Dickmeyer Boyce Financial Management, Inc.
Filing Date
Mar 31, 2026
Global Rank
#5,862
/ 8,588
Top Industry
Drug Manufacturers - General
15.3%
Period ended 3 months ago
Filed May 13, 2026 · 35d
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
+2.3%
SPY
+1.4%
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 |
11 positions ·
$9,101,237 total
· Consumer Defensive 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 |
|---|---|---|---|---|---|---|
| WMT |
Walmart Inc.
Consumer Defensive
|
First | 12,616 | $1,567,916 | 17.23% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
First | 9,599 | $1,490,628 | 16.38% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
First | 10,000 | $1,444,400 | 15.87% | |
| SYY |
Sysco Corp
Consumer Defensive
|
First | 13,033 | $929,643 | 10.21% | |
| KMB |
Kimberly Clark Corp
Consumer Defensive
|
First | 8,804 | $849,321 | 9.33% | |
| KO |
Coca Cola Co
Consumer Defensive
|
First | 7,923 | $602,544 | 6.62% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
First | 564 | $561,986 | 6.17% | |
| UL |
Unilever PLC
Consumer Defensive
|
First | 8,860 | $504,754 | 5.55% | |
| CLX |
Clorox Co /De/
Consumer Defensive
|
First | 4,404 | $456,386 | 5.01% | |
| CL |
Colgate Palmolive Co
Consumer Defensive
|
First | 4,478 | $381,659 | 4.19% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
First | 4,728 | $312,000 | 3.43% |