Filed: 8/15/2025ACC: 0001839498-25-000004
📋 What this filing means
DCM ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 39 equity positions with a total reported market value of $233.27M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
39
Positions
$233.27M
Total AUM (reported)
2.12M
Total Shares
Allocation by class
COM$233.27M100.0%
Portfolio Concentration
Top 3$44.62M19.1%
4–10$77.55M33.2%
11–25$89.63M38.4%
Rest$21.47M9.2%
Top 3 weight
19.1%
Top 10 weight
52.4%
Voting Authority Distribution
Total shares with voting rights: 2.12M
Sole
Full voting authority
2.06M
shares
% of voting shares96.8%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
67.28K
shares
% of voting shares3.2%
Investment Discretion (by position count)
Sole39
Shared0
Other0
Dominant voting typeSole · 96.8% of voting shares
Institutional Holdings39
Rows:
MICROSOFT CORP
SOLEShares36.52K
TypeSH
Market value$18.12M
7.77%
Sole
35.23K
Shared
0.00
None
1.29K
Apple Inc
SOLEShares65.37K
TypeSH
Market value$13.34M
5.72%
Sole
62.66K
Shared
0.00
None
2.71K
Meta Platforms Inc
SOLEShares17.84K
TypeSH
Market value$13.17M
5.65%
Sole
17.84K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares58.42K
TypeSH
Market value$12.77M
5.48%
Sole
58.31K
Shared
0.00
None
108.00
GOLDMAN SACHS GROUP INC
SOLEShares17.56K
TypeSH
Market value$12.43M
5.33%
Sole
17.56K
Shared
0.00
None
0.00
DISNEY WALT CO
SOLEShares97.83K
TypeSH
Market value$12.13M
5.20%
Sole
97.73K
Shared
0.00
None
98.00
AMERICAN EXPRESS CO
SOLEShares32.60K
TypeSH
Market value$10.34M
4.43%
Sole
32.34K
Shared
0.00
None
261.00
MORGAN STANLEY
SOLEShares72.97K
TypeSH
Market value$10.28M
4.41%
Sole
72.97K
Shared
0.00
None
0.00
WELLS FARGO CO
SOLEShares122.62K
TypeSH
Market value$9.82M
4.21%
Sole
122.62K
Shared
0.00
None
0.00
AMERICAN INTL GROUP INC NEW
SOLEShares114.25K
TypeSH
Market value$9.78M
4.19%
Sole
114.25K
Shared
0.00
None
0.00
BANK OF AMERICA CORP
SOLEShares206.11K
TypeSH
Market value$9.75M
4.18%
Sole
206.11K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
SOLEShares31.58K
TypeSH
Market value$9.16M
3.92%
Sole
31.58K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares17.99K
TypeSH
Market value$8.70M
3.73%
Sole
16.22K
Shared
0.00
None
1.77K
DELL TECHNOLOGIES -C
SOLEShares64.17K
TypeSH
Market value$7.87M
3.37%
Sole
64.17K
Shared
0.00
None
0.00
COMCAST CORP CL A
SOLEShares186.47K
TypeSH
Market value$6.65M
2.85%
Sole
186.47K
Shared
0.00
None
0.00
MARATHON PETROLEUM CORP
SOLEShares34.80K
TypeSH
Market value$5.78M
2.48%
Sole
34.80K
Shared
0.00
None
0.00
RH
SOLEShares29.65K
TypeSH
Market value$5.60M
2.40%
Sole
29.65K
Shared
0.00
None
0.00
RTX CORPORATION COM
SOLEShares37.27K
TypeSH
Market value$5.44M
2.33%
Sole
37.27K
Shared
0.00
None
0.00
ALPHABET INC CAP STOCK CL A
SOLEShares30.35K
TypeSH
Market value$5.30M
2.27%
Sole
26.17K
Shared
0.00
None
4.18K
CVS HEALTH CORP
SOLEShares75.64K
TypeSH
Market value$5.22M
2.24%
Sole
75.64K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares27.91K
TypeSH
Market value$5.18M
2.22%
Sole
27.91K
Shared
0.00
None
0.00
PHILIP MORRIS INTL INC
SOLEShares24.44K
TypeSH
Market value$4.45M
1.91%
Sole
24.44K
Shared
0.00
None
0.00
CSX CORP
SOLEShares118.43K
TypeSH
Market value$3.86M
1.66%
Sole
118.43K
Shared
0.00
None
0.00
MCDONALDS CORP
SOLEShares12.02K
TypeSH
Market value$3.51M
1.51%
Sole
12.02K
Shared
0.00
None
0.00
ALPHABET INC CAP STOCK CL C
SOLEShares17.74K
TypeSH
Market value$3.15M
1.35%
Sole
17.46K
Shared
0.00
None
277.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 36.52K | SH | $18.12M 7.77% | 35.23K | 0.00 | 1.29K |
Apple IncSOLE | COM | 65.37K | SH | $13.34M 5.72% | 62.66K | 0.00 | 2.71K |
Meta Platforms IncSOLE | COM | 17.84K | SH | $13.17M 5.65% | 17.84K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 58.42K | SH | $12.77M 5.48% | 58.31K | 0.00 | 108.00 |
GOLDMAN SACHS GROUP INCSOLE | COM | 17.56K | SH | $12.43M 5.33% | 17.56K | 0.00 | 0.00 |
DISNEY WALT COSOLE | COM | 97.83K | SH | $12.13M 5.20% | 97.73K | 0.00 | 98.00 |
AMERICAN EXPRESS COSOLE | COM | 32.60K | SH | $10.34M 4.43% | 32.34K | 0.00 | 261.00 |
MORGAN STANLEYSOLE | COM | 72.97K | SH | $10.28M 4.41% | 72.97K | 0.00 | 0.00 |
WELLS FARGO COSOLE | COM | 122.62K | SH | $9.82M 4.21% | 122.62K | 0.00 | 0.00 |
AMERICAN INTL GROUP INC NEWSOLE | COM | 114.25K | SH | $9.78M 4.19% | 114.25K | 0.00 | 0.00 |
BANK OF AMERICA CORPSOLE | COM | 206.11K | SH | $9.75M 4.18% | 206.11K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 31.58K | SH | $9.16M 3.92% | 31.58K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | COM | 17.99K | SH | $8.70M 3.73% | 16.22K | 0.00 | 1.77K |
DELL TECHNOLOGIES -CSOLE | COM | 64.17K | SH | $7.87M 3.37% | 64.17K | 0.00 | 0.00 |
COMCAST CORP CL ASOLE | COM | 186.47K | SH | $6.65M 2.85% | 186.47K | 0.00 | 0.00 |
MARATHON PETROLEUM CORPSOLE | COM | 34.80K | SH | $5.78M 2.48% | 34.80K | 0.00 | 0.00 |
RHSOLE | COM | 29.65K | SH | $5.60M 2.40% | 29.65K | 0.00 | 0.00 |
RTX CORPORATION COMSOLE | COM | 37.27K | SH | $5.44M 2.33% | 37.27K | 0.00 | 0.00 |
ALPHABET INC CAP STOCK CL ASOLE | COM | 30.35K | SH | $5.30M 2.27% | 26.17K | 0.00 | 4.18K |
CVS HEALTH CORPSOLE | COM | 75.64K | SH | $5.22M 2.24% | 75.64K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 27.91K | SH | $5.18M 2.22% | 27.91K | 0.00 | 0.00 |
PHILIP MORRIS INTL INCSOLE | COM | 24.44K | SH | $4.45M 1.91% | 24.44K | 0.00 | 0.00 |
CSX CORPSOLE | COM | 118.43K | SH | $3.86M 1.66% | 118.43K | 0.00 | 0.00 |
MCDONALDS CORPSOLE | COM | 12.02K | SH | $3.51M 1.51% | 12.02K | 0.00 | 0.00 |
ALPHABET INC CAP STOCK CL CSOLE | COM | 17.74K | SH | $3.15M 1.35% | 17.46K | 0.00 | 277.00 |
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