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CIK: 0001839498
Total reported value
$253.3M
$253.3M
38 檔
26.1%
During the Q4 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 38 reported positions.
In Q4 2025, DCM Advisors, LLC adopted a defensive or profit-taking posture, trimming 13 positions and completely liquidating 1 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 6.86% | -0.45% | -0.37% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.52% | +0.13% | -21.31% | |
| 3 | GS | Goldman Sachs Group Inc | Stock-Financials | 5.36% | +0.31% | -4.24% | |
| 4 | MS | Morgan Stanley | Stock-Financials | 5.00% | +0.59% | -3.04% | |
| 5 | META | Meta Platforms Inc-class A | Stock-Comm Services | 4.70% | -0.51% | -0.26% | |
| 6 | WFC | Wells Fargo & Co | Stock-Financials | 4.53% | -0.26% | -0.29% | |
| 7 | BAC | Bank Of America CORP | Stock-Financials | 4.50% | +0.22% | -0.29% | |
| 8 | DIS | Walt Disney Co/the | Stock-Comm Services | 4.45% | -0.26% | — | |
| 9 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 4.34% | -0.85% | +101.94% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 4.05% | — | — | |
| 11 | AXP | American Express Co | Stock-Financials | 3.95% | +0.04% | -16.91% | |
| 12 | AIG | American International Group | Stock-Financials | 3.89% | -0.26% | — | |
| 13 | ORCL | Oracle CORP | Stock-Tech | 3.77% | -0.29% | -1.27% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.63% | -0.49% | -6.30% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.59% | +0.06% | — | |
| 16 | DELL | Dell Technologies -c | Stock-Tech | 3.09% | -0.26% | -2.88% | |
| 17 | RTX | Rtx CORP | Stock-Industrials | 2.75% | -0.38% | — | |
| 18 | ABBV | Abbvie Inc | Stock-Healthcare | 2.64% | +0.09% | — | |
| 19 | CVS | Cvs Health CORP | Stock-Healthcare | 2.40% | +0.68% | — | |
| 20 | MPC | Marathon Petroleum CORP | Stock-Energy | 2.27% | -0.24% | — | |
| 21 | TRIP | Tripadvisor Inc | Stock-Other | 2.15% | +1.18% | +668.89% | |
| 22 | RH | Rh | Stock-Consumer Disc | 2.10% | +0.18% | +6.25% | |
| 23 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.05% | +0.08% | -2.88% | |
| 24 | CSX | Csx CORP | Stock-Industrials | 1.71% | +0.10% | — | |
| 25 | PM | Philip Morris International | Stock-Consumer Staples | 1.62% | -0.03% | — | |
| 26 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.46% | -0.36% | — | |
| 27 | PSX | Phillips 66 | Stock-Energy | 1.12% | -0.28% | — | |
| 28 | BA | Boeing Co/the | Stock-Industrials | 1.10% | -0.03% | — | |
| 29 | T | At&t Inc | Stock-Comm Services | 0.95% | -0.39% | — | |
| 30 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.82% | -0.21% | — | |
| 31 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.77% | -0.28% | — | |
| 32 | USB | US Bancorp | Stock-Financials | 0.74% | -0.79% | EXIT | |
| 33 | COP | Conocophillips | Stock-Energy | 0.73% | -0.32% | +0.01% | |
| 34 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.60% | -0.05% | — | |
| 35 | PFE | Pfizer Inc | Stock-Healthcare | 0.33% | +1.55% | -3.82% | |
| 36 | ARCC | Ares Capital CORP | Stock-Financials | 0.18% | -0.02% | +1.36% | |
| 37 | GBTG | Global Business Travel Group | Stock-Other | 0.17% | — | — | |
| 38 | OBDC | Blue Owl Capital CORP | Stock-Financials | 0.12% | -0.02% | +1.92% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CMCSA | Comcast Corp-class A | +2% | +101.94% | Add |
| 2 | TRIP | Tripadvisor Inc | +1.8% | +668.89% | Add |
| 3 | GOOGL | Alphabet Inc-cl A | +0.6% | -6.30% | Trim |
| 4 | GOOG | Alphabet Inc-cl C | +0.4% | -2.88% | Trim |
| 5 | WFC | Wells Fargo & Co | +0.4% | -0.29% | Trim |
| 6 | MS | Morgan Stanley | +0.3% | -3.04% | Trim |
| 7 | AIG | American International Group | +0.3% | — | Unchanged |
| 8 | GS | Goldman Sachs Group Inc | +0.2% | -4.24% | Trim |
| 9 | BAC | Bank Of America CORP | +0.2% | -0.29% | Trim |
| 10 | RTX | Rtx CORP | +0.2% | — | Unchanged |
| 11 | CVS | Cvs Health CORP | +0.1% | — | Unchanged |
| 12 | USB | US Bancorp | +0.1% | — | Unchanged |
| 13 | JPM | Jpmorgan Chase & Co | 0% | — | Unchanged |
| 14 | CSX | Csx CORP | 0% | — | Unchanged |
| 15 | PEP | Pepsico Inc | 0% | — | Unchanged |
| 16 | OBDC | Blue Owl Capital CORP | — | +1.92% | Add |
| 17 | ARCC | Ares Capital CORP | — | +1.36% | Add |
| 18 | BA | Boeing Co/the | 0% | — | Unchanged |
| 19 | PFE | Pfizer Inc | 0% | -3.82% | Trim |
| 20 | MCD | Mcdonald's CORP | 0% | — | Unchanged |
| 21 | COP | Conocophillips | 0% | +0.01% | Add |
| 22 | PM | Philip Morris International | -0.1% | — | Unchanged |
| 23 | PG | Procter & Gamble Co/the | -0.1% | — | Unchanged |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | — | Unchanged |
| 25 | VZ | Verizon Communications Inc | -0.1% | — | Unchanged |
| 26 | PSX | Phillips 66 | -0.1% | — | Unchanged |
| 27 | ABBV | Abbvie Inc | -0.1% | — | Unchanged |
| 28 | DIS | Walt Disney Co/the | -0.1% | — | Unchanged |
| 29 | T | At&t Inc | -0.2% | — | Unchanged |
| 30 | RH | Rh | -0.2% | +6.25% | Add |
| 31 | AXP | American Express Co | -0.4% | -16.91% | Trim |
| 32 | MPC | Marathon Petroleum CORP | -0.5% | — | Unchanged |
| 33 | DELL | Dell Technologies -c | -0.6% | -2.88% | Trim |
| 34 | META | Meta Platforms Inc-class A | -0.6% | -0.26% | Trim |
| 35 | MSFT | Microsoft CORP | -0.6% | -0.37% | Trim |
| 36 | AAPL | Apple Inc | -1.2% | -21.31% | Trim |
| 37 | ORCL | Oracle CORP | -1.8% | -1.27% | Trim |
| 38 | GBTG | Global Business Travel Group | — | NEW | New buy |
| 39 | SABR | Sabre CORP | — | EXIT | Sold out |
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 Q4 2025.
During Q4 2025, DCM Advisors, LLC's top holdings by market value included MSFT (6.9%)、AAPL (5.5%)、GS (5.4%). The largest single position, MSFT, represented 6.9% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, GS) accounted for 26.1% of total reported equity market value during Q4 2025.
Top New Position Initiated
GBTG
市值: $410.5K
Top Position Liquidated / Trimmed
SABR
前期市值: $406.2K
In Q4 2025, DCM Advisors, LLC made 21 total portfolio adjustments, initiating 1 new buys, adding to 6 positions, trimming 13 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.
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