Dickmeyer Boyce Financial Management, Inc.

CIK

2038325

Location

FORT WAYNE, IN

Portfolio Value

Micro $91,441,783

Diversification

Diversified

Filing Date

Mar 31, 2026

Global Rank

#5,870 / 8,605 · as of Mar 2026

Top Industry

Drug Manufacturers - General 15.5%

Period ended 3 months ago

Filed May 13, 2026 · 57d

Clone Performance

May 2026–Jul 2026 · vs SPY

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

Cloned portfolio

+3.8%

SPY

+1.0%

Annualised alpha

—

Max drawdown

−1.4%

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

93 positions · as of Mar 31, 2026

Top Position

8.7%

of portfolio value

Top 5

28.0%

of portfolio value

Top 10

41.5%

of portfolio value

HHI

269

Diversified

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	25.8%	$23,633,836	16
Healthcare	17.7%	$16,196,648	13
Financial Services	11.3%	$10,337,489	11
Consumer Defensive	10.0%	$9,101,237	11
Consumer Cyclical	8.6%	$7,827,538	10
Industrials	8.2%	$7,475,815	10
Communication Services	5.1%	$4,656,209	5
Utilities	4.9%	$4,525,476	6
Real Estate	3.0%	$2,746,961	3
Energy	2.5%	$2,312,645	3
Basic Materials	2.5%	$2,249,877	4
Unclassified	0.4%	$378,052	1

Portfolio Positions

Compact Export CSV View 13F filing

93 positions · $91,441,783 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 93 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	First	31,350	—	$7,956,316	—	8.70%
MSFT	Microsoft Corp Technology	First	14,901	—	$5,515,903	—	6.03%
JNJ	Johnson & Johnson Healthcare	First	22,019	—	$5,382,324	—	5.89%
ABBV	AbbVie Inc. Healthcare	First	15,684	—	$3,411,113	—	3.73%
JPM	Jpmorgan Chase & Co Financial Services	First	11,241	—	$3,306,652	—	3.62%
VZ	Verizon Communications Inc Communication Services	First	57,862	—	$2,904,672	—	3.18%
NVDA	Nvidia Corp Technology	First	14,540	—	$2,535,776	—	2.77%
SBUX	Starbucks Corp Consumer Cyclical	First	28,249	—	$2,530,827	—	2.77%
CSCO	Cisco Systems, Inc. Technology	First	30,557	—	$2,370,917	—	2.59%
O	Realty Income Corp Real Estate	First	33,893	—	$2,073,573	—	2.27%
AMZN	Amazon Com Inc Consumer Cyclical	First	9,772	—	$2,035,214	—	2.23%
ITW	Illinois Tool Works Inc Industrials	First	6,112	—	$1,590,892	—	1.74%
WMT	Walmart Inc. Consumer Defensive	First	12,616	—	$1,567,916	—	1.71%
PEP	Pepsico Inc Consumer Defensive	First	9,599	—	$1,490,628	—	1.63%
PG	PROCTER & GAMBLE Co Consumer Defensive	First	10,000	—	$1,444,400	—	1.58%
CVX	Chevron Corp Energy	First	6,658	—	$1,377,540	—	1.51%
DUK	Duke Energy CORP Utilities	First	10,458	—	$1,369,370	—	1.50%
WFC	Wells Fargo & Company/Mn Financial Services	First	15,220	—	$1,211,664	—	1.33%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	First	3,550	—	$1,199,722	—	1.31%
LMT	Lockheed Martin Corp Industrials	First	1,937	—	$1,170,703	—	1.28%
AEP	American Electric Power Co Inc Utilities	First	8,769	—	$1,149,440	—	1.26%
ARCC	Ares Capital Corp Financial Services	First	63,395	—	$1,142,377	—	1.25%
MRK	Merck & Co., Inc. Healthcare	First	9,238	—	$1,111,239	—	1.22%
LLY	ELI LILLY & Co Healthcare	First	1,132	—	$1,041,179	—	1.14%
TD	Toronto Dominion Bank Financial Services	First	11,085	—	$1,034,341	—	1.13%
AMGN	Amgen Inc Healthcare	First	2,888	—	$1,016,142	—	1.11%
AFL	Aflac Inc Financial Services	First	9,148	—	$1,003,627	—	1.10%
MMM	3M Co Industrials	First	6,692	—	$971,879	—	1.06%
RIO	Rio Tinto PLC Basic Materials	First	10,155	—	$947,359	—	1.04%
SYY	Sysco Corp Consumer Defensive	First	13,033	—	$929,643	—	1.02%
BMO	Bank Of Montreal /Can/ Financial Services	First	6,830	—	$924,372	—	1.01%
NVS	Novartis AG Healthcare	First	6,007	—	$917,569	—	1.00%
FAST	Fastenal Co Industrials	First	18,554	—	$860,905	—	0.94%
KMB	Kimberly Clark Corp Consumer Defensive	First	8,804	—	$849,321	—	0.93%
CAT	Caterpillar Inc Industrials	First	1,196	—	$847,318	—	0.93%
MCD	Mcdonalds Corp Consumer Cyclical	First	2,712	—	$842,862	—	0.92%
STLD	Steel Dynamics Inc Basic Materials	First	4,620	—	$831,600	—	0.91%
ABT	Abbott Laboratories Healthcare	First	8,070	—	$828,546	—	0.91%
GOOGL	Alphabet Inc. Communication Services	First	2,640	—	$759,158	—	0.83%
SO	Southern Co Utilities	First	7,740	—	$747,064	—	0.82%
PAYX	Paychex Inc Technology	First	7,997	—	$736,683	—	0.81%
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	—	0.69%
EMR	Emerson Electric Co Industrials	First	4,807	—	$629,813	—	0.69%
KO	Coca Cola Co Consumer Defensive	First	7,923	—	$602,544	—	0.66%
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	—	0.62%
COST	Costco Wholesale Corp /New Consumer Defensive	First	564	—	$561,986	—	0.61%
D	Dominion Energy, Inc Utilities	First	8,946	—	$553,041	—	0.60%