Filed: 5/19/2025ACC: 0001839498-25-000002
📋 What this filing means
DCM ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 36 equity positions with a total reported market value of $187.48M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
36
Positions
$187.48M
Total AUM (reported)
1.74M
Total Shares
Allocation by class
COM$187.48M100.0%
Portfolio Concentration
Top 3$35.44M18.9%
4–10$59.34M31.7%
11–25$75.02M40.0%
Rest$17.68M9.4%
Top 3 weight
18.9%
Top 10 weight
50.6%
Voting Authority Distribution
Total shares with voting rights: 1.74M
Sole
Full voting authority
1.67M
shares
% of voting shares95.9%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
70.52K
shares
% of voting shares4.1%
Investment Discretion (by position count)
Sole36
Shared0
Other0
Dominant voting typeSole · 95.9% of voting shares
Institutional Holdings36
Rows:
Apple Inc
SOLEShares60.60K
TypeSH
Market value$13.25M
7.07%
Sole
57.95K
Shared
0.00
None
2.64K
MICROSOFT CORP
SOLEShares34.33K
TypeSH
Market value$12.71M
6.78%
Sole
32.85K
Shared
0.00
None
1.49K
Meta Platforms Inc
SOLEShares16.52K
TypeSH
Market value$9.48M
5.06%
Sole
16.52K
Shared
0.00
None
0.00
AMERICAN INTL GROUP INC NEW
SOLEShares106.62K
TypeSH
Market value$9.22M
4.92%
Sole
106.62K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares17.05K
TypeSH
Market value$9.03M
4.81%
Sole
15.04K
Shared
0.00
None
2.01K
GOLDMAN SACHS GROUP INC
SOLEShares16.03K
TypeSH
Market value$8.70M
4.64%
Sole
16.03K
Shared
0.00
None
0.00
DISNEY WALT CO
SOLEShares87.82K
TypeSH
Market value$8.63M
4.60%
Sole
87.76K
Shared
0.00
None
61.00
AMERICAN EXPRESS CO
SOLEShares30.40K
TypeSH
Market value$8.11M
4.33%
Sole
29.96K
Shared
0.00
None
435.00
WELLS FARGO CO
SOLEShares111.28K
TypeSH
Market value$7.93M
4.23%
Sole
111.28K
Shared
0.00
None
0.00
BANK OF AMERICA CORP
SOLEShares186.68K
TypeSH
Market value$7.73M
4.12%
Sole
186.68K
Shared
0.00
None
0.00
MORGAN STANLEY
SOLEShares65.86K
TypeSH
Market value$7.63M
4.07%
Sole
65.86K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares53.05K
TypeSH
Market value$7.35M
3.92%
Sole
52.95K
Shared
0.00
None
107.00
JPMORGAN CHASE & CO
SOLEShares28.66K
TypeSH
Market value$6.99M
3.73%
Sole
28.66K
Shared
0.00
None
0.00
COMCAST CORP CL A
SOLEShares157.41K
TypeSH
Market value$5.78M
3.08%
Sole
157.41K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares25.86K
TypeSH
Market value$5.41M
2.89%
Sole
25.86K
Shared
0.00
None
0.00
RH
SOLEShares23.02K
TypeSH
Market value$5.37M
2.86%
Sole
23.02K
Shared
0.00
None
0.00
DELL TECHNOLOGIES -C
SOLEShares54.05K
TypeSH
Market value$4.93M
2.63%
Sole
54.05K
Shared
0.00
None
0.00
ALPHABET INC CAP STOCK CL A
SOLEShares32.36K
TypeSH
Market value$4.91M
2.62%
Sole
26.73K
Shared
0.00
None
5.63K
CVS HEALTH CORP
SOLEShares70.61K
TypeSH
Market value$4.76M
2.54%
Sole
70.61K
Shared
0.00
None
0.00
MARATHON PETROLEUM CORP
SOLEShares32.23K
TypeSH
Market value$4.67M
2.49%
Sole
32.23K
Shared
0.00
None
0.00
RTX CORPORATION COM
SOLEShares35.19K
TypeSH
Market value$4.64M
2.48%
Sole
35.19K
Shared
0.00
None
0.00
PHILIP MORRIS INTL INC
SOLEShares22.55K
TypeSH
Market value$3.57M
1.91%
Sole
22.55K
Shared
0.00
None
0.00
MCDONALDS CORP
SOLEShares11.07K
TypeSH
Market value$3.44M
1.83%
Sole
11.07K
Shared
0.00
None
0.00
CSX CORP
SOLEShares107.21K
TypeSH
Market value$3.14M
1.67%
Sole
107.21K
Shared
0.00
None
0.00
PHILLIPS 66
SOLEShares19.75K
TypeSH
Market value$2.42M
1.29%
Sole
19.75K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Apple IncSOLE | COM | 60.60K | SH | $13.25M 7.07% | 57.95K | 0.00 | 2.64K |
MICROSOFT CORPSOLE | COM | 34.33K | SH | $12.71M 6.78% | 32.85K | 0.00 | 1.49K |
Meta Platforms IncSOLE | COM | 16.52K | SH | $9.48M 5.06% | 16.52K | 0.00 | 0.00 |
AMERICAN INTL GROUP INC NEWSOLE | COM | 106.62K | SH | $9.22M 4.92% | 106.62K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | COM | 17.05K | SH | $9.03M 4.81% | 15.04K | 0.00 | 2.01K |
GOLDMAN SACHS GROUP INCSOLE | COM | 16.03K | SH | $8.70M 4.64% | 16.03K | 0.00 | 0.00 |
DISNEY WALT COSOLE | COM | 87.82K | SH | $8.63M 4.60% | 87.76K | 0.00 | 61.00 |
AMERICAN EXPRESS COSOLE | COM | 30.40K | SH | $8.11M 4.33% | 29.96K | 0.00 | 435.00 |
WELLS FARGO COSOLE | COM | 111.28K | SH | $7.93M 4.23% | 111.28K | 0.00 | 0.00 |
BANK OF AMERICA CORPSOLE | COM | 186.68K | SH | $7.73M 4.12% | 186.68K | 0.00 | 0.00 |
MORGAN STANLEYSOLE | COM | 65.86K | SH | $7.63M 4.07% | 65.86K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 53.05K | SH | $7.35M 3.92% | 52.95K | 0.00 | 107.00 |
JPMORGAN CHASE & COSOLE | COM | 28.66K | SH | $6.99M 3.73% | 28.66K | 0.00 | 0.00 |
COMCAST CORP CL ASOLE | COM | 157.41K | SH | $5.78M 3.08% | 157.41K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 25.86K | SH | $5.41M 2.89% | 25.86K | 0.00 | 0.00 |
RHSOLE | COM | 23.02K | SH | $5.37M 2.86% | 23.02K | 0.00 | 0.00 |
DELL TECHNOLOGIES -CSOLE | COM | 54.05K | SH | $4.93M 2.63% | 54.05K | 0.00 | 0.00 |
ALPHABET INC CAP STOCK CL ASOLE | COM | 32.36K | SH | $4.91M 2.62% | 26.73K | 0.00 | 5.63K |
CVS HEALTH CORPSOLE | COM | 70.61K | SH | $4.76M 2.54% | 70.61K | 0.00 | 0.00 |
MARATHON PETROLEUM CORPSOLE | COM | 32.23K | SH | $4.67M 2.49% | 32.23K | 0.00 | 0.00 |
RTX CORPORATION COMSOLE | COM | 35.19K | SH | $4.64M 2.48% | 35.19K | 0.00 | 0.00 |
PHILIP MORRIS INTL INCSOLE | COM | 22.55K | SH | $3.57M 1.91% | 22.55K | 0.00 | 0.00 |
MCDONALDS CORPSOLE | COM | 11.07K | SH | $3.44M 1.83% | 11.07K | 0.00 | 0.00 |
CSX CORPSOLE | COM | 107.21K | SH | $3.14M 1.67% | 107.21K | 0.00 | 0.00 |
PHILLIPS 66SOLE | COM | 19.75K | SH | $2.42M 1.29% | 19.75K | 0.00 | 0.00 |
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