Anthony Giorgio
Dcm Advisors, Llc
Assets Managed
$219.836M
Holdings
38
Last Quarter
2026 - Q1
Filed Date
1mo 6d ago
Growth Rate
-8.75%(2Q avg: -3.58%)
Sustained Growth
0 quarters
Portfolio positions
This chart displays the top 10 holdings in Dcm Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 38 positions.
Assets under management
The assets under management (AUM) of Dcm Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 219.836M in assets, with a quarterly growth rate of -8.75% and a 2-quarter average growth rate of -3.58%. The portfolio is managed by Anthony Giorgio, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
MSFT Microsoft Corp
| 5.6% | $12.296M 33,314 shares@ $369.1 avg price | Decreased -2.84% |
AAPL Apple Inc
| 5.49% | $12.063M 47,905 shares@ $251.82 avg price | Decreased -2.84% |
META Meta Platforms Inc-class A
| 4.4% | $9.67M 16,902 shares@ $572.13 avg price | Decreased -1.49% |
DELL Dell Technologies -c
| 4.39% | $9.631M 58,680 shares@ $164.13 avg price | Decreased -0.79% |
BAC Bank Of America Corp
| 4.35% | $9.557M 196,037 shares@ $48.76 avg price | Decreased -0.54% |
WFC Wells Fargo & Co
| 4.23% | $9.286M 116,640 shares@ $79.61 avg price | Decreased -0.48% |
MS Morgan Stanley
| 4.12% | $9.042M 61,023 shares@ $148.17 avg price | Decreased -10.14% |
DIS Walt Disney Co The
| 4.11% | $9.032M 93,720 shares@ $96.37 avg price | Decreased -0.46% |
GS Goldman Sachs Group Inc
| 4.09% | $8.979M 12,912 shares@ $695.43 avg price | Decreased -12.06% |
JPM Jpmorgan Chase & Co
| 4.01% | $8.809M 29,945 shares@ $294.16 avg price | Decreased -0.99% |
1-10 of 38