Dcm Advisors, LLC Top Holdings and 13F Report (2025) About Dcm Advisors, LLCInvestment ActivityDcm Advisors, LLC has $213.13 million in total holdings as of December 31, 2024.Dcm Advisors, LLC owns shares of 38 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 10.00% of the portfolio was purchased this quarter.About 5.96% of the portfolio was sold this quarter.This quarter, Dcm Advisors, LLC has purchased 52 new stocks and bought additional shares in 34 stocks.Dcm Advisors, LLC sold shares of 2 stocks and completely divested from 14 stocks this quarter.Largest Holdings Apple $18,658,066Microsoft $16,839,955Meta Platforms $11,736,548Walt Disney $10,170,646Oracle $9,748,598 Largest Purchases this Quarter Apple 14,393 shares (about $3.58M)Alphabet 15,699 shares (about $2.94M)Microsoft 6,713 shares (about $2.81M)Meta Platforms 2,948 shares (about $1.73M)JPMorgan Chase & Co. 3,934 shares (about $943.02K) Largest Sales this Quarter Ares Capital 240 shares (about $5.19K)Blue Owl Capital 161 shares (about $2.41K) 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 PortfolioSectorAAPLApple$18,658,066$3,576,792 ▲23.7%75,0808.8%Computer and TechnologyMSFTMicrosoft$16,839,955$2,807,844 ▲20.0%40,2617.9%Computer and TechnologyMETAMeta Platforms$11,736,548$1,726,083 ▲17.2%20,0455.5%Computer and TechnologyDISWalt Disney$10,170,646$504,023 ▲5.2%91,3504.8%Consumer DiscretionaryORCLOracle$9,748,598$941,394 ▲10.7%58,7264.6%Computer and TechnologyGSThe Goldman Sachs Group$9,708,199$544,171 ▲5.9%16,9844.6%FinanceAXPAmerican Express$9,653,737$673,310 ▲7.5%32,6044.5%FinanceRHRH$9,187,5710.0%23,3434.3%Consumer StaplesGOOGLAlphabet$9,119,056$2,936,255 ▲47.5%48,7564.3%Computer and TechnologyBACBank of America$8,801,782$611,698 ▲7.5%200,6564.1%FinanceMSMorgan Stanley$8,722,956$446,794 ▲5.4%69,5234.1%FinanceWFCWells Fargo & Company$8,198,202$397,921 ▲5.1%116,9613.8%FinanceAIGAmerican International Group$8,187,743$425,662 ▲5.5%112,4693.8%FinanceBRK.BBerkshire Hathaway$8,103,287$418,550 ▲5.4%17,8893.8%FinanceJPMJPMorgan Chase & Co.$7,813,827$943,019 ▲13.7%32,5973.7%FinanceCMCSAComcast$6,405,470$325,122 ▲5.3%170,6763.0%Consumer DiscretionaryABBVAbbVie$5,130,732$191,561 ▲3.9%28,8732.4%MedicalMPCMarathon Petroleum$4,929,372$433,985 ▲9.7%35,3362.3%Oils/EnergyRTXRTX$4,859,777$787,822 ▲19.3%41,9962.3%AerospaceCSXCSX$3,651,544$191,974 ▲5.5%113,1561.7%TransportationCVSCVS Health$3,435,432$460,136 ▲15.5%81,5301.6%MedicalMCDMcDonald's$3,225,316$15,074 ▲0.5%11,1261.5%Retail/WholesaleGOOGAlphabet$2,868,074$104,172 ▲3.8%15,0601.3%Computer and TechnologyPMPhilip Morris International$2,720,030$6,740 ▲0.2%22,6011.3%Consumer StaplesBABoeing$2,428,086$376,833 ▲18.4%13,7181.1%AerospacePSXPhillips 66$2,361,085$111,537 ▲5.0%20,7241.1%Oils/EnergyPEPPepsiCo$2,218,707$225,505 ▲11.3%14,5911.0%Consumer StaplesUSBU.S. Bancorp$2,120,734$3,252 ▲0.2%44,3391.0%FinanceTAT&T$2,105,724$146,047 ▲7.5%92,4781.0%Computer and TechnologyCOPConocoPhillips$1,928,396$139,138 ▲7.8%19,4450.9%Oils/EnergyNVDANVIDIA$1,926,161$494,758 ▲34.6%14,4630.9%Computer and TechnologyVZVerizon Communications$1,906,203$3,159 ▲0.2%47,6670.9%Computer and TechnologyPGProcter & Gamble$1,769,546$131,773 ▲8.0%10,5550.8%Consumer StaplesPFEPfizer$799,004$144,880 ▲22.1%30,1170.4%MedicalSirius XM Holdings Inc$641,5240.0%28,1370.3%COMARCCAres Capital$478,559$5,191 ▼-1.1%22,1240.2%FinanceOBDCBlue Owl Capital$351,101$2,411 ▼-0.7%23,4410.2%FinanceLUMNLumen Technologies$221,278$69,412 ▲45.7%41,6720.1%Business ServicesNFLXNetflix$0$4,041,420 ▼-100.0%00.0%Consumer DiscretionaryBKNGBooking$0$2,881,118 ▼-100.0%00.0%Retail/WholesaleAMZNAmazon.com$0$841,653 ▼-100.0%00.0%Retail/WholesaleVVisa$0$789,384 ▼-100.0%00.0%Business ServicesIRMIron Mountain$0$730,113 ▼-100.0%00.0%Business ServicesSCHWAB CHARLES FAMILY FUND VAL$0$627,099 ▼-100.0%00.0%MUTCHENIERE ENERGY INC NEW$0$560,550 ▼-100.0%00.0%COMMAMastercard$0$554,513 ▼-100.0%00.0%Business ServicesCRMSalesforce$0$409,086 ▼-100.0%00.0%Computer and TechnologyUNPUnion Pacific$0$370,459 ▼-100.0%00.0%TransportationQQQInvesco QQQ$0$241,867 ▼-100.0%00.0%FinanceAVGOBroadcom$0$240,130 ▼-100.0%00.0%Computer and TechnologyPYPLPayPal$0$211,149 ▼-100.0%00.0%Computer and TechnologyLOWLowe's Companies$0$202,054 ▼-100.0%00.0%Retail/WholesaleShowing 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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
