Dcm Advisors, LLC Portfolio Holdings

Dcm Advisors, LLC

  • $213 Million
  • Q4 2024

Dcm Advisors, LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $213 Million distributed in 38 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $18.8M, Microsoft Corp with a value of $17M, Meta Platforms, Inc. with a value of $11.8M, Walt Disney CO with a value of $10.2M, and Oracle Corp with a value of $9.79M.

Examining the 13F form we can see an increase of $16.1M in the current position value, from $197M to 213M.

Dcm Advisors, LLC is based out at New York, NY

Below you can find more details about Dcm Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $213 Million
Financial Services: $72.2 Million
Technology: $47.5 Million
Communication Services: $44.7 Million
Consumer Cyclical: $12.4 Million
Industrials: $10.9 Million
Healthcare: $9.59 Million
Energy: $9.22 Million
Consumer Defensive: $6.71 Million
Other: $0

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$198B
$10.2 Million 4.77% of portfolio
91,350
Q4 2024 Added 5.21%
$58.3B
$8.19 Million 3.84% of portfolio
112,469
Q4 2024 Added 5.48%
$160B
$6.41 Million 3.0% of portfolio
170,676
Q4 2024 Added 5.35%
$76.7B
$4.93 Million 2.31% of portfolio
35,336
Q4 2024 Added 9.65%
$181B
$4.86 Million 2.28% of portfolio
41,996
Q4 2024 Added 19.35%
$83.3B
$3.66 Million 1.72% of portfolio
81,530
Q4 2024 Added 15.47%
$67.9B
$3.65 Million 1.71% of portfolio
113,156
Q4 2024 Added 5.55%
$106B
$2.43 Million 1.14% of portfolio
13,718
Q4 2024 Added 18.37%
$61.9B
$2.36 Million 1.11% of portfolio
20,724
Q4 2024 Added 4.96%
$190B
$2.11 Million 0.99% of portfolio
92,478
Q4 2024 Added 7.45%
$68.2B
$2.12 Million 0.99% of portfolio
44,339
Q4 2024 Added 0.15%
$125B
$1.93 Million 0.9% of portfolio
19,445
Q4 2024 Added 7.78%
$180B
$1.91 Million 0.89% of portfolio
47,667
Q4 2024 Added 0.17%
$148B
$799,000 0.37% of portfolio
30,117
Q4 2024 Added 22.15%

Summary

  • Portfolio
  • No. of Stocks 38
  • Current Value $213 Million
  • Prior Value $197 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 0 stocks
  • Additional Purchases 34 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 2 stocks
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