Dcm Advisors, LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $234 Million distributed in 39 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $18.2M, Apple Inc. with a value of $13.4M, Meta Platforms, Inc. with a value of $13.2M, Oracle Corp with a value of $12.8M, and Goldman Sachs Group Inc with a value of $12.4M.

Examining the 13F form we can see an increase of $44.3M in the current position value, from $189M to 234M.

Dcm Advisors, LLC is based out at New York, NY

Below you can find more details about Dcm Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $234 Million
Financial Services: $82.8 Million
Technology: $54 Million
Communication Services: $46.1 Million
Industrials: $11.9 Million
Healthcare: $11.2 Million
Energy: $10.2 Million
Consumer Cyclical: $9.12 Million
Consumer Defensive: $8.03 Million
Other: $477,000

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 39
  • Current Value $234 Million
  • Prior Value $189 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 3 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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