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DCM Advisors, LLC

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13F filer, CIK 1839498, NEW YORK, NY

DCM Advisors, LLC reported $237,148,476 across 38 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-13. Its ten largest share positions make up 52.29% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001839498-25-000005

Period
2025-09-30
Reported value
$237M
Holdings
38
Top 10 weight
52.29%
New
2
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
TRIPnew+46,250$752K
SABRnew+221,994$406K
PFEadded+1,129$28.8K
OBDCadded+106$1.29K
GOOGLadded+2$481

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
ORCLreduced-11,271-$3.17M
GSreduced-2,223-$1.77M
NVDAexited-11,068-$1.56M
MSFTreduced-2,103-$1.09M
LUMNexited-169,200-$741K

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, Q3 2025

Share positions as resolved from 13F-HR 0001839498-25-000005, largest first. % of portfolio is the value over $237,148,478, 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,548 shares; 2024Q4: 40,261 shares; 2025Q1: 34,333 shares; 2025Q2: 36,520 shares; 2025Q3: 34,417 shares 34,417$17.8M7.5%-2,103Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,687 shares; 2024Q4: 75,080 shares; 2025Q1: 60,596 shares; 2025Q2: 65,368 shares; 2025Q3: 62,664 shares 62,664$15.9M6.69%-2,704Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,055 shares; 2024Q4: 58,726 shares; 2025Q1: 53,055 shares; 2025Q2: 58,420 shares; 2025Q3: 47,149 shares 47,149$13.3M5.59%-11,271Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,097 shares; 2024Q4: 20,045 shares; 2025Q1: 16,522 shares; 2025Q2: 17,843 shares; 2025Q3: 17,203 shares 17,203$12.6M5.33%-640Timeline
GSGOLDMAN SACHS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,032 shares; 2024Q4: 16,984 shares; 2025Q1: 16,032 shares; 2025Q2: 17,556 shares; 2025Q3: 15,333 shares 15,333$12.2M5.15%-2,223Timeline
MSMORGAN STANLEYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,962 shares; 2024Q4: 69,523 shares; 2025Q1: 65,857 shares; 2025Q2: 72,965 shares; 2025Q3: 70,041 shares 70,041$11.1M4.69%-2,924Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,823 shares; 2024Q4: 91,350 shares; 2025Q1: 87,823 shares; 2025Q2: 97,828 shares; 2025Q3: 94,154 shares 94,154$10.8M4.55%-3,674Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,330 shares; 2024Q4: 32,604 shares; 2025Q1: 30,397 shares; 2025Q2: 32,599 shares; 2025Q3: 31,176 shares 31,176$10.3M4.34%-1,423Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186,711 shares; 2024Q4: 200,656 shares; 2025Q1: 186,684 shares; 2025Q2: 206,109 shares; 2025Q3: 197,700 shares 197,700$10.2M4.3%-8,409Timeline
WFCWELLS FARGO & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,284 shares; 2024Q4: 116,961 shares; 2025Q1: 111,284 shares; 2025Q2: 122,622 shares; 2025Q3: 117,548 shares 117,548$9.85M4.15%-5,074Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,663 shares; 2024Q4: 32,597 shares; 2025Q1: 28,663 shares; 2025Q2: 31,582 shares; 2025Q3: 30,247 shares 30,247$9.54M4.02%-1,335Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,965 shares; 2024Q4: 17,889 shares; 2025Q1: 17,050 shares; 2025Q2: 17,994 shares; 2025Q3: 17,310 shares 17,310$8.66M3.65%-684Timeline
DELLDELL TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 54,050 shares; 2025Q2: 64,171 shares; 2025Q3: 60,906 shares 60,906$8.63M3.64%-3,265Timeline
AIGAMERICAN INTL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,622 shares; 2024Q4: 112,469 shares; 2025Q1: 106,622 shares; 2025Q2: 114,250 shares; 2025Q3: 109,443 shares 109,443$8.6M3.62%-4,807Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,057 shares; 2024Q4: 48,756 shares; 2025Q1: 32,361 shares; 2025Q2: 30,351 shares; 2025Q3: 30,353 shares 30,353$7.31M3.08%+2Timeline
MPCMARATHON PETE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,225 shares; 2024Q4: 35,336 shares; 2025Q1: 32,225 shares; 2025Q2: 34,797 shares; 2025Q3: 33,623 shares 33,623$6.48M2.73%-1,174Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,795 shares; 2024Q4: 28,873 shares; 2025Q1: 25,856 shares; 2025Q2: 27,915 shares; 2025Q3: 27,838 shares 27,838$6.45M2.72%-77Timeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,188 shares; 2024Q4: 41,996 shares; 2025Q1: 35,188 shares; 2025Q2: 37,275 shares; 2025Q3: 36,182 shares 36,182$6.05M2.55%-1,093Timeline
CVSCVS HEALTH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,610 shares; 2024Q4: 81,530 shares; 2025Q1: 70,610 shares; 2025Q2: 75,637 shares; 2025Q3: 72,743 shares 72,743$5.48M2.31%-2,894Timeline
CMCSACOMCAST CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,013 shares; 2024Q4: 170,676 shares; 2025Q1: 157,413 shares; 2025Q2: 186,465 shares; 2025Q3: 173,397 shares 173,397$5.45M2.3%-13,068Timeline
RHRHQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,343 shares; 2024Q4: 23,343 shares; 2025Q1: 23,018 shares; 2025Q2: 29,647 shares; 2025Q3: 26,549 shares 26,549$5.39M2.27%-3,098Timeline
CSXCSX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,207 shares; 2024Q4: 113,156 shares; 2025Q1: 107,207 shares; 2025Q2: 118,433 shares; 2025Q3: 113,465 shares 113,465$4.03M1.7%-4,968Timeline
PMPHILIP MORRIS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,545 shares; 2024Q4: 22,601 shares; 2025Q1: 22,545 shares; 2025Q2: 24,441 shares; 2025Q3: 24,374 shares 24,374$3.95M1.67%-67Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,513 shares; 2024Q4: 15,060 shares; 2025Q1: 14,198 shares; 2025Q2: 17,737 shares; 2025Q3: 16,205 shares 16,205$3.95M1.66%-1,532Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,074 shares; 2024Q4: 11,126 shares; 2025Q1: 11,074 shares; 2025Q2: 12,024 shares; 2025Q3: 11,511 shares 11,511$3.5M1.48%-513Timeline
PSXPHILLIPS 66Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,745 shares; 2024Q4: 20,724 shares; 2025Q1: 19,745 shares; 2025Q2: 21,854 shares; 2025Q3: 20,935 shares 20,935$2.85M1.2%-919Timeline
BABOEING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,589 shares; 2024Q4: 13,718 shares; 2025Q1: 11,589 shares; 2025Q2: 12,543 shares; 2025Q3: 12,224 shares 12,224$2.64M1.11%-319Timeline
TAT&T INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,064 shares; 2024Q4: 92,478 shares; 2025Q1: 85,816 shares; 2025Q2: 101,103 shares; 2025Q3: 92,222 shares 92,222$2.6M1.1%-8,881Timeline
VZVERIZON COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,588 shares; 2024Q4: 47,667 shares; 2025Q1: 47,588 shares; 2025Q2: 47,044 shares; 2025Q3: 45,427 shares 45,427$2M0.84%-1,617Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,108 shares; 2024Q4: 14,591 shares; 2025Q1: 13,193 shares; 2025Q2: 14,314 shares; 2025Q3: 13,726 shares 13,726$1.93M0.81%-588Timeline
COPCONOCOPHILLIPSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,042 shares; 2024Q4: 19,445 shares; 2025Q1: 18,045 shares; 2025Q2: 19,677 shares; 2025Q3: 18,815 shares 18,815$1.78M0.75%-862Timeline
USBUS BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,271 shares; 2024Q4: 44,339 shares; 2025Q1: 44,271 shares; 2025Q2: 35,173 shares; 2025Q3: 33,216 shares 33,216$1.61M0.68%-1,957Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,769 shares; 2024Q4: 10,555 shares; 2025Q1: not reported; 2025Q2: 10,596 shares; 2025Q3: 10,160 shares 10,160$1.56M0.66%-436Timeline
PFEPFIZER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,656 shares; 2024Q4: 30,117 shares; 2025Q1: 26,456 shares; 2025Q2: 31,659 shares; 2025Q3: 32,788 shares 32,788$835K0.35%+1,129Timeline
TRIPTRIPADVISOR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 46,250 shares 46,250$752K0.32%newTimeline
ARCCARES CAPITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,364 shares; 2024Q4: 22,124 shares; 2025Q1: 22,443 shares; 2025Q2: 23,348 shares; 2025Q3: 22,938 shares 22,938$429K0.18%-410Timeline
SABRSABRE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 221,994 shares 221,994$406K0.17%newTimeline
OBDCBLUE OWL CAPITAL CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,602 shares; 2024Q4: 23,441 shares; 2025Q1: 25,289 shares; 2025Q2: 23,539 shares; 2025Q3: 23,645 shares 23,645$288K0.12%+106Timeline

Sold out in Q3 2025

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

SecurityShares beforeValue beforeType
NVDANVIDIA CORPORATION11,068$1.56Mshares
LUMNLUMEN TECHNOLOGIES INC169,200$741Kshares
AGNCAGNC INVT CORP51,929$477Kshares

How Q3 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 0001839498-25-000005 base2025-11-13acceptance time not in the bulk data set