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DCM Advisors, LLC
Period ended Jun 30, 2026 · Latest filing Aug 13, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $253,303,420
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- Apple Inc · COM · 037833100 · shares: $14,231,144
- MICROSOFT CORP · COM · 594918104 · shares: $13,018,958
- MORGAN STANLEY · COM · 617446448 · shares: $11,912,772
- BANK OF AMERICA CORP · COM · 060505104 · shares: $11,587,966
- GOLDMAN SACHS GROUP INC · COM · 38141G104 · shares: $11,129,115
- DELL TECHNOLOGIES -C · COM · 24703L202 · shares: $10,446,510
- JPMORGAN CHASE & CO · COM · 46625H100 · shares: $10,170,143
- WELLS FARGO CO · COM · 949746101 · shares: $10,018,612
- Meta Platforms Inc · COM · 30303M102 · shares: $9,849,126
- DISNEY WALT CO · COM · 254687106 · shares: $9,753,572
Reported holdings
38 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| Apple Inc | COM | 037833100 | — | 49,554 shares | $14,231,144 |
| MICROSOFT CORP | COM | 594918104 | — | 35,002 shares | $13,018,958 |
| MORGAN STANLEY | COM | 617446448 | — | 58,482 shares | $11,912,772 |
| BANK OF AMERICA CORP | COM | 060505104 | — | 203,369 shares | $11,587,966 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | — | 11,443 shares | $11,129,115 |
| DELL TECHNOLOGIES -C | COM | 24703L202 | — | 24,212 shares | $10,446,510 |
| JPMORGAN CHASE & CO | COM | 46625H100 | — | 31,070 shares | $10,170,143 |
| WELLS FARGO CO | COM | 949746101 | — | 121,232 shares | $10,018,612 |
| Meta Platforms Inc | COM | 30303M102 | — | 17,485 shares | $9,849,126 |
| DISNEY WALT CO | COM | 254687106 | — | 101,355 shares | $9,753,572 |
| BERKSHIRE HATHAWAY INC DEL | COM | 084670702 | — | 19,452 shares | $9,668,536 |
| AMERICAN EXPRESS CO | COM | 025816109 | — | 26,858 shares | $9,021,807 |
| TRIPADVISOR INC | COM | 896945201 | — | 640,440 shares | $8,780,432 |
| AMERICAN INTL GROUP INC NEW | COM | 026874784 | — | 117,621 shares | $8,766,293 |
| MARATHON PETROLEUM CORP | COM | 56585A102 | — | 34,182 shares | $8,739,312 |
| COMCAST CORP CL A | COM | 20030N101 | — | 317,067 shares | $7,783,995 |
| ALPHABET INC CAP STOCK CL A | COM | 02079K305 | — | 22,289 shares | $7,779,445 |
| CVS HEALTH CORP | COM | 126650100 | — | 74,423 shares | $7,699,059 |
| ORACLE CORP | COM | 68389X105 | — | 49,237 shares | $7,200,001 |
| ABBVIE INC | COM | 00287Y109 | — | 28,403 shares | $7,147,331 |
| RTX CORPORATION COM | COM | 75513E101 | — | 36,417 shares | $6,909,397 |
| CSX CORP | COM | 126408103 | — | 117,764 shares | $5,597,323 |
| ALPHABET INC CAP STOCK CL C | COM | 02079K107 | — | 15,268 shares | $5,394,537 |
| NIKE Inc | COM | 654106103 | — | 122,153 shares | $5,014,381 |
| Pfizer Inc | COM | 717081103 | — | 203,628 shares | $4,903,360 |
| RH | COM | 74967X103 | — | 28,782 shares | $4,741,259 |
| PHILIP MORRIS INTL INC | COM | 718172109 | — | 24,994 shares | $4,521,665 |
| PHILLIPS 66 | COM | 718546104 | — | 21,757 shares | $3,678,021 |
| MCDONALDS CORP | COM | 580135101 | — | 11,934 shares | $3,225,880 |
| BOEING CO | COM | 097023105 | — | 12,461 shares | $2,697,433 |
| CONOCOPHILLIPS | COM | 20825C104 | — | 19,410 shares | $2,017,825 |
| AT&T INC | COM | 00206R102 | — | 97,301 shares | $2,014,131 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 | — | 45,577 shares | $1,929,730 |
| PEPSICO INC | COM | 713448108 | — | 14,097 shares | $1,908,740 |
| NVIDIA Corp | COM | 67066G104 | — | 10,336 shares | $1,792,706 |
| PROCTER AND GAMBLE CO | COM | 742718109 | — | 10,473 shares | $1,535,761 |
| ARES CAPITAL CORP | COM | 04010L103 | — | 25,341 shares | $431,671 |
| BLUE OWL CAPITAL CORPORATION | COM | 69121K104 | — | 27,435 shares | $285,471 |