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CIK: 0001839498
Total reported value
$253.3M
$253.3M
39 檔
27.6%
In Q2 2025, DCM Advisors, LLC's U.S. equity holdings reached a combined market value of $253.3M, distributed across 39 disclosed stock positions.
In Q2 2025, DCM Advisors, LLC displayed an active expansion posture, initiating 3 new positions and adding to 31 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, META) accounted for 27.6% of total reported equity market value during Q2 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 7.77% | -0.45% | +6.37% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.72% | +0.13% | +7.88% | |
| 3 | META | Meta Platforms Inc-class A | Stock-Comm Services | 5.65% | -0.51% | +8.00% | |
| 4 | ORCL | Oracle CORP | Stock-Tech | 5.48% | -0.29% | +10.11% | |
| 5 | GS | Goldman Sachs Group Inc | Stock-Financials | 5.33% | +0.31% | +9.51% | |
| 6 | DIS | Walt Disney Co/the | Stock-Comm Services | 5.20% | -0.26% | +11.39% | |
| 7 | AXP | American Express Co | Stock-Financials | 4.43% | +0.04% | +7.24% | |
| 8 | MS | Morgan Stanley | Stock-Financials | 4.41% | +0.59% | +10.79% | |
| 9 | WFC | Wells Fargo & Co | Stock-Financials | 4.21% | -0.26% | +10.19% | |
| 10 | AIG | American International Group | Stock-Financials | 4.19% | -0.26% | +7.15% | |
| 11 | BAC | Bank Of America CORP | Stock-Financials | 4.18% | +0.22% | +10.41% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.92% | — | +10.18% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.73% | +0.06% | +5.54% | |
| 14 | DELL | Dell Technologies -c | Stock-Tech | 3.37% | -0.26% | +18.73% | |
| 15 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 2.85% | -0.85% | +18.46% | |
| 16 | MPC | Marathon Petroleum CORP | Stock-Energy | 2.48% | -0.24% | +7.98% | |
| 17 | RH | Rh | Stock-Consumer Disc | 2.40% | +0.18% | +28.80% | |
| 18 | RTX | Rtx CORP | Stock-Industrials | 2.33% | -0.38% | +5.93% | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.27% | -0.49% | -6.21% | |
| 20 | CVS | Cvs Health CORP | Stock-Healthcare | 2.24% | +0.68% | +7.12% | |
| 21 | ABBV | Abbvie Inc | Stock-Healthcare | 2.22% | +0.09% | +7.96% | |
| 22 | PM | Philip Morris International | Stock-Consumer Staples | 1.91% | -0.03% | +8.41% | |
| 23 | CSX | Csx CORP | Stock-Industrials | 1.66% | +0.10% | +10.47% | |
| 24 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.51% | -0.36% | +8.58% | |
| 25 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.35% | +0.08% | +24.93% | |
| 26 | T | At&t Inc | Stock-Comm Services | 1.25% | -0.39% | +17.81% | |
| 27 | BA | Boeing Co/the | Stock-Industrials | 1.13% | -0.03% | +8.23% | |
| 28 | PSX | Phillips 66 | Stock-Energy | 1.12% | -0.28% | +10.68% | |
| 29 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.87% | -0.28% | -1.14% | |
| 30 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.81% | -0.21% | +8.50% | |
| 31 | COP | Conocophillips | Stock-Energy | 0.76% | -0.32% | +9.04% | |
| 32 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.72% | -0.05% | — | |
| 33 | USB | US Bancorp | Stock-Financials | 0.68% | -0.79% | EXIT | |
| 34 | NVDA | Nvidia CORP | Stock-Tech | 0.67% | -0.17% | -49.43% | |
| 35 | PFE | Pfizer Inc | Stock-Healthcare | 0.33% | +1.55% | +19.67% | |
| 36 | LUMN | Lumen Technologies Inc | Stock-Comm Services | 0.32% | — | — | |
| 37 | AGNC | Agnc Investment CORP | Stock-Real Estate | 0.20% | — | — | |
| 38 | ARCC | Ares Capital CORP | Stock-Financials | 0.20% | -0.02% | +4.03% | |
| 39 | OBDC | Blue Owl Capital CORP | Stock-Financials | 0.14% | -0.02% | -6.92% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ORCL | Oracle CORP | +1.6% | +10.11% | Add |
| 2 | MSFT | Microsoft CORP | +1% | +6.37% | Add |
| 3 | DELL | Dell Technologies -c | +0.7% | +18.73% | Add |
| 4 | PG | Procter & Gamble Co/the | +0.7% | NEW | New buy |
| 5 | GS | Goldman Sachs Group Inc | +0.7% | +9.51% | Add |
| 6 | DIS | Walt Disney Co/the | +0.6% | +11.39% | Add |
| 7 | META | Meta Platforms Inc-class A | +0.6% | +8.00% | Add |
| 8 | MS | Morgan Stanley | +0.3% | +10.79% | Add |
| 9 | LUMN | Lumen Technologies Inc | +0.3% | NEW | New buy |
| 10 | AGNC | Agnc Investment CORP | +0.2% | NEW | New buy |
| 11 | JPM | Jpmorgan Chase & Co | +0.2% | +10.18% | Add |
| 12 | GOOG | Alphabet Inc-cl C | +0.2% | +24.93% | Add |
| 13 | AXP | American Express Co | +0.1% | +7.24% | Add |
| 14 | BA | Boeing Co/the | +0.1% | +8.23% | Add |
| 15 | BAC | Bank Of America CORP | +0.1% | +10.41% | Add |
| 16 | PM | Philip Morris International | — | +8.41% | Add |
| 17 | MPC | Marathon Petroleum CORP | 0% | +7.98% | Add |
| 18 | CSX | Csx CORP | 0% | +10.47% | Add |
| 19 | WFC | Wells Fargo & Co | 0% | +10.19% | Add |
| 20 | T | At&t Inc | 0% | +17.81% | Add |
| 21 | USB | US Bancorp | 0% | -20.55% | Trim |
| 22 | PFE | Pfizer Inc | 0% | +19.67% | Add |
| 23 | OBDC | Blue Owl Capital CORP | -0.1% | -6.92% | Trim |
| 24 | ARCC | Ares Capital CORP | -0.1% | +4.03% | Add |
| 25 | RTX | Rtx CORP | -0.2% | +5.93% | Add |
| 26 | PSX | Phillips 66 | -0.2% | +10.68% | Add |
| 27 | CMCSA | Comcast Corp-class A | -0.2% | +18.46% | Add |
| 28 | PEP | Pepsico Inc | -0.2% | +8.50% | Add |
| 29 | COP | Conocophillips | -0.3% | +9.04% | Add |
| 30 | VZ | Verizon Communications Inc | -0.3% | -1.14% | Trim |
| 31 | CVS | Cvs Health CORP | -0.3% | +7.12% | Add |
| 32 | MCD | Mcdonald's CORP | -0.3% | +8.58% | Add |
| 33 | GOOGL | Alphabet Inc-cl A | -0.4% | -6.21% | Trim |
| 34 | RH | Rh | -0.5% | +28.80% | Add |
| 35 | NVDA | Nvidia CORP | -0.5% | -49.43% | Trim |
| 36 | ABBV | Abbvie Inc | -0.7% | +7.96% | Add |
| 37 | AIG | American International Group | -0.7% | +7.15% | Add |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | -1.1% | +5.54% | Add |
| 39 | AAPL | Apple Inc | -1.4% | +7.88% | Add |
According to official SEC Form 13F filings, DCM Advisors, LLC reported a total U.S. public equity portfolio value of $253.3M across 39 disclosed positions in Q2 2025.
During Q2 2025, DCM Advisors, LLC's top holdings by market value included MSFT (7.8%)、AAPL (5.7%)、META (5.7%). The largest single position, MSFT, represented 7.8% 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.
Top New Position Initiated
PG
市值: $1.7M
Top Position Liquidated / Trimmed
GOOGL
前期市值: $4.9M
In Q2 2025, DCM Advisors, LLC made 39 total portfolio adjustments, initiating 3 new buys, adding to 31 positions, trimming 5 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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