DCM Advisors, LLC
Filing Date
Global Rank
#4,070
/ 8,700
▲ 1588
Top Industry
Banks - Diversified
12.5%
Period ended 2 months ago
Filed Aug 13, 2026 · 31d
23 quarters · since Dec 2020
Portfolio Concentration
37 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
5.6%
+0.0 pts
Top 5
25.3%
−0.6 pts
Top 10
45.8%
−1.3 pts
HHI
359
Diversified−9
Portfolio Trend
23 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 32.9% | $83,927,286 |
| Technology | 18.5% | $47,125,712 |
| Communication Services | 17.5% | $44,692,458 |
| Consumer Cyclical | 8.5% | $21,761,949 |
| Healthcare | 7.7% | $19,749,751 |
| Industrials | 6.0% | $15,204,151 |
| Energy | 5.7% | $14,435,194 |
| Consumer Defensive | 3.1% | $7,966,157 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| PFE | Pfizer Inc | +172,914 | 203,628 | $4,903,362 | |
| TRIP | TripAdvisor, Inc. | +169,155 | 640,440 | $8,780,432 | |
| CMCSA | Comcast Corp | +17,164 | 317,067 | $7,783,994 | |
| AIG | American International Group, Inc. | +8,932 | 117,621 | $8,766,293 | |
| DIS | Walt Disney Co | +7,635 | 101,355 | $9,755,418 | |
| BAC | Bank Of America Corp /De/ | +7,332 | 203,369 | $11,587,965 | |
| T | At&T Inc. | +6,888 | 97,301 | $2,014,130 | |
| CSX | Csx Corp | +4,869 | 117,764 | $5,597,322 | |
| WFC | Wells Fargo & Company/Mn | +4,592 | 121,232 | $10,018,612 | |
| ORCL | Oracle Corp | +2,426 | 49,237 | $7,215,682 | |
| CVS | CVS HEALTH Corp | +2,254 | 74,423 | $7,699,059 | |
| RH | Rh | +2,233 | 28,782 | $4,741,258 | |
| BRK-B | Berkshire Hathaway Inc | +2,133 | 19,452 | $9,733,586 | |
| MSFT | Microsoft Corp | +1,688 | 35,002 | $13,056,446 | |
| AAPL | Apple Inc. | +1,649 | 49,554 | $14,338,945 | |
| JPM | Jpmorgan Chase & Co | +1,125 | 31,070 | $10,170,143 | |
| AXP | American Express Co | +1,070 | 26,858 | $9,084,718 | |
| MPC | Marathon Petroleum Corp | +955 | 34,182 | $8,739,311 | |
| RTX | RTX Corp | +924 | 36,417 | $6,909,397 | |
| PSX | Phillips 66 | +912 | 21,757 | $3,678,020 | |
| ABBV | AbbVie Inc. | +799 | 28,403 | $7,147,330 | |
| PM | Philip Morris International Inc. | +738 | 24,994 | $4,521,664 | |
| COP | Conocophillips | +724 | 19,410 | $2,017,863 | |
| META | Meta Platforms, Inc. | +583 | 17,485 | $9,849,125 | |
| OBDC | Blue Owl Capital Corp | +522 | 27,435 | $298,218 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
5 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| DELL | Dell Technologies Inc. | −34,468 | 24,212 | $10,446,509 | |
| GOOGL | Alphabet Inc. | −5,836 | 37,557 | $13,360,061 | |
| MS | Morgan Stanley | −2,541 | 58,482 | $12,225,077 | |
| NVDA | Nvidia Corp | −2,096 | 10,336 | $2,068,130 | |
| GS | Goldman Sachs Group Inc | −1,469 | 11,443 | $11,573,106 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| NKE | NIKE, Inc. | 122,153 | $5,014,380 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| USB | US Bancorp De | 33,216 | $1,727,564 | |
| No positions match the current search. | ||||
37 tracked positions ·
$254,862,658 total
· filing declares
38 positions · $253,303,420
· as of Jun 30, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Added | 49,554 | $14,338,945 | 5.63% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 37,557 | $13,360,061 | 5.24% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 35,002 | $13,056,446 | 5.12% | |
| MS |
Morgan Stanley
Financial Services
|
Reduced | 58,482 | $12,225,077 | 4.80% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Added | 203,369 | $11,587,965 | 4.55% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Reduced | 11,443 | $11,573,106 | 4.54% | |
| DELL |
Dell Technologies Inc.
Technology
|
Reduced | 24,212 | $10,446,509 | 4.10% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 31,070 | $10,170,143 | 3.99% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
Added | 121,232 | $10,018,612 | 3.93% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 17,485 | $9,849,125 | 3.86% | |
| DIS |
Walt Disney Co
Communication Services
|
Added | 101,355 | $9,755,418 | 3.83% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 19,452 | $9,733,586 | 3.82% | |
| AXP |
American Express Co
Financial Services
|
Added | 26,858 | $9,084,718 | 3.56% | |
| TRIP |
TripAdvisor, Inc.
Consumer Cyclical
|
Added | 640,440 | $8,780,432 | 3.45% | |
| AIG |
American International Group, Inc.
Financial Services
|
Added | 117,621 | $8,766,293 | 3.44% | |
| MPC |
Marathon Petroleum Corp
Energy
|
Added | 34,182 | $8,739,311 | 3.43% | |
| CMCSA |
Comcast Corp
Communication Services
|
Added | 317,067 | $7,783,994 | 3.05% | |
| CVS |
CVS HEALTH Corp
Healthcare
|
Added | 74,423 | $7,699,059 | 3.02% | |
| ORCL |
Oracle Corp
Technology
|
Added | 49,237 | $7,215,682 | 2.83% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 28,403 | $7,147,330 | 2.80% | |
| RTX |
RTX Corp
Industrials
|
Added | 36,417 | $6,909,397 | 2.71% | |
| CSX |
Csx Corp
Industrials
|
Added | 117,764 | $5,597,322 | 2.20% | |
| NKE |
NIKE, Inc.
Consumer Cyclical
|
NEW | 122,153 | $5,014,380 | 1.97% | |
| PFE |
Pfizer Inc
Healthcare
|
Added | 203,628 | $4,903,362 | 1.92% | |
| RH |
Rh
Consumer Cyclical
|
Added | 28,782 | $4,741,258 | 1.86% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Added | 24,994 | $4,521,664 | 1.77% | |
| PSX |
Phillips 66
Energy
|
Added | 21,757 | $3,678,020 | 1.44% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Added | 11,934 | $3,225,879 | 1.27% | |
| BA |
Boeing Co
Industrials
|
Added | 12,461 | $2,697,432 | 1.06% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 10,336 | $2,068,130 | 0.81% | |
| COP |
Conocophillips
Energy
|
Added | 19,410 | $2,017,863 | 0.79% | |
| T |
At&T Inc.
Communication Services
|
Added | 97,301 | $2,014,130 | 0.79% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Added | 45,577 | $1,929,730 | 0.76% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Added | 14,097 | $1,908,733 | 0.75% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 10,473 | $1,535,760 | 0.60% | |
| ARCC |
Ares Capital Corp
Financial Services
|
Added | 25,341 | $469,568 | 0.18% | |
| OBDC |
Blue Owl Capital Corp
Financial Services
|
Added | 27,435 | $298,218 | 0.12% |
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.