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DCM Advisors, LLC

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13F filer, CIK 1839498, NEW YORK, NY

DCM Advisors, LLC reported $233,274,010 across 39 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-15. Its ten largest share positions make up 52.37% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001839498-25-000004

Period
2025-06-30
Reported value
$233M
Holdings
39
Top 10 weight
52.37%
New
3
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
PGnew+10,596$1.69M
RHadded+6,629$1.25M
DELLadded+10,121$1.24M
DISadded+10,005$1.24M
ORCLadded+5,365$1.17M

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
NVDAreduced-10,820-$1.52M
USBreduced-9,098-$412K
GOOGLreduced-2,010-$351K
OBDCreduced-1,750-$24K
VZreduced-544-$23.5K

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, Q2 2025

Share positions as resolved from 13F-HR 0001839498-25-000004, largest first. % of portfolio is the value over $233,274,010, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,548 shares; 2024Q4: 40,261 shares; 2025Q1: 34,333 shares; 2025Q2: 36,520 shares 36,520$18.1M7.77%+2,187Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,687 shares; 2024Q4: 75,080 shares; 2025Q1: 60,596 shares; 2025Q2: 65,368 shares 65,368$13.3M5.72%+4,772Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,097 shares; 2024Q4: 20,045 shares; 2025Q1: 16,522 shares; 2025Q2: 17,843 shares 17,843$13.2M5.65%+1,321Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,055 shares; 2024Q4: 58,726 shares; 2025Q1: 53,055 shares; 2025Q2: 58,420 shares 58,420$12.8M5.48%+5,365Timeline
GSGOLDMAN SACHS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,032 shares; 2024Q4: 16,984 shares; 2025Q1: 16,032 shares; 2025Q2: 17,556 shares 17,556$12.4M5.33%+1,524Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,823 shares; 2024Q4: 91,350 shares; 2025Q1: 87,823 shares; 2025Q2: 97,828 shares 97,828$12.1M5.2%+10,005Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,330 shares; 2024Q4: 32,604 shares; 2025Q1: 30,397 shares; 2025Q2: 32,599 shares 32,599$10.3M4.43%+2,202Timeline
MSMORGAN STANLEYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,962 shares; 2024Q4: 69,523 shares; 2025Q1: 65,857 shares; 2025Q2: 72,965 shares 72,965$10.3M4.41%+7,108Timeline
WFCWELLS FARGO & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,284 shares; 2024Q4: 116,961 shares; 2025Q1: 111,284 shares; 2025Q2: 122,622 shares 122,622$9.82M4.21%+11,338Timeline
AIGAMERICAN INTL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,622 shares; 2024Q4: 112,469 shares; 2025Q1: 106,622 shares; 2025Q2: 114,250 shares 114,250$9.78M4.19%+7,628Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186,711 shares; 2024Q4: 200,656 shares; 2025Q1: 186,684 shares; 2025Q2: 206,109 shares 206,109$9.75M4.18%+19,425Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,663 shares; 2024Q4: 32,597 shares; 2025Q1: 28,663 shares; 2025Q2: 31,582 shares 31,582$9.16M3.92%+2,919Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,965 shares; 2024Q4: 17,889 shares; 2025Q1: 17,050 shares; 2025Q2: 17,994 shares 17,994$8.7M3.73%+944Timeline
DELLDELL TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 54,050 shares; 2025Q2: 64,171 shares 64,171$7.87M3.37%+10,121Timeline
CMCSACOMCAST CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,013 shares; 2024Q4: 170,676 shares; 2025Q1: 157,413 shares; 2025Q2: 186,465 shares 186,465$6.65M2.85%+29,052Timeline
MPCMARATHON PETE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,225 shares; 2024Q4: 35,336 shares; 2025Q1: 32,225 shares; 2025Q2: 34,797 shares 34,797$5.78M2.48%+2,572Timeline
RHRHQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,343 shares; 2024Q4: 23,343 shares; 2025Q1: 23,018 shares; 2025Q2: 29,647 shares 29,647$5.6M2.4%+6,629Timeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,188 shares; 2024Q4: 41,996 shares; 2025Q1: 35,188 shares; 2025Q2: 37,275 shares 37,275$5.44M2.33%+2,087Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,057 shares; 2024Q4: 48,756 shares; 2025Q1: 32,361 shares; 2025Q2: 30,351 shares 30,351$5.3M2.27%-2,010Timeline
CVSCVS HEALTH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,610 shares; 2024Q4: 81,530 shares; 2025Q1: 70,610 shares; 2025Q2: 75,637 shares 75,637$5.22M2.24%+5,027Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,795 shares; 2024Q4: 28,873 shares; 2025Q1: 25,856 shares; 2025Q2: 27,915 shares 27,915$5.18M2.22%+2,059Timeline
PMPHILIP MORRIS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,545 shares; 2024Q4: 22,601 shares; 2025Q1: 22,545 shares; 2025Q2: 24,441 shares 24,441$4.45M1.91%+1,896Timeline
CSXCSX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,207 shares; 2024Q4: 113,156 shares; 2025Q1: 107,207 shares; 2025Q2: 118,433 shares 118,433$3.86M1.66%+11,226Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,074 shares; 2024Q4: 11,126 shares; 2025Q1: 11,074 shares; 2025Q2: 12,024 shares 12,024$3.51M1.51%+950Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,513 shares; 2024Q4: 15,060 shares; 2025Q1: 14,198 shares; 2025Q2: 17,737 shares 17,737$3.15M1.35%+3,539Timeline
TAT&T INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,064 shares; 2024Q4: 92,478 shares; 2025Q1: 85,816 shares; 2025Q2: 101,103 shares 101,103$2.93M1.25%+15,287Timeline
BABOEING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,589 shares; 2024Q4: 13,718 shares; 2025Q1: 11,589 shares; 2025Q2: 12,543 shares 12,543$2.63M1.13%+954Timeline
PSXPHILLIPS 66Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,745 shares; 2024Q4: 20,724 shares; 2025Q1: 19,745 shares; 2025Q2: 21,854 shares 21,854$2.61M1.12%+2,109Timeline
VZVERIZON COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,588 shares; 2024Q4: 47,667 shares; 2025Q1: 47,588 shares; 2025Q2: 47,044 shares 47,044$2.04M0.87%-544Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,108 shares; 2024Q4: 14,591 shares; 2025Q1: 13,193 shares; 2025Q2: 14,314 shares 14,314$1.89M0.81%+1,121Timeline
COPCONOCOPHILLIPSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,042 shares; 2024Q4: 19,445 shares; 2025Q1: 18,045 shares; 2025Q2: 19,677 shares 19,677$1.77M0.76%+1,632Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,769 shares; 2024Q4: 10,555 shares; 2025Q1: not reported; 2025Q2: 10,596 shares 10,596$1.69M0.72%newTimeline
USBUS BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,271 shares; 2024Q4: 44,339 shares; 2025Q1: 44,271 shares; 2025Q2: 35,173 shares 35,173$1.59M0.68%-9,098Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,748 shares; 2024Q4: 14,463 shares; 2025Q1: 21,888 shares; 2025Q2: 11,068 shares 11,068$1.56M0.67%-10,820Timeline
PFEPFIZER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,656 shares; 2024Q4: 30,117 shares; 2025Q1: 26,456 shares; 2025Q2: 31,659 shares 31,659$767K0.33%+5,203Timeline
LUMNLUMEN TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,600 shares; 2024Q4: 41,672 shares; 2025Q1: not reported; 2025Q2: 169,200 shares 169,200$741K0.32%newTimeline
AGNCAGNC INVT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 51,929 shares 51,929$477K0.2%newTimeline
ARCCARES CAPITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,364 shares; 2024Q4: 22,124 shares; 2025Q1: 22,443 shares; 2025Q2: 23,348 shares 23,348$471K0.2%+905Timeline
OBDCBLUE OWL CAPITAL CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,602 shares; 2024Q4: 23,441 shares; 2025Q1: 25,289 shares; 2025Q2: 23,539 shares 23,539$322K0.14%-1,750Timeline

How Q2 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 0001839498-25-000004 base2025-08-15acceptance time not in the bulk data set