DMKC Advisory Services, LLC

CIK

1901337

Location

DES MOINES, IA

Portfolio Value

Small $168,887,799

Diversification

Diversified

Filing Date

Global Rank

#4,248 / 8,232 ▲ 348

Top Industry

Banks - Diversified 13.4%

3Y Alpha vs SPY

-2.3%

Period ended 2 months ago

Filed May 4, 2026 · 40d

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+20.4%

SPY

+23.4%

Annualised alpha

-2.2%

Max drawdown

−16.6%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

59 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

5.2%

−0.8 pts

Top 5

22.6%

−1.0 pts

Top 10

40.0%

−1.7 pts

HHI

272

Diversified−7

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Financial Services	27.7%	$46,730,887	12
Industrials	26.5%	$44,749,066	11
Consumer Defensive	9.9%	$16,795,382	8
Healthcare	9.4%	$15,824,994	6
Energy	9.2%	$15,584,195	4
Technology	5.8%	$9,844,692	6
Consumer Cyclical	3.4%	$5,660,027	3
Unclassified	3.1%	$5,292,130	3
Basic Materials	2.2%	$3,702,483	2
Real Estate	2.1%	$3,471,414	1
Communication Services	0.5%	$920,735	2
Utilities	0.2%	$311,794	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
PFE	Pfizer Inc	+13,638	97,040	$2,724,883
BAC	Bank Of America Corp /De/	+4,981	178,463	$8,700,071
KMB	Kimberly Clark Corp	+4,339	23,349	$2,252,478
USB	US Bancorp De	+4,212	128,983	$6,708,405
AMRZ	Amrize Ltd	+4,079	60,609	$3,395,316
O	Realty Income Corp	+3,547	56,741	$3,471,414
DEO	Diageo PLC	+3,395	28,016	$2,085,791
TGT	Target Corp	+3,365	24,030	$2,912,436
OTIS	Otis Worldwide Corp	+2,847	30,796	$2,373,755
WFC	Wells Fargo & Company/Mn	+2,394	88,887	$7,076,294
MDT	Medtronic plc	+2,367	29,993	$2,598,893
SYY	Sysco Corp	+2,350	43,451	$3,099,359
GPC	Genuine Parts Co	+2,121	20,629	$2,181,516
ABT	Abbott Laboratories	+2,039	35,267	$3,620,862
SHEL	Shell plc	+2,021	41,008	$3,813,744
PEP	Pepsico Inc	+2,021	19,100	$2,966,039
TTE	TotalEnergies SE	+1,804	42,896	$3,902,678
PG	PROCTER & GAMBLE Co	+1,601	19,138	$2,764,292
STT	State Street Corp	+1,485	27,808	$3,519,380
CVX	Chevron Corp	+1,030	17,703	$3,662,750
XOM	Exxon Mobil Corp	+995	24,785	$4,205,023
JNJ	Johnson & Johnson	+915	24,744	$6,048,423
LOW	Lowes Companies Inc	+854	11,428	$2,700,207
MSFT	Microsoft Corp	+669	15,689	$5,807,597
RTX	RTX Corp	+550	21,479	$4,143,299
No positions match the current search.

Trimmed

Positions the filer reduced

12 positions

Ticker	Company	Δ Shares	Shares	Value
WTBA	West Bancorporation Inc	−3,500	10,500	$249,795
EMR	Emerson Electric Co	−1,535	11,128	$1,457,990
NVDA	Nvidia Corp	−990	3,738	$651,907
ADP	Automatic Data Processing Inc	−642	5,865	$1,191,650
MMM	3M Co	−373	36,602	$5,315,708
AAPL	Apple Inc.	−300	3,492	$886,234
CMI	Cummins Inc	−200	10,591	$5,698,169
SYK	Stryker Corp	−46	692	$227,384
META	Meta Platforms, Inc.	−45	876	$501,185
MA	Mastercard Inc	−43	808	$403,725
KLAC	Kla Corp	−34	163	$240,002
PFG	Principal Financial Group Inc	−24	72,811	$6,560,999
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
LLY	ELI LILLY & Co	246	$264,371
WM	Waste Management Inc	1,040	$228,498
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

59 positions · $168,887,799 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 59 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
BAC	Bank Of America Corp /De/ Financial Services	Added	178,463	+4,981	$8,700,071	−8.8%	5.15%
DE	Deere & Co Industrials	Added	14,233	+287	$8,017,448	+23.5%	4.75%
CAT	Caterpillar Inc Industrials	Added	10,868	+37	$7,699,543	+24.1%	4.56%
WFC	Wells Fargo & Company/Mn Financial Services	Added	88,887	+2,394	$7,076,294	−12.2%	4.19%
USB	US Bancorp De Financial Services	Added	128,983	+4,212	$6,708,405	+0.8%	3.97%
PFG	Principal Financial Group Inc Financial Services	Reduced	72,811	-24	$6,560,999	+2.1%	3.88%
JNJ	Johnson & Johnson Healthcare	Added	24,744	+915	$6,048,423	+22.7%	3.58%
MSFT	Microsoft Corp Technology	Added	15,689	+669	$5,807,597	−20.0%	3.44%
CMI	Cummins Inc Industrials	Reduced	10,591	-200	$5,698,169	+3.4%	3.37%
MMM	3M Co Industrials	Reduced	36,602	-373	$5,315,708	−10.2%	3.15%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Held	9,828	0	$4,552,231	−3.6%	2.70%
GS	Goldman Sachs Group Inc Financial Services	Added	5,071	+125	$4,290,015	−1.3%	2.54%
XOM	Exxon Mobil Corp Energy	Added	24,785	+995	$4,205,023	+46.9%	2.49%
RTX	RTX Corp Industrials	Added	21,479	+550	$4,143,299	+7.9%	2.45%
TTE	TotalEnergies SE Energy	Added	42,896	+1,804	$3,902,678	+45.2%	2.31%
SHEL	Shell plc Energy	Added	41,008	+2,021	$3,813,744	+33.1%	2.26%
JPM	Jpmorgan Chase & Co Financial Services	Added	12,907	+529	$3,796,723	−4.8%	2.25%
FDX	Fedex Corp Industrials	Added	10,300	+403	$3,668,654	+28.3%	2.17%
CVX	Chevron Corp Energy	Added	17,703	+1,030	$3,662,750	+44.1%	2.17%
ABT	Abbott Laboratories Healthcare	Added	35,267	+2,039	$3,620,862	−13.0%	2.14%
STT	State Street Corp Financial Services	Added	27,808	+1,485	$3,519,380	+3.6%	2.08%
O	Realty Income Corp Real Estate	Added	56,741	+3,547	$3,471,414	+15.8%	2.06%
LMT	Lockheed Martin Corp Industrials	Added	5,672	+265	$3,428,100	+31.1%	2.03%
AMRZ	Amrize Ltd Basic Materials	Added	60,609	+4,079	$3,395,316	+11.1%	2.01%
SYY	Sysco Corp Consumer Defensive	Added	43,451	+2,350	$3,099,359	+2.3%	1.84%
PEP	Pepsico Inc Consumer Defensive	Added	19,100	+2,021	$2,966,039	+21.0%	1.76%
TGT	Target Corp Consumer Defensive	Added	24,030	+3,365	$2,912,436	+44.2%	1.72%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	19,138	+1,601	$2,764,292	+10.0%	1.64%
PFE	Pfizer Inc Healthcare	Added	97,040	+13,638	$2,724,883	+31.2%	1.61%
LOW	Lowes Companies Inc Consumer Cyclical	Added	11,428	+854	$2,700,207	+5.9%	1.60%
MDT	Medtronic plc Healthcare	Added	29,993	+2,367	$2,598,893	−2.1%	1.54%
ETN	Eaton Corp plc Industrials	Held	6,996	0	$2,502,259	+12.3%	1.48%
OTIS	Otis Worldwide Corp Industrials	Added	30,796	+2,847	$2,373,755	−2.8%	1.41%
C	Citigroup Inc Financial Services	Held	20,138	0	$2,283,850	−2.8%	1.35%
KMB	Kimberly Clark Corp Consumer Defensive	Added	23,349	+4,339	$2,252,478	+17.4%	1.33%
GPC	Genuine Parts Co Consumer Cyclical	Added	20,629	+2,121	$2,181,516	−4.1%	1.29%
ALL	Allstate Corp Financial Services	Held	10,361	0	$2,148,249	−0.4%	1.27%
DEO	Diageo PLC Consumer Defensive	Added	28,016	+3,395	$2,085,791	−1.8%	1.24%
EMR	Emerson Electric Co Industrials	Reduced	11,128	-1,535	$1,457,990	−13.2%	0.86%
ADP	Automatic Data Processing Inc Technology	Reduced	5,865	-642	$1,191,650	−28.8%	0.71%
PAYX	Paychex Inc Technology	Held	11,586	0	$1,067,302	−17.9%	0.63%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	2,073	+238	$993,381	+7.7%	0.59%
AAPL	Apple Inc. Technology	Reduced	3,492	-300	$886,234	−14.0%	0.52%
AMZN	Amazon Com Inc Consumer Cyclical	Added	3,737	+74	$778,304	−7.9%	0.46%
NVDA	Nvidia Corp Technology	Reduced	3,738	-990	$651,907	−26.1%	0.39%
BDX	Becton Dickinson & Co Healthcare	Held	3,845	0	$604,549	+3.1%	0.36%
META	Meta Platforms, Inc. Communication Services	Reduced	876	-45	$501,185	−17.6%	0.30%
GLD	Spdr Gold Trust	Added	1,118	+278	$481,064	+44.5%	0.28%
ECG	Everus Construction Group, Inc. Industrials	Held	3,762	0	$444,141	+38.0%	0.26%
GOOGL	Alphabet Inc. Communication Services	Added	1,459	+18	$419,550	−7.0%	0.25%