13F GuideFiling Basics
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.
AlphaSMO Research GuideRead Guide
CIK: 0001839498
Total reported value
$253.3M
$253.3M
38 檔
28.3%
The Q3 2025 SEC filing reveals that DCM Advisors, LLC held a total portfolio value of $253.3M, covering 38 public equity positions.
In Q3 2025, DCM Advisors, LLC displayed an active expansion posture, initiating 3 new positions and adding to 29 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, ORCL) accounted for 28.3% of total reported equity market value during Q3 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 7.50% | -0.45% | -5.76% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 6.69% | +0.13% | -4.14% | |
| 3 | ORCL | Oracle CORP | Stock-Tech | 5.59% | -0.29% | -19.29% | |
| 4 | META | Meta Platforms Inc-class A | Stock-Comm Services | 5.33% | -0.51% | -3.59% | |
| 5 | GS | Goldman Sachs Group Inc | Stock-Financials | 5.15% | +0.31% | -12.66% | |
| 6 | MS | Morgan Stanley | Stock-Financials | 4.69% | +0.59% | -4.01% | |
| 7 | DIS | Walt Disney Co/the | Stock-Comm Services | 4.55% | -0.26% | -3.76% | |
| 8 | AXP | American Express Co | Stock-Financials | 4.34% | +0.04% | -4.37% | |
| 9 | BAC | Bank Of America CORP | Stock-Financials | 4.30% | +0.22% | -4.08% | |
| 10 | WFC | Wells Fargo & Co | Stock-Financials | 4.15% | -0.26% | -4.14% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 4.02% | — | -4.23% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.65% | +0.06% | -3.80% | |
| 13 | DELL | Dell Technologies -c | Stock-Tech | 3.64% | -0.26% | -5.09% | |
| 14 | AIG | American International Group | Stock-Financials | 3.62% | -0.26% | -4.21% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.08% | -0.49% | +0.01% | |
| 16 | MPC | Marathon Petroleum CORP | Stock-Energy | 2.73% | -0.24% | -3.37% | |
| 17 | ABBV | Abbvie Inc | Stock-Healthcare | 2.72% | +0.09% | -0.28% | |
| 18 | RTX | Rtx CORP | Stock-Industrials | 2.55% | -0.38% | -2.93% | |
| 19 | CVS | Cvs Health CORP | Stock-Healthcare | 2.31% | +0.68% | -3.83% | |
| 20 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 2.30% | -0.85% | -7.01% | |
| 21 | RH | Rh | Stock-Consumer Disc | 2.27% | +0.18% | -10.45% | |
| 22 | CSX | Csx CORP | Stock-Industrials | 1.70% | +0.10% | -4.19% | |
| 23 | PM | Philip Morris International | Stock-Consumer Staples | 1.67% | -0.03% | -0.27% | |
| 24 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.66% | +0.08% | -8.64% | |
| 25 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.48% | -0.36% | -4.27% | |
| 26 | PSX | Phillips 66 | Stock-Energy | 1.20% | -0.28% | -4.21% | |
| 27 | BA | Boeing Co/the | Stock-Industrials | 1.11% | -0.03% | -2.54% | |
| 28 | T | At&t Inc | Stock-Comm Services | 1.10% | -0.39% | -8.78% | |
| 29 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.84% | -0.28% | -3.44% | |
| 30 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.81% | -0.21% | -4.11% | |
| 31 | COP | Conocophillips | Stock-Energy | 0.75% | -0.32% | -4.38% | |
| 32 | USB | US Bancorp | Stock-Financials | 0.68% | -0.79% | EXIT | |
| 33 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.66% | -0.05% | -4.11% | |
| 34 | PFE | Pfizer Inc | Stock-Healthcare | 0.35% | +1.55% | +3.57% | |
| 35 | TRIP | Tripadvisor Inc | Stock-Other | 0.32% | +1.18% | — | |
| 36 | ARCC | Ares Capital CORP | Stock-Financials | 0.18% | -0.02% | -1.76% | |
| 37 | SABR | Sabre CORP | Stock-Tech | 0.17% | — | — | |
| 38 | OBDC | Blue Owl Capital CORP | Stock-Financials | 0.12% | -0.02% | +0.45% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ORCL | Oracle CORP | +1.7% | -19.29% | Trim |
| 2 | DELL | Dell Technologies -c | +1% | -5.09% | Add |
| 3 | MSFT | Microsoft CORP | +0.7% | -5.76% | Add |
| 4 | MS | Morgan Stanley | +0.6% | -4.01% | Add |
| 5 | GS | Goldman Sachs Group Inc | +0.5% | -12.66% | Trim |
| 6 | GOOG | Alphabet Inc-cl C | +0.5% | -8.64% | Add |
| 7 | GOOGL | Alphabet Inc-cl A | +0.5% | +0.01% | Trim |
| 8 | JPM | Jpmorgan Chase & Co | +0.3% | -4.23% | Add |
| 9 | META | Meta Platforms Inc-class A | +0.3% | -3.59% | Add |
| 10 | MPC | Marathon Petroleum CORP | +0.2% | -3.37% | Add |
| 11 | BAC | Bank Of America CORP | +0.2% | -4.08% | Add |
| 12 | RTX | Rtx CORP | +0.1% | -2.93% | Add |
| 13 | BA | Boeing Co/the | +0.1% | -2.54% | Add |
| 14 | CSX | Csx CORP | 0% | -4.19% | Add |
| 15 | AXP | American Express Co | 0% | -4.37% | Add |
| 16 | PFE | Pfizer Inc | 0% | +3.57% | Add |
| 17 | USB | US Bancorp | 0% | -5.56% | Trim |
| 18 | DIS | Walt Disney Co/the | -0.1% | -3.76% | Add |
| 19 | WFC | Wells Fargo & Co | -0.1% | -4.14% | Add |
| 20 | OBDC | Blue Owl Capital CORP | -0.1% | +0.45% | Trim |
| 21 | ARCC | Ares Capital CORP | -0.1% | -1.76% | Add |
| 22 | PSX | Phillips 66 | -0.1% | -4.21% | Add |
| 23 | ABBV | Abbvie Inc | -0.2% | -0.28% | Add |
| 24 | T | At&t Inc | -0.2% | -8.78% | Add |
| 25 | CVS | Cvs Health CORP | -0.2% | -3.83% | Add |
| 26 | PM | Philip Morris International | -0.2% | -0.27% | Add |
| 27 | PEP | Pepsico Inc | -0.2% | -4.11% | Add |
| 28 | COP | Conocophillips | -0.3% | -4.38% | Add |
| 29 | VZ | Verizon Communications Inc | -0.3% | -3.44% | Trim |
| 30 | MCD | Mcdonald's CORP | -0.4% | -4.27% | Add |
| 31 | AAPL | Apple Inc | -0.4% | -4.14% | Add |
| 32 | RH | Rh | -0.6% | -10.45% | Add |
| 33 | CMCSA | Comcast Corp-class A | -0.8% | -7.01% | Add |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | -1.2% | -3.80% | Add |
| 35 | AIG | American International Group | -1.3% | -4.21% | Add |
| 36 | NVDA | Nvidia CORP | — | EXIT | Sold out |
| 37 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 38 | TRIP | Tripadvisor Inc | — | NEW | New buy |
| 39 | SABR | Sabre 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 38 disclosed positions in Q3 2025.
During Q3 2025, DCM Advisors, LLC's top holdings by market value included MSFT (7.5%)、AAPL (6.7%)、ORCL (5.6%). The largest single position, MSFT, represented 7.5% 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: $1.6M
Top Position Liquidated / Trimmed
NVDA
前期市值: $2.3M
In Q3 2025, DCM Advisors, LLC made 39 total portfolio adjustments, initiating 3 new buys, adding to 29 positions, trimming 6 holdings, and fully liquidating 1 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.