DCM Advisors, LLC

CIK

1839498

Location

NEW YORK, NY

Portfolio Value

Small $218,933,949

Diversification

Diversified

Filing Date

Global Rank

#4,007 / 8,622 ▼ 23 · as of Mar 2026

Top Industry

Banks - Diversified 12.6%

3Y Alpha vs SPY

+2.2%

Period ended 4 months ago

Filed May 15, 2026 · 3mo

22 quarters · since Dec 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+81.7%

SPY

+67.9%

Annualised alpha

+3.2%

Max drawdown

−20.8%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

37 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

5.6%

−1.4 pts

Top 5

25.2%

−2.8 pts

Top 10

46.3%

−4.0 pts

HHI

364

Diversified−30

Portfolio Trend

22 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Financial Services	34.4%	$75,370,990	11
Technology	19.7%	$43,175,306	5
Communication Services	18.4%	$40,185,184	6
Energy	6.6%	$14,377,462	3
Industrials	6.3%	$13,880,642	3
Consumer Cyclical	5.6%	$12,313,482	3
Healthcare	5.5%	$12,049,219	3
Consumer Defensive	3.5%	$7,581,664	3

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

5 positions

Ticker	Company	Δ Shares	Shares	Value
TRIP	TripAdvisor, Inc.	+115,673	471,285	$5,023,898
OBDC	Blue Owl Capital Corp	+2,815	26,913	$297,657
ARCC	Ares Capital Corp	+1,733	24,983	$450,193
ORCL	Oracle Corp	+261	46,811	$6,886,366
BRK-B	Berkshire Hathaway Inc	+9	17,319	$8,299,264
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
CMCSA	Comcast Corp	−50,262	299,903	$8,610,215
MS	Morgan Stanley	−6,886	61,023	$10,042,555
T	At&T Inc.	−1,809	90,413	$2,621,072
GS	Goldman Sachs Group Inc	−1,771	12,912	$10,923,422
RH	Rh	−1,658	26,549	$3,712,081
AAPL	Apple Inc.	−1,403	47,905	$12,157,809
BAC	Bank Of America Corp /De/	−1,083	196,037	$9,556,803
MSFT	Microsoft Corp	−976	33,314	$12,331,843
PFE	Pfizer Inc	−822	30,714	$862,449
AIG	American International Group, Inc.	−754	108,689	$8,178,847
GOOGL	Alphabet Inc.	−723	27,718	$7,970,588
RTX	RTX Corp	−689	35,493	$6,846,599
CVS	CVS HEALTH Corp	−574	72,169	$5,183,177
CSX	Csx Corp	−570	112,895	$4,634,339
WFC	Wells Fargo & Company/Mn	−563	116,640	$9,285,710
DELL	Dell Technologies Inc.	−471	58,680	$9,631,148
DIS	Walt Disney Co	−434	93,720	$9,032,733
MPC	Marathon Petroleum Corp	−396	33,227	$8,113,368
JPM	Jpmorgan Chase & Co	−302	29,945	$8,808,621
META	Meta Platforms, Inc.	−256	16,902	$9,670,141
ABBV	AbbVie Inc.	−234	27,604	$6,003,593
BA	Boeing Co	−167	12,057	$2,399,704
COP	Conocophillips	−130	18,686	$2,466,552
PEP	Pepsico Inc	−130	13,596	$2,111,322
PM	Philip Morris International Inc.	−118	24,256	$4,010,487
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
NVDA	Nvidia Corp	12,432	$2,168,140
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
GBTG	Global Business Travel Group, Inc.	53,656	$410,468
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

37 tracked positions · $218,933,949 total · filing declares 38 positions · $219,835,559 · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MSFT	Microsoft Corp Technology	Reduced	33,314	-976	$12,331,843	−25.6%	5.63%
AAPL	Apple Inc. Technology	Reduced	47,905	-1,403	$12,157,809	−9.3%	5.55%
GS	Goldman Sachs Group Inc Financial Services	Reduced	12,912	-1,771	$10,923,422	−15.4%	4.99%
MS	Morgan Stanley Financial Services	Reduced	61,023	-6,886	$10,042,555	−16.7%	4.59%
META	Meta Platforms, Inc. Communication Services	Reduced	16,902	-256	$9,670,141	−14.6%	4.42%
DELL	Dell Technologies Inc. Technology	Reduced	58,680	-471	$9,631,148	+29.3%	4.40%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	196,037	-1,083	$9,556,803	−11.9%	4.37%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	116,640	-563	$9,285,710	−15.0%	4.24%
DIS	Walt Disney Co Communication Services	Reduced	93,720	-434	$9,032,733	−15.7%	4.13%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	29,945	-302	$8,808,621	−9.6%	4.02%
CMCSA	Comcast Corp Communication Services	Reduced	299,903	-50,262	$8,610,215	−17.7%	3.93%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	17,319	+9	$8,299,264	−4.6%	3.79%
AIG	American International Group, Inc. Financial Services	Reduced	108,689	-754	$8,178,847	−12.6%	3.74%
MPC	Marathon Petroleum Corp Energy	Reduced	33,227	-396	$8,113,368	+48.4%	3.71%
GOOGL	Alphabet Inc. Communication Services	Reduced	27,718	-723	$7,970,588	−10.5%	3.64%
AXP	American Express Co Financial Services	Reduced	25,788	-115	$7,800,354	−18.6%	3.56%
ORCL	Oracle Corp Technology	Added	46,811	+261	$6,886,366	−24.1%	3.15%
RTX	RTX Corp Industrials	Reduced	35,493	-689	$6,846,599	+3.2%	3.13%
ABBV	AbbVie Inc. Healthcare	Reduced	27,604	-234	$6,003,593	−5.6%	2.74%
CVS	CVS HEALTH Corp Healthcare	Reduced	72,169	-574	$5,183,177	−10.2%	2.37%
TRIP	TripAdvisor, Inc. Consumer Cyclical	Added	471,285	+115,673	$5,023,898	−3.0%	2.29%
CSX	Csx Corp Industrials	Reduced	112,895	-570	$4,634,339	+12.7%	2.12%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	24,256	-118	$4,010,487	+2.6%	1.83%
PSX	Phillips 66 Energy	Reduced	20,845	-90	$3,797,542	+40.6%	1.73%
RH	Rh Consumer Cyclical	Reduced	26,549	-1,658	$3,712,081	−26.5%	1.70%
MCD	Mcdonalds Corp Consumer Cyclical	Held	11,511	0	$3,577,503	+1.7%	1.63%
T	At&T Inc. Communication Services	Reduced	90,413	-1,809	$2,621,072	+14.4%	1.20%
COP	Conocophillips Energy	Reduced	18,686	-130	$2,466,552	+40.0%	1.13%
BA	Boeing Co Industrials	Reduced	12,057	-167	$2,399,704	−9.6%	1.10%
VZ	Verizon Communications Inc Communication Services	Held	45,427	0	$2,280,435	+23.3%	1.04%
NVDA	Nvidia Corp Technology	NEW	12,432	NEW	$2,168,140	NEW	0.99%
PEP	Pepsico Inc Consumer Defensive	Reduced	13,596	-130	$2,111,322	+7.2%	0.96%
USB	US Bancorp De Financial Services	Held	33,216	0	$1,727,564	−2.5%	0.79%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	10,107	-53	$1,459,855	+0.3%	0.67%
PFE	Pfizer Inc Healthcare	Reduced	30,714	-822	$862,449	+9.8%	0.39%
ARCC	Ares Capital Corp Financial Services	Added	24,983	+1,733	$450,193	−4.3%	0.21%
OBDC	Blue Owl Capital Corp Financial Services	Added	26,913	+2,815	$297,657	−0.6%	0.14%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.