DMKC Advisory Services, LLC
Filing Date
Global Rank
#1,368
/ 3,203
▲ 3225
Top Industry
Banks - Diversified
14.2%
3Y Alpha vs SPY
+1.3%
Period ended 30 days ago
Filed Jul 7, 2026 · 23d
7 quarters · since Dec 2024
Clone Performance
Feb 2025–Jul 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+25.4%
SPY
+21.4%
Annualised alpha
+2.6%
Max drawdown
−16.6%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 6 quarters. Past performance does not predict future results.
Portfolio Concentration
63 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
5.8%
+0.6 pts
Top 5
23.8%
+1.2 pts
Top 10
40.0%
−0.0 pts
HHI
271
Diversified−1
Portfolio Trend
7 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 29.9% | $54,847,243 |
| Industrials | 24.2% | $44,271,782 |
| Consumer Defensive | 11.7% | $21,408,864 |
| Healthcare | 9.5% | $17,390,172 |
| Technology | 5.7% | $10,508,938 |
| Energy | 5.6% | $10,211,634 |
| Consumer Cyclical | 5.2% | $9,524,093 |
| Unclassified | 3.2% | $5,889,905 |
| Basic Materials | 2.3% | $4,167,716 |
| Real Estate | 2.1% | $3,842,945 |
| Communication Services | 0.4% | $794,767 |
| Utilities | 0.2% | $319,168 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| PFE | Pfizer Inc | +20,584 | 117,624 | $2,832,385 | |
| DEO | Diageo PLC | +8,573 | 36,589 | $2,941,023 | |
| ABT | Abbott Laboratories | +7,821 | 43,088 | $3,909,805 | |
| USB | US Bancorp De | +7,742 | 136,725 | $8,258,190 | |
| OTIS | Otis Worldwide Corp | +7,591 | 38,387 | $2,748,509 | |
| MDT | Medtronic plc | +7,503 | 37,496 | $2,933,312 | |
| AMRZ | Amrize Ltd | +7,223 | 67,832 | $3,615,445 | |
| SYY | Sysco Corp | +6,887 | 50,338 | $4,207,250 | |
| BAC | Bank Of America Corp /De/ | +6,633 | 185,096 | $10,546,770 | |
| KMB | Kimberly Clark Corp | +5,928 | 29,277 | $3,213,736 | |
| GPC | Genuine Parts Co | +5,758 | 26,387 | $3,113,138 | |
| O | Realty Income Corp | +5,282 | 62,023 | $3,842,945 | |
| TGT | Target Corp | +3,644 | 27,674 | $3,614,501 | |
| PG | PROCTER & GAMBLE Co | +3,590 | 22,728 | $3,332,833 | |
| PEP | Pepsico Inc | +3,479 | 22,579 | $3,057,196 | |
| SHEL | Shell plc | +3,182 | 44,190 | $3,426,492 | |
| WFC | Wells Fargo & Company/Mn | +2,723 | 91,610 | $7,570,650 | |
| LOW | Lowes Companies Inc | +2,543 | 13,971 | $3,080,465 | |
| CVX | Chevron Corp | +2,371 | 20,074 | $3,327,466 | |
| MMM | 3M Co | +2,099 | 38,701 | $6,266,078 | |
| TTE | TotalEnergies SE | +1,570 | 44,466 | $3,457,676 | |
| JNJ | Johnson & Johnson | +1,267 | 26,011 | $6,606,013 | |
| LMT | Lockheed Martin Corp | +878 | 6,550 | $3,336,963 | |
| KLAC | Kla Corp | +807 | 970 | $292,658 | |
| MSFT | Microsoft Corp | +791 | 16,480 | $6,147,369 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
10 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CAT | Caterpillar Inc | −10,035 | 833 | $887,061 | |
| CMI | Cummins Inc | −2,845 | 7,746 | $5,524,524 | |
| AAPL | Apple Inc. | −500 | 2,992 | $865,765 | |
| BRK-B | Berkshire Hathaway Inc | −423 | 1,650 | $825,643 | |
| GOOGL | Alphabet Inc. | −392 | 1,067 | $381,313 | |
| GS | Goldman Sachs Group Inc | −253 | 4,818 | $4,872,780 | |
| STT | State Street Corp | −220 | 27,588 | $4,678,924 | |
| META | Meta Platforms, Inc. | −142 | 734 | $413,454 | |
| JPM | Jpmorgan Chase & Co | −62 | 12,845 | $4,204,553 | |
| EMR | Emerson Electric Co | −50 | 11,078 | $1,585,815 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
5 positions
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| XOM | ExxonMobil Holdings Corp | 24,785 | $4,205,023 | |
| No positions match the current search. | ||||
63 tracked positions ·
$183,177,227 total
· as of Jun 30, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 63 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| BAC |
Bank Of America Corp /De/
Financial Services
|
Added | 185,096 | $10,546,770 | 5.76% | |
| DE |
Deere & Co
Industrials
|
Added | 14,778 | $9,374,128 | 5.12% | |
| USB |
US Bancorp De
Financial Services
|
Added | 136,725 | $8,258,190 | 4.51% | |
| PFG |
Principal Financial Group Inc
Financial Services
|
Added | 72,847 | $7,851,449 | 4.29% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
Added | 91,610 | $7,570,650 | 4.13% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 26,011 | $6,606,013 | 3.61% | |
| MMM |
3M Co
Industrials
|
Added | 38,701 | $6,266,078 | 3.42% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 16,480 | $6,147,369 | 3.36% | |
| CMI |
Cummins Inc
Industrials
|
Reduced | 7,746 | $5,524,524 | 3.02% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
Held | 9,828 | $5,134,048 | 2.80% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Reduced | 4,818 | $4,872,780 | 2.66% | |
| STT |
State Street Corp
Financial Services
|
Reduced | 27,588 | $4,678,924 | 2.55% | |
| RTX |
RTX Corp
Industrials
|
Added | 22,202 | $4,212,385 | 2.30% | |
| SYY |
Sysco Corp
Consumer Defensive
|
Added | 50,338 | $4,207,250 | 2.30% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 12,845 | $4,204,553 | 2.30% | |
| ABT |
Abbott Laboratories
Healthcare
|
Added | 43,088 | $3,909,805 | 2.13% | |
| O |
Realty Income Corp
Real Estate
|
Added | 62,023 | $3,842,945 | 2.10% | |
| AMRZ |
Amrize Ltd
Basic Materials
|
Added | 67,832 | $3,615,445 | 1.97% | |
| TGT |
Target Corp
Consumer Defensive
|
Added | 27,674 | $3,614,501 | 1.97% | |
| BA |
Boeing Co
Industrials
|
NEW | 16,170 | $3,500,319 | 1.91% | |
| TTE |
TotalEnergies SE
Energy
|
Added | 44,466 | $3,457,676 | 1.89% | |
| SHEL |
Shell plc
Energy
|
Added | 44,190 | $3,426,492 | 1.87% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Added | 6,550 | $3,336,963 | 1.82% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 22,728 | $3,332,833 | 1.82% | |
| CVX |
Chevron Corp
Energy
|
Added | 20,074 | $3,327,466 | 1.82% | |
| FDX |
Fedex Corp
Industrials
|
Added | 10,317 | $3,230,562 | 1.76% | |
| KMB |
Kimberly Clark Corp
Consumer Defensive
|
Added | 29,277 | $3,213,736 | 1.75% | |
| GPC |
Genuine Parts Co
Consumer Cyclical
|
Added | 26,387 | $3,113,138 | 1.70% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
Added | 13,971 | $3,080,465 | 1.68% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Added | 22,579 | $3,057,196 | 1.67% | |
| ETN |
Eaton Corp plc
Industrials
|
Held | 6,996 | $2,981,135 | 1.63% | |
| DEO |
Diageo PLC
Consumer Defensive
|
Added | 36,589 | $2,941,023 | 1.61% | |
| MDT |
Medtronic plc
Healthcare
|
Added | 37,496 | $2,933,312 | 1.60% | |
| PFE |
Pfizer Inc
Healthcare
|
Added | 117,624 | $2,832,385 | 1.55% | |
| C |
Citigroup Inc
Financial Services
|
Added | 20,232 | $2,831,670 | 1.55% | |
| OTIS |
Otis Worldwide Corp
Industrials
|
Added | 38,387 | $2,748,509 | 1.50% | |
| ALL |
Allstate Corp
Financial Services
|
Held | 10,361 | $2,465,296 | 1.35% | |
| HNI |
Hni Corp
Consumer Cyclical
|
NEW | 58,324 | $2,356,872 | 1.29% | |
| EMR |
Emerson Electric Co
Industrials
|
Reduced | 11,078 | $1,585,815 | 0.87% | |
| ADP |
Automatic Data Processing Inc
Technology
|
Held | 5,865 | $1,313,466 | 0.72% | |
| PAYX |
Paychex Inc
Technology
|
Added | 11,591 | $1,139,743 | 0.62% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 4,085 | $973,618 | 0.53% | |
| CAT |
Caterpillar Inc
Industrials
|
Reduced | 833 | $887,061 | 0.48% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 2,992 | $865,765 | 0.47% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 1,650 | $825,643 | 0.45% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 3,748 | $749,937 | 0.41% | |
| ECG |
Everus Construction Group, Inc.
Industrials
|
Held | 3,762 | $624,303 | 0.34% | |
| BDX |
Becton Dickinson & Co
Healthcare
|
Held | 3,845 | $581,863 | 0.32% | |
| MA |
Mastercard Inc
Financial Services
|
Added | 901 | $462,753 | 0.25% | |
| GLD |
Spdr Gold Trust
|
Added | 1,243 | $457,896 | 0.25% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.