DCM Advisors, LLC

NEW YORK, NY · CIK 1839498 · 13F filing filed 2026-08-13

SEC-registered investment adviser since 2017 · limited liability company

Assets managed$260.5m
Staff11 · 6 in investment roles
Main clients (by assets)Mutual funds and ETFs 47%, Pension plans 43%, High net worth individuals 7%
Websitedcmadvisors.com
Form ADV · 2026-03-31SEC adviser record

Legal entityDCM ADVISORS, LLC (US)

Kindmutual funds
Others nearbyNew York, NY

$253.3m reported value +15.2% vs Q1 2026

38positions

44.3%in top 10

1 new 31 added 6 reduced 1 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	APPLE INC COM AAPL	AAPL	49,554	$14.2m5.62%	5.62%	Added +1.6k	+1,649 3.4%
2	MICROSOFT CORP COM MSFT	MSFT	35,002	$13.0m5.14%	5.14%	Added +1.7k	+1,688 5.1%
3	MORGAN STANLEY COM NEW MS	MS	58,482	$11.9m4.70%	4.70%	Reduced -2.5k	-2,541 -4.2%
4	BANK AMERICA CORP COM BAC	BAC	203,369	$11.6m4.57%	4.57%	Added +7.3k	+7,332 3.7%
5	GOLDMAN SACHS GROUP INC COM GS	GS	11,443	$11.1m4.39%	4.39%	Reduced -1.5k	-1,469 -11.4%
6	DELL TECHNOLOGIES INC CL C DELL	DELL	24,212	$10.4m4.12%	4.12%	Reduced -34.5k	-34,468 -58.7%
7	JPMORGAN CHASE & CO COM JPM	JPM	31,070	$10.2m4.02%	4.02%	Added +1.1k	+1,125 3.8%
8	WELLS FARGO CO NEW COM WFC	WFC	121,232	$10.0m3.96%	3.96%	Added +4.6k	+4,592 3.9%
9	META PLATFORMS INC CL A META	META	17,485	$9.8m3.89%	3.89%	Added +583	+583 3.5%
10	DISNEY WALT CO COM DIS	DIS	101,355	$9.8m3.85%	3.85%	Added +7.6k	+7,635 8.2%
11	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	19,452	$9.7m3.82%	3.82%	Added +2.1k	+2,133 12.3%
12	AMERICAN EXPRESS CO COM AXP	AXP	26,858	$9.0m3.56%	3.56%	Added +1.1k	+1,070 4.2%
13	TRIPADVISOR INC COM TRIP	TRIP	640,440	$8.8m3.47%	3.47%	Added +169.2k	+169,155 35.9%
14	AMERICAN INTL GROUP INC COM NEW AIG	AIG	117,621	$8.8m3.46%	3.46%	Added +8.9k	+8,932 8.2%
15	MARATHON PETE CORP COM MPC	MPC	34,182	$8.7m3.45%	3.45%	Added +955	+955 2.9%
16	COMCAST CORP NEW CL A CMCSA	CMCSA	317,067	$7.8m3.07%	3.07%	Added +17.2k	+17,164 5.7%
17	ALPHABET INC CAP STK CL A GOOGL	GOOGL	22,289	$7.8m3.07%	3.07%	Reduced -5.4k	-5,429 -19.6%
18	CVS HEALTH CORP COM CVS	CVS	74,423	$7.7m3.04%	3.04%	Added +2.3k	+2,254 3.1%
19	ORACLE CORP COM ORCL	ORCL	49,237	$7.2m2.84%	2.84%	Added +2.4k	+2,426 5.2%
20	ABBVIE INC COM ABBV	ABBV	28,403	$7.1m2.82%	2.82%	Added +799	+799 2.9%
21	RTX CORPORATION COM RTX	RTX	36,417	$6.9m2.73%	2.73%	Added +924	+924 2.6%
22	CSX CORP COM CSX	CSX	117,764	$5.6m2.21%	2.21%	Added +4.9k	+4,869 4.3%
23	ALPHABET INC CAP STK CL C GOOG	GOOG	15,268	$5.4m2.13%	2.13%	Reduced -407	-407 -2.6%
24	NIKE INC CL B NKE	NKE	122,153	$5.0m1.98%	1.98%	New
25	PFIZER INC COM PFE	PFE	203,628	$4.9m1.94%	1.94%	Added +172.9k	+172,914 563.0%
26	RH COM RH	RH	28,782	$4.7m1.87%	1.87%	Added +2.2k	+2,233 8.4%
27	PHILIP MORRIS INTL INC COM PM	PM	24,994	$4.5m1.79%	1.79%	Added +738	+738 3.0%
28	PHILLIPS 66 COM PSX	PSX	21,757	$3.7m1.45%	1.45%	Added +912	+912 4.4%
29	MCDONALDS CORP COM MCD	MCD	11,934	$3.2m1.27%	1.27%	Added +423	+423 3.7%
30	BOEING CO COM BA	BA	12,461	$2.7m1.06%	1.06%	Added +404	+404 3.4%
31	CONOCOPHILLIPS COM COP	COP	19,410	$2.0m0.80%	0.80%	Added +724	+724 3.9%
32	AT&T INC COM T	T	97,301	$2.0m0.80%	0.80%	Added +6.9k	+6,888 7.6%
33	VERIZON COMMUNICATIONS INC COM VZ	VZ	45,577	$1.9m0.76%	0.76%	Added +150	+150 0.3%
34	PEPSICO INC COM PEP	PEP	14,097	$1.9m0.75%	0.75%	Added +501	+501 3.7%
35	NVIDIA CORPORATION COM NVDA	NVDA	10,336	$1.8m0.71%	0.71%	Reduced -2.1k	-2,096 -16.9%
36	PROCTER AND GAMBLE CO COM PG	PG	10,473	$1.5m0.61%	0.61%	Added +366	+366 3.6%
37	ARES CAPITAL CORP COM ARCC	ARCC	25,341	$431.7k0.17%	0.17%	Added +358	+358 1.4%
38	BLUE OWL CAPITAL CORPORATION COM OBDC	OBDC	27,435	$285.5k0.11%	0.11%	Added +522	+522 1.9%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
US BANCORP DEL USB	USB	33,216	$1.7m33.2k shares