Top 38 Dcm Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 5.59% | 33.3K | $12.3M | -2.85%(-976) | $301.39(+29.56%) | 2026-03-31 | |
| AAPL | Apple Inc | 5.49% | 47.9K | $12.1M | -2.85%(-1.40K) | $161.84(+90.70%) | 2026-03-31 | |
| META | Meta Platforms Inc | 4.4% | 16.9K | $9.7M | -1.49%(-256) | $337.82(+72.55%) | 2026-03-31 | |
| DELL | DELL TECHNOLOGIES -C | 4.38% | 58.7K | $9.6M | -0.80%(-471) | $103.87(+279.65%) | 2026-03-31 | |
| BAC | BANK OF AMERICA CORP | 4.35% | 196.0K | $9.6M | -0.55%(-1.08K) | $37.51(+56.58%) | 2026-03-31 | |
| WFC | WELLS FARGO CO | 4.22% | 116.6K | $9.3M | -0.48%(-563) | $47.56(+79.81%) | 2026-03-31 | |
| MS | MORGAN STANLEY | 4.11% | 61.0K | $9.0M | -10.14%(-6.89K) | $92.93(+130.21%) | 2026-03-31 | |
| DIS | DISNEY WALT CO | 4.11% | 93.7K | $9.0M | -0.46%(-434) | $113.47(-12.31%) | 2026-03-31 | |
| GS | GOLDMAN SACHS GROUP INC | 4.08% | 12.9K | $9.0M | -12.06%(-1.77K) | $379.66(+168.92%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 4.01% | 29.9K | $8.8M | -1.00%(-302) | $159.78(+109.33%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +18.98% | +68.43% |
| Top 20 Holdings Unweighted | +20.40% | +74.53% |
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