Filed: 11/13/2025ACC: 0001839498-25-000005
📋 What this filing means
DCM ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 38 equity positions with a total reported market value of $237.15M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
38
Positions
$237.15M
Total AUM (reported)
2.07M
Total Shares
Allocation by class
COM$237.15M100.0%
Portfolio Concentration
Top 3$46.90M19.8%
4–10$77.10M32.5%
11–25$93.48M39.4%
Rest$19.67M8.3%
Top 3 weight
19.8%
Top 10 weight
52.3%
Voting Authority Distribution
Total shares with voting rights: 2.07M
Sole
Full voting authority
2.01M
shares
% of voting shares97.2%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
57.19K
shares
% of voting shares2.8%
Investment Discretion (by position count)
Sole38
Shared0
Other0
Dominant voting typeSole · 97.2% of voting shares
Institutional Holdings38
Rows:
MICROSOFT CORP
SOLEShares34.42K
TypeSH
Market value$17.78M
7.50%
Sole
33.13K
Shared
0.00
None
1.29K
Apple Inc
SOLEShares62.66K
TypeSH
Market value$15.86M
6.69%
Sole
59.95K
Shared
0.00
None
2.71K
ORACLE CORP
SOLEShares47.15K
TypeSH
Market value$13.26M
5.59%
Sole
47.04K
Shared
0.00
None
108.00
Meta Platforms Inc
SOLEShares17.20K
TypeSH
Market value$12.63M
5.33%
Sole
17.20K
Shared
0.00
None
0.00
GOLDMAN SACHS GROUP INC
SOLEShares15.33K
TypeSH
Market value$12.21M
5.15%
Sole
15.33K
Shared
0.00
None
0.00
MORGAN STANLEY
SOLEShares70.04K
TypeSH
Market value$11.13M
4.69%
Sole
70.04K
Shared
0.00
None
0.00
DISNEY WALT CO
SOLEShares94.15K
TypeSH
Market value$10.78M
4.55%
Sole
94.06K
Shared
0.00
None
98.00
AMERICAN EXPRESS CO
SOLEShares31.18K
TypeSH
Market value$10.29M
4.34%
Sole
30.91K
Shared
0.00
None
261.00
BANK OF AMERICA CORP
SOLEShares197.70K
TypeSH
Market value$10.20M
4.30%
Sole
197.70K
Shared
0.00
None
0.00
WELLS FARGO CO
SOLEShares117.55K
TypeSH
Market value$9.85M
4.15%
Sole
117.55K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
SOLEShares30.25K
TypeSH
Market value$9.54M
4.02%
Sole
30.25K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares17.31K
TypeSH
Market value$8.66M
3.65%
Sole
15.54K
Shared
0.00
None
1.77K
DELL TECHNOLOGIES -C
SOLEShares60.91K
TypeSH
Market value$8.63M
3.64%
Sole
60.91K
Shared
0.00
None
0.00
AMERICAN INTL GROUP INC NEW
SOLEShares109.44K
TypeSH
Market value$8.60M
3.62%
Sole
109.44K
Shared
0.00
None
0.00
ALPHABET INC CAP STOCK CL A
SOLEShares30.35K
TypeSH
Market value$7.31M
3.08%
Sole
26.17K
Shared
0.00
None
4.19K
MARATHON PETROLEUM CORP
SOLEShares33.62K
TypeSH
Market value$6.48M
2.73%
Sole
33.62K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares27.84K
TypeSH
Market value$6.45M
2.72%
Sole
27.84K
Shared
0.00
None
0.00
RTX CORPORATION COM
SOLEShares36.18K
TypeSH
Market value$6.05M
2.55%
Sole
36.18K
Shared
0.00
None
0.00
CVS HEALTH CORP
SOLEShares72.74K
TypeSH
Market value$5.48M
2.31%
Sole
72.74K
Shared
0.00
None
0.00
COMCAST CORP CL A
SOLEShares173.40K
TypeSH
Market value$5.45M
2.30%
Sole
173.40K
Shared
0.00
None
0.00
RH
SOLEShares26.55K
TypeSH
Market value$5.39M
2.27%
Sole
26.55K
Shared
0.00
None
0.00
CSX CORP
SOLEShares113.47K
TypeSH
Market value$4.03M
1.70%
Sole
113.47K
Shared
0.00
None
0.00
PHILIP MORRIS INTL INC
SOLEShares24.37K
TypeSH
Market value$3.95M
1.67%
Sole
24.37K
Shared
0.00
None
0.00
ALPHABET INC CAP STOCK CL C
SOLEShares16.20K
TypeSH
Market value$3.95M
1.66%
Sole
15.93K
Shared
0.00
None
277.00
MCDONALDS CORP
SOLEShares11.51K
TypeSH
Market value$3.50M
1.48%
Sole
11.51K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 34.42K | SH | $17.78M 7.50% | 33.13K | 0.00 | 1.29K |
Apple IncSOLE | COM | 62.66K | SH | $15.86M 6.69% | 59.95K | 0.00 | 2.71K |
ORACLE CORPSOLE | COM | 47.15K | SH | $13.26M 5.59% | 47.04K | 0.00 | 108.00 |
Meta Platforms IncSOLE | COM | 17.20K | SH | $12.63M 5.33% | 17.20K | 0.00 | 0.00 |
GOLDMAN SACHS GROUP INCSOLE | COM | 15.33K | SH | $12.21M 5.15% | 15.33K | 0.00 | 0.00 |
MORGAN STANLEYSOLE | COM | 70.04K | SH | $11.13M 4.69% | 70.04K | 0.00 | 0.00 |
DISNEY WALT COSOLE | COM | 94.15K | SH | $10.78M 4.55% | 94.06K | 0.00 | 98.00 |
AMERICAN EXPRESS COSOLE | COM | 31.18K | SH | $10.29M 4.34% | 30.91K | 0.00 | 261.00 |
BANK OF AMERICA CORPSOLE | COM | 197.70K | SH | $10.20M 4.30% | 197.70K | 0.00 | 0.00 |
WELLS FARGO COSOLE | COM | 117.55K | SH | $9.85M 4.15% | 117.55K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 30.25K | SH | $9.54M 4.02% | 30.25K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | COM | 17.31K | SH | $8.66M 3.65% | 15.54K | 0.00 | 1.77K |
DELL TECHNOLOGIES -CSOLE | COM | 60.91K | SH | $8.63M 3.64% | 60.91K | 0.00 | 0.00 |
AMERICAN INTL GROUP INC NEWSOLE | COM | 109.44K | SH | $8.60M 3.62% | 109.44K | 0.00 | 0.00 |
ALPHABET INC CAP STOCK CL ASOLE | COM | 30.35K | SH | $7.31M 3.08% | 26.17K | 0.00 | 4.19K |
MARATHON PETROLEUM CORPSOLE | COM | 33.62K | SH | $6.48M 2.73% | 33.62K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 27.84K | SH | $6.45M 2.72% | 27.84K | 0.00 | 0.00 |
RTX CORPORATION COMSOLE | COM | 36.18K | SH | $6.05M 2.55% | 36.18K | 0.00 | 0.00 |
CVS HEALTH CORPSOLE | COM | 72.74K | SH | $5.48M 2.31% | 72.74K | 0.00 | 0.00 |
COMCAST CORP CL ASOLE | COM | 173.40K | SH | $5.45M 2.30% | 173.40K | 0.00 | 0.00 |
RHSOLE | COM | 26.55K | SH | $5.39M 2.27% | 26.55K | 0.00 | 0.00 |
CSX CORPSOLE | COM | 113.47K | SH | $4.03M 1.70% | 113.47K | 0.00 | 0.00 |
PHILIP MORRIS INTL INCSOLE | COM | 24.37K | SH | $3.95M 1.67% | 24.37K | 0.00 | 0.00 |
ALPHABET INC CAP STOCK CL CSOLE | COM | 16.20K | SH | $3.95M 1.66% | 15.93K | 0.00 | 277.00 |
MCDONALDS CORPSOLE | COM | 11.51K | SH | $3.50M 1.48% | 11.51K | 0.00 | 0.00 |
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