DCM Advisors, LLC

Registered adviser

CIK

1839498

Location

NEW YORK, NY

Portfolio Value

Small $254,862,658

Diversification

Diversified

Filing Date

Global Rank

#5,722 / 8,818 ▼ 5

Top Industry

Banks - Diversified 12.5%

Period ended 4 months ago

Filed Aug 13, 2026 · 3mo

23 quarters · since Dec 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 126248

Roster of Oct 1, 2026

Regulatory AUM

$260,523,078

Main clients

Diversified

Registered funds advised

1 series (0 index, 0 ETFs)

$102,980,361 net assets· N-CEN Oct 31, 2025

LEI

254900RISWEHURVSY127

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$260,523,078	Diversified
Apr 2025 to Mar 2026	$220,149,441	Diversified
Apr 2024 to Mar 2025	$349,795,018	Diversified
May 2023 to Mar 2024	$271,219,818	Diversified
Apr 2023	$271,219,818	Diversified
Apr 2022 to Mar 2023	$406,587,457	Diversified

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Diversified active

Top 10 weight 45.8%, 27.8 effective positions, active share 70.0% against the Dow Jones Industrial Average as of 2026-07-31; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Low turnover

12.3% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 19.4 quarters (12+)

Closest benchmark: the Dow Jones Industrial Average as of 2026-07-31, active share 70.0%; sector active share 34.9% against the combined 13F book's sector weights.

Over time 23 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

38 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top 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	Positions
Financial Services	32.9%	$83,927,286	10
Technology	18.5%	$47,125,712	5
Communication Services	17.5%	$44,692,458	7
Consumer Cyclical	8.5%	$21,761,949	4
Healthcare	7.7%	$19,749,751	3
Industrials	6.0%	$15,204,151	3
Energy	5.7%	$14,435,194	3
Consumer Defensive	3.1%	$7,966,157	3

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
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	+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	+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

6 positions

Ticker	Company	Δ Shares	Shares	Value
DELL	Dell Technologies Inc.	−34,468	24,212	$10,446,509
GOOGL	Alphabet Inc.	−5,429	22,289	$7,965,419
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
GOOG	Alphabet Inc.	−407	15,268	$5,394,642
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.

Portfolio Positions

Compact Export CSV View 13F filing

38 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	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
AAPL	Apple Inc. Technology	Added	49,554	+1,649	$14,338,945	+17.9%	23	before history	5.63%
MSFT	Microsoft Corp Technology	Added	35,002	+1,688	$13,056,446	+5.9%	23	before history	5.12%
MS	Morgan Stanley Financial Services	Reduced	58,482	-2,541	$12,225,077	+21.7%	21	$95.70	4.80%
BAC	Bank Of America Corp Financial Services	Added	203,369	+7,332	$11,587,965	+21.3%	23	before history	4.55%
GS	Goldman Sachs Group Inc Financial Services	Reduced	11,443	-1,469	$11,573,106	+5.9%	20	$393.40	4.54%
DELL	Dell Technologies Inc. Technology	Reduced	24,212	-34,468	$10,446,509	+8.5%	6	$105.22	4.10%
JPM	Jpmorgan Chase & Co Financial Services	Added	31,070	+1,125	$10,170,143	+15.5%	23	before history	3.99%
WFC	Wells Fargo & Company Financial Services	Added	121,232	+4,592	$10,018,612	+7.9%	20	$50.64	3.93%
META	Meta Platforms, Inc. Communication Services	Added	17,485	+583	$9,849,125	+1.9%	23	before history	3.86%
DIS	Walt Disney Co Communication Services	Added	101,355	+7,635	$9,755,418	+8.0%	23	before history	3.83%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	19,452	+2,133	$9,733,586	+17.3%	22	$331.33	3.82%
AXP	American Express Co Financial Services	Added	26,858	+1,070	$9,084,718	+16.5%	20	$181.34	3.56%
TRIP	TripAdvisor, Inc. Consumer Cyclical	Added	640,440	+169,155	$8,780,432	+74.8%	4	$13.70	3.45%
AIG	American International Group, Inc. Financial Services	Added	117,621	+8,932	$8,766,293	+7.2%	20	$60.15	3.44%
MPC	Marathon Petroleum Corp Energy	Added	34,182	+955	$8,739,311	+7.7%	20	$99.36	3.43%
GOOGL	Alphabet Inc. Communication Services	Reduced	22,289	-5,429	$7,965,419	−0.1%	23	before history	3.13%
CMCSA	Comcast Corp Communication Services	Added	317,067	+17,164	$7,783,994	−9.6%	22	unpriced	3.05%
CVS	CVS HEALTH Corp Healthcare	Added	74,423	+2,254	$7,699,059	+48.5%	20	$76.74	3.02%
ORCL	Oracle Corp Technology	Added	49,237	+2,426	$7,215,682	+4.8%	20	$103.38	2.83%
ABBV	AbbVie Inc. Healthcare	Added	28,403	+799	$7,147,330	+19.1%	20	$141.42	2.80%
RTX	RTX Corp Industrials	Added	36,417	+924	$6,909,397	+0.9%	20	$96.68	2.71%
CSX	Csx Corp Industrials	Added	117,764	+4,869	$5,597,322	+20.8%	23	before history	2.20%
GOOG	Alphabet Inc. Communication Services	Reduced	15,268	-407	$5,394,642	+20.0%	23	before history	2.12%
NKE	NIKE, Inc. Consumer Cyclical	NEW	122,153	NEW	$5,014,380	NEW	1	$43.99	1.97%
PFE	Pfizer Inc Healthcare	Added	203,628	+172,914	$4,903,362	+468.5%	20	$27.46	1.92%
RH	Rh Consumer Cyclical	Added	28,782	+2,233	$4,741,258	+27.7%	17	$236.12	1.86%
PM	Philip Morris International Inc. Consumer Defensive	Added	24,994	+738	$4,521,664	+12.7%	22	$101.80	1.77%
PSX	Phillips 66 Energy	Added	21,757	+912	$3,678,020	−3.1%	20	$95.42	1.44%
MCD	Mcdonalds Corp Consumer Cyclical	Added	11,934	+423	$3,225,879	−9.8%	20	$254.89	1.27%
BA	Boeing Co Industrials	Added	12,461	+404	$2,697,432	+12.4%	20	$192.67	1.06%
NVDA	Nvidia Corp Technology	Reduced	10,336	-2,096	$2,068,130	−4.6%	2	$183.46	0.81%
COP	Conocophillips Energy	Added	19,410	+724	$2,017,863	−18.2%	20	$89.47	0.79%
T	At&T Inc. Communication Services	Added	97,301	+6,888	$2,014,130	−23.2%	23	before history	0.79%
VZ	Verizon Communications Inc Communication Services	Added	45,577	+150	$1,929,730	−15.4%	11	$35.43	0.76%
PEP	Pepsico Inc Consumer Defensive	Added	14,097	+501	$1,908,733	−9.6%	20	$160.63	0.75%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	10,473	+366	$1,535,760	+5.2%	5	$162.60	0.60%
ARCC	Ares Capital Corp Financial Services	Added	25,341	+358	$469,568	+4.3%	13	$18.98	0.18%
OBDC	Blue Owl Capital Corp Financial Services	Added	27,435	+522	$298,218	+0.2%	13	$13.24	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.