Dcm Advisors, LLC has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $197 Million distributed in 52 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $14.4M, Apple Inc. with a value of $14.1M, Meta Platforms, Inc. with a value of $9.79M, Oracle Corp with a value of $9.04M, and Walt Disney CO with a value of $8.35M.

Examining the 13F form we can see an increase of $8.89M in the current position value, from $188M to 197M.

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 $197 Million
Financial Services: $62.7 Million
Communication Services: $41.1 Million
Technology: $39.6 Million
Consumer Cyclical: $15.1 Million
Healthcare: $10.6 Million
Energy: $10.3 Million
Industrials: $10.1 Million
Consumer Defensive: $6.66 Million
Other: $972,000

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 52
  • Current Value $197 Million
  • Prior Value $188 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 4 stocks
  • Additional Purchases 12 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
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