13F Insight
DOSSIER · 13F-HR · Q2 2026

DCM Advisors, LLC

$253M in tracked AUM across 38 positions as of Q2 2026.

DA
CIK 0001839498 · last filed Jun 30, 2026
Total AUM
$253M
as of Q2 2026
Holdings
38
—
positions
Whale Score
59
59
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026
Portfolio Overview

DCM Advisors, LLC has undergone a significant portfolio restructuring during the quarter ended September 30, 2025. The firm executed a drastic reduction in portfolio size, with total assets under management (AUM) plummeting by 57.6%, falling from $233.27 million to $98.81 million. This contraction was driven by aggressive deleveraging rather than just market losses, evidenced by the liquidation of 23 positions while initiating only one new holding. The number of holdings w...

Key Holdings

The portfolio is anchored by a select group of mega-cap technology and financial giants. Oracle Corp (ORCL) is the largest position, accounting for 13.42% of the portfolio ($13.26M), followed closely by Meta Platforms (META) at 12.79% ($12.63M) and Goldman Sachs Group (GS) at 12.36% ($12.21M). Notably, the top four positions—rounded out by JPMorgan Chase (JPM) at 9.66%—are fairly evenly weighted in the $9M to $13M range, suggesting a conviction-based approach rather than a passive index-weighted strategy.

Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AAPL
Apple Inc
$14M50K5.6%02
MSFT
MICROSOFT CORP
$13M35K5.1%03
MS
MORGAN STANLEY
$12M58K4.7%04
BAC
BANK OF AMERICA CORP
$12M203K4.6%05
GS
GOLDMAN SACHS GROUP INC
$11M11K4.4%06
DELL
DELL TECHNOLOGIES -C
$10M24K4.1%07
JPM
JPMORGAN CHASE & CO
$10M31K4.0%08
WFC
WELLS FARGO CO
$10M121K4.0%09
META
Meta Platforms Inc
$10M17K3.9%10
DIS
DISNEY WALT CO
$10M101K3.9%

Filing history

2026Q2Jun 30
$253M▲ 15.2%
38 positionsView →2026Q1Mar 31
$220M▼ 8.8%
38 positionsView →2025Q4Dec 31
$241M▲ 143.8%
38 positionsView →2025Q3Sep 30
$99M▼ 57.6%
17 positionsView →2025Q2Jun 30
$233M▲ 24.4%
39 positionsLocked2025Q1Mar 31
$187M▼ 12.0%
36 positionsLocked2024Q4Dec 31
$213M▲ 7.4%
38 positionsLocked2024Q3Sep 30
$199M▲ 4.8%
52 positionsLocked2024Q2Jun 30
$189M▼ 21.9%
51 positionsLocked2024Q1Mar 31
$243M▼ 13.1%
76 positionsLocked2023Q4Dec 31
$279M▲ 26.1%
114 positionsLocked2023Q3Sep 30
$221M▼ 5.2%
77 positionsLocked
Showing 12 of 23