DCM Advisors, LLC
Top Portfolio Positions
36 positions ·
$210,634,685 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
33,314 | $12,331,843 | 5.85% | |
| AAPL |
Apple Inc.
Technology
|
47,905 | $12,157,809 | 5.77% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
12,912 | $10,923,422 | 5.19% | |
| MS |
Morgan Stanley
Financial Services
|
61,023 | $10,042,555 | 4.77% | |
| META |
Meta Platforms, Inc.
Communication Services
|
16,902 | $9,670,141 | 4.59% | |
| DELL |
Dell Technologies Inc.
Technology
|
58,680 | $9,631,148 | 4.57% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
196,037 | $9,556,803 | 4.54% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
116,640 | $9,285,710 | 4.41% | |
| DIS |
Walt Disney Co
Communication Services
|
93,720 | $9,032,733 | 4.29% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
29,945 | $8,808,621 | 4.18% |
Portfolio Trend
22 quarters · across all stocks
Holdings in TRIP
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,023,898 | 471,285 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,177,710 | 355,612 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $752,025 | 46,250 | Shares | Sole | 2025-11-13 | |
| No 13F history on record for this holder in this stock. | ||||||