DCM Advisors, LLC

Q2 2026 13F-HR Holdings

Location
New York, NY
Holdings as of
6/30/2026
Date filed
8/13/2026
Form type
13F-HR
Num holdings
38
Total value ($000)
$253,303
Net value change ($000)
+33,467 (15.2%)
New positions
1
Sold out positions
1
Turnover %
2.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
NKE 5,014 NEW
PFE 4,041 468.8%
TRIP 3,756 74.8%
MS 2,871 31.8%
CVS 2,516 48.5%
AAPL 2,168 18.0%
GS 2,150 23.9%
BAC 2,031 21.3%
BRK-B 1,408 17.0%
JPM 1,361 15.5%
Top Reduces (Value $000, Stocks/ETFs)
USB -1,728 -100.0%
CMCSA -826 -9.6%
T -607 -23.2%
COP -448 -18.2%
MCD -352 -9.8%
VZ -350 -15.4%
PEP -202 -9.6%
NVDA -146 -7.5%
PSX -120 -3.2%
GOOGL -45 -0.6%
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