DC Investments Management, LLC
SEC Form 13F institutional filer · CIK 0001565951
13F-HR · 43 reported holdings · 2026-03-31
Reported long-US-equity value
$0.08B
Top-10 concentration
65.5%
DC Investments Management, LLC — $76.7M AUM allocation strategy
DC Investments Management, LLC files SEC Form 13F and reports $76.7M of long US equity value across 43 reported holdings for 2026-03-31.
Its largest sector bet is Financials 26.4%, followed by Utilities 25.6% and Energy 12.4%.
The top 10 holdings account for 65% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
DC Investments Management, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$76.7M
total across 43 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
65% of value
higher = narrower conviction; lower = spread / hedging
Biggest trims (shares)
−$EQT −41.7K sh · −$1.67M−$DVN −36.5K sh · −$733K−$EXE −11.8K sh · −$1.32M
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Financial Exchanges & Data24.7%—
- Electric Utilities14.3%—
- Oil & Gas Exploration & Production12.4%—
- Multi-Utilities8.3%—
- Managed Health Care5.9%—
- Application Software5.5%—
- Passenger Ground Transportation4.8%—
- Biotechnology4.5%—
- Other holdings19.5%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $SPGI | S&P Global Inc | 30.7K | $18.9M | — | 24.7% |
| $UNH | UnitedHealth Group Incorporated | 16.7K | $4.52M | +0 | 5.9% |
| $INTU | Intuit Inc | 9.8K | $4.24M | — | 5.5% |
| $EXE | Expand Energy Corporation | 33.9K | $3.72M | -11.8K | 4.9% |
| $UBER | Uber Technologies Inc | 50.8K | $3.66M | +0 | 4.8% |
| $EQT | EQT Corporation | 56.4K | $3.59M | -41.7K | 4.7% |
| $MRNA | Moderna Inc | 68.6K | $3.49M | +0 | 4.5% |
| $META | Meta Platforms Inc | 5.95K | $3.4M | — | 4.4% |
| $AEP | American Electric Power Company Inc | 18.2K | $2.39M | +0 | 3.1% |
| $ATO | Atmos Energy Corporation | 12.4K | $2.3M | +0 | 3.0% |
…and 33 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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