DCM Advisors, LLC

CIK

1839498

Location

NEW YORK, NY

Portfolio Value

Small $218,933,949

Diversification

Diversified

Filing Date

Global Rank

#3,977 / 8,603 ▲ 6 · as of Mar 2026

Top Industry

Banks - Diversified 12.6%

3Y Alpha vs SPY

+1.8%

Period ended 3 months ago

Filed May 15, 2026 · 55d

22 quarters · since Dec 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+83.5%

SPY

+76.0%

Annualised alpha

+1.7%

Max drawdown

−20.9%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

5.6%

−1.4 pts

Top 5

25.2%

−2.9 pts

Top 10

46.3%

−3.8 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 positions · $218,933,949 total · 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	−12.2%	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%