Filed: 2/18/2026ACC: 0001839498-26-000001
📋 What this filing means
DCM ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 38 equity positions with a total reported market value of $240.93M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
38
Positions
$240.93M
Total AUM (reported)
2.36M
Total Shares
Allocation by class
COM$240.93M100.0%
Portfolio Concentration
Top 3$42.75M17.7%
4–10$76.07M31.6%
11–25$100.23M41.6%
Rest$21.89M9.1%
Top 3 weight
17.7%
Top 10 weight
49.3%
Voting Authority Distribution
Total shares with voting rights: 2.36M
Sole
Full voting authority
2.30M
shares
% of voting shares97.5%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
57.99K
shares
% of voting shares2.5%
Investment Discretion (by position count)
Sole38
Shared0
Other0
Dominant voting typeSole · 97.5% of voting shares
Institutional Holdings38
Rows:
MICROSOFT CORP
SOLEShares34.29K
TypeSH
Market value$16.54M
6.86%
Sole
32.99K
Shared
0.00
None
1.29K
Apple Inc
SOLEShares49.31K
TypeSH
Market value$13.30M
5.52%
Sole
46.59K
Shared
0.00
None
2.72K
GOLDMAN SACHS GROUP INC
SOLEShares14.68K
TypeSH
Market value$12.91M
5.36%
Sole
14.68K
Shared
0.00
None
0.00
MORGAN STANLEY
SOLEShares67.91K
TypeSH
Market value$12.06M
5.00%
Sole
67.91K
Shared
0.00
None
0.00
Meta Platforms Inc
SOLEShares17.16K
TypeSH
Market value$11.33M
4.70%
Sole
17.16K
Shared
0.00
None
0.00
WELLS FARGO CO
SOLEShares117.20K
TypeSH
Market value$10.92M
4.53%
Sole
117.20K
Shared
0.00
None
0.00
BANK OF AMERICA CORP
SOLEShares197.12K
TypeSH
Market value$10.84M
4.50%
Sole
197.12K
Shared
0.00
None
0.00
DISNEY WALT CO
SOLEShares94.15K
TypeSH
Market value$10.71M
4.45%
Sole
94.06K
Shared
0.00
None
98.00
COMCAST CORP CL A
SOLEShares350.17K
TypeSH
Market value$10.47M
4.34%
Sole
350.17K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
SOLEShares30.25K
TypeSH
Market value$9.75M
4.05%
Sole
30.25K
Shared
0.00
None
0.00
AMERICAN EXPRESS CO
SOLEShares25.90K
TypeSH
Market value$9.51M
3.95%
Sole
25.64K
Shared
0.00
None
261.00
AMERICAN INTL GROUP INC NEW
SOLEShares109.44K
TypeSH
Market value$9.36M
3.89%
Sole
109.44K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares46.55K
TypeSH
Market value$9.07M
3.77%
Sole
46.44K
Shared
0.00
None
108.00
ALPHABET INC CAP STOCK CL A
SOLEShares28.44K
TypeSH
Market value$8.74M
3.63%
Sole
24.26K
Shared
0.00
None
4.18K
BERKSHIRE HATHAWAY INC DEL
SOLEShares17.31K
TypeSH
Market value$8.66M
3.59%
Sole
15.54K
Shared
0.00
None
1.77K
DELL TECHNOLOGIES -C
SOLEShares59.15K
TypeSH
Market value$7.45M
3.09%
Sole
59.15K
Shared
0.00
None
0.00
RTX CORPORATION COM
SOLEShares36.18K
TypeSH
Market value$6.64M
2.75%
Sole
36.18K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares27.84K
TypeSH
Market value$6.36M
2.64%
Sole
27.84K
Shared
0.00
None
0.00
CVS HEALTH CORP
SOLEShares72.74K
TypeSH
Market value$5.77M
2.40%
Sole
72.74K
Shared
0.00
None
0.00
MARATHON PETROLEUM CORP
SOLEShares33.62K
TypeSH
Market value$5.47M
2.27%
Sole
33.62K
Shared
0.00
None
0.00
TRIPADVISOR INC
SOLEShares355.61K
TypeSH
Market value$5.18M
2.15%
Sole
355.61K
Shared
0.00
None
0.00
RH
SOLEShares28.21K
TypeSH
Market value$5.05M
2.10%
Sole
28.21K
Shared
0.00
None
0.00
ALPHABET INC CAP STOCK CL C
SOLEShares15.74K
TypeSH
Market value$4.94M
2.05%
Sole
15.46K
Shared
0.00
None
278.00
CSX CORP
SOLEShares113.47K
TypeSH
Market value$4.11M
1.71%
Sole
113.47K
Shared
0.00
None
0.00
PHILIP MORRIS INTL INC
SOLEShares24.37K
TypeSH
Market value$3.91M
1.62%
Sole
24.37K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 34.29K | SH | $16.54M 6.86% | 32.99K | 0.00 | 1.29K |
Apple IncSOLE | COM | 49.31K | SH | $13.30M 5.52% | 46.59K | 0.00 | 2.72K |
GOLDMAN SACHS GROUP INCSOLE | COM | 14.68K | SH | $12.91M 5.36% | 14.68K | 0.00 | 0.00 |
MORGAN STANLEYSOLE | COM | 67.91K | SH | $12.06M 5.00% | 67.91K | 0.00 | 0.00 |
Meta Platforms IncSOLE | COM | 17.16K | SH | $11.33M 4.70% | 17.16K | 0.00 | 0.00 |
WELLS FARGO COSOLE | COM | 117.20K | SH | $10.92M 4.53% | 117.20K | 0.00 | 0.00 |
BANK OF AMERICA CORPSOLE | COM | 197.12K | SH | $10.84M 4.50% | 197.12K | 0.00 | 0.00 |
DISNEY WALT COSOLE | COM | 94.15K | SH | $10.71M 4.45% | 94.06K | 0.00 | 98.00 |
COMCAST CORP CL ASOLE | COM | 350.17K | SH | $10.47M 4.34% | 350.17K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 30.25K | SH | $9.75M 4.05% | 30.25K | 0.00 | 0.00 |
AMERICAN EXPRESS COSOLE | COM | 25.90K | SH | $9.51M 3.95% | 25.64K | 0.00 | 261.00 |
AMERICAN INTL GROUP INC NEWSOLE | COM | 109.44K | SH | $9.36M 3.89% | 109.44K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 46.55K | SH | $9.07M 3.77% | 46.44K | 0.00 | 108.00 |
ALPHABET INC CAP STOCK CL ASOLE | COM | 28.44K | SH | $8.74M 3.63% | 24.26K | 0.00 | 4.18K |
BERKSHIRE HATHAWAY INC DELSOLE | COM | 17.31K | SH | $8.66M 3.59% | 15.54K | 0.00 | 1.77K |
DELL TECHNOLOGIES -CSOLE | COM | 59.15K | SH | $7.45M 3.09% | 59.15K | 0.00 | 0.00 |
RTX CORPORATION COMSOLE | COM | 36.18K | SH | $6.64M 2.75% | 36.18K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 27.84K | SH | $6.36M 2.64% | 27.84K | 0.00 | 0.00 |
CVS HEALTH CORPSOLE | COM | 72.74K | SH | $5.77M 2.40% | 72.74K | 0.00 | 0.00 |
MARATHON PETROLEUM CORPSOLE | COM | 33.62K | SH | $5.47M 2.27% | 33.62K | 0.00 | 0.00 |
TRIPADVISOR INCSOLE | COM | 355.61K | SH | $5.18M 2.15% | 355.61K | 0.00 | 0.00 |
RHSOLE | COM | 28.21K | SH | $5.05M 2.10% | 28.21K | 0.00 | 0.00 |
ALPHABET INC CAP STOCK CL CSOLE | COM | 15.74K | SH | $4.94M 2.05% | 15.46K | 0.00 | 278.00 |
CSX CORPSOLE | COM | 113.47K | SH | $4.11M 1.71% | 113.47K | 0.00 | 0.00 |
PHILIP MORRIS INTL INCSOLE | COM | 24.37K | SH | $3.91M 1.62% | 24.37K | 0.00 | 0.00 |
Page 1 of 2