DCM Advisors, LLC

RIA/Wealth

DCM Advisors, LLC is a RIA/Wealth based in New York, NY led by Glenn Andrew Grossman, managing $237.1M across 38 long positions as of Q3 2025 with 35% Financial Services concentration and 52% concentrated in top 10 holdings.

CEOGlenn Andrew Grossman

Portfolio Value: $237.1M
Positions: 38
Top Holding: MSFT at 7.5%
Last Reported: Q3 2025

Address33 Whitehall Street, 11th Floor, New York, NY, 10004, United States

Top Holdings

Largest long holdings in DCM Advisors, LLC's portfolio (52.3% of total portfolio)

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GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Microsoft MSFT	Software - Infrastructure Technology	$17.8M	7.50%	-$1.1M Sold	0.00% 34.4K shares	Q4 2020 Held for 4y 11m
2 Apple AAPL	Consumer Electronics Technology	$15.9M	6.69%	-$684.5K Sold	0.00% 62.7K shares	Q4 2020 Held for 4y 11m
3 Oracle ORCL	Software - Infrastructure Technology	$13.3M	5.59%	-$3.2M Sold	0.00% 47.1K shares	Q3 2021 Held for 4y 2m
4 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$12.6M	5.33%	-$470.0K Sold	0.00% 17.2K shares	Q4 2020 Held for 4y 11m
5 Goldman Sachs Group GS	Financial - Capital Markets Financial Services	$12.2M	5.15%	-$1.8M Sold	0.01% 15.3K shares	Q3 2021 Held for 4y 2m
6 Morgan Stanley MS	Financial - Capital Markets Financial Services	$11.1M	4.69%	-$464.8K Sold	0.00% 70.0K shares	Q2 2021 Held for 4y 5m
7 Walt Disney DIS	Entertainment Communication Services	$10.8M	4.55%	-$420.6K Sold	0.01% 94.2K shares	Q4 2020 Held for 4y 11m
8 American Express AXP	Financial - Credit Services Financial Services	$10.3M	4.34%	-$469.8K Sold	0.00% 31.2K shares	Q3 2021 Held for 4y 2m
9 Bank of America BAC	Banks - Diversified Financial Services	$10.2M	4.30%	-$433.8K Sold	0.00% 197.7K shares	Q4 2020 Held for 4y 11m
10 Wells Fargo & Company WFC	Banks - Diversified Financial Services	$9.9M	4.15%	-$425.3K Sold	0.00% 117.5K shares	Q3 2021 Held for 4y 2m

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GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in DCM Advisors, LLC's latest filing

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GthenC

Market Value

$237.1M

Prior: $233.3M

Q/Q Change

+1.66%

+$3.9M

Net Flows % of MV

-6.68%

Turnover Ratio

3.84%

New Purchases

2 stocks

$1.2M

Added To

3 stocks

+$30.5K

Sold Out Of

3 stocks

$2.8M

Reduced Holdings

33 stocks

-$14.2M

Increased Positions

Position	Shares Δ	Change
1 TripAdvisor TRIP	New	0 → 46.3K +$752.0K
2 Sabre SABR	New	0 → 222.0K +$406.2K
3 Pfizer PFE	+3.57%	31.7K → 32.8K +$28.8K
4 Blue Owl Capital OBDC	+0.45%	23.5K → 23.6K +$1.3K
5 Alphabet Inc. GOOGL	+0.01%	30.4K → 30.4K +$481.5

Decreased Positions

Position	Shares Δ	Change
1 Nvidia NVDA	Sold	11.1K → 0 −$1.6M
2 Lumen Technologies LUMN	Sold	169.2K → 0 −$741.1K
3 AGNC Investment Corp. AGNC	Sold	51.9K → 0 −$477.2K
4 Oracle ORCL	-19.29%	58.4K → 47.1K −$3.2M
5 Goldman Sachs Group GS	-12.66%	17.6K → 15.3K −$1.8M