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DCM Advisors, LLC

hedge fundUpdated 29 days ago

Managed by Dcm Advisors, Llc • Latest filing Q2 2026

Portfolio value
$253.3M
Q2 2026
Filings
16
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
6.0%
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 16 quarters

Show data table
PeriodPortfolio value
Q3 2022$199.2M
Q4 2022$206.2M
Q1 2023$214.9M
Q2 2023$233.4M
Q3 2023$221.3M
Q4 2023$279M
Q1 2024$242.5M
Q2 2024$189.4M
Q3 2024$198.5M
Q4 2024$213.1M
Q1 2025$187.5M
Q2 2025$233.3M
Q3 2025$237.1M
Q4 2025$240.9M
Q1 2026$219.8M
Q2 2026$253.3M

Top holdings

38 positions as of Q2 2026

View filing
A

Apple Inc

Value
$14.2M
Shares
49.6K
% Port
5.62%
M

MICROSOFT CORP

Value
$13M
Shares
35.0K
% Port
5.14%
M

MORGAN STANLEY

Value
$11.9M
Shares
58.5K
% Port
4.70%
B

BANK OF AMERICA CORP

Value
$11.6M
Shares
203.4K
% Port
4.57%
G

GOLDMAN SACHS GROUP INC

Value
$11.1M
Shares
11.4K
% Port
4.39%
D

DELL TECHNOLOGIES -C

Value
$10.4M
Shares
24.2K
% Port
4.12%
J

JPMORGAN CHASE & CO

Value
$10.2M
Shares
31.1K
% Port
4.01%
W

WELLS FARGO CO

Value
$10M
Shares
121.2K
% Port
3.96%
M

Meta Platforms Inc

Value
$9.8M
Shares
17.5K
% Port
3.89%
D
10.DIS

DISNEY WALT CO

Value
$9.8M
Shares
101.4K
% Port
3.85%
B

BERKSHIRE HATHAWAY INC DEL

Value
$9.7M
Shares
19.5K
% Port
3.82%
A
12.AXP

AMERICAN EXPRESS CO

Value
$9M
Shares
26.9K
% Port
3.56%
T
13.TRIP

TRIPADVISOR INC

Value
$8.8M
Shares
640.4K
% Port
3.47%
A
14.AIG

AMERICAN INTL GROUP INC NEW

Value
$8.8M
Shares
117.6K
% Port
3.46%
M
15.MPC

MARATHON PETROLEUM CORP

Value
$8.7M
Shares
34.2K
% Port
3.45%
C
16.CCZ

COMCAST CORP CL A

Value
$7.8M
Shares
317.1K
% Port
3.07%
G

ALPHABET INC CAP STOCK CL A

Value
$7.8M
Shares
22.3K
% Port
3.07%
C
18.CVS

CVS HEALTH CORP

Value
$7.7M
Shares
74.4K
% Port
3.04%
O

ORACLE CORP

Value
$7.2M
Shares
49.2K
% Port
2.84%
A
20.ABBV

ABBVIE INC

Value
$7.1M
Shares
28.4K
% Port
2.82%

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