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What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
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CIK: 0001839498
Total reported value
$253.3M
$253.3M
51 檔
20.7%
The Q2 2024 SEC filing reveals that DCM Advisors, LLC held a total portfolio value of $253.3M, covering 51 public equity positions.
During Q2 2024, DCM Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, DIS) accounted for 20.7% of total reported equity market value during Q2 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 7.90% | -0.45% | -21.90% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 6.81% | +0.13% | -25.11% | |
| 3 | DIS | Walt Disney Co/the | Stock-Comm Services | 4.44% | -0.26% | -9.68% | |
| 4 | META | Meta Platforms Inc-class A | Stock-Comm Services | 4.40% | -0.51% | -42.15% | |
| 5 | AIG | American International Group | Stock-Financials | 4.18% | -0.26% | -11.65% | |
| 6 | ORCL | Oracle CORP | Stock-Tech | 3.97% | -0.29% | -14.89% | |
| 7 | BAC | Bank Of America CORP | Stock-Financials | 3.95% | +0.22% | -13.67% | |
| 8 | GS | Goldman Sachs Group Inc | Stock-Financials | 3.93% | +0.31% | -10.07% | |
| 9 | AXP | American Express Co | Stock-Financials | 3.71% | +0.04% | -12.62% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.66% | +0.06% | -12.52% | |
| 11 | WFC | Wells Fargo & Co | Stock-Financials | 3.49% | -0.26% | -12.07% | |
| 12 | MS | Morgan Stanley | Stock-Financials | 3.38% | +0.59% | -10.94% | |
| 13 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 3.35% | -0.85% | -9.25% | |
| 14 | NFLX | Netflix Inc | Stock-Comm Services | 3.32% | — | -33.67% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.12% | -0.49% | -24.39% | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.06% | — | -15.85% | |
| 17 | RH | Rh | Stock-Consumer Disc | 3.00% | +0.18% | +55.93% | |
| 18 | MPC | Marathon Petroleum CORP | Stock-Energy | 2.95% | -0.24% | -25.08% | |
| 19 | ABBV | Abbvie Inc | Stock-Healthcare | 2.52% | +0.09% | -13.90% | |
| 20 | CVS | Cvs Health CORP | Stock-Healthcare | 2.20% | +0.68% | +2.55% | |
| 21 | CSX | Csx CORP | Stock-Industrials | 1.89% | +0.10% | -10.59% | |
| 22 | RTX | Rtx CORP | Stock-Industrials | 1.87% | -0.38% | -22.84% | |
| 23 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.49% | -0.36% | -5.36% | |
| 24 | PSX | Phillips 66 | Stock-Energy | 1.47% | -0.28% | -10.76% | |
| 25 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 1.43% | — | -18.28% | |
| 26 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.41% | +0.08% | -48.43% | |
| 27 | PM | Philip Morris International | Stock-Consumer Staples | 1.21% | -0.03% | -6.75% | |
| 28 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.14% | -0.21% | -16.89% | |
| 29 | BA | Boeing Co/the | Stock-Industrials | 1.11% | -0.03% | -21.71% | |
| 30 | COP | Conocophillips | Stock-Energy | 1.09% | -0.32% | -13.49% | |
| 31 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.04% | -0.28% | -7.03% | |
| 32 | USB | US Bancorp | Stock-Financials | 0.93% | -0.79% | EXIT | |
| 33 | NVDA | Nvidia CORP | Stock-Tech | 0.89% | -0.17% | +676.74% | |
| 34 | T | At&t Inc | Stock-Comm Services | 0.87% | -0.39% | -7.90% | |
| 35 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.85% | -0.05% | -15.12% | |
| 36 | V | Visa Inc-class A Shares | Stock-Financials | 0.42% | — | -32.15% | |
| 37 | LM0C | Liberty Media Corp-liber-new | Stock-Other | 0.41% | — | -65.05% | |
| 38 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.37% | — | -30.68% | |
| 39 | PFE | Pfizer Inc | Stock-Healthcare | 0.36% | +1.55% | -77.20% | |
| 40 | IRM | Iron Mountain Inc | Stock-Real Estate | 0.32% | — | +0.24% | |
| 41 | LNG | Cheniere Energy Inc | Stock-Energy | 0.31% | — | -3.19% | |
| 42 | MA | Mastercard Inc - A | Stock-Financials | 0.28% | — | +5.53% | |
| 43 | ARCC | Ares Capital CORP | Stock-Financials | 0.27% | -0.02% | +3.16% | |
| 44 | CRM | Salesforce Inc | Stock-Tech | 0.21% | — | +21.07% | |
| 45 | OBDC | Blue Owl Capital CORP | Stock-Financials | 0.20% | -0.02% | +3.51% | |
| 46 | AVGO | Broadcom Inc | Stock-Tech | 0.18% | — | -15.56% | |
| 47 | UNP | Union Pacific CORP | Stock-Industrials | 0.18% | — | -63.11% | |
| 48 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.14% | — | — | |
| 49 | SWVXX | Schwa Prime Adv Money Fd-inv | Stock-Other | 0.13% | — | -3.59% | |
| 50 | C | Citigroup Inc | Stock-Financials | 0.13% | — | -37.65% |
According to official SEC Form 13F filings, DCM Advisors, LLC reported a total U.S. public equity portfolio value of $253.3M across 51 disclosed positions in Q2 2024.
During Q2 2024, DCM Advisors, LLC's top holdings by market value included MSFT (7.9%)、AAPL (6.8%)、DIS (4.4%). The largest single position, MSFT, represented 7.9% 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 Q2 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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