Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
DCM Advisors, LLC (CIK 1839498) reported $219.8M across 38 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: MSFT ($12.3M, 5.59%), AAPL ($12.1M, 5.49%), META ($9.7M, 4.40%), DELL ($9.6M, 4.38%), BAC ($9.6M, 4.35%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | $12.3M | 5.59% | 33,314 | Trimmed |
| 2 | AAPL | Apple Inc | $12.1M | 5.49% | 47,905 | Trimmed |
| 3 | META | Meta Platforms Inc | $9.7M | 4.40% | 16,902 | Trimmed |
| 4 | DELL | DELL TECHNOLOGIES -C | $9.6M | 4.38% | 58,680 | Trimmed |
| 5 | BAC | BANK OF AMERICA CORP | $9.6M | 4.35% | 196,037 | Trimmed |
| 6 | WFC | WELLS FARGO CO | $9.3M | 4.22% | 116,640 | Trimmed |
| 7 | MS | MORGAN STANLEY | $9.0M | 4.11% | 61,023 | Trimmed |
| 8 | DIS | DISNEY WALT CO | $9.0M | 4.11% | 93,720 | Trimmed |
| 9 | GS | GOLDMAN SACHS GROUP INC | $9.0M | 4.08% | 12,912 | Trimmed |
| 10 | JPM | JPMORGAN CHASE & CO | $8.8M | 4.01% | 29,945 | Trimmed |
| 11 | CMCSA | COMCAST CORP CL A | $8.6M | 3.92% | 299,903 | Trimmed |
| 12 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $8.3M | 3.76% | 17,319 | Added |
| 13 | AIG | AMERICAN INTL GROUP INC NEW | $8.2M | 3.72% | 108,689 | Trimmed |
| 14 | MPC | MARATHON PETROLEUM CORP | $8.1M | 3.69% | 33,227 | Trimmed |
| 15 | GOOGL | ALPHABET INC CAP STOCK CL A | $7.8M | 3.56% | 27,718 | Trimmed |
| 16 | AXP | AMERICAN EXPRESS CO | $7.7M | 3.52% | 25,788 | Trimmed |
| 17 | ORCL | ORACLE CORP | $6.9M | 3.13% | 46,811 | Added |
| 18 | RTX | RTX CORPORATION COM | $6.8M | 3.11% | 35,493 | Trimmed |
| 19 | ABBV | ABBVIE INC | $6.0M | 2.73% | 27,604 | Trimmed |
| 20 | CVS | CVS HEALTH CORP | $5.2M | 2.36% | 72,169 | Trimmed |
| 21 | TRIP | TRIPADVISOR INC | $5.0M | 2.29% | 471,285 | Added |
| 22 | CSX | CSX CORP | $4.6M | 2.11% | 112,895 | Trimmed |
| 23 | GOOG | ALPHABET INC CAP STOCK CL C | $4.5M | 2.05% | 15,675 | Trimmed |
| 24 | PM | PHILIP MORRIS INTL INC | $4.0M | 1.82% | 24,256 | Trimmed |
| 25 | PSX | PHILLIPS 66 | $3.8M | 1.73% | 20,845 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31