DCM Advisors, LLC

Q1 2026 13F-HR Holdings

Location
New York, NY
Holdings as of
3/31/2026
Date filed
5/15/2026
Form type
13F-HR
Num holdings
38
Total value ($000)
$219,836
Net value change ($000)
-21,097 (-8.8%)
New positions
1
Sold out positions
1
Turnover %
1.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/18/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
MPC 2,645 48.4%
DELL 2,185 29.3%
NVDA 1,939 NEW
PSX 1,097 40.6%
COP 705 40.0%
CSX 521 12.7%
VZ 430 23.2%
T 330 14.4%
RTX 211 3.2%
PEP 141 7.2%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -4,241 -25.6%
GS -3,927 -30.4%
MS -3,014 -25.0%
ORCL -2,187 -24.1%
CMCSA -1,856 -17.7%
AXP -1,770 -18.6%
DIS -1,678 -15.7%
META -1,656 -14.6%
WFC -1,637 -15.0%
RH -1,341 -26.5%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type