DCM Advisors, LLC holds a diversified book of 38 reported positions worth $253.3M as of Q2 2026 (disclosed Aug 13, 2026, a ~44-day 13F lag). This quarter they opened Nike Inc -CL B and trimmed Morgan Stanley. Their largest long position is Apple Inc at 6% of the reported non-option book. Cloning the disclosed picks since 2025 would be +27% (+24.5%/yr). That is a simulation of the disclosed long book, not audited returns.
Growth of $10,000 cloning DCM Advisors, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~44 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
+2 sectors below the cut, 3% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as DCM Advisors, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| GLP Holdings LLLP | 4 / 38 | $111.3M |
| Donor Advised Charitable Giving, Inc. | 3 / 38 | $4.4B |
| Palidye Holdings (Caymans) Ltd | 3 / 38 | $532.2M |
| H&H International Investment, LLC | 6 / 38 | $14.9B |
| Independent Investors Inc | 20 / 38 | $401.5M |
| Hoffman, Alan N Investment Management | 5 / 38 | $127.8M |
| Prospect Hill Management, LLC | 7 / 38 | $186.4M |
| AdviceOne Advisory Services, LLC | 13 / 38 | $126.4M |
Ranked by the share of each fund's own book sitting in the names it shares with DCM Advisors, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COM | $14.2M | 49.6K | 5.6% | ▲+3.4% Added · +2K sh | |
| 2 | Microsoft Corp COM | $13.0M | 35.0K | 5.1% | ▲+5.1% Added · +2K sh | |
| 3 | Morgan Stanley COM | $11.9M | 58.5K | 4.7% | ▼−4.2% Reduced · −3K sh | |
| 4 | Bank Of America Corp COM | $11.6M | 203.4K | 4.6% | ▲+3.7% Added · +7K sh | |
| 5 | Goldman Sachs Group Inc COM | $11.1M | 11.4K | 4.4% | ▼−11% Reduced · −1K sh | |
| 6 | Dell Technologies -C COM | $10.4M | 24.2K | 4.1% | ▼−59% Reduced · −34K sh | |
| 7 | JPMorgan Chase & Co COM | $10.2M | 31.1K | 4.0% | ▲+3.8% Added · +1K sh | |
| 8 | Wells Fargo Co COM | $10.0M | 121.2K | 4.0% | ▲+3.9% Added · +5K sh | |
| 9 | Meta Platforms Inc COM | $9.8M | 17.5K | 3.9% | ▲+3.4% Added · +583 sh | |
| 10 | Disney Walt Co COM | $9.8M | 101.4K | 3.9% | ▲+8.1% Added · +8K sh | |
| 11 | Berkshire Hathaway Inc Del COM | $9.7M | 19.5K | 3.8% | ▲+12% Added · +2K sh | |
| 12 | American Express Co COM | $9.0M | 26.9K | 3.6% | ▲+4.1% Added · +1K sh | |
| 13 | Tripadvisor Inc COM | $8.8M | 640.4K | 3.5% | ▲+36% Added · +169K sh | |
| 14 | American Intl Group Inc New COM | $8.8M | 117.6K | 3.5% | ▲+8.2% Added · +9K sh | |
| 15 | Marathon Petroleum Corp COM | $8.7M | 34.2K | 3.5% | ▲+2.9% Added · +955 sh | |
| 16 | Comcast Corp CL A COM | $7.8M | 317.1K | 3.1% | ▲+5.7% Added · +17K sh | |
| 17 | Alphabet Inc Cap Stock CL A COM | $7.8M | 22.3K | 3.1% | ▼−20% Reduced · −5K sh | |
| 18 | CVS Health Corp COM | $7.7M | 74.4K | 3.0% | ▲+3.1% Added · +2K sh | |
| 19 | Oracle Corp COM | $7.2M | 49.2K | 2.8% | ▲+5.2% Added · +2K sh | |
| 20 | Abbvie Inc COM | $7.1M | 28.4K | 2.8% | ▲+2.9% Added · +799 sh | |
| 21 | RTX Corporation Com COM | $6.9M | 36.4K | 2.7% | ▲+2.6% Added · +924 sh | |
| 22 | CSX Corp COM | $5.6M | 117.8K | 2.2% | ▲+4.3% Added · +5K sh | |
| 23 | Alphabet Inc Cap Stock CL C COM | $5.4M | 15.3K | 2.1% | ▼−2.6% Reduced · −407 sh | |
| 24 | Nike Inc COM | $5.0M | 122.2K | 2.0% | ▲New New position | |
| 25 | Pfizer Inc COM | $4.9M | 203.6K | 1.9% | ▲+563% Added · +173K sh | |
| 26 | RH COM | $4.7M | 28.8K | 1.9% | ▲+8.4% Added · +2K sh | |
| 27 | Philip Morris Intl Inc COM | $4.5M | 25.0K | 1.8% | ▲+3.0% Added · +738 sh | |
| 28 | Phillips 66 COM | $3.7M | 21.8K | 1.5% | ▲+4.4% Added · +912 sh | |
| 29 | McDonalds Corp COM | $3.2M | 11.9K | 1.3% | ▲+3.7% Added · +423 sh | |
| 30 | Boeing Co COM | $2.7M | 12.5K | 1.1% | ▲+3.4% Added · +404 sh | |
| 31 | ConocoPhillips COM | $2.0M | 19.4K | 0.8% | ▲+3.9% Added · +724 sh | |
| 32 | AT&T Inc COM | $2.0M | 97.3K | 0.8% | ▲+7.6% Added · +7K sh | |
| 33 | Verizon Communications Inc COM | $1.9M | 45.6K | 0.8% | ▲+0.3% Added · +150 sh | |
| 34 | Pepsico Inc COM | $1.9M | 14.1K | 0.8% | ▲+3.7% Added · +501 sh | |
| 35 | Nvidia Corp COM | $1.8M | 10.3K | 0.7% | ▼−17% Reduced · −2K sh | |
| 36 | Procter And Gamble Co COM | $1.5M | 10.5K | 0.6% | ▲+3.6% Added · +366 sh | |
| 37 | Ares Capital Corp COM | $432K | 25.3K | 0.2% | ▲+1.4% Added · +358 sh | |
| 38 | Blue Owl Capital Corporation COM | $285K | 27.4K | 0.1% | ▲+1.9% Added · +522 sh |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1839498/holdings"
Use Arkolith to show DCM Advisors, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.