Institutional Fund
Dcm Advisors, LLC
New York, NYCIK 18394985 filings on record
Portfolio Value
$219.84M
Q1 2026
Holdings
38
Reported positions
New Buys
1
Opened this quarter
QoQ Change
-8.8%
from $240.93M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Microsoft Corp5.6%
- Apple Inc5.5%
- Meta Platforms Inc4.4%
- Dell Technologies Inc4.4%
- Bank America Corp4.3%
- Wells Fargo Co New4.2%
- Other71.6%
Portfolio Holdings
38 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Microsoft Corp | 33.3K | $12.30M | 5.6% | −976 | Reduced |
| 2 | Apple Inc | 47.9K | $12.06M | 5.5% | −1.4K | Reduced |
| 3 | Meta Platforms Inc | 16.9K | $9.67M | 4.4% | −256 | Reduced |
| 4 | Dell Technologies Inc | 58.7K | $9.63M | 4.4% | −471 | Reduced |
| 5 | Bank America Corp | 196.0K | $9.56M | 4.3% | −1.1K | Reduced |
| 6 | Wells Fargo Co New | 116.6K | $9.29M | 4.2% | −563 | Reduced |
| 7 | Morgan Stanley | 61.0K | $9.04M | 4.1% | −6.9K | Reduced |
| 8 | Disney Walt Co | 93.7K | $9.03M | 4.1% | −434 | Reduced |
| 9 | Goldman Sachs Group Inc | 12.9K | $8.98M | 4.1% | −1.8K | Reduced |
| 10 | Jpmorgan Chase & Co. | 29.9K | $8.81M | 4.0% | −302 | Reduced |
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