§ 13F · FUND PROFILE
DCM Advisors, LLC.
AUM · $253M (13F)Positions · 38Turnover · n/a · Q2Filed · Aug 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$5M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | 50K | $14M | 5.6% | +3% |
| 2 | MSFT | MICROSOFT CORP | 35K | $13M | 5.1% | +5% |
| 3 | MS | MORGAN STANLEY | 58K | $12M | 4.7% | −4% |
| 4 | BAC | BANK OF AMERICA CORP | 203K | $12M | 4.6% | +4% |
| 5 | GS | GOLDMAN SACHS GROUP INC | 11K | $11M | 4.4% | −11% |
| 6 | DELL | DELL TECHNOLOGIES -C | 24K | $10M | 4.1% | −59% |
| 7 | JPM | JPMORGAN CHASE & CO | 31K | $10M | 4.0% | +4% |
| 8 | WFC | WELLS FARGO CO | 121K | $10M | 4.0% | +4% |
| 9 | META | Meta Platforms Inc | 17K | $10M | 3.9% | +3% |
| 10 | DIS | DISNEY WALT CO | 101K | $10M | 3.9% | +8% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE DCM SIGNAL
AC read
DCM Advisors, LLC is a Other fund managing $253 million in assets. The fund runs a portfolio of 38 positions.
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