Filed: 2/18/2025ACC: 0001839498-25-000001
📋 What this filing means
DCM ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 38 equity positions with a total reported market value of $213.13M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
38
Positions
$213.13M
Total AUM (reported)
1.90M
Total Shares
Allocation by class
COM$213.13M100.0%
Portfolio Concentration
Top 3$47.23M22.2%
4–10$66.39M31.1%
11–25$80.68M37.9%
Rest$18.83M8.8%
Top 3 weight
22.2%
Top 10 weight
53.3%
Voting Authority Distribution
Total shares with voting rights: 1.76M
Sole
Full voting authority
1.69M
shares
% of voting shares96.3%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
65.59K
shares
% of voting shares3.7%
Investment Discretion (by position count)
Sole38
Shared0
Other0
Dominant voting typeSole · 96.3% of voting shares
Institutional Holdings38
Rows:
Apple Inc
SOLEShares75.08K
TypeSH
Market value$18.66M
8.75%
Sole
57.95K
Shared
0.00
None
2.71K
MICROSOFT CORP
SOLEShares40.26K
TypeSH
Market value$16.84M
7.90%
Sole
32.09K
Shared
0.00
None
1.41K
Meta Platforms Inc
SOLEShares20.05K
TypeSH
Market value$11.74M
5.51%
Sole
17.10K
Shared
0.00
None
0.00
DISNEY WALT CO
SOLEShares91.35K
TypeSH
Market value$10.17M
4.77%
Sole
86.76K
Shared
0.00
None
98.00
ORACLE CORP
SOLEShares58.73K
TypeSH
Market value$9.75M
4.57%
Sole
52.95K
Shared
0.00
None
107.00
GOLDMAN SACHS GROUP INC
SOLEShares16.98K
TypeSH
Market value$9.71M
4.56%
Sole
16.03K
Shared
0.00
None
0.00
AMERICAN EXPRESS CO
SOLEShares32.60K
TypeSH
Market value$9.65M
4.53%
Sole
29.98K
Shared
0.00
None
348.00
RH
SOLEShares23.34K
TypeSH
Market value$9.19M
4.31%
Sole
23.34K
Shared
0.00
None
0.00
ALPHABET INC CAP STOCK CL A
SOLEShares48.76K
TypeSH
Market value$9.12M
4.28%
Sole
28.09K
Shared
0.00
None
4.85K
BANK OF AMERICA CORP
SOLEShares200.66K
TypeSH
Market value$8.80M
4.13%
Sole
186.71K
Shared
0.00
None
0.00
MORGAN STANLEY
SOLEShares69.52K
TypeSH
Market value$8.72M
4.09%
Sole
65.96K
Shared
0.00
None
0.00
WELLS FARGO CO
SOLEShares116.96K
TypeSH
Market value$8.20M
3.85%
Sole
111.28K
Shared
0.00
None
0.00
AMERICAN INTL GROUP INC NEW
SOLEShares112.47K
TypeSH
Market value$8.19M
3.84%
Sole
106.62K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares17.89K
TypeSH
Market value$8.10M
3.80%
Sole
15.04K
Shared
0.00
None
1.88K
JPMORGAN CHASE & CO
SOLEShares32.60K
TypeSH
Market value$7.81M
3.67%
Sole
28.66K
Shared
0.00
None
0.00
COMCAST CORP CL A
SOLEShares170.68K
TypeSH
Market value$6.41M
3.01%
Sole
162.01K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares28.87K
TypeSH
Market value$5.13M
2.41%
Sole
25.86K
Shared
0.00
None
0.00
MARATHON PETROLEUM CORP
SOLEShares35.34K
TypeSH
Market value$4.93M
2.31%
Sole
32.23K
Shared
0.00
None
0.00
RTX CORPORATION COM
SOLEShares42K
TypeSH
Market value$4.86M
2.28%
Sole
35.19K
Shared
0.00
None
0.00
CSX CORP
SOLEShares113.16K
TypeSH
Market value$3.65M
1.71%
Sole
107.21K
Shared
0.00
None
0.00
CVS HEALTH CORP
SOLEShares81.53K
TypeSH
Market value$3.44M
1.61%
Sole
75.61K
Shared
0.00
None
0.00
MCDONALDS CORP
SOLEShares11.13K
TypeSH
Market value$3.23M
1.51%
Sole
11.07K
Shared
0.00
None
0.00
ALPHABET INC CAP STOCK CL C
SOLEShares15.06K
TypeSH
Market value$2.87M
1.35%
Sole
14.24K
Shared
0.00
None
276.00
PHILIP MORRIS INTL INC
SOLEShares22.60K
TypeSH
Market value$2.72M
1.28%
Sole
22.55K
Shared
0.00
None
0.00
BOEING CO
SOLEShares13.72K
TypeSH
Market value$2.43M
1.14%
Sole
11.59K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Apple IncSOLE | COM | 75.08K | SH | $18.66M 8.75% | 57.95K | 0.00 | 2.71K |
MICROSOFT CORPSOLE | COM | 40.26K | SH | $16.84M 7.90% | 32.09K | 0.00 | 1.41K |
Meta Platforms IncSOLE | COM | 20.05K | SH | $11.74M 5.51% | 17.10K | 0.00 | 0.00 |
DISNEY WALT COSOLE | COM | 91.35K | SH | $10.17M 4.77% | 86.76K | 0.00 | 98.00 |
ORACLE CORPSOLE | COM | 58.73K | SH | $9.75M 4.57% | 52.95K | 0.00 | 107.00 |
GOLDMAN SACHS GROUP INCSOLE | COM | 16.98K | SH | $9.71M 4.56% | 16.03K | 0.00 | 0.00 |
AMERICAN EXPRESS COSOLE | COM | 32.60K | SH | $9.65M 4.53% | 29.98K | 0.00 | 348.00 |
RHSOLE | COM | 23.34K | SH | $9.19M 4.31% | 23.34K | 0.00 | 0.00 |
ALPHABET INC CAP STOCK CL ASOLE | COM | 48.76K | SH | $9.12M 4.28% | 28.09K | 0.00 | 4.85K |
BANK OF AMERICA CORPSOLE | COM | 200.66K | SH | $8.80M 4.13% | 186.71K | 0.00 | 0.00 |
MORGAN STANLEYSOLE | COM | 69.52K | SH | $8.72M 4.09% | 65.96K | 0.00 | 0.00 |
WELLS FARGO COSOLE | COM | 116.96K | SH | $8.20M 3.85% | 111.28K | 0.00 | 0.00 |
AMERICAN INTL GROUP INC NEWSOLE | COM | 112.47K | SH | $8.19M 3.84% | 106.62K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | COM | 17.89K | SH | $8.10M 3.80% | 15.04K | 0.00 | 1.88K |
JPMORGAN CHASE & COSOLE | COM | 32.60K | SH | $7.81M 3.67% | 28.66K | 0.00 | 0.00 |
COMCAST CORP CL ASOLE | COM | 170.68K | SH | $6.41M 3.01% | 162.01K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 28.87K | SH | $5.13M 2.41% | 25.86K | 0.00 | 0.00 |
MARATHON PETROLEUM CORPSOLE | COM | 35.34K | SH | $4.93M 2.31% | 32.23K | 0.00 | 0.00 |
RTX CORPORATION COMSOLE | COM | 42K | SH | $4.86M 2.28% | 35.19K | 0.00 | 0.00 |
CSX CORPSOLE | COM | 113.16K | SH | $3.65M 1.71% | 107.21K | 0.00 | 0.00 |
CVS HEALTH CORPSOLE | COM | 81.53K | SH | $3.44M 1.61% | 75.61K | 0.00 | 0.00 |
MCDONALDS CORPSOLE | COM | 11.13K | SH | $3.23M 1.51% | 11.07K | 0.00 | 0.00 |
ALPHABET INC CAP STOCK CL CSOLE | COM | 15.06K | SH | $2.87M 1.35% | 14.24K | 0.00 | 276.00 |
PHILIP MORRIS INTL INCSOLE | COM | 22.60K | SH | $2.72M 1.28% | 22.55K | 0.00 | 0.00 |
BOEING COSOLE | COM | 13.72K | SH | $2.43M 1.14% | 11.59K | 0.00 | 0.00 |
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