DCM Advisors, LLC

Q3 2025 13F-HR Holdings

Location
New York, NY
Holdings as of
9/30/2025
Date filed
11/13/2025
Form type
13F-HR
Num holdings
38
Total value ($000)
$237,148
Net value change ($000)
+3,874 (1.7%)
New positions
2
Sold out positions
3
Turnover %
1.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/15/2025 Next filing: 2/18/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AAPL 2,526 18.9%
GOOGL 2,011 38.0%
ABBV 1,264 24.4%
MS 856 8.3%
GOOGL 801 25.5%
DELL 768 9.8%
TRIP 752 NEW
MPC 700 12.1%
RTX 611 11.2%
ORCL 488 3.8%
Top Reduces (Value $000, Stocks/ETFs)
NVDA -1,558 -100.0%
DIS -1,351 -11.1%
CMCSA -1,207 -18.1%
AIG -1,183 -12.1%
LUMN -741 -100.0%
META -536 -4.1%
PM -498 -11.2%
AGNC -477 -100.0%
MSFT -342 -1.9%
T -322 -11.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type