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CIK: 0001839498
Total reported value
$253.3M
$253.3M
52 檔
22.0%
As reported in its official Q3 2024 Form 13F filing, DCM Advisors, LLC's tracked investment portfolio stood at $253.3M with 52 total positions.
DCM Advisors, LLC executed strategic sector rebalancing during Q3 2024, establishing 4 new positions while fully exiting 3 holdings and trimming 15 positions.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, META) accounted for 22.0% of total reported equity market value during Q3 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 7.27% | -0.45% | +0.18% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 7.12% | +0.13% | -0.90% | |
| 3 | META | Meta Platforms Inc-class A | Stock-Comm Services | 4.93% | -0.51% | +3.48% | |
| 4 | ORCL | Oracle CORP | Stock-Tech | 4.55% | -0.29% | -0.31% | |
| 5 | DIS | Walt Disney Co/the | Stock-Comm Services | 4.21% | -0.26% | +2.52% | |
| 6 | AXP | American Express Co | Stock-Financials | 4.14% | +0.04% | +0.00% | |
| 7 | GS | Goldman Sachs Group Inc | Stock-Financials | 4.00% | +0.31% | -2.48% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.93% | +0.06% | -0.56% | |
| 9 | AIG | American International Group | Stock-Financials | 3.93% | -0.26% | — | |
| 10 | RH | Rh | Stock-Consumer Disc | 3.93% | +0.18% | +0.30% | |
| 11 | BAC | Bank Of America CORP | Stock-Financials | 3.73% | +0.22% | -0.68% | |
| 12 | MS | Morgan Stanley | Stock-Financials | 3.46% | +0.59% | +0.16% | |
| 13 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 3.41% | -0.85% | — | |
| 14 | WFC | Wells Fargo & Co | Stock-Financials | 3.17% | -0.26% | — | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.04% | — | — | |
| 16 | ABBV | Abbvie Inc | Stock-Healthcare | 2.76% | +0.09% | — | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.76% | -0.49% | +1.89% | |
| 18 | MPC | Marathon Petroleum CORP | Stock-Energy | 2.64% | -0.24% | — | |
| 19 | CVS | Cvs Health CORP | Stock-Healthcare | 2.24% | +0.68% | — | |
| 20 | RTX | Rtx CORP | Stock-Industrials | 2.15% | -0.38% | — | |
| 21 | NFLX | Netflix Inc | Stock-Comm Services | 2.04% | — | -38.92% | |
| 22 | CSX | Csx CORP | Stock-Industrials | 1.86% | +0.10% | — | |
| 23 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.70% | -0.36% | — | |
| 24 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 1.45% | — | — | |
| 25 | PM | Philip Morris International | Stock-Consumer Staples | 1.38% | -0.03% | — | |
| 26 | PSX | Phillips 66 | Stock-Energy | 1.31% | -0.28% | — | |
| 27 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.22% | +0.08% | +0.01% | |
| 28 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.12% | -0.21% | — | |
| 29 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.08% | -0.28% | — | |
| 30 | USB | US Bancorp | Stock-Financials | 1.02% | -0.79% | EXIT | |
| 31 | COP | Conocophillips | Stock-Energy | 0.96% | -0.32% | — | |
| 32 | T | At&t Inc | Stock-Comm Services | 0.95% | -0.39% | +0.00% | |
| 33 | BA | Boeing Co/the | Stock-Industrials | 0.89% | -0.03% | — | |
| 34 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.85% | -0.05% | — | |
| 35 | NVDA | Nvidia CORP | Stock-Tech | 0.66% | -0.17% | -21.51% | |
| 36 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.42% | — | +23.89% | |
| 37 | V | Visa Inc-class A Shares | Stock-Financials | 0.40% | — | -4.55% | |
| 38 | IRM | Iron Mountain Inc | Stock-Real Estate | 0.37% | — | -8.24% | |
| 39 | PFE | Pfizer Inc | Stock-Healthcare | 0.36% | +1.55% | — | |
| 40 | SIRI | Sirius Xm Holdings Inc | Stock-Comm Services | 0.34% | — | — | |
| 41 | SWVXX | Schwa Prime Adv Money Fd-inv | Stock-Other | 0.32% | — | +157.44% | |
| 42 | LNG | Cheniere Energy Inc | Stock-Energy | 0.28% | — | -6.48% | |
| 43 | MA | Mastercard Inc - A | Stock-Financials | 0.28% | — | -5.15% | |
| 44 | ARCC | Ares Capital CORP | Stock-Financials | 0.24% | -0.02% | -7.32% | |
| 45 | CRM | Salesforce Inc | Stock-Tech | 0.21% | — | -5.38% | |
| 46 | UNP | Union Pacific CORP | Stock-Industrials | 0.19% | — | — | |
| 47 | OBDC | Blue Owl Capital CORP | Stock-Financials | 0.17% | -0.02% | -5.86% | |
| 48 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.12% | — | -9.49% | |
| 49 | AVGO | Broadcom Inc | Stock-Tech | 0.12% | — | +541.47% | |
| 50 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.11% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | RH | Rh | +0.9% | +0.30% | Add |
| 2 | ORCL | Oracle CORP | +0.6% | -0.31% | Trim |
| 3 | META | Meta Platforms Inc-class A | +0.5% | +3.48% | Add |
| 4 | AXP | American Express Co | +0.4% | +0.00% | Add |
| 5 | SIRI | Sirius Xm Holdings Inc | +0.3% | NEW | New buy |
| 6 | AAPL | Apple Inc | +0.3% | -0.90% | Trim |
| 7 | RTX | Rtx CORP | +0.3% | — | Unchanged |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | +0.3% | -0.56% | Trim |
| 9 | ABBV | Abbvie Inc | +0.2% | — | Unchanged |
| 10 | MCD | Mcdonald's CORP | +0.2% | — | Unchanged |
| 11 | SWVXX | Schwa Prime Adv Money Fd-inv | +0.2% | +157.44% | Add |
| 12 | PM | Philip Morris International | +0.2% | — | Unchanged |
| 13 | PYPL | Paypal Holdings Inc | +0.1% | NEW | New buy |
| 14 | LUMN | Lumen Technologies Inc | +0.1% | NEW | New buy |
| 15 | LOW | Lowe's Cos Inc | +0.1% | NEW | New buy |
| 16 | USB | US Bancorp | +0.1% | — | Unchanged |
| 17 | MS | Morgan Stanley | +0.1% | +0.16% | Add |
| 18 | T | At&t Inc | +0.1% | +0.00% | Add |
| 19 | GS | Goldman Sachs Group Inc | +0.1% | -2.48% | Trim |
| 20 | CMCSA | Comcast Corp-class A | +0.1% | — | Unchanged |
| 21 | AMZN | Amazon.com Inc | +0.1% | +23.89% | Add |
| 22 | IRM | Iron Mountain Inc | +0.1% | -8.24% | Trim |
| 23 | CVS | Cvs Health CORP | 0% | — | Unchanged |
| 24 | VZ | Verizon Communications Inc | 0% | — | Unchanged |
| 25 | BKNG | Booking Holdings Inc | 0% | — | Unchanged |
| 26 | UNP | Union Pacific CORP | 0% | — | Unchanged |
| 27 | PG | Procter & Gamble Co/the | — | — | Unchanged |
| 28 | MA | Mastercard Inc - A | — | -5.15% | Trim |
| 29 | PFE | Pfizer Inc | — | — | Unchanged |
| 30 | CRM | Salesforce Inc | — | -5.38% | Trim |
| 31 | JPM | Jpmorgan Chase & Co | 0% | — | Unchanged |
| 32 | PEP | Pepsico Inc | 0% | — | Unchanged |
| 33 | QQQ | Invesco Qqq Trust Series 1 | 0% | -9.49% | Trim |
| 34 | V | Visa Inc-class A Shares | 0% | -4.55% | Trim |
| 35 | CSX | Csx CORP | 0% | — | Unchanged |
| 36 | OBDC | Blue Owl Capital CORP | 0% | -5.86% | Trim |
| 37 | ARCC | Ares Capital CORP | 0% | -7.32% | Trim |
| 38 | LNG | Cheniere Energy Inc | 0% | -6.48% | Trim |
| 39 | AGNC | Agnc Investment CORP | -0.1% | EXIT | Sold out |
| 40 | AVGO | Broadcom Inc | -0.1% | +541.47% | Add |
| 41 | C | Citigroup Inc | -0.1% | EXIT | Sold out |
| 42 | COP | Conocophillips | -0.1% | — | Unchanged |
| 43 | PSX | Phillips 66 | -0.2% | — | Unchanged |
| 44 | GOOG | Alphabet Inc-cl C | -0.2% | +0.01% | Add |
| 45 | BA | Boeing Co/the | -0.2% | — | Unchanged |
| 46 | BAC | Bank Of America CORP | -0.2% | -0.68% | Trim |
| 47 | NVDA | Nvidia CORP | -0.2% | -21.51% | Trim |
| 48 | DIS | Walt Disney Co/the | -0.2% | +2.52% | Add |
| 49 | AIG | American International Group | -0.3% | — | Unchanged |
| 50 | MPC | Marathon Petroleum CORP | -0.3% | — | Unchanged |
According to official SEC Form 13F filings, DCM Advisors, LLC reported a total U.S. public equity portfolio value of $253.3M across 52 disclosed positions in Q3 2024.
During Q3 2024, DCM Advisors, LLC's top holdings by market value included MSFT (7.3%)、AAPL (7.1%)、META (4.9%). The largest single position, MSFT, represented 7.3% of total portfolio value.
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Top New Position Initiated
SIRI
市值: $665.5K
Top Position Liquidated / Trimmed
LM0C
前期市值: $780.4K
In Q3 2024, DCM Advisors, LLC made 34 total portfolio adjustments, initiating 4 new buys, adding to 12 positions, trimming 15 holdings, and fully liquidating 3 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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