13F HOLDINGS REPORT
DCM Advisors, LLC
Quarter ended Q2 2025 · Filed August 15, 2025 · Accession 0001839498-25-000004
Total Value
$233.3M
Positions
39
Other Managers
0
Confidential Omitted
No
Holdings (39)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 36,520 | $18.1M | 7.77% |
| 2 | Apple Inc | AAPL | 65,368 | $13.3M | 5.72% |
| 3 | Meta Platforms Inc | META | 17,843 | $13.2M | 5.65% |
| 4 | ORACLE CORP | ORCL-PD | 58,420 | $12.8M | 5.48% |
| 5 | GOLDMAN SACHS GROUP INC | GSCE | 17,556 | $12.4M | 5.33% |
| 6 | DISNEY WALT CO | 254687106 | 97,828 | $12.1M | 5.20% |
| 7 | AMERICAN EXPRESS CO | AXP | 32,599 | $10.3M | 4.43% |
| 8 | MORGAN STANLEY | MS-PQ | 72,965 | $10.3M | 4.41% |
| 9 | WELLS FARGO CO | 949746101 | 122,622 | $9.8M | 4.21% |
| 10 | AMERICAN INTL GROUP INC NEW | 026874784 | 114,250 | $9.8M | 4.19% |
| 11 | BANK OF AMERICA CORP | 060505104 | 206,109 | $9.8M | 4.18% |
| 12 | JPMORGAN CHASE & CO | VYLD | 31,582 | $9.2M | 3.92% |
| 13 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 17,994 | $8.7M | 3.73% |
| 14 | DELL TECHNOLOGIES -C | DELL | 64,171 | $7.9M | 3.37% |
| 15 | COMCAST CORP CL A | CCZ | 186,465 | $6.7M | 2.85% |
| 16 | MARATHON PETROLEUM CORP | MARA | 34,797 | $5.8M | 2.48% |
| 17 | RH | RH | 29,647 | $5.6M | 2.40% |
| 18 | RTX CORPORATION COM | RTX | 37,275 | $5.4M | 2.33% |
| 19 | ALPHABET INC CAP STOCK CL A | GOOG | 30,351 | $5.3M | 2.27% |
| 20 | CVS HEALTH CORP | CVS | 75,637 | $5.2M | 2.24% |
| 21 | ABBVIE INC | ABBV | 27,915 | $5.2M | 2.22% |
| 22 | PHILIP MORRIS INTL INC | 718172109 | 24,441 | $4.5M | 1.91% |
| 23 | CSX CORP | CSX | 118,433 | $3.9M | 1.66% |
| 24 | MCDONALDS CORP | MCD | 12,024 | $3.5M | 1.51% |
| 25 | ALPHABET INC CAP STOCK CL C | GOOG | 17,737 | $3.1M | 1.35% |
| 26 | AT&T INC | T-PC | 101,103 | $2.9M | 1.25% |
| 27 | BOEING CO | BA-PA | 12,543 | $2.6M | 1.13% |
| 28 | PHILLIPS 66 | PSX | 21,854 | $2.6M | 1.12% |
| 29 | VERIZON COMMUNICATIONS INC | VZ | 47,044 | $2.0M | 0.87% |
| 30 | PEPSICO INC | PEP | 14,314 | $1.9M | 0.81% |
| 31 | CONOCOPHILLIPS | COP | 19,677 | $1.8M | 0.76% |
| 32 | PROCTER AND GAMBLE CO | 742718109 | 10,596 | $1.7M | 0.72% |
| 33 | US BANCORP DEL | USB-PS | 35,173 | $1.6M | 0.68% |
| 34 | NVIDIA Corp | NVDA | 11,068 | $1.6M | 0.67% |
| 35 | Pfizer Inc | PFE | 31,659 | $767,415 | 0.33% |
| 36 | LUMEN TECHNOLOGIES INC | LUMN | 169,200 | $741,096 | 0.32% |
| 37 | AGNC INVESTMENT CORP | 00123Q104 | 51,929 | $477,228 | 0.20% |
| 38 | ARES CAPITAL CORP | ARCC | 23,348 | $471,344 | 0.20% |
| 39 | BLUE OWL CAPITAL CORPORATION | OWL | 23,539 | $322,357 | 0.14% |