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CIK: 0001839498
Total reported value
$253.3M
$253.3M
36 檔
21.2%
During the Q1 2025 filing period, DCM Advisors, LLC (CIK: 0001839498) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $253.3M across 36 reported positions.
In Q1 2025, DCM Advisors, LLC displayed an active expansion posture, initiating 36 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 7.07% | +0.13% | -19.29% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 6.78% | -0.45% | -14.72% | |
| 3 | META | Meta Platforms Inc-class A | Stock-Comm Services | 5.06% | -0.51% | -17.58% | |
| 4 | AIG | American International Group | Stock-Financials | 4.92% | -0.26% | -5.20% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 4.81% | +0.06% | -4.69% | |
| 6 | GS | Goldman Sachs Group Inc | Stock-Financials | 4.64% | +0.31% | -5.61% | |
| 7 | DIS | Walt Disney Co/the | Stock-Comm Services | 4.60% | -0.26% | -3.86% | |
| 8 | AXP | American Express Co | Stock-Financials | 4.33% | +0.04% | -6.77% | |
| 9 | WFC | Wells Fargo & Co | Stock-Financials | 4.23% | -0.26% | -4.85% | |
| 10 | BAC | Bank Of America CORP | Stock-Financials | 4.12% | +0.22% | -6.96% | |
| 11 | MS | Morgan Stanley | Stock-Financials | 4.07% | +0.59% | -5.27% | |
| 12 | ORCL | Oracle CORP | Stock-Tech | 3.92% | -0.29% | -9.66% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.73% | — | -12.07% | |
| 14 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 3.08% | -0.85% | -7.77% | |
| 15 | ABBV | Abbvie Inc | Stock-Healthcare | 2.89% | +0.09% | -10.45% | |
| 16 | RH | Rh | Stock-Consumer Disc | 2.86% | +0.18% | -1.39% | |
| 17 | DELL | Dell Technologies -c | Stock-Tech | 2.63% | -0.26% | — | |
| 18 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.62% | -0.49% | -33.63% | |
| 19 | CVS | Cvs Health CORP | Stock-Healthcare | 2.54% | +0.68% | -13.39% | |
| 20 | MPC | Marathon Petroleum CORP | Stock-Energy | 2.49% | -0.24% | -8.80% | |
| 21 | RTX | Rtx CORP | Stock-Industrials | 2.48% | -0.38% | -16.21% | |
| 22 | PM | Philip Morris International | Stock-Consumer Staples | 1.91% | -0.03% | -0.25% | |
| 23 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.83% | -0.36% | -0.47% | |
| 24 | CSX | Csx CORP | Stock-Industrials | 1.67% | +0.10% | -5.26% | |
| 25 | PSX | Phillips 66 | Stock-Energy | 1.29% | -0.28% | -4.72% | |
| 26 | T | At&t Inc | Stock-Comm Services | 1.28% | -0.39% | -7.20% | |
| 27 | NVDA | Nvidia CORP | Stock-Tech | 1.21% | -0.17% | +51.34% | |
| 28 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.17% | +0.08% | -5.72% | |
| 29 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.15% | -0.28% | -0.17% | |
| 30 | BA | Boeing Co/the | Stock-Industrials | 1.05% | -0.03% | -15.52% | |
| 31 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.05% | -0.21% | -9.58% | |
| 32 | COP | Conocophillips | Stock-Energy | 1.01% | -0.32% | -7.20% | |
| 33 | USB | US Bancorp | Stock-Financials | 0.71% | -0.79% | EXIT | |
| 34 | PFE | Pfizer Inc | Stock-Healthcare | 0.36% | +1.55% | -12.16% | |
| 35 | ARCC | Ares Capital CORP | Stock-Financials | 0.26% | -0.02% | +1.44% | |
| 36 | OBDC | Blue Owl Capital CORP | Stock-Financials | 0.20% | -0.02% | +7.88% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | — | NEW | New buy |
| 2 | MSFT | Microsoft CORP | — | NEW | New buy |
| 3 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 4 | AIG | American International Group | — | NEW | New buy |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 6 | GS | Goldman Sachs Group Inc | — | NEW | New buy |
| 7 | DIS | Walt Disney Co/the | — | NEW | New buy |
| 8 | AXP | American Express Co | — | NEW | New buy |
| 9 | WFC | Wells Fargo & Co | — | NEW | New buy |
| 10 | BAC | Bank Of America CORP | — | NEW | New buy |
| 11 | MS | Morgan Stanley | — | NEW | New buy |
| 12 | ORCL | Oracle CORP | — | NEW | New buy |
| 13 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 14 | CMCSA | Comcast Corp-class A | — | NEW | New buy |
| 15 | ABBV | Abbvie Inc | — | NEW | New buy |
| 16 | RH | Rh | — | NEW | New buy |
| 17 | DELL | Dell Technologies -c | — | NEW | New buy |
| 18 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 19 | CVS | Cvs Health CORP | — | NEW | New buy |
| 20 | MPC | Marathon Petroleum CORP | — | NEW | New buy |
| 21 | RTX | Rtx CORP | — | NEW | New buy |
| 22 | PM | Philip Morris International | — | NEW | New buy |
| 23 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 24 | CSX | Csx CORP | — | NEW | New buy |
| 25 | PSX | Phillips 66 | — | NEW | New buy |
| 26 | T | At&t Inc | — | NEW | New buy |
| 27 | NVDA | Nvidia CORP | — | NEW | New buy |
| 28 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 29 | VZ | Verizon Communications Inc | — | NEW | New buy |
| 30 | BA | Boeing Co/the | — | NEW | New buy |
| 31 | PEP | Pepsico Inc | — | NEW | New buy |
| 32 | COP | Conocophillips | — | NEW | New buy |
| 33 | USB | US Bancorp | — | NEW | New buy |
| 34 | PFE | Pfizer Inc | — | NEW | New buy |
| 35 | ARCC | Ares Capital CORP | — | NEW | New buy |
| 36 | OBDC | Blue Owl Capital CORP | — | NEW | New buy |
According to official SEC Form 13F filings, DCM Advisors, LLC reported a total U.S. public equity portfolio value of $253.3M across 36 disclosed positions in Q1 2025.
During Q1 2025, DCM Advisors, LLC's top holdings by market value included AAPL (7.1%)、MSFT (6.8%)、META (5.1%). The largest single position, AAPL, represented 7.1% 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 AAPL, MSFT, META) accounted for 21.2% of total reported equity market value during Q1 2025.
Top New Position Initiated
AAPL
市值: $13.3M
In Q1 2025, DCM Advisors, LLC made 36 total portfolio adjustments, initiating 36 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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