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Dcm Advisors LLC

Portfolio Manager
Dcm Advisors LLC
Performance
-7.35% (2026 Q1)
AUM (13F)
$219.84M
# of Holdings
38
Performance Rank
Allocation (Top 20)
78.24%

Dcm Advisors LLC Holdings Map

Top 38 Dcm Advisors LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
MSFT
MICROSOFT CORP
5.59%33.3K$12.3M
-2.85%(-976)
2025-Q1: 34.3K shares2025-Q2: 36.5K shares2025-Q3: 34.4K shares2025-Q4: 34.3K shares2026-Q1: 33.3K shares
$301.39(+29.56%)
2026-03-31
AAPL
Apple Inc
5.49%47.9K$12.1M
-2.85%(-1.40K)
2025-Q1: 60.6K shares2025-Q2: 65.4K shares2025-Q3: 62.7K shares2025-Q4: 49.3K shares2026-Q1: 47.9K shares
$161.84(+90.70%)
2026-03-31
META
Meta Platforms Inc
4.4%16.9K$9.7M
-1.49%(-256)
2025-Q1: 16.5K shares2025-Q2: 17.8K shares2025-Q3: 17.2K shares2025-Q4: 17.2K shares2026-Q1: 16.9K shares
$337.82(+72.55%)
2026-03-31
DELL
DELL TECHNOLOGIES -C
4.38%58.7K$9.6M
-0.80%(-471)
2025-Q1: 54.0K shares2025-Q2: 64.2K shares2025-Q3: 60.9K shares2025-Q4: 59.2K shares2026-Q1: 58.7K shares
$103.87(+279.65%)
2026-03-31
BAC
BANK OF AMERICA CORP
4.35%196.0K$9.6M
-0.55%(-1.08K)
2025-Q1: 186.7K shares2025-Q2: 206.1K shares2025-Q3: 197.7K shares2025-Q4: 197.1K shares2026-Q1: 196.0K shares
$37.51(+56.58%)
2026-03-31
WFC
WELLS FARGO CO
4.22%116.6K$9.3M
-0.48%(-563)
2025-Q1: 111.3K shares2025-Q2: 122.6K shares2025-Q3: 117.5K shares2025-Q4: 117.2K shares2026-Q1: 116.6K shares
$47.56(+79.81%)
2026-03-31
MS
MORGAN STANLEY
4.11%61.0K$9.0M
-10.14%(-6.89K)
2025-Q1: 65.9K shares2025-Q2: 73.0K shares2025-Q3: 70.0K shares2025-Q4: 67.9K shares2026-Q1: 61.0K shares
$92.93(+130.21%)
2026-03-31
DIS
DISNEY WALT CO
4.11%93.7K$9.0M
-0.46%(-434)
2025-Q1: 87.8K shares2025-Q2: 97.8K shares2025-Q3: 94.2K shares2025-Q4: 94.2K shares2026-Q1: 93.7K shares
$113.47(-12.31%)
2026-03-31
GS
GOLDMAN SACHS GROUP INC
4.08%12.9K$9.0M
-12.06%(-1.77K)
2025-Q1: 16.0K shares2025-Q2: 17.6K shares2025-Q3: 15.3K shares2025-Q4: 14.7K shares2026-Q1: 12.9K shares
$379.66(+168.92%)
2026-03-31
JPM
JPMORGAN CHASE & CO
4.01%29.9K$8.8M
-1.00%(-302)
2025-Q1: 28.7K shares2025-Q2: 31.6K shares2025-Q3: 30.2K shares2025-Q4: 30.2K shares2026-Q1: 29.9K shares
$159.78(+109.33%)
2026-03-31

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