DMKC Advisory Services, LLC
Filing Date
Global Rank
#4,248
/ 8,232
▲ 348
Top Industry
Banks - Diversified
13.4%
3Y Alpha vs SPY
-2.2%
Period ended 2 months ago
Filed May 4, 2026 · 41d
6 quarters · since Dec 2024
Clone Performance
Feb 2025–Jun 2026 · vs SPYHypothetical 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, 2025Top 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 |
|---|---|---|
| Financial Services | 27.7% | $46,730,887 |
| Industrials | 26.5% | $44,749,066 |
| Consumer Defensive | 9.9% | $16,795,382 |
| Healthcare | 9.4% | $15,824,994 |
| Energy | 9.2% | $15,584,195 |
| Technology | 5.8% | $9,844,692 |
| Consumer Cyclical | 3.4% | $5,660,027 |
| Unclassified | 3.1% | $5,292,130 |
| Basic Materials | 2.2% | $3,702,483 |
| Real Estate | 2.1% | $3,471,414 |
| Communication Services | 0.5% | $920,735 |
| Utilities | 0.2% | $311,794 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|---|
| 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 quarterNo qualifying positions this quarter.
6 positions ·
$9,844,692 total
· Technology only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
Added | 15,689 | $5,807,597 | 58.99% | |
| ADP |
Automatic Data Processing Inc
Technology
|
Reduced | 5,865 | $1,191,650 | 12.10% | |
| PAYX |
Paychex Inc
Technology
|
Held | 11,586 | $1,067,302 | 10.84% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 3,492 | $886,234 | 9.00% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 3,738 | $651,907 | 6.62% | |
| KLAC |
Kla Corp
Technology
|
Reduced | 163 | $240,002 | 2.44% |