13F HOLDINGS REPORT
DCM Advisors, LLC
Quarter ended Q4 2025 · Filed February 18, 2026 · Accession 0001839498-26-000001
Total Value
$240.9M
Positions
38
Other Managers
0
Confidential Omitted
No
Holdings (38)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 34,290 | $16.5M | 6.86% |
| 2 | Apple Inc | AAPL | 49,308 | $13.3M | 5.52% |
| 3 | GOLDMAN SACHS GROUP INC | GSCE | 14,683 | $12.9M | 5.36% |
| 4 | MORGAN STANLEY | MS-PQ | 67,909 | $12.1M | 5.00% |
| 5 | Meta Platforms Inc | META | 17,158 | $11.3M | 4.70% |
| 6 | WELLS FARGO CO | 949746101 | 117,203 | $10.9M | 4.53% |
| 7 | BANK OF AMERICA CORP | 060505104 | 197,120 | $10.8M | 4.50% |
| 8 | DISNEY WALT CO | 254687106 | 94,154 | $10.7M | 4.45% |
| 9 | COMCAST CORP CL A | CCZ | 350,165 | $10.5M | 4.34% |
| 10 | JPMORGAN CHASE & CO | VYLD | 30,247 | $9.7M | 4.05% |
| 11 | AMERICAN EXPRESS CO | AXP | 25,903 | $9.5M | 3.95% |
| 12 | AMERICAN INTL GROUP INC NEW | 026874784 | 109,443 | $9.4M | 3.89% |
| 13 | ORACLE CORP | ORCL-PD | 46,550 | $9.1M | 3.77% |
| 14 | ALPHABET INC CAP STOCK CL A | GOOG | 28,441 | $8.7M | 3.63% |
| 15 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 17,310 | $8.7M | 3.59% |
| 16 | DELL TECHNOLOGIES -C | DELL | 59,151 | $7.4M | 3.09% |
| 17 | RTX CORPORATION COM | RTX | 36,182 | $6.6M | 2.75% |
| 18 | ABBVIE INC | ABBV | 27,838 | $6.4M | 2.64% |
| 19 | CVS HEALTH CORP | CVS | 72,743 | $5.8M | 2.40% |
| 20 | MARATHON PETROLEUM CORP | MARA | 33,623 | $5.5M | 2.27% |
| 21 | TRIPADVISOR INC | TRIP | 355,612 | $5.2M | 2.15% |
| 22 | RH | RH | 28,207 | $5.1M | 2.10% |
| 23 | ALPHABET INC CAP STOCK CL C | GOOG | 15,738 | $4.9M | 2.05% |
| 24 | CSX CORP | CSX | 113,465 | $4.1M | 1.71% |
| 25 | PHILIP MORRIS INTL INC | 718172109 | 24,374 | $3.9M | 1.62% |
| 26 | MCDONALDS CORP | MCD | 11,511 | $3.5M | 1.46% |
| 27 | PHILLIPS 66 | PSX | 20,935 | $2.7M | 1.12% |
| 28 | BOEING CO | BA-PA | 12,224 | $2.7M | 1.10% |
| 29 | AT&T INC | T-PC | 92,222 | $2.3M | 0.95% |
| 30 | PEPSICO INC | PEP | 13,726 | $2.0M | 0.82% |
| 31 | VERIZON COMMUNICATIONS INC | VZ | 45,427 | $1.9M | 0.77% |
| 32 | US BANCORP DEL | USB-PS | 33,216 | $1.8M | 0.74% |
| 33 | CONOCOPHILLIPS | COP | 18,816 | $1.8M | 0.73% |
| 34 | PROCTER AND GAMBLE CO | 742718109 | 10,160 | $1.5M | 0.60% |
| 35 | Pfizer Inc | PFE | 31,536 | $785,245 | 0.33% |
| 36 | ARES CAPITAL CORP | ARCC | 23,250 | $430,582 | 0.18% |
| 37 | GLOBAL BUSINESS TRAVEL GROUP | GBTG | 53,656 | $410,468 | 0.17% |
| 38 | BLUE OWL CAPITAL CORPORATION | OWL | 24,098 | $285,424 | 0.12% |