Dickmeyer Boyce Financial Management, Inc.
Filing Date
Mar 31, 2026
Global Rank
#5,514
/ 8,232
Top Industry
Drug Manufacturers - General
15.3%
Period ended 2 months ago
Filed May 13, 2026 · 32d
Clone Performance
May 2026–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+2.1%
SPY
+0.2%
Annualised alpha
—
Max drawdown
−1.3%
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
94 positions · as of Mar 31, 2026Top Position
8.6%
of portfolio value
Top 5
27.6%
of portfolio value
Top 10
41.0%
of portfolio value
HHI
264
Diversified
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 25.5% | $23,633,836 |
| Healthcare | 17.5% | $16,196,648 |
| Financial Services | 11.2% | $10,337,489 |
| Consumer Defensive | 9.8% | $9,101,237 |
| Consumer Cyclical | 8.4% | $7,749,328 |
| Industrials | 8.1% | $7,505,585 |
| Communication Services | 5.0% | $4,656,209 |
| Utilities | 4.9% | $4,525,476 |
| Energy | 3.7% | $3,465,993 |
| Real Estate | 3.0% | $2,746,961 |
| Basic Materials | 2.4% | $2,249,877 |
| Unclassified | 0.4% | $378,052 |
94 positions ·
$92,546,691 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 94 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
First | 31,350 | $7,956,316 | 8.60% | |
| MSFT |
Microsoft Corp
Technology
|
First | 14,901 | $5,515,903 | 5.96% | |
| JNJ |
Johnson & Johnson
Healthcare
|
First | 22,019 | $5,382,324 | 5.82% | |
| ABBV |
AbbVie Inc.
Healthcare
|
First | 15,684 | $3,411,113 | 3.69% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
First | 11,241 | $3,306,652 | 3.57% | |
| VZ |
Verizon Communications Inc
Communication Services
|
First | 57,862 | $2,904,672 | 3.14% | |
| NVDA |
Nvidia Corp
Technology
|
First | 14,540 | $2,535,776 | 2.74% | |
| SBUX |
Starbucks Corp
Consumer Cyclical
|
First | 28,249 | $2,530,827 | 2.73% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
First | 30,557 | $2,370,917 | 2.56% | |
| O |
Realty Income Corp
Real Estate
|
First | 33,893 | $2,073,573 | 2.24% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
First | 9,772 | $2,035,214 | 2.20% | |
| ITW |
Illinois Tool Works Inc
Industrials
|
First | 6,112 | $1,590,892 | 1.72% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
First | 12,616 | $1,567,916 | 1.69% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
First | 9,599 | $1,490,628 | 1.61% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
First | 10,000 | $1,444,400 | 1.56% | |
| CVX |
Chevron Corp
Energy
|
First | 6,658 | $1,377,540 | 1.49% | |
| DUK |
Duke Energy CORP
Utilities
|
First | 10,458 | $1,369,370 | 1.48% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
First | 15,220 | $1,211,664 | 1.31% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
First | 3,550 | $1,199,722 | 1.30% | |
| LMT |
Lockheed Martin Corp
Industrials
|
First | 1,937 | $1,170,703 | 1.26% | |
| XOM |
Exxon Mobil Corp
Energy
|
First | 6,798 | $1,153,348 | 1.25% | |
| AEP |
American Electric Power Co Inc
Utilities
|
First | 8,769 | $1,149,440 | 1.24% | |
| ARCC |
Ares Capital Corp
Financial Services
|
First | 63,395 | $1,142,377 | 1.23% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
First | 9,238 | $1,111,239 | 1.20% | |
| LLY |
ELI LILLY & Co
Healthcare
|
First | 1,132 | $1,041,179 | 1.13% | |
| TD |
Toronto Dominion Bank
Financial Services
|
First | 11,085 | $1,034,341 | 1.12% | |
| AMGN |
Amgen Inc
Healthcare
|
First | 2,888 | $1,016,142 | 1.10% | |
| AFL |
Aflac Inc
Financial Services
|
First | 9,148 | $1,003,627 | 1.08% | |
| MMM |
3M Co
Industrials
|
First | 6,692 | $971,879 | 1.05% | |
| RIO |
Rio Tinto PLC
Basic Materials
|
First | 10,155 | $947,359 | 1.02% | |
| SYY |
Sysco Corp
Consumer Defensive
|
First | 13,033 | $929,643 | 1.00% | |
| BMO |
Bank Of Montreal /Can/
Financial Services
|
First | 6,830 | $924,372 | 1.00% | |
| NVS |
Novartis AG
Healthcare
|
First | 6,007 | $917,569 | 0.99% | |
| FAST |
Fastenal Co
Industrials
|
First | 18,554 | $860,905 | 0.93% | |
| KMB |
Kimberly Clark Corp
Consumer Defensive
|
First | 8,804 | $849,321 | 0.92% | |
| CAT |
Caterpillar Inc
Industrials
|
First | 1,196 | $847,318 | 0.92% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
First | 2,712 | $842,862 | 0.91% | |
| STLD |
Steel Dynamics Inc
Basic Materials
|
First | 4,620 | $831,600 | 0.90% | |
| ABT |
Abbott Laboratories
Healthcare
|
First | 8,070 | $828,546 | 0.90% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
First | 2,640 | $759,158 | 0.82% | |
| SO |
Southern Co
Utilities
|
First | 7,740 | $747,064 | 0.81% | |
| PAYX |
Paychex Inc
Technology
|
First | 7,997 | $736,683 | 0.80% | |
| AVGO |
Broadcom Inc.
Technology
|
First | 2,378 | $736,014 | 0.80% | |
| PFE |
Pfizer Inc
Healthcare
|
First | 22,924 | $643,705 | 0.70% | |
| TRP |
Tc Energy Corp
Energy
|
First | 10,073 | $630,569 | 0.68% | |
| EMR |
Emerson Electric Co
Industrials
|
First | 4,807 | $629,813 | 0.68% | |
| KO |
Coca Cola Co
Consumer Defensive
|
First | 7,923 | $602,544 | 0.65% | |
| CHRW |
C. H. Robinson Worldwide, Inc.
Industrials
|
First | 3,599 | $597,685 | 0.65% | |
| DRI |
Darden Restaurants Inc
Consumer Cyclical
|
First | 2,900 | $568,516 | 0.61% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
First | 564 | $561,986 | 0.61% |