Filed: 5/15/2026ACC: 0001839498-26-000002
📋 What this filing means
DCM ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 38 equity positions with a total reported market value of $219.84M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
38
Positions
$219.84M
Total AUM (reported)
2.36M
Total Shares
Allocation by class
COM$219.84M100.0%
Portfolio Concentration
Top 3$34.03M15.5%
4–10$64.33M29.3%
11–25$95.61M43.5%
Rest$25.86M11.8%
Top 3 weight
15.5%
Top 10 weight
44.7%
Voting Authority Distribution
Total shares with voting rights: 2.36M
Sole
Full voting authority
2.29M
shares
% of voting shares96.9%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
74.06K
shares
% of voting shares3.1%
Investment Discretion (by position count)
Sole38
Shared0
Other0
Dominant voting typeSole · 96.9% of voting shares
Institutional Holdings38
Rows:
MICROSOFT CORP
SOLEShares33.31K
TypeSH
Market value$12.30M
5.59%
Sole
31.90K
Shared
0.00
None
1.42K
Apple Inc
SOLEShares47.91K
TypeSH
Market value$12.06M
5.49%
Sole
45.19K
Shared
0.00
None
2.72K
Meta Platforms Inc
SOLEShares16.90K
TypeSH
Market value$9.67M
4.40%
Sole
16.90K
Shared
0.00
None
0.00
DELL TECHNOLOGIES -C
SOLEShares58.68K
TypeSH
Market value$9.63M
4.38%
Sole
58.68K
Shared
0.00
None
0.00
BANK OF AMERICA CORP
SOLEShares196.04K
TypeSH
Market value$9.56M
4.35%
Sole
196.04K
Shared
0.00
None
0.00
WELLS FARGO CO
SOLEShares116.64K
TypeSH
Market value$9.29M
4.22%
Sole
116.64K
Shared
0.00
None
0.00
MORGAN STANLEY
SOLEShares61.02K
TypeSH
Market value$9.04M
4.11%
Sole
61.02K
Shared
0.00
None
0.00
DISNEY WALT CO
SOLEShares93.72K
TypeSH
Market value$9.03M
4.11%
Sole
93.62K
Shared
0.00
None
98.00
GOLDMAN SACHS GROUP INC
SOLEShares12.91K
TypeSH
Market value$8.98M
4.08%
Sole
12.91K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
SOLEShares29.95K
TypeSH
Market value$8.81M
4.01%
Sole
29.95K
Shared
0.00
None
0.00
COMCAST CORP CL A
SOLEShares299.90K
TypeSH
Market value$8.61M
3.92%
Sole
299.90K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares17.32K
TypeSH
Market value$8.26M
3.76%
Sole
15.37K
Shared
0.00
None
1.95K
AMERICAN INTL GROUP INC NEW
SOLEShares108.69K
TypeSH
Market value$8.18M
3.72%
Sole
108.69K
Shared
0.00
None
0.00
MARATHON PETROLEUM CORP
SOLEShares33.23K
TypeSH
Market value$8.11M
3.69%
Sole
33.23K
Shared
0.00
None
0.00
ALPHABET INC CAP STOCK CL A
SOLEShares27.72K
TypeSH
Market value$7.82M
3.56%
Sole
22.76K
Shared
0.00
None
4.96K
AMERICAN EXPRESS CO
SOLEShares25.79K
TypeSH
Market value$7.74M
3.52%
Sole
25.44K
Shared
0.00
None
348.00
ORACLE CORP
SOLEShares46.81K
TypeSH
Market value$6.89M
3.13%
Sole
46.70K
Shared
0.00
None
108.00
RTX CORPORATION COM
SOLEShares35.49K
TypeSH
Market value$6.85M
3.11%
Sole
35.49K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares27.60K
TypeSH
Market value$6.00M
2.73%
Sole
27.60K
Shared
0.00
None
0.00
CVS HEALTH CORP
SOLEShares72.17K
TypeSH
Market value$5.18M
2.36%
Sole
72.17K
Shared
0.00
None
0.00
TRIPADVISOR INC
SOLEShares471.29K
TypeSH
Market value$5.02M
2.29%
Sole
471.29K
Shared
0.00
None
0.00
CSX CORP
SOLEShares112.89K
TypeSH
Market value$4.63M
2.11%
Sole
112.89K
Shared
0.00
None
0.00
ALPHABET INC CAP STOCK CL C
SOLEShares15.68K
TypeSH
Market value$4.50M
2.05%
Sole
15.40K
Shared
0.00
None
278.00
PHILIP MORRIS INTL INC
SOLEShares24.26K
TypeSH
Market value$4.01M
1.82%
Sole
24.26K
Shared
0.00
None
0.00
PHILLIPS 66
SOLEShares20.84K
TypeSH
Market value$3.80M
1.73%
Sole
20.84K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 33.31K | SH | $12.30M 5.59% | 31.90K | 0.00 | 1.42K |
Apple IncSOLE | COM | 47.91K | SH | $12.06M 5.49% | 45.19K | 0.00 | 2.72K |
Meta Platforms IncSOLE | COM | 16.90K | SH | $9.67M 4.40% | 16.90K | 0.00 | 0.00 |
DELL TECHNOLOGIES -CSOLE | COM | 58.68K | SH | $9.63M 4.38% | 58.68K | 0.00 | 0.00 |
BANK OF AMERICA CORPSOLE | COM | 196.04K | SH | $9.56M 4.35% | 196.04K | 0.00 | 0.00 |
WELLS FARGO COSOLE | COM | 116.64K | SH | $9.29M 4.22% | 116.64K | 0.00 | 0.00 |
MORGAN STANLEYSOLE | COM | 61.02K | SH | $9.04M 4.11% | 61.02K | 0.00 | 0.00 |
DISNEY WALT COSOLE | COM | 93.72K | SH | $9.03M 4.11% | 93.62K | 0.00 | 98.00 |
GOLDMAN SACHS GROUP INCSOLE | COM | 12.91K | SH | $8.98M 4.08% | 12.91K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 29.95K | SH | $8.81M 4.01% | 29.95K | 0.00 | 0.00 |
COMCAST CORP CL ASOLE | COM | 299.90K | SH | $8.61M 3.92% | 299.90K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | COM | 17.32K | SH | $8.26M 3.76% | 15.37K | 0.00 | 1.95K |
AMERICAN INTL GROUP INC NEWSOLE | COM | 108.69K | SH | $8.18M 3.72% | 108.69K | 0.00 | 0.00 |
MARATHON PETROLEUM CORPSOLE | COM | 33.23K | SH | $8.11M 3.69% | 33.23K | 0.00 | 0.00 |
ALPHABET INC CAP STOCK CL ASOLE | COM | 27.72K | SH | $7.82M 3.56% | 22.76K | 0.00 | 4.96K |
AMERICAN EXPRESS COSOLE | COM | 25.79K | SH | $7.74M 3.52% | 25.44K | 0.00 | 348.00 |
ORACLE CORPSOLE | COM | 46.81K | SH | $6.89M 3.13% | 46.70K | 0.00 | 108.00 |
RTX CORPORATION COMSOLE | COM | 35.49K | SH | $6.85M 3.11% | 35.49K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 27.60K | SH | $6.00M 2.73% | 27.60K | 0.00 | 0.00 |
CVS HEALTH CORPSOLE | COM | 72.17K | SH | $5.18M 2.36% | 72.17K | 0.00 | 0.00 |
TRIPADVISOR INCSOLE | COM | 471.29K | SH | $5.02M 2.29% | 471.29K | 0.00 | 0.00 |
CSX CORPSOLE | COM | 112.89K | SH | $4.63M 2.11% | 112.89K | 0.00 | 0.00 |
ALPHABET INC CAP STOCK CL CSOLE | COM | 15.68K | SH | $4.50M 2.05% | 15.40K | 0.00 | 278.00 |
PHILIP MORRIS INTL INCSOLE | COM | 24.26K | SH | $4.01M 1.82% | 24.26K | 0.00 | 0.00 |
PHILLIPS 66SOLE | COM | 20.84K | SH | $3.80M 1.73% | 20.84K | 0.00 | 0.00 |
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