Dickmeyer Boyce Financial Management, Inc.
Filing Date
Mar 31, 2026
Global Rank
#5,861
/ 8,586
Top Industry
Drug Manufacturers - General
15.3%
Period ended 3 months ago
Filed May 13, 2026 · 34d
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
+2.4%
SPY
+2.1%
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 |
16 positions ·
$23,633,836 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 |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
First | 31,350 | $7,956,316 | 33.66% | |
| MSFT |
Microsoft Corp
Technology
|
First | 14,901 | $5,515,903 | 23.34% | |
| NVDA |
Nvidia Corp
Technology
|
First | 14,540 | $2,535,776 | 10.73% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
First | 30,557 | $2,370,917 | 10.03% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
First | 3,550 | $1,199,722 | 5.08% | |
| PAYX |
Paychex Inc
Technology
|
First | 7,997 | $736,683 | 3.12% | |
| AVGO |
Broadcom Inc.
Technology
|
First | 2,378 | $736,014 | 3.11% | |
| QCOM |
Qualcomm Inc/De
Technology
|
First | 4,267 | $549,504 | 2.33% | |
| MCHP |
Microchip Technology Inc
Technology
|
First | 7,376 | $476,563 | 2.02% | |
| ORCL |
Oracle Corp
Technology
|
First | 2,402 | $353,358 | 1.50% | |
| INTC |
Intel Corp
Technology
|
First | 7,291 | $321,751 | 1.36% | |
| MSI |
Motorola Solutions, Inc.
Technology
|
First | 520 | $225,664 | 0.95% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
First | 1,043 | $212,177 | 0.90% | |
| IBM |
International Business Machines Corp
Technology
|
First | 868 | $210,394 | 0.89% | |
| INFY |
Infosys Ltd
Technology
|
First | 12,779 | $172,644 | 0.73% | |
| KEEL |
Keel Infrastructure Corp.
Technology
|
First | 31,000 | $60,450 | 0.26% |