DCM Advisors, LLC
CIK: 0001839498SEC EDGAR →
Portfolio Value
$240.9B
Holdings
38
As of
Q4 2025
New Positions
2
Closed Positions
3
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | MICROSOFT CORP | 34,290 | $16.5B | 6.86% |
| 2 | Apple Inc | 49,308 | $13.3B | 5.52% |
| 3 | GOLDMAN SACHS GROUP INC | 14,683 | $12.9B | 5.36% |
| 4 | MORGAN STANLEY | 67,909 | $12.1B | 5.00% |
| 5 | Meta Platforms Inc | 17,158 | $11.3B | 4.70% |
| 6 | WELLS FARGO CO | 117,203 | $10.9B | 4.53% |
| 7 | BANK OF AMERICA CORP | 197,120 | $10.8B | 4.50% |
| 8 | DISNEY WALT CO | 94,154 | $10.7B | 4.45% |
| 9 | COMCAST CORP CL A | 350,165 | $10.5B | 4.34% |
| 10 | JPMORGAN CHASE & CO | 30,247 | $9.7B | 4.05% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 10 | $67.6B | 28.1% |
| Communication Services | 6 | $48.5B | 20.1% |
| Technology | 5 | $46.8B | 19.4% |
| Unknown | 3 | $24.6B | 10.2% |
| Consumer Cyclical | 3 | $13.7B | 5.7% |
| Industrials | 3 | $13.4B | 5.6% |
| Healthcare | 3 | $12.9B | 5.4% |
| Energy | 3 | $9.9B | 4.1% |
| Consumer Defensive | 2 | $3.4B | 1.4% |