Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Apple Inc.COM | COM | $14.2M | 5.6% |
| Microsoft Corp.COM | COM | $13M | 5.1% |
| Morgan StanleyCOM | COM | $11.9M | 4.7% |
| Bank OF America Corp.COM | COM | $11.6M | 4.6% |
| Goldman Sachs Group Inc.COM | COM | $11.1M | 4.4% |
| Dell Technologies -cCOM | COM | $10.4M | 4.1% |
| JPMORGAN Chase & COCOM | COM | $10.2M | 4.0% |
| Wells Fargo COCOM | COM | $10M | 4.0% |
| Meta Platforms Inc.COM | COM | $9.85M | 3.9% |
| Disney Walt COCOM | COM | $9.75M | 3.9% |
| Berkshire Hathaway Inc. DelCOM | COM | $9.67M | 3.8% |
| American Express COCOM | COM | $9.02M | 3.6% |
| Tripadvisor Inc.COM | COM | $8.78M | 3.5% |
| American Intl Group Inc. NewCOM | COM | $8.77M | 3.5% |
| Marathon Petroleum Corp.COM | COM | $8.74M | 3.5% |
| Comcast Corp. CL ACOM | COM | $7.78M | 3.1% |
| Alphabet Inc. Cap Stock CL ACOM | COM | $7.78M | 3.1% |
| CVS Health Corp.COM | COM | $7.7M | 3.0% |
| Oracle Corp.COM | COM | $7.2M | 2.8% |
| Abbvie Inc.COM | COM | $7.15M | 2.8% |
| Rtx CorporationCOM | COM | $6.91M | 2.7% |
| CSX Corp.COM | COM | $5.6M | 2.2% |
| Alphabet Inc. Cap Stock CL CCOM | COM | $5.39M | 2.1% |
| Nike Inc.COM | COM | $5.01M | 2.0% |
| Pfizer Inc.COM | COM | $4.9M | 1.9% |
| RHCOM | COM | $4.74M | 1.9% |
| Philip Morris Intl Inc.COM | COM | $4.52M | 1.8% |
| Phillips 66COM | COM | $3.68M | 1.5% |
| Mcdonalds Corp.COM | COM | $3.23M | 1.3% |
| Boeing COCOM | COM | $2.7M | 1.1% |
| ConocophillipsCOM | COM | $2.02M | 0.8% |
| AT&T Inc.COM | COM | $2.01M | 0.8% |
| Verizon Communications Inc.COM | COM | $1.93M | 0.8% |
| Pepsico Inc.COM | COM | $1.91M | 0.8% |
| Nvidia Corp.COM | COM | $1.79M | 0.7% |
| Procter And Gamble COCOM | COM | $1.54M | 0.6% |
| Ares Capital Corp.COM | COM | $432K | 0.2% |
| Blue Owl Capital CorporationCOM | COM | $285K | 0.1% |
- Class
- COM
- Share
- 5.6%
- Class
- COM
- Share
- 5.1%
- Class
- COM
- Share
- 4.7%
- Class
- COM
- Share
- 4.6%
- Class
- COM
- Share
- 4.4%
- Class
- COM
- Share
- 4.1%
- Class
- COM
- Share
- 4.0%
- Class
- COM
- Share
- 4.0%
- Class
- COM
- Share
- 3.9%
- Class
- COM
- Share
- 3.9%
- Class
- COM
- Share
- 3.8%
- Class
- COM
- Share
- 3.6%
- Class
- COM
- Share
- 3.5%
- Class
- COM
- Share
- 3.5%
- Class
- COM
- Share
- 3.5%
- Class
- COM
- Share
- 3.1%
- Class
- COM
- Share
- 3.1%
- Class
- COM
- Share
- 3.0%
- Class
- COM
- Share
- 2.8%
- Class
- COM
- Share
- 2.8%
- Class
- COM
- Share
- 2.7%
- Class
- COM
- Share
- 2.2%
- Class
- COM
- Share
- 2.1%
- Class
- COM
- Share
- 2.0%
- Class
- COM
- Share
- 1.9%
- Class
- COM
- Share
- 1.9%
- Class
- COM
- Share
- 1.8%
- Class
- COM
- Share
- 1.5%
- Class
- COM
- Share
- 1.3%
- Class
- COM
- Share
- 1.1%
- Class
- COM
- Share
- 0.8%
- Class
- COM
- Share
- 0.8%
- Class
- COM
- Share
- 0.8%
- Class
- COM
- Share
- 0.8%
- Class
- COM
- Share
- 0.7%
- Class
- COM
- Share
- 0.6%
- Class
- COM
- Share
- 0.2%
- Class
- COM
- Share
- 0.1%
The share class is shown on a wider screen.
The 38 largest of 38 positions by value, with holdings of the same security combined. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1839498
- File number
- 028-20533
- Options
- 0 call, 0 put
- In the 25 largest
- 87.8%
- Prior quarter
- $220M at 31 March 2026
- Positions opened
- 1
- Positions closed
- 1
Common questions
What are DCM Advisors’ 13F holdings worth?
$253 million across 38 positions for the quarter ended 30 June 2026.
What is DCM Advisors’ largest 13F holding?
Apple Inc (COM) was the largest position at $14.2 million, or 5.6% of reported 13F value, as of 30 June 2026.
How concentrated is DCM Advisors’ 13F portfolio?
The ten largest positions accounted for 44.3% of reported value and the twenty-five largest for 87.8%, across 38 positions as of 30 June 2026.
Does Form 13F show everything DCM Advisors manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does DCM Advisors file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.