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Latest DCM Advisors, LLC Stock Portfolio

$219Million– No. of Holdings #38

DCM Advisors, LLC Performance:
2026 Q1: -7.32%YTD: -7.32%2025: 17.43%
Performance for 2026 Q1 is -7.32%, and YTD is -7.32%, and 2025 is 17.43%.

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

On 2026-05-15, the fund reported it's updated stock portfolio. In the 13F Holdings report, DCM Advisors, LLC reported an equity portfolio of $219.8 Millions as of 31 Mar, 2026.

The top stock holdings of DCM Advisors, LLC are MSFT, AAPL, META. The fund has invested 5.6% of it's portfolio in MICROSOFT CORP and 5.5% of portfolio in APPLE INC.

The fund managers got completely rid off GLOBAL BUSINESS TRAVEL GROUP (GBTG) stocks. They significantly reduced their stock positions in COMCAST CORP CL A (CMCSA), GOLDMAN SACHS GROUP INC (GS) and MORGAN STANLEY (MS). DCM Advisors, LLC opened new stock positions in NVIDIA CORP (NVDA). The fund showed a lot of confidence in some stocks as they added substantially to TRIPADVISOR INC (TRIP), BLUE OWL CAPITAL CORPORATION and ORACLE CORP (ORCL).
DCM Advisors, LLC Equity Portfolio Value
Last Reported on: 15 May, 2026

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

Our best estimate is that DCM Advisors, LLC made a return of -7.32% in the last quarter. In trailing 12 months, it's portfolio return was 13.08%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
nvidia corp1,939,300
New stocks bought by DCM Advisors, LLC

Additions

Ticker% Inc.
tripadvisor inc32.53
blue owl capital corporation11.68
ares capital corp7.45
oracle corp0.56
berkshire hathaway inc del0.05
Additions to existing portfolio by DCM Advisors, LLC

Reductions

Ticker% Reduced
comcast corp cl a-14.35
goldman sachs group inc-12.06
morgan stanley-10.14
rh-5.88
apple inc-2.85
microsoft corp-2.85
pfizer inc-2.61
alphabet inc cap stock cl a-2.54
DCM Advisors, LLC reduced stake in above stock

Sold off

Ticker$ Sold
global business travel group-410,468
DCM Advisors, LLC got rid off the above stocks

Sector Distribution

DCM Advisors, LLC has about 28.8% of it's holdings in Financial Services sector.

  • Financial Services
  • Technology
  • Communication Services
  • Others
  • Energy
  • Industrials
  • Consumer Cyclical
  • Healthcare
  • Consumer Defensive
Sector%
Financial Services28.8
Technology19.5
Communication Services16.3
Others8
Energy6.5
Industrials6.3
Consumer Cyclical5.6
Healthcare5.5
Consumer Defensive3.4

Market Cap. Distribution

DCM Advisors, LLC has about 88% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • LARGE-CAP
  • UNALLOCATED
  • SMALL-CAP
  • MID-CAP
Category%
MEGA-CAP62.5
LARGE-CAP25.5
UNALLOCATED8
SMALL-CAP2.3
MID-CAP1.7

Stocks belong to which Index?

About 87.6% 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 50087.6
Others12.4
Top 5 Winners (%)%
MPC
marathon petroleum corp
49.9 %
PSX
phillips 66
41.1 %
COP
conocophillips
40.9 %
DELL
dell technologies -c
30.3 %
VZ
verizon communications inc
23.3 %
Top 5 Winners ($)$
MPC
marathon petroleum corp
2.7 M
DELL
dell technologies -c
2.3 M
PSX
phillips 66
1.1 M
COP
conocophillips
0.7 M
CSX
csx corp
0.5 M
Top 5 Losers (%)%
ORCL
oracle corp
-24.5 %
TRIP
tripadvisor inc
-24.3 %
MSFT
microsoft corp
-23.1 %
RH
rh
-21.3 %
GS
goldman sachs group inc
-19.6 %
Top 5 Losers ($)$
MSFT
microsoft corp
-3.8 M
GS
goldman sachs group inc
-2.5 M
ORCL
oracle corp
-2.2 M
MS
morgan stanley
-1.9 M
AXP
american express co
-1.7 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 44.7% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. MPC was the most profitable stock for DCM Advisors, LLC last quarter.

Last Reported on: 15 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions