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DCM Advisors, LLC

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13F filer, CIK 1839498, NEW YORK, NY

DCM Advisors, LLC reported $187,481,578 across 36 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-19. Its ten largest share positions make up 50.56% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001839498-25-000002

Period
2025-03-31
Reported value
$187M
Holdings
36
Top 10 weight
50.56%
New
1
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
DELLnew+54,050$4.93M
NVDAadded+7,425$770K
OBDCadded+1,848$26.8K
ARCCadded+319$6.96K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
AAPLreduced-14,484-$3.17M
GOOGLreduced-16,395-$2.49M
MSFTreduced-5,928-$2.19M
METAreduced-3,523-$2.02M
PGexited-10,555-$1.77M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0001839498-25-000002, largest first. % of portfolio is the value over $187,481,580, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,687 shares; 2024Q4: 75,080 shares; 2025Q1: 60,596 shares 60,596$13.3M7.07%-14,484Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,548 shares; 2024Q4: 40,261 shares; 2025Q1: 34,333 shares 34,333$12.7M6.78%-5,928Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,097 shares; 2024Q4: 20,045 shares; 2025Q1: 16,522 shares 16,522$9.48M5.06%-3,523Timeline
AIGAMERICAN INTL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,622 shares; 2024Q4: 112,469 shares; 2025Q1: 106,622 shares 106,622$9.22M4.92%-5,847Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,965 shares; 2024Q4: 17,889 shares; 2025Q1: 17,050 shares 17,050$9.03M4.81%-839Timeline
GSGOLDMAN SACHS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,032 shares; 2024Q4: 16,984 shares; 2025Q1: 16,032 shares 16,032$8.7M4.64%-952Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,823 shares; 2024Q4: 91,350 shares; 2025Q1: 87,823 shares 87,823$8.63M4.6%-3,527Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,330 shares; 2024Q4: 32,604 shares; 2025Q1: 30,397 shares 30,397$8.11M4.33%-2,207Timeline
WFCWELLS FARGO & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,284 shares; 2024Q4: 116,961 shares; 2025Q1: 111,284 shares 111,284$7.93M4.23%-5,677Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186,711 shares; 2024Q4: 200,656 shares; 2025Q1: 186,684 shares 186,684$7.73M4.12%-13,972Timeline
MSMORGAN STANLEYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,962 shares; 2024Q4: 69,523 shares; 2025Q1: 65,857 shares 65,857$7.63M4.07%-3,666Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,055 shares; 2024Q4: 58,726 shares; 2025Q1: 53,055 shares 53,055$7.35M3.92%-5,671Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,663 shares; 2024Q4: 32,597 shares; 2025Q1: 28,663 shares 28,663$6.99M3.73%-3,934Timeline
CMCSACOMCAST CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,013 shares; 2024Q4: 170,676 shares; 2025Q1: 157,413 shares 157,413$5.78M3.08%-13,263Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,795 shares; 2024Q4: 28,873 shares; 2025Q1: 25,856 shares 25,856$5.41M2.89%-3,017Timeline
RHRHQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,343 shares; 2024Q4: 23,343 shares; 2025Q1: 23,018 shares 23,018$5.37M2.86%-325Timeline
DELLDELL TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 54,050 shares 54,050$4.93M2.63%newTimeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,057 shares; 2024Q4: 48,756 shares; 2025Q1: 32,361 shares 32,361$4.91M2.62%-16,395Timeline
CVSCVS HEALTH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,610 shares; 2024Q4: 81,530 shares; 2025Q1: 70,610 shares 70,610$4.76M2.54%-10,920Timeline
MPCMARATHON PETE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,225 shares; 2024Q4: 35,336 shares; 2025Q1: 32,225 shares 32,225$4.67M2.49%-3,111Timeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,188 shares; 2024Q4: 41,996 shares; 2025Q1: 35,188 shares 35,188$4.64M2.48%-6,808Timeline
PMPHILIP MORRIS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,545 shares; 2024Q4: 22,601 shares; 2025Q1: 22,545 shares 22,545$3.57M1.91%-56Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,074 shares; 2024Q4: 11,126 shares; 2025Q1: 11,074 shares 11,074$3.44M1.83%-52Timeline
CSXCSX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,207 shares; 2024Q4: 113,156 shares; 2025Q1: 107,207 shares 107,207$3.14M1.67%-5,949Timeline
PSXPHILLIPS 66Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,745 shares; 2024Q4: 20,724 shares; 2025Q1: 19,745 shares 19,745$2.42M1.29%-979Timeline
TAT&T INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,064 shares; 2024Q4: 92,478 shares; 2025Q1: 85,816 shares 85,816$2.4M1.28%-6,662Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,748 shares; 2024Q4: 14,463 shares; 2025Q1: 21,888 shares 21,888$2.27M1.21%+7,425Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,513 shares; 2024Q4: 15,060 shares; 2025Q1: 14,198 shares 14,198$2.19M1.17%-862Timeline
VZVERIZON COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,588 shares; 2024Q4: 47,667 shares; 2025Q1: 47,588 shares 47,588$2.15M1.15%-79Timeline
BABOEING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,589 shares; 2024Q4: 13,718 shares; 2025Q1: 11,589 shares 11,589$1.97M1.05%-2,129Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,108 shares; 2024Q4: 14,591 shares; 2025Q1: 13,193 shares 13,193$1.97M1.05%-1,398Timeline
COPCONOCOPHILLIPSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,042 shares; 2024Q4: 19,445 shares; 2025Q1: 18,045 shares 18,045$1.88M1.01%-1,400Timeline
USBUS BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,271 shares; 2024Q4: 44,339 shares; 2025Q1: 44,271 shares 44,271$1.32M0.71%-68Timeline
PFEPFIZER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,656 shares; 2024Q4: 30,117 shares; 2025Q1: 26,456 shares 26,456$669K0.36%-3,661Timeline
ARCCARES CAPITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,364 shares; 2024Q4: 22,124 shares; 2025Q1: 22,443 shares 22,443$490K0.26%+319Timeline
OBDCBLUE OWL CAPITAL CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,602 shares; 2024Q4: 23,441 shares; 2025Q1: 25,289 shares 25,289$367K0.2%+1,848Timeline

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
PGPROCTER & GAMBLE CO10,555$1.77Mshares
SIRISIRIUSXM HOLDINGS INC28,137$642Kshares
LUMNLUMEN TECHNOLOGIES INC41,672$221Kshares

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001839498-25-000002 base2025-05-19acceptance time not in the bulk data set