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
21.0%
At the close of Q1 2026, DCM Advisors, LLC disclosed equity holdings valued at approximately $253.3M, spread across 38 reported holdings.
In Q1 2026, DCM Advisors, LLC adopted a defensive or profit-taking posture, trimming 29 positions and completely liquidating 1 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, META) accounted for 21.0% of total reported equity market value during Q1 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 5.59% | -0.45% | -2.85% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.49% | +0.13% | -2.85% | |
| 3 | META | Meta Platforms Inc-class A | Stock-Comm Services | 4.40% | -0.51% | -1.49% | |
| 4 | DELL | Dell Technologies -c | Stock-Tech | 4.38% | -0.26% | -0.80% | |
| 5 | BAC | Bank Of America CORP | Stock-Financials | 4.35% | +0.22% | -0.55% | |
| 6 | WFC | Wells Fargo & Co | Stock-Financials | 4.22% | -0.26% | -0.48% | |
| 7 | MS | Morgan Stanley | Stock-Financials | 4.11% | +0.59% | -10.14% | |
| 8 | DIS | Walt Disney Co/the | Stock-Comm Services | 4.11% | -0.26% | -0.46% | |
| 9 | GS | Goldman Sachs Group Inc | Stock-Financials | 4.08% | +0.31% | -12.06% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 4.01% | — | -1.00% | |
| 11 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 3.92% | -0.85% | -14.35% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.76% | +0.06% | +0.05% | |
| 13 | AIG | American International Group | Stock-Financials | 3.72% | -0.26% | -0.69% | |
| 14 | MPC | Marathon Petroleum CORP | Stock-Energy | 3.69% | -0.24% | -1.18% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.56% | -0.49% | -2.54% | |
| 16 | AXP | American Express Co | Stock-Financials | 3.52% | +0.04% | -0.44% | |
| 17 | ORCL | Oracle CORP | Stock-Tech | 3.13% | -0.29% | +0.56% | |
| 18 | RTX | Rtx CORP | Stock-Industrials | 3.11% | -0.38% | -1.90% | |
| 19 | ABBV | Abbvie Inc | Stock-Healthcare | 2.73% | +0.09% | -0.84% | |
| 20 | CVS | Cvs Health CORP | Stock-Healthcare | 2.36% | +0.68% | -0.79% | |
| 21 | TRIP | Tripadvisor Inc | Stock-Other | 2.29% | +1.18% | +32.53% | |
| 22 | CSX | Csx CORP | Stock-Industrials | 2.11% | +0.10% | -0.50% | |
| 23 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.05% | +0.08% | -0.40% | |
| 24 | PM | Philip Morris International | Stock-Consumer Staples | 1.82% | -0.03% | -0.48% | |
| 25 | PSX | Phillips 66 | Stock-Energy | 1.73% | -0.28% | -0.43% | |
| 26 | RH | Rh | Stock-Consumer Disc | 1.69% | +0.18% | -5.88% | |
| 27 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.63% | -0.36% | — | |
| 28 | T | At&t Inc | Stock-Comm Services | 1.19% | -0.39% | -1.96% | |
| 29 | COP | Conocophillips | Stock-Energy | 1.12% | -0.32% | -0.69% | |
| 30 | BA | Boeing Co/the | Stock-Industrials | 1.09% | -0.03% | -1.37% | |
| 31 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.04% | -0.28% | — | |
| 32 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.96% | -0.21% | -0.95% | |
| 33 | NVDA | Nvidia CORP | Stock-Tech | 0.88% | -0.17% | — | |
| 34 | USB | US Bancorp | Stock-Financials | 0.79% | -0.79% | EXIT | |
| 35 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.66% | -0.05% | -0.52% | |
| 36 | PFE | Pfizer Inc | Stock-Healthcare | 0.39% | +1.55% | -2.61% | |
| 37 | ARCC | Ares Capital CORP | Stock-Financials | 0.19% | -0.02% | +7.45% | |
| 38 | OBDC | Blue Owl Capital CORP | Stock-Financials | 0.13% | -0.02% | +11.68% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MPC | Marathon Petroleum CORP | +1.4% | -1.18% | Trim |
| 2 | DELL | Dell Technologies -c | +1.3% | -0.80% | Trim |
| 3 | PSX | Phillips 66 | +0.6% | -0.43% | Trim |
| 4 | CSX | Csx CORP | +0.4% | -0.50% | Trim |
| 5 | COP | Conocophillips | +0.4% | -0.69% | Trim |
| 6 | RTX | Rtx CORP | +0.4% | -1.90% | Trim |
| 7 | VZ | Verizon Communications Inc | +0.3% | — | Unchanged |
| 8 | T | At&t Inc | +0.2% | -1.96% | Trim |
| 9 | PM | Philip Morris International | +0.2% | -0.48% | Trim |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +0.05% | Add |
| 11 | MCD | Mcdonald's CORP | +0.2% | — | Unchanged |
| 12 | TRIP | Tripadvisor Inc | +0.1% | +32.53% | Add |
| 13 | PEP | Pepsico Inc | +0.1% | -0.95% | Trim |
| 14 | ABBV | Abbvie Inc | +0.1% | -0.84% | Trim |
| 15 | PFE | Pfizer Inc | +0.1% | -2.61% | Trim |
| 16 | PG | Procter & Gamble Co/the | +0.1% | -0.52% | Trim |
| 17 | USB | US Bancorp | +0.1% | — | Unchanged |
| 18 | ARCC | Ares Capital CORP | 0% | +7.45% | Add |
| 19 | OBDC | Blue Owl Capital CORP | 0% | +11.68% | Add |
| 20 | GOOG | Alphabet Inc-cl C | — | -0.40% | Trim |
| 21 | BA | Boeing Co/the | 0% | -1.37% | Trim |
| 22 | AAPL | Apple Inc | 0% | -2.85% | Trim |
| 23 | JPM | Jpmorgan Chase & Co | 0% | -1.00% | Trim |
| 24 | CVS | Cvs Health CORP | 0% | -0.79% | Trim |
| 25 | GOOGL | Alphabet Inc-cl A | -0.1% | -2.54% | Trim |
| 26 | BAC | Bank Of America CORP | -0.2% | -0.55% | Trim |
| 27 | AIG | American International Group | -0.2% | -0.69% | Trim |
| 28 | META | Meta Platforms Inc-class A | -0.3% | -1.49% | Trim |
| 29 | WFC | Wells Fargo & Co | -0.3% | -0.48% | Trim |
| 30 | DIS | Walt Disney Co/the | -0.3% | -0.46% | Trim |
| 31 | RH | Rh | -0.4% | -5.88% | Trim |
| 32 | CMCSA | Comcast Corp-class A | -0.4% | -14.35% | Trim |
| 33 | AXP | American Express Co | -0.4% | -0.44% | Trim |
| 34 | ORCL | Oracle CORP | -0.6% | +0.56% | Add |
| 35 | MS | Morgan Stanley | -0.9% | -10.14% | Trim |
| 36 | MSFT | Microsoft CORP | -1.3% | -2.85% | Trim |
| 37 | GS | Goldman Sachs Group Inc | -1.3% | -12.06% | Trim |
| 38 | NVDA | Nvidia CORP | — | NEW | New buy |
| 39 | GBTG | Global Business Travel Group | — | 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 Q1 2026.
During Q1 2026, DCM Advisors, LLC's top holdings by market value included MSFT (5.6%)、AAPL (5.5%)、META (4.4%). The largest single position, MSFT, represented 5.6% 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
NVDA
市值: $1.9M
Top Position Liquidated / Trimmed
GBTG
前期市值: $410.5K
In Q1 2026, DCM Advisors, LLC made 36 total portfolio adjustments, initiating 1 new buys, adding to 5 positions, trimming 29 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.