13F HOLDINGS REPORT
DCM Advisors, LLC
Quarter ended Q1 2025 · Filed May 19, 2025 · Accession 0001839498-25-000002
Total Value
$187.5M
Positions
36
Other Managers
0
Confidential Omitted
No
Holdings (36)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Apple Inc | AAPL | 60,596 | $13.3M | 7.07% |
| 2 | MICROSOFT CORP | MSFT | 34,333 | $12.7M | 6.78% |
| 3 | Meta Platforms Inc | META | 16,522 | $9.5M | 5.06% |
| 4 | AMERICAN INTL GROUP INC NEW | 026874784 | 106,622 | $9.2M | 4.92% |
| 5 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 17,050 | $9.0M | 4.81% |
| 6 | GOLDMAN SACHS GROUP INC | GSCE | 16,032 | $8.7M | 4.64% |
| 7 | DISNEY WALT CO | 254687106 | 87,823 | $8.6M | 4.60% |
| 8 | AMERICAN EXPRESS CO | AXP | 30,397 | $8.1M | 4.33% |
| 9 | WELLS FARGO CO | 949746101 | 111,284 | $7.9M | 4.23% |
| 10 | BANK OF AMERICA CORP | 060505104 | 186,684 | $7.7M | 4.12% |
| 11 | MORGAN STANLEY | MS-PQ | 65,857 | $7.6M | 4.07% |
| 12 | ORACLE CORP | ORCL-PD | 53,055 | $7.3M | 3.92% |
| 13 | JPMORGAN CHASE & CO | VYLD | 28,663 | $7.0M | 3.73% |
| 14 | COMCAST CORP CL A | CCZ | 157,413 | $5.8M | 3.08% |
| 15 | ABBVIE INC | ABBV | 25,856 | $5.4M | 2.89% |
| 16 | RH | RH | 23,018 | $5.4M | 2.86% |
| 17 | DELL TECHNOLOGIES -C | DELL | 54,050 | $4.9M | 2.63% |
| 18 | ALPHABET INC CAP STOCK CL A | GOOG | 32,361 | $4.9M | 2.62% |
| 19 | CVS HEALTH CORP | CVS | 70,610 | $4.8M | 2.54% |
| 20 | MARATHON PETROLEUM CORP | MARA | 32,225 | $4.7M | 2.49% |
| 21 | RTX CORPORATION COM | RTX | 35,188 | $4.6M | 2.48% |
| 22 | PHILIP MORRIS INTL INC | 718172109 | 22,545 | $3.6M | 1.91% |
| 23 | MCDONALDS CORP | MCD | 11,074 | $3.4M | 1.83% |
| 24 | CSX CORP | CSX | 107,207 | $3.1M | 1.67% |
| 25 | PHILLIPS 66 | PSX | 19,745 | $2.4M | 1.29% |
| 26 | AT&T INC | T-PC | 85,816 | $2.4M | 1.28% |
| 27 | NVIDIA Corp | NVDA | 21,888 | $2.3M | 1.21% |
| 28 | ALPHABET INC CAP STOCK CL C | GOOG | 14,198 | $2.2M | 1.17% |
| 29 | VERIZON COMMUNICATIONS INC | VZ | 47,588 | $2.1M | 1.15% |
| 30 | BOEING CO | BA-PA | 11,589 | $2.0M | 1.05% |
| 31 | PEPSICO INC | PEP | 13,193 | $2.0M | 1.05% |
| 32 | CONOCOPHILLIPS | COP | 18,045 | $1.9M | 1.01% |
| 33 | US BANCORP DEL | USB-PS | 44,271 | $1.3M | 0.71% |
| 34 | Pfizer Inc | PFE | 26,456 | $668,849 | 0.36% |
| 35 | ARES CAPITAL CORP | ARCC | 22,443 | $489,509 | 0.26% |
| 36 | BLUE OWL CAPITAL CORPORATION | OWL | 25,289 | $367,427 | 0.20% |