DCM Advisors, LLC

CIK: 0001839498SEC EDGAR →

Portfolio Value

$240.9B

Holdings

38

As of

Q4 2025

New Positions

2

Closed Positions

3

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

MICROSOFT CORP

34,290$16.5M
0.01%
2

Apple Inc

49,308$13.3M
0.01%
3

GOLDMAN SACHS GROUP INC

14,683$12.9M
0.01%
4

MORGAN STANLEY

67,909$12.1M
0.01%
5

Meta Platforms Inc

17,158$11.3M
0.00%
6

WELLS FARGO CO

117,203$10.9M
0.00%
7

BANK OF AMERICA CORP

197,120$10.8M
0.00%
8

DISNEY WALT CO

94,154$10.7M
0.00%
9

COMCAST CORP CL A

350,165$10.5M
0.00%
10

JPMORGAN CHASE & CO

30,247$9.7M
0.00%

Quarterly Changes

Top Buys

CMCSA↑ Increased
$5.0M
TRIP↑ Increased
$4.4M
GBTGNEW
$410K
RH↑ Increased
$341K
COP↑ Increased
$19K

Top Sells

ORCL↓ Decreased
$4.2M
AAPL↓ Decreased
$2.6M
GOOGL↓ Decreased
$1.4M
META↓ Decreased
$1.3M
MSFT↓ Decreased
$1.2M

New Positions (1)

$410K · 54K shares

Closed Positions (1)

$406K · 222K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services10$67.6M28.1%
Communication Services6$48.5M20.1%
Technology5$46.8M19.4%
Unknown3$24.6M10.2%
Consumer Cyclical3$13.7M5.7%
Industrials3$13.4M5.6%
Healthcare3$12.9M5.4%
Energy3$9.9M4.1%
Consumer Defensive2$3.4M1.4%