DCM Advisors, LLC — 13F holdings

DCM Advisors, LLC reported 38 holdings worth $253M in its 13F filing for Q2 2026, filed August 13, 2026.

Largest positions

1. AAPL APPLE INC — $14.2M (5.6%)
2. MSFT MICROSOFT CORP — $13.0M (5.1%)
3. MS MORGAN STANLEY — $11.9M (4.7%)
4. BAC BANK AMERICA CORP — $11.6M (4.6%)
5. GS GOLDMAN SACHS GROUP INC — $11.1M (4.4%)
6. DELL DELL TECHNOLOGIES INC — $10.4M (4.1%)
7. JPM JPMorgan Chase & Co. — $10.2M (4.0%)
8. WFC WELLS FARGO CO NEW — $10.0M (4.0%)
9. META META PLATFORMS INC — $9.85M (3.9%)
10. DIS DISNEY WALT CO — $9.75M (3.9%)