Dcm Advisors, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$219.8M
Q ending 2026-03-31
Prior quarter
$240.9M
Q ending 2025-12-31
Change
-8.8% QoQ · +17.3% YoY
Positions
38
reported holdings
Largest positions
All 38 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Microsoft Corp | MSFT | Shares | $12.3M | 33K |
| Apple Inc | AAPL | Shares | $12.1M | 48K |
| Meta Platforms Inc | META | Shares | $9.7M | 17K |
| Dell Technologies -C | DELL | Shares | $9.6M | 59K |
| Bank Of America Corp | BAC | Shares | $9.6M | 196K |
| Wells Fargo Co | WFC | Shares | $9.3M | 117K |
| Morgan Stanley | MS | Shares | $9.0M | 61K |
| Disney Walt Co | DIS | Shares | $9.0M | 94K |
| Goldman Sachs Group Inc | GS | Shares | $9.0M | 13K |
| Jpmorgan Chase & Co | JPM | Shares | $8.8M | 30K |
| Comcast Corp Cl A | CMCSA | Shares | $8.6M | 300K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $8.3M | 17K |
| American Intl Group Inc New | AIG | Shares | $8.2M | 109K |
| Marathon Petroleum Corp | MPC | Shares | $8.1M | 33K |
| Alphabet Inc Cap Stock Cl A | GOOGL | Shares | $7.8M | 28K |
| American Express Co | AXP | Shares | $7.7M | 26K |
| Oracle Corp | ORCL | Shares | $6.9M | 47K |
| Rtx Corporation Com | RTX | Shares | $6.8M | 35K |
| Abbvie Inc | ABBV | Shares | $6.0M | 28K |
| Cvs Health Corp | CVS | Shares | $5.2M | 72K |
| Tripadvisor Inc | TRIP | Shares | $5.0M | 471K |
| Csx Corp | CSX | Shares | $4.6M | 113K |
| Alphabet Inc Cap Stock Cl C | GOOG | Shares | $4.5M | 16K |
| Philip Morris Intl Inc | PM | Shares | $4.0M | 24K |
| Phillips 66 | PSX | Shares | $3.8M | 21K |
| Rh | RH | Shares | $3.7M | 27K |
| Mcdonalds Corp | MCD | Shares | $3.6M | 12K |
| At&T Inc | T | Shares | $2.6M | 90K |
| Conocophillips | COP | Shares | $2.5M | 19K |
| Boeing Co | BA | Shares | $2.4M | 12K |
| Verizon Communications Inc | VZ | Shares | $2.3M | 45K |
| Pepsico Inc | PEP | Shares | $2.1M | 14K |
| Nvidia Corp | NVDA | Shares | $1.9M | 12K |
| Us Bancorp Del | USB | Shares | $1.7M | 33K |
| Procter And Gamble Co | PG | Shares | $1.5M | 10K |
| Pfizer Inc | PFE | Shares | $862K | 31K |
| Ares Capital Corp | ARCC | Shares | $414K | 25K |
| Blue Owl Capital Corporation | OBDC | Shares | $285K | 27K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.