Filer Name: DCM ADVISORS, LLC
CIK: 1839498
Period: 2024-12-31
Filed At: 2025-02-15
Number of Holdings: 38
Portfolio Value: $0.21B

Dcm Advisors, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
AAPL US APPLE INC 75,080 $19M 8.75% 23.7% -
MSFT US MICROSOFT CORP 40,261 $17M 7.90% 20.0% -
META US META PLATFORMS INC-CLASS A 20,045 $12M 5.51% 17.2% -
DIS US WALT DISNEY CO/THE 91,350 $10M 4.77% 5.2% -
ORCL US ORACLE CORP 58,726 $10M 4.57% 10.7% -
GS US GOLDMAN SACHS GROUP INC 16,984 $10M 4.56% 5.9% -
AXP US AMERICAN EXPRESS CO 32,604 $10M 4.53% 7.5% -
RH US RH 23,343 $9M 4.31% - -
GOOGL US ALPHABET INC-CL A 48,756 $9M 4.28% 47.5% -
BAC US BANK OF AMERICA CORP 200,656 $9M 4.13% 7.5% -
MS US MORGAN STANLEY 69,523 $9M 4.09% 5.4% -
WFC US WELLS FARGO & CO 116,961 $8M 3.85% 5.1% -
AIG US AMERICAN INTERNATIONAL GROUP 112,469 $8M 3.84% 5.5% -
BRK/B US BERKSHIRE HATHAWAY INC-CL B 17,889 $8M 3.80% 5.4% -
JPM US JPMORGAN CHASE & CO 32,597 $8M 3.67% 13.7% -
CMCSA US COMCAST CORP-CLASS A 170,676 $6M 3.01% 5.3% -
ABBV US ABBVIE INC 28,873 $5M 2.41% 3.9% -
MPC US MARATHON PETROLEUM CORP 35,336 $5M 2.31% 9.7% -
RTX US RTX CORP 41,996 $5M 2.28% 19.3% -
CSX US CSX CORP 113,156 $4M 1.71% 5.5% -
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