DMKC Advisory Services, LLC

CIK

1901337

Location

DES MOINES, IA

Portfolio Value

Small $186,756,009

Diversification

Diversified

Filing Date

Global Rank

#106 / 295 ▲ 4482

Top Industry

Banks - Diversified 13.9%

3Y Alpha vs SPY

-0.3%

Period ended 9 days ago

Filed Jul 7, 2026 · 2d

7 quarters · since Dec 2024

Clone Performance

Feb 2025–Jul 2026 · vs SPY

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

Cloned portfolio

+23.7%

SPY

+24.4%

Annualised alpha

-0.5%

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

64 positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

5.6%

+0.5 pts

Top 5

23.3%

+0.7 pts

Top 10

39.2%

−0.8 pts

HHI

265

Diversified−7

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Financial Services	29.4%	$54,847,243	12
Industrials	23.7%	$44,271,782	12
Consumer Defensive	11.5%	$21,408,864	9
Healthcare	9.3%	$17,390,172	7
Energy	7.4%	$13,790,416	4
Technology	5.6%	$10,508,938	6
Consumer Cyclical	5.1%	$9,524,093	4
Unclassified	3.2%	$5,889,905	3
Basic Materials	2.2%	$4,167,716	3
Real Estate	2.1%	$3,842,945	1
Communication Services	0.4%	$794,767	2
Utilities	0.2%	$319,168	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
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
XOM	Exxon Mobil Corp	+1,391	26,176	$3,578,782
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
No positions match the current search.

Trimmed

Positions the filer reduced

10 positions

Ticker	Company	Δ Shares	Shares	Value
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

Ticker	Company	Shares	Value
BA	Boeing Co	16,170	$3,500,319
HNI	Hni Corp	58,324	$2,356,872
HRL	Hormel Foods Corp /De/	15,248	$378,455
LLY	ELI LILLY & Co	209	$250,680
SHW	Sherwin Williams Co	690	$237,580
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

64 positions · $186,756,009 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 64 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	185,096	+6,633	$10,546,770	+21.2%	5.65%
DE	Deere & Co Industrials	Added	14,778	+545	$9,374,128	+16.9%	5.02%
USB	US Bancorp De Financial Services	Added	136,725	+7,742	$8,258,190	+23.1%	4.42%
PFG	Principal Financial Group Inc Financial Services	Added	72,847	+36	$7,851,449	+19.7%	4.20%
WFC	Wells Fargo & Company/Mn Financial Services	Added	91,610	+2,723	$7,570,650	+7.0%	4.05%
JNJ	Johnson & Johnson Healthcare	Added	26,011	+1,267	$6,606,013	+9.2%	3.54%
MMM	3M Co Industrials	Added	38,701	+2,099	$6,266,078	+17.9%	3.36%
MSFT	Microsoft Corp Technology	Added	16,480	+791	$6,147,369	+5.9%	3.29%
CMI	Cummins Inc Industrials	Reduced	7,746	-2,845	$5,524,524	−3.0%	2.96%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Held	9,828	0	$5,134,048	+12.8%	2.75%
GS	Goldman Sachs Group Inc Financial Services	Reduced	4,818	-253	$4,872,780	+13.6%	2.61%
STT	State Street Corp Financial Services	Reduced	27,588	-220	$4,678,924	+32.9%	2.51%
RTX	RTX Corp Industrials	Added	22,202	+723	$4,212,385	+1.7%	2.26%
SYY	Sysco Corp Consumer Defensive	Added	50,338	+6,887	$4,207,250	+35.7%	2.25%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	12,845	-62	$4,204,553	+10.7%	2.25%
ABT	Abbott Laboratories Healthcare	Added	43,088	+7,821	$3,909,805	+8.0%	2.09%
O	Realty Income Corp Real Estate	Added	62,023	+5,282	$3,842,945	+10.7%	2.06%
AMRZ	Amrize Ltd Basic Materials	Added	67,832	+7,223	$3,615,445	+6.5%	1.94%
TGT	Target Corp Consumer Defensive	Added	27,674	+3,644	$3,614,501	+24.1%	1.94%
XOM	Exxon Mobil Corp Energy	Added	26,176	+1,391	$3,578,782	−14.9%	1.92%
BA	Boeing Co Industrials	NEW	16,170	NEW	$3,500,319	NEW	1.87%
TTE	TotalEnergies SE Energy	Added	44,466	+1,570	$3,457,676	−11.4%	1.85%
SHEL	Shell plc Energy	Added	44,190	+3,182	$3,426,492	−10.2%	1.83%
LMT	Lockheed Martin Corp Industrials	Added	6,550	+878	$3,336,963	−2.7%	1.79%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	22,728	+3,590	$3,332,833	+20.6%	1.78%
CVX	Chevron Corp Energy	Added	20,074	+2,371	$3,327,466	−9.2%	1.78%
FDX	Fedex Corp Industrials	Added	10,317	+17	$3,230,562	−11.9%	1.73%
KMB	Kimberly Clark Corp Consumer Defensive	Added	29,277	+5,928	$3,213,736	+42.7%	1.72%
GPC	Genuine Parts Co Consumer Cyclical	Added	26,387	+5,758	$3,113,138	+42.7%	1.67%
LOW	Lowes Companies Inc Consumer Cyclical	Added	13,971	+2,543	$3,080,465	+14.1%	1.65%
PEP	Pepsico Inc Consumer Defensive	Added	22,579	+3,479	$3,057,196	+3.1%	1.64%
ETN	Eaton Corp plc Industrials	Held	6,996	0	$2,981,135	+19.1%	1.60%
DEO	Diageo PLC Consumer Defensive	Added	36,589	+8,573	$2,941,023	+41.0%	1.57%
MDT	Medtronic plc Healthcare	Added	37,496	+7,503	$2,933,312	+12.9%	1.57%
PFE	Pfizer Inc Healthcare	Added	117,624	+20,584	$2,832,385	+3.9%	1.52%
C	Citigroup Inc Financial Services	Added	20,232	+94	$2,831,670	+24.0%	1.52%
OTIS	Otis Worldwide Corp Industrials	Added	38,387	+7,591	$2,748,509	+15.8%	1.47%
ALL	Allstate Corp Financial Services	Held	10,361	0	$2,465,296	+14.8%	1.32%
HNI	Hni Corp Consumer Cyclical	NEW	58,324	NEW	$2,356,872	NEW	1.26%
EMR	Emerson Electric Co Industrials	Reduced	11,078	-50	$1,585,815	+8.8%	0.85%
ADP	Automatic Data Processing Inc Technology	Held	5,865	0	$1,313,466	+10.2%	0.70%
PAYX	Paychex Inc Technology	Added	11,591	+5	$1,139,743	+6.8%	0.61%
AMZN	Amazon Com Inc Consumer Cyclical	Added	4,085	+348	$973,618	+25.1%	0.52%
CAT	Caterpillar Inc Industrials	Reduced	833	-10,035	$887,061	−88.5%	0.47%
AAPL	Apple Inc. Technology	Reduced	2,992	-500	$865,765	−2.3%	0.46%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	1,650	-423	$825,643	−16.9%	0.44%
NVDA	Nvidia Corp Technology	Added	3,748	+10	$749,937	+15.0%	0.40%
ECG	Everus Construction Group, Inc. Industrials	Held	3,762	0	$624,303	+40.6%	0.33%
BDX	Becton Dickinson & Co Healthcare	Held	3,845	0	$581,863	−3.8%	0.31%
MA	Mastercard Inc Financial Services	Added	901	+93	$462,753	+14.6%	0.25%