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DCM Advisors, LLC

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13F filer, CIK 1839498, NEW YORK, NY

DCM Advisors, LLC reported $219,835,559 across 38 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-15. Its ten largest share positions make up 44.74% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001839498-26-000002

Period
2026-03-31
Reported value
$220M
Holdings
38
Top 10 weight
44.74%
New
1
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
NVDAnew+12,432$1.94M
TRIPadded+115,673$1.23M
ORCLadded+261$38.4K
OBDCadded+2,815$29.8K
ARCCadded+1,733$28.7K

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
CMCSAreduced-50,262-$1.44M
GSreduced-1,771-$1.23M
MSreduced-6,886-$1.02M
GBTGexited-53,656-$410K
MSFTreduced-976-$360K

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 2026

Share positions as resolved from 13F-HR 0001839498-26-000002, largest first. % of portfolio is the value over $219,835,556, 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; 2024Q2: restricted; 2024Q3: 33,548 shares; 2024Q4: 40,261 shares; 2025Q1: 34,333 shares; 2025Q2: 36,520 shares; 2025Q3: 34,417 shares; 2025Q4: 34,290 shares; 2026Q1: 33,314 shares 33,314$12.3M5.59%-976Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,687 shares; 2024Q4: 75,080 shares; 2025Q1: 60,596 shares; 2025Q2: 65,368 shares; 2025Q3: 62,664 shares; 2025Q4: 49,308 shares; 2026Q1: 47,905 shares 47,905$12.1M5.49%-1,403Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,097 shares; 2024Q4: 20,045 shares; 2025Q1: 16,522 shares; 2025Q2: 17,843 shares; 2025Q3: 17,203 shares; 2025Q4: 17,158 shares; 2026Q1: 16,902 shares 16,902$9.67M4.4%-256Timeline
DELLDELL TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 54,050 shares; 2025Q2: 64,171 shares; 2025Q3: 60,906 shares; 2025Q4: 59,151 shares; 2026Q1: 58,680 shares 58,680$9.63M4.38%-471Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 186,711 shares; 2024Q4: 200,656 shares; 2025Q1: 186,684 shares; 2025Q2: 206,109 shares; 2025Q3: 197,700 shares; 2025Q4: 197,120 shares; 2026Q1: 196,037 shares 196,037$9.56M4.35%-1,083Timeline
WFCWELLS FARGO & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111,284 shares; 2024Q4: 116,961 shares; 2025Q1: 111,284 shares; 2025Q2: 122,622 shares; 2025Q3: 117,548 shares; 2025Q4: 117,203 shares; 2026Q1: 116,640 shares 116,640$9.29M4.22%-563Timeline
MSMORGAN STANLEYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,962 shares; 2024Q4: 69,523 shares; 2025Q1: 65,857 shares; 2025Q2: 72,965 shares; 2025Q3: 70,041 shares; 2025Q4: 67,909 shares; 2026Q1: 61,023 shares 61,023$9.04M4.11%-6,886Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,823 shares; 2024Q4: 91,350 shares; 2025Q1: 87,823 shares; 2025Q2: 97,828 shares; 2025Q3: 94,154 shares; 2025Q4: 94,154 shares; 2026Q1: 93,720 shares 93,720$9.03M4.11%-434Timeline
GSGOLDMAN SACHS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,032 shares; 2024Q4: 16,984 shares; 2025Q1: 16,032 shares; 2025Q2: 17,556 shares; 2025Q3: 15,333 shares; 2025Q4: 14,683 shares; 2026Q1: 12,912 shares 12,912$8.98M4.08%-1,771Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,663 shares; 2024Q4: 32,597 shares; 2025Q1: 28,663 shares; 2025Q2: 31,582 shares; 2025Q3: 30,247 shares; 2025Q4: 30,247 shares; 2026Q1: 29,945 shares 29,945$8.81M4.01%-302Timeline
CMCSACOMCAST CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 162,013 shares; 2024Q4: 170,676 shares; 2025Q1: 157,413 shares; 2025Q2: 186,465 shares; 2025Q3: 173,397 shares; 2025Q4: 350,165 shares; 2026Q1: 299,903 shares 299,903$8.61M3.92%-50,262Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,965 shares; 2024Q4: 17,889 shares; 2025Q1: 17,050 shares; 2025Q2: 17,994 shares; 2025Q3: 17,310 shares; 2025Q4: 17,310 shares; 2026Q1: 17,319 shares 17,319$8.26M3.76%+9Timeline
AIGAMERICAN INTL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106,622 shares; 2024Q4: 112,469 shares; 2025Q1: 106,622 shares; 2025Q2: 114,250 shares; 2025Q3: 109,443 shares; 2025Q4: 109,443 shares; 2026Q1: 108,689 shares 108,689$8.18M3.72%-754Timeline
MPCMARATHON PETE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,225 shares; 2024Q4: 35,336 shares; 2025Q1: 32,225 shares; 2025Q2: 34,797 shares; 2025Q3: 33,623 shares; 2025Q4: 33,623 shares; 2026Q1: 33,227 shares 33,227$8.11M3.69%-396Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,057 shares; 2024Q4: 48,756 shares; 2025Q1: 32,361 shares; 2025Q2: 30,351 shares; 2025Q3: 30,353 shares; 2025Q4: 28,441 shares; 2026Q1: 27,718 shares 27,718$7.82M3.56%-723Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,330 shares; 2024Q4: 32,604 shares; 2025Q1: 30,397 shares; 2025Q2: 32,599 shares; 2025Q3: 31,176 shares; 2025Q4: 25,903 shares; 2026Q1: 25,788 shares 25,788$7.74M3.52%-115Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,055 shares; 2024Q4: 58,726 shares; 2025Q1: 53,055 shares; 2025Q2: 58,420 shares; 2025Q3: 47,149 shares; 2025Q4: 46,550 shares; 2026Q1: 46,811 shares 46,811$6.89M3.13%+261Timeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,188 shares; 2024Q4: 41,996 shares; 2025Q1: 35,188 shares; 2025Q2: 37,275 shares; 2025Q3: 36,182 shares; 2025Q4: 36,182 shares; 2026Q1: 35,493 shares 35,493$6.85M3.11%-689Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,795 shares; 2024Q4: 28,873 shares; 2025Q1: 25,856 shares; 2025Q2: 27,915 shares; 2025Q3: 27,838 shares; 2025Q4: 27,838 shares; 2026Q1: 27,604 shares 27,604$6M2.73%-234Timeline
CVSCVS HEALTH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,610 shares; 2024Q4: 81,530 shares; 2025Q1: 70,610 shares; 2025Q2: 75,637 shares; 2025Q3: 72,743 shares; 2025Q4: 72,743 shares; 2026Q1: 72,169 shares 72,169$5.18M2.36%-574Timeline
TRIPTRIPADVISOR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 46,250 shares; 2025Q4: 355,612 shares; 2026Q1: 471,285 shares 471,285$5.02M2.29%+115,673Timeline
CSXCSX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107,207 shares; 2024Q4: 113,156 shares; 2025Q1: 107,207 shares; 2025Q2: 118,433 shares; 2025Q3: 113,465 shares; 2025Q4: 113,465 shares; 2026Q1: 112,895 shares 112,895$4.63M2.11%-570Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,513 shares; 2024Q4: 15,060 shares; 2025Q1: 14,198 shares; 2025Q2: 17,737 shares; 2025Q3: 16,205 shares; 2025Q4: 15,738 shares; 2026Q1: 15,675 shares 15,675$4.5M2.05%-63Timeline
PMPHILIP MORRIS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,545 shares; 2024Q4: 22,601 shares; 2025Q1: 22,545 shares; 2025Q2: 24,441 shares; 2025Q3: 24,374 shares; 2025Q4: 24,374 shares; 2026Q1: 24,256 shares 24,256$4.01M1.82%-118Timeline
PSXPHILLIPS 66Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,745 shares; 2024Q4: 20,724 shares; 2025Q1: 19,745 shares; 2025Q2: 21,854 shares; 2025Q3: 20,935 shares; 2025Q4: 20,935 shares; 2026Q1: 20,845 shares 20,845$3.8M1.73%-90Timeline
RHRHQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,343 shares; 2024Q4: 23,343 shares; 2025Q1: 23,018 shares; 2025Q2: 29,647 shares; 2025Q3: 26,549 shares; 2025Q4: 28,207 shares; 2026Q1: 26,549 shares 26,549$3.71M1.69%-1,658Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,074 shares; 2024Q4: 11,126 shares; 2025Q1: 11,074 shares; 2025Q2: 12,024 shares; 2025Q3: 11,511 shares; 2025Q4: 11,511 shares; 2026Q1: 11,511 shares 11,511$3.58M1.63%0Timeline
TAT&T INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,064 shares; 2024Q4: 92,478 shares; 2025Q1: 85,816 shares; 2025Q2: 101,103 shares; 2025Q3: 92,222 shares; 2025Q4: 92,222 shares; 2026Q1: 90,413 shares 90,413$2.62M1.19%-1,809Timeline
COPCONOCOPHILLIPSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,042 shares; 2024Q4: 19,445 shares; 2025Q1: 18,045 shares; 2025Q2: 19,677 shares; 2025Q3: 18,815 shares; 2025Q4: 18,816 shares; 2026Q1: 18,686 shares 18,686$2.47M1.12%-130Timeline
BABOEING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,589 shares; 2024Q4: 13,718 shares; 2025Q1: 11,589 shares; 2025Q2: 12,543 shares; 2025Q3: 12,224 shares; 2025Q4: 12,224 shares; 2026Q1: 12,057 shares 12,057$2.4M1.09%-167Timeline
VZVERIZON COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,588 shares; 2024Q4: 47,667 shares; 2025Q1: 47,588 shares; 2025Q2: 47,044 shares; 2025Q3: 45,427 shares; 2025Q4: 45,427 shares; 2026Q1: 45,427 shares 45,427$2.28M1.04%0Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,108 shares; 2024Q4: 14,591 shares; 2025Q1: 13,193 shares; 2025Q2: 14,314 shares; 2025Q3: 13,726 shares; 2025Q4: 13,726 shares; 2026Q1: 13,596 shares 13,596$2.11M0.96%-130Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,748 shares; 2024Q4: 14,463 shares; 2025Q1: 21,888 shares; 2025Q2: 11,068 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,432 shares 12,432$1.94M0.88%newTimeline
USBUS BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,271 shares; 2024Q4: 44,339 shares; 2025Q1: 44,271 shares; 2025Q2: 35,173 shares; 2025Q3: 33,216 shares; 2025Q4: 33,216 shares; 2026Q1: 33,216 shares 33,216$1.73M0.79%0Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,769 shares; 2024Q4: 10,555 shares; 2025Q1: not reported; 2025Q2: 10,596 shares; 2025Q3: 10,160 shares; 2025Q4: 10,160 shares; 2026Q1: 10,107 shares 10,107$1.46M0.66%-53Timeline
PFEPFIZER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,656 shares; 2024Q4: 30,117 shares; 2025Q1: 26,456 shares; 2025Q2: 31,659 shares; 2025Q3: 32,788 shares; 2025Q4: 31,536 shares; 2026Q1: 30,714 shares 30,714$862K0.39%-822Timeline
ARCCARES CAPITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,364 shares; 2024Q4: 22,124 shares; 2025Q1: 22,443 shares; 2025Q2: 23,348 shares; 2025Q3: 22,938 shares; 2025Q4: 23,250 shares; 2026Q1: 24,983 shares 24,983$414K0.19%+1,733Timeline
OBDCBLUE OWL CAPITAL CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,602 shares; 2024Q4: 23,441 shares; 2025Q1: 25,289 shares; 2025Q2: 23,539 shares; 2025Q3: 23,645 shares; 2025Q4: 24,098 shares; 2026Q1: 26,913 shares 26,913$285K0.13%+2,815Timeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
GBTGGLOBAL BUSINESS TRAVEL GROUP53,656$410Kshares

How Q1 2026 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 0001839498-26-000002 base2026-05-15acceptance time not in the bulk data set