DCM Advisors, LLC

data from 30/09/2025

Capitalization

$ 237.148 M 1.66 %

Average holding period

15 ans

Performance

$ 5.242 M 8.69 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in DCM Advisors, LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 MSFT MICROSOFT CORP 7.50% 17.776 M $ 34417 2020/12/31 750.120 K $ 4.14 %
2025/09/30 AAPL Apple Inc 6.69% 15.863 M $ 62664 2020/12/31 3.233 M $ 24.24 %
2025/09/30 ORCL ORACLE CORP 5.59% 13.260 M $ 47149 2021/09/30 3.658 M $ 28.64 %
2025/09/30 META Meta Platforms Inc 5.33% 12.634 M $ 17203 2020/12/31 -66.197 K $ -0.50 %
2025/09/30 GS GOLDMAN SACHS GROUP INC 5.15% 12.210 M $ 15333 2021/09/30 1.555 M $ 12.52 %
2025/09/30 MS MORGAN STANLEY 4.69% 11.134 M $ 70041 2021/06/30 1.321 M $ 12.85 %
2025/09/30 DIS DISNEY WALT CO 4.55% 10.779 M $ 94154 2020/12/31 -930.344 K $ -7.67 %
2025/09/30 AXP AMERICAN EXPRESS CO 4.34% 10.294 M $ 31176 2021/09/30 429.654 K $ 4.16 %
2025/09/30 BAC BANK OF AMERICA CORP 4.30% 10.199 M $ 197700 2020/12/31 880.085 K $ 9.02 %
2025/09/30 WFC WELLS FARGO CO 4.15% 9.853 M $ 117548 2021/09/30 453.701 K $ 4.62 %
2025/09/30 JPM JPMORGAN CHASE & CO 4.02% 9.541 M $ 30247 2020/12/31 805.972 K $ 8.80 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 3.65% 8.663 M $ 17310 2021/03/31 305.358 K $ 3.51 %
2025/09/30 DELL DELL TECHNOLOGIES -C 3.64% 8.635 M $ 60906 2025/03/31 1.230 M $ 15.64 %
2025/09/30 AIG AMERICAN INTL GROUP INC NEW 3.62% 8.596 M $ 109443 2021/09/30 -805.462 K $ -8.24 %
2025/09/30 GOOGL ALPHABET INC CAP STOCK CL A 3.08% 7.308 M $ 30353 2020/12/31 2.030 M $ 38.31 %
2025/09/30 MPC MARATHON PETROLEUM CORP 2.73% 6.480 M $ 33623 2021/09/30 926.644 K $ 16.03 %
2025/09/30 ABBV ABBVIE INC 2.72% 6.446 M $ 27838 2021/09/30 1.282 M $ 24.74 %
2025/09/30 RTX RTX CORPORATION COM 2.55% 6.054 M $ 36182 2021/09/30 794.330 K $ 14.59 %
2025/09/30 CVS CVS HEALTH CORP 2.31% 5.484 M $ 72743 2021/09/30 484.833 K $ 9.29 %
2025/09/30 CMCSA COMCAST CORP CL A 2.30% 5.448 M $ 173397 2021/03/31 -796.205 K $ -11.96 %
2025/09/30 RH RH 2.27% 5.394 M $ 26549 2022/06/30 419.505 K $ 7.49 %
2025/09/30 CSX CSX CORP 1.70% 4.029 M $ 113465 2020/12/31 341.087 K $ 8.83 %
2025/09/30 PM PHILIP MORRIS INTL INC 1.67% 3.953 M $ 24374 2021/03/31 -487.109 K $ -10.94 %
2025/09/30 GOOG ALPHABET INC CAP STOCK CL C 1.66% 3.947 M $ 16205 2020/12/31 1.173 M $ 37.30 %
2025/09/30 MCD MCDONALDS CORP 1.48% 3.498 M $ 11511 2021/09/30 140.921 K $ 4.01 %
2025/09/30 PSX PHILLIPS 66 1.20% 2.848 M $ 20935 2021/09/30 365.398 K $ 14.02 %
2025/09/30 BA BOEING CO 1.11% 2.638 M $ 12224 2021/09/30 79.020 K $ 3.01 %
2025/09/30 T AT&T INC 1.10% 2.604 M $ 92222 2020/12/31 -70.772 K $ -2.42 %
2025/09/30 VZ VERIZON COMMUNICATIONS INC 0.84% 1.997 M $ 45427 2023/12/31 31.989 K $ 1.57 %
2025/09/30 PEP PEPSICO INC 0.81% 1.928 M $ 13726 2021/09/30 120.237 K $ 6.36 %
2025/09/30 COP CONOCOPHILLIPS 0.75% 1.780 M $ 18815 2021/09/30 95.433 K $ 5.40 %
2025/09/30 USB US BANCORP DEL 0.68% 1.605 M $ 33216 2021/09/30 108.332 K $ 6.81 %
2025/09/30 PG PROCTER AND GAMBLE CO 0.66% 1.561 M $ 10160 2021/09/30 -60.079 K $ -3.56 %
2025/09/30 PFE Pfizer Inc 0.35% 835.451 K $ 32788 2021/09/30 39.257 K $ 5.12 %
2025/09/30 TRIP TRIPADVISOR INC 0.32% 752.025 K $ 46250 2025/09/30 0.000 $ 0.00 %
2025/09/30 ARCC ARES CAPITAL CORP 0.18% 429.263 K $ 22938 2023/06/30 -36.189 K $ -7.68 %
2025/09/30 SABR SABRE CORP 0.17% 406.249 K $ 221994 2025/09/30 0.000 $ 0.00 %
2025/09/30 OBDC BLUE OWL CAPITAL CORPORATION 0.12% 287.962 K $ 23645 2023/06/30 -36.956 K $ -11.46 %
2025/09/30 LUMN LUMEN TECHNOLOGIES INC 0.00% 0.000 $ 0 2024/09/30 0.000 $ 0.00 %
2025/09/30 NVDA NVIDIA Corp 0.00% 0.000 $ 0 2020/12/31 0.000 $ 0.00 %
2025/09/30 AGNC AGNC INVESTMENT CORP 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %