13F HOLDINGS REPORT
DCM Advisors, LLC
Quarter ended Q3 2025 · Filed November 13, 2025 · Accession 0001839498-25-000005
Total Value
$237.1M
Positions
38
Other Managers
0
Confidential Omitted
No
Holdings (38)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 34,417 | $17.8M | 7.50% |
| 2 | Apple Inc | AAPL | 62,664 | $15.9M | 6.69% |
| 3 | ORACLE CORP | ORCL-PD | 47,149 | $13.3M | 5.59% |
| 4 | Meta Platforms Inc | META | 17,203 | $12.6M | 5.33% |
| 5 | GOLDMAN SACHS GROUP INC | GSCE | 15,333 | $12.2M | 5.15% |
| 6 | MORGAN STANLEY | MS-PQ | 70,041 | $11.1M | 4.69% |
| 7 | DISNEY WALT CO | 254687106 | 94,154 | $10.8M | 4.55% |
| 8 | AMERICAN EXPRESS CO | AXP | 31,176 | $10.3M | 4.34% |
| 9 | BANK OF AMERICA CORP | 060505104 | 197,700 | $10.2M | 4.30% |
| 10 | WELLS FARGO CO | 949746101 | 117,548 | $9.9M | 4.15% |
| 11 | JPMORGAN CHASE & CO | VYLD | 30,247 | $9.5M | 4.02% |
| 12 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 17,310 | $8.7M | 3.65% |
| 13 | DELL TECHNOLOGIES -C | DELL | 60,906 | $8.6M | 3.64% |
| 14 | AMERICAN INTL GROUP INC NEW | 026874784 | 109,443 | $8.6M | 3.62% |
| 15 | ALPHABET INC CAP STOCK CL A | GOOG | 30,353 | $7.3M | 3.08% |
| 16 | MARATHON PETROLEUM CORP | MARA | 33,623 | $6.5M | 2.73% |
| 17 | ABBVIE INC | ABBV | 27,838 | $6.4M | 2.72% |
| 18 | RTX CORPORATION COM | RTX | 36,182 | $6.1M | 2.55% |
| 19 | CVS HEALTH CORP | CVS | 72,743 | $5.5M | 2.31% |
| 20 | COMCAST CORP CL A | CCZ | 173,397 | $5.4M | 2.30% |
| 21 | RH | RH | 26,549 | $5.4M | 2.27% |
| 22 | CSX CORP | CSX | 113,465 | $4.0M | 1.70% |
| 23 | PHILIP MORRIS INTL INC | 718172109 | 24,374 | $4.0M | 1.67% |
| 24 | ALPHABET INC CAP STOCK CL C | GOOG | 16,205 | $3.9M | 1.66% |
| 25 | MCDONALDS CORP | MCD | 11,511 | $3.5M | 1.48% |
| 26 | PHILLIPS 66 | PSX | 20,935 | $2.8M | 1.20% |
| 27 | BOEING CO | BA-PA | 12,224 | $2.6M | 1.11% |
| 28 | AT&T INC | T-PC | 92,222 | $2.6M | 1.10% |
| 29 | VERIZON COMMUNICATIONS INC | VZ | 45,427 | $2.0M | 0.84% |
| 30 | PEPSICO INC | PEP | 13,726 | $1.9M | 0.81% |
| 31 | CONOCOPHILLIPS | COP | 18,815 | $1.8M | 0.75% |
| 32 | US BANCORP DEL | USB-PS | 33,216 | $1.6M | 0.68% |
| 33 | PROCTER AND GAMBLE CO | 742718109 | 10,160 | $1.6M | 0.66% |
| 34 | Pfizer Inc | PFE | 32,788 | $835,451 | 0.35% |
| 35 | TRIPADVISOR INC | TRIP | 46,250 | $752,025 | 0.32% |
| 36 | ARES CAPITAL CORP | ARCC | 22,938 | $429,263 | 0.18% |
| 37 | SABRE CORP | SABR | 221,994 | $406,249 | 0.17% |
| 38 | BLUE OWL CAPITAL CORPORATION | OWL | 23,645 | $287,962 | 0.12% |