62%	49,554	$14.23M 5.62%	increased 3.44 percentadded

ABBV Abbvie Inc Abbvie IncABBV DCM Advisors, LLC's holding in Abbvie Inc over time	2.82%	28,403	$7.15M 2.82%	increased 2.89 percentadded

AIG American Intl Group Inc New American Intl Group Inc NewAIG DCM Advisors, LLC's holding in American Intl Group Inc New over time	3.46%	117,621	$8.77M 3.46%	increased 8.22 percentadded

AXP American Express Co American Express CoAXP DCM Advisors, LLC's holding in American Express Co over time	3.56%	26,858	$9.02M 3.56%	increased 4.15 percentadded

BA Boeing Co Boeing CoBA DCM Advisors, LLC's holding in Boeing Co over time	1.06%	12,461	$2.70M 1.06%	increased 3.35 percentadded

BAC Bank Of America Corp Bank Of America CorpBAC DCM Advisors, LLC's holding in Bank Of America Corp over time	4.58%	203,369	$11.59M 4.58%	increased 3.74 percentadded

CMCSA Comcast Corp Cl A Comcast Corp Cl A CMCSA DCM Advisors, LLC's holding in Comcast Corp Cl A over time	3.07%	317,067	$7.78M 3.07%	increased 5.72 percentadded

COP Conocophillips ConocophillipsCOP DCM Advisors, LLC's holding in Conocophillips over time	0.8%	19,410	$2.02M 0.8%	increased 3.87 percentadded

CSX Csx Corp Csx CorpCSX DCM Advisors, LLC's holding in Csx Corp over time	2.21%	117,764	$5.60M 2.21%	increased 4.31 percentadded

CVS Cvs Health Corp Cvs Health CorpCVS DCM Advisors, LLC's holding in Cvs Health Corp over time	3.04%	74,423	$7.70M 3.04%	increased 3.12 percentadded

DELL Dell Technologies -C Dell Technologies -CDELL DCM Advisors, LLC's holding in Dell Technologies -C over time	4.12%	24,212	$10.45M 4.12%	decreased 58.74 percentreduced

DIS Disney Walt Co Disney Walt CoDIS DCM Advisors, LLC's holding in Disney Walt Co over time	3.85%	101,355	$9.75M 3.85%	increased 8.15 percentadded

GOOG Alphabet Inc Cap Stock Cl A Alphabet Inc Cap Stock Cl AGOOG DCM Advisors, LLC's holding in Alphabet Inc Cap Stock Cl A over time	3.07%	22,289	$7.78M 3.07%	decreased 19.59 percentreduced

GOOG Alphabet Inc Cap Stock Cl C Alphabet Inc Cap Stock Cl CGOOG DCM Advisors, LLC's holding in Alphabet Inc Cap Stock Cl C over time	2.13%	15,268	$5.39M 2.13%	decreased 2.6 percentreduced

GS Goldman Sachs Group Inc Goldman Sachs Group IncGS DCM Advisors, LLC's holding in Goldman Sachs Group Inc over time	4.39%	11,443	$11.13M 4.39%	decreased 11.38 percentreduced

JPM Jpmorgan Chase & Co Jpmorgan Chase & CoJPM DCM Advisors, LLC's holding in Jpmorgan Chase & Co over time	4.02%	31,070	$10.17M 4.02%	increased 3.76 percentadded

MCD Mcdonalds Corp Mcdonalds CorpMCD DCM Advisors, LLC's holding in Mcdonalds Corp over time	1.27%	11,934	$3.23M 1.27%	increased 3.67 percentadded

META Meta Platforms Inc Meta Platforms IncMETA DCM Advisors, LLC's holding in Meta Platforms Inc over time	3.89%	17,485	$9.85M 3.89%	increased 3.45 percentadded

MPC Marathon Petroleum Corp Marathon Petroleum CorpMPC DCM Advisors, LLC's holding in Marathon Petroleum Corp over time	3.45%	34,182	$8.74M 3.45%	increased 2.87 percentadded

MS Morgan Stanley Morgan StanleyMS DCM Advisors, LLC's holding in Morgan Stanley over time	4.7%	58,482	$11.91M 4.7%	decreased 4.16 percentreduced