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DCM Advisors, LLC

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13F filer, CIK 1839498, NEW YORK, NY

DCM Advisors, LLC reported $253,303,420 across 38 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-13. Its ten largest share positions make up 44.26% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001839498-26-000004

Period
2026-06-30
Reported value
$253M
Holdings
38
Top 10 weight
44.26%
New
1
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
NKEnew+122,153$5.01M
PFEadded+172,914$4.16M
TRIPadded+169,155$2.32M
BRK-Badded+2,133$1.06M
DISadded+7,635$735K

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
DELLreduced-34,468-$14.9M
GOOGLreduced-5,429-$1.89M
USBexited-33,216-$1.73M
GSreduced-1,469-$1.43M
MSreduced-2,541-$518K

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 2026

Share positions as resolved from 13F-HR 0001839498-26-000004, largest first. % of portfolio is the value over $253,303,420, 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; 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; 2026Q2: 49,554 shares 49,554$14.2M5.62%+1,649Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 35,002 shares 35,002$13M5.14%+1,688Timeline
MSMORGAN STANLEYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 58,482 shares 58,482$11.9M4.7%-2,541Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 203,369 shares 203,369$11.6M4.57%+7,332Timeline
GSGOLDMAN SACHS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 11,443 shares 11,443$11.1M4.39%-1,469Timeline
DELLDELL TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 24,212 shares 24,212$10.4M4.12%-34,468Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 31,070 shares 31,070$10.2M4.02%+1,125Timeline
WFCWELLS FARGO & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 121,232 shares 121,232$10M3.96%+4,592Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 17,485 shares 17,485$9.85M3.89%+583Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 101,355 shares 101,355$9.75M3.85%+7,635Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 19,452 shares 19,452$9.67M3.82%+2,133Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 26,858 shares 26,858$9.02M3.56%+1,070Timeline
TRIPTRIPADVISOR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 46,250 shares; 2025Q4: 355,612 shares; 2026Q1: 471,285 shares; 2026Q2: 640,440 shares 640,440$8.78M3.47%+169,155Timeline
AIGAMERICAN INTL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 117,621 shares 117,621$8.77M3.46%+8,932Timeline
MPCMARATHON PETE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 34,182 shares 34,182$8.74M3.45%+955Timeline
CMCSACOMCAST CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 317,067 shares 317,067$7.78M3.07%+17,164Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 22,289 shares 22,289$7.78M3.07%-5,429Timeline
CVSCVS HEALTH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 74,423 shares 74,423$7.7M3.04%+2,254Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 49,237 shares 49,237$7.2M2.84%+2,426Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 28,403 shares 28,403$7.15M2.82%+799Timeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 36,417 shares 36,417$6.91M2.73%+924Timeline
CSXCSX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 117,764 shares 117,764$5.6M2.21%+4,869Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 15,268 shares 15,268$5.39M2.13%-407Timeline
NKENIKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 122,153 shares 122,153$5.01M1.98%newTimeline
PFEPFIZER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 203,628 shares 203,628$4.9M1.94%+172,914Timeline
RHRHQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 28,782 shares 28,782$4.74M1.87%+2,233Timeline
PMPHILIP MORRIS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 24,994 shares 24,994$4.52M1.79%+738Timeline
PSXPHILLIPS 66Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 21,757 shares 21,757$3.68M1.45%+912Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 11,934 shares 11,934$3.23M1.27%+423Timeline
BABOEING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 12,461 shares 12,461$2.7M1.06%+404Timeline
COPCONOCOPHILLIPSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 19,410 shares 19,410$2.02M0.8%+724Timeline
TAT&T INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 97,301 shares 97,301$2.01M0.8%+6,888Timeline
VZVERIZON COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 45,577 shares 45,577$1.93M0.76%+150Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 14,097 shares 14,097$1.91M0.75%+501Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 10,336 shares 10,336$1.79M0.71%-2,096Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 10,473 shares 10,473$1.54M0.61%+366Timeline
ARCCARES CAPITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 25,341 shares 25,341$432K0.17%+358Timeline
OBDCBLUE OWL CAPITAL CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 27,435 shares 27,435$285K0.11%+522Timeline

Sold out in Q2 2026

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

SecurityShares beforeValue beforeType
USBUS BANCORP33,216$1.73Mshares

How Q2 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 0001839498-26-000004 base2026-08-13acceptance time not in the bulk data set