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CIK: 0001839498
Total reported value
$253.3M
$253.3M
76 檔
26.4%
According to the latest 13F quarterly dataset, DCM Advisors, LLC managed an equity portfolio of $253.3M at the end of Q1 2024, spanning 76 distinct U.S. exchange-listed positions.
During Q1 2024, DCM Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 7.44% | -0.45% | -20.15% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.78% | +0.13% | -21.78% | |
| 3 | META | Meta Platforms Inc-class A | Stock-Comm Services | 5.72% | -0.51% | -18.47% | |
| 4 | DIS | Walt Disney Co/the | Stock-Comm Services | 4.73% | -0.26% | -9.19% | |
| 5 | AIG | American International Group | Stock-Financials | 3.89% | -0.26% | -12.33% | |
| 6 | MPC | Marathon Petroleum CORP | Stock-Energy | 3.57% | -0.24% | -10.71% | |
| 7 | NFLX | Netflix Inc | Stock-Comm Services | 3.52% | — | -8.12% | |
| 8 | BAC | Bank Of America CORP | Stock-Financials | 3.40% | +0.22% | -9.39% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.38% | +0.06% | -17.97% | |
| 10 | AXP | American Express Co | Stock-Financials | 3.26% | +0.04% | -6.81% | |
| 11 | ORCL | Oracle CORP | Stock-Tech | 3.24% | -0.29% | -10.52% | |
| 12 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 3.19% | -0.85% | -7.63% | |
| 13 | GS | Goldman Sachs Group Inc | Stock-Financials | 3.15% | +0.31% | -5.34% | |
| 14 | WFC | Wells Fargo & Co | Stock-Financials | 3.02% | -0.26% | -6.80% | |
| 15 | MS | Morgan Stanley | Stock-Financials | 2.87% | +0.59% | -7.40% | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.81% | — | -22.06% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.67% | -0.49% | -40.04% | |
| 18 | ABBV | Abbvie Inc | Stock-Healthcare | 2.42% | +0.09% | -19.47% | |
| 19 | CVS | Cvs Health CORP | Stock-Healthcare | 2.26% | +0.68% | -14.41% | |
| 20 | RH | Rh | Stock-Consumer Disc | 2.14% | +0.18% | +0.63% | |
| 21 | RTX | Rtx CORP | Stock-Industrials | 1.83% | -0.38% | -23.54% | |
| 22 | CSX | Csx CORP | Stock-Industrials | 1.83% | +0.10% | -7.36% | |
| 23 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.77% | +0.08% | -0.89% | |
| 24 | PSX | Phillips 66 | Stock-Energy | 1.49% | -0.28% | -6.74% | |
| 25 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.36% | -0.36% | -1.18% | |
| 26 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 1.25% | — | -9.71% | |
| 27 | PFE | Pfizer Inc | Stock-Healthcare | 1.24% | +1.55% | +0.23% | |
| 28 | LM0C | Liberty Media Corp-liber-new | Stock-Other | 1.23% | — | -14.92% | |
| 29 | BA | Boeing Co/the | Stock-Industrials | 1.18% | -0.03% | -14.06% | |
| 30 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.14% | -0.21% | -8.49% | |
| 31 | COP | Conocophillips | Stock-Energy | 1.09% | -0.32% | -25.49% | |
| 32 | PM | Philip Morris International | Stock-Consumer Staples | 0.91% | -0.03% | — | |
| 33 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.89% | -0.28% | -0.19% | |
| 34 | USB | US Bancorp | Stock-Financials | 0.87% | -0.79% | EXIT | |
| 35 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.77% | -0.05% | -1.13% | |
| 36 | T | At&t Inc | Stock-Comm Services | 0.68% | -0.39% | -10.46% | |
| 37 | NVDA | Nvidia CORP | Stock-Tech | 0.66% | -0.17% | -20.69% | |
| 38 | V | Visa Inc-class A Shares | Stock-Financials | 0.51% | — | -48.33% | |
| 39 | UNP | Union Pacific CORP | Stock-Industrials | 0.41% | — | -47.45% | |
| 40 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.39% | — | +4.51% | |
| 41 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.37% | — | -49.04% | |
| 42 | LLYVK* | Liberty Media Corp-liberty-c | Stock-Other | 0.32% | — | -23.89% | |
| 43 | HD | Home Depot Inc | Stock-Consumer Disc | 0.31% | — | -59.76% | |
| 44 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.28% | — | -46.48% | |
| 45 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.26% | — | -41.67% | |
| 46 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.26% | — | -56.35% | |
| 47 | LNG | Cheniere Energy Inc | Stock-Energy | 0.23% | — | +0.64% | |
| 48 | MA | Mastercard Inc - A | Stock-Financials | 0.22% | — | +0.81% | |
| 49 | IRM | Iron Mountain Inc | Stock-Real Estate | 0.22% | — | +2.52% | |
| 50 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.20% | — | — |
According to official SEC Form 13F filings, DCM Advisors, LLC reported a total U.S. public equity portfolio value of $253.3M across 76 disclosed positions in Q1 2024.
During Q1 2024, DCM Advisors, LLC's top holdings by market value included MSFT (7.4%)、AAPL (5.8%)、META (5.7%). The largest single position, MSFT, represented 7.4% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, META) accounted for 26.4% of total reported equity market value during Q1 2024.
In Q1 2024, DCM Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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