DB&C Advisors, LLC
Filing Date
Global Rank
#6,161
/ 8,232
▲ 205
Top Industry
Semiconductors
16.1%
3Y Alpha vs SPY
-17.0%
Period ended 2 months ago
Filed Apr 24, 2026 · 51d
2 quarters · since Dec 2025
Clone Performance
Feb 2026–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+4.6%
SPY
+9.1%
Annualised alpha
-15.9%
Max drawdown
−8.4%
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
46 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
10.3%
−0.7 pts
Top 5
36.4%
−3.7 pts
Top 10
57.7%
−2.9 pts
HHI
447
Diversified−33
Portfolio Trend
2 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 40.4% | $25,558,261 |
| Healthcare | 14.4% | $9,143,639 |
| Industrials | 14.2% | $8,984,389 |
| Financial Services | 11.6% | $7,330,412 |
| Consumer Defensive | 8.7% | $5,513,837 |
| Consumer Cyclical | 3.0% | $1,880,607 |
| Energy | 2.9% | $1,842,979 |
| Utilities | 2.7% | $1,707,509 |
| Communication Services | 2.2% | $1,364,637 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| JPM | Jpmorgan Chase & Co | +2,969 | 5,686 | $1,672,593 | |
| NVDA | Nvidia Corp | +2,220 | 21,052 | $3,671,468 | |
| AMZN | Amazon Com Inc | +947 | 3,801 | $791,634 | |
| MSFT | Microsoft Corp | +376 | 9,380 | $3,472,194 | |
| IBM | International Business Machines Corp | +234 | 17,899 | $4,338,538 | |
| UPS | United Parcel Service Inc | +139 | 10,865 | $1,068,898 | |
| AVGO | Broadcom Inc. | +134 | 20,994 | $6,497,852 | |
| ABBV | AbbVie Inc. | +120 | 20,852 | $4,535,101 | |
| PLTR | Palantir Technologies Inc. | +95 | 27,350 | $4,000,758 | |
| SYK | Stryker Corp | +79 | 820 | $269,443 | |
| GILD | Gilead Sciences, Inc. | +58 | 12,841 | $1,789,650 | |
| VZ | Verizon Communications Inc | +52 | 8,143 | $408,778 | |
| GNTX | Gentex Corp | +46 | 10,098 | $220,641 | |
| CVX | Chevron Corp | +44 | 6,523 | $1,349,608 | |
| EMR | Emerson Electric Co | +41 | 13,247 | $1,735,621 | |
| PG | PROCTER & GAMBLE Co | +34 | 7,777 | $1,123,309 | |
| DUK | Duke Energy CORP | +33 | 7,879 | $1,031,676 | |
| F | Ford Motor Co | +25 | 11,823 | $136,437 | |
| SO | Southern Co | +22 | 7,002 | $675,833 | |
| MRK | Merck & Co., Inc. | +22 | 3,072 | $369,530 | |
| FITB | Fifth Third Bancorp | +21 | 10,486 | $487,179 | |
| CSCO | Cisco Systems, Inc. | +17 | 3,955 | $306,868 | |
| GPC | Genuine Parts Co | +16 | 6,921 | $731,895 | |
| JNJ | Johnson & Johnson | +15 | 3,351 | $819,118 | |
| WFC | Wells Fargo & Company/Mn | +13 | 3,439 | $273,778 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
10 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| PFE | Pfizer Inc | −6,100 | 31,082 | $872,782 | |
| GIS | General Mills Inc | −2,474 | 9,136 | $340,041 | |
| CFR | Cullen/Frost Bankers, Inc. | −158 | 13,092 | $1,794,651 | |
| SHOP | Shopify Inc. | −100 | 15,016 | $1,781,197 | |
| CAT | Caterpillar Inc | −99 | 4,558 | $3,229,160 | |
| XOM | Exxon Mobil Corp | −41 | 2,908 | $493,371 | |
| T | At&T Inc. | −39 | 10,375 | $300,771 | |
| AAPL | Apple Inc. | −28 | 4,160 | $1,055,766 | |
| VRT | Vertiv Holdings Co | −24 | 5,448 | $1,365,159 | |
| AMGN | Amgen Inc | −8 | 1,387 | $488,015 | |
| No positions match the current search. | |||||
46 positions ·
$63,326,270 total
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AVGO |
Broadcom Inc.
Technology
|
Added | 20,994 | $6,497,852 | 10.26% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 20,852 | $4,535,101 | 7.16% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 17,899 | $4,338,538 | 6.85% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Added | 27,350 | $4,000,758 | 6.32% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 21,052 | $3,671,468 | 5.80% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 9,380 | $3,472,194 | 5.48% | |
| CAT |
Caterpillar Inc
Industrials
|
Reduced | 4,558 | $3,229,160 | 5.10% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 3,107 | $3,095,908 | 4.89% | |
| V |
Visa Inc.
Financial Services
|
Added | 6,364 | $1,923,455 | 3.04% | |
| CFR |
Cullen/Frost Bankers, Inc.
Financial Services
|
Reduced | 13,092 | $1,794,651 | 2.83% | |
| GILD |
Gilead Sciences, Inc.
Healthcare
|
Added | 12,841 | $1,789,650 | 2.83% | |
| SHOP |
Shopify Inc.
Technology
|
Reduced | 15,016 | $1,781,197 | 2.81% | |
| EMR |
Emerson Electric Co
Industrials
|
Added | 13,247 | $1,735,621 | 2.74% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 5,686 | $1,672,593 | 2.64% | |
| ETN |
Eaton Corp plc
Industrials
|
Added | 4,433 | $1,585,551 | 2.50% | |
| VRT |
Vertiv Holdings Co
Industrials
|
Reduced | 5,448 | $1,365,159 | 2.16% | |
| CVX |
Chevron Corp
Energy
|
Added | 6,523 | $1,349,608 | 2.13% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 7,777 | $1,123,309 | 1.77% | |
| UPS |
United Parcel Service Inc
Industrials
|
Added | 10,865 | $1,068,898 | 1.69% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 4,160 | $1,055,766 | 1.67% | |
| DUK |
Duke Energy CORP
Utilities
|
Added | 7,879 | $1,031,676 | 1.63% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Held | 12,552 | $954,579 | 1.51% | |
| PFE |
Pfizer Inc
Healthcare
|
Reduced | 31,082 | $872,782 | 1.38% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 3,351 | $819,118 | 1.29% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 3,801 | $791,634 | 1.25% | |
| GPC |
Genuine Parts Co
Consumer Cyclical
|
Added | 6,921 | $731,895 | 1.16% | |
| SO |
Southern Co
Utilities
|
Added | 7,002 | $675,833 | 1.07% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Held | 1,145 | $655,088 | 1.03% | |
| XOM |
Exxon Mobil Corp
Energy
|
Reduced | 2,908 | $493,371 | 0.78% | |
| AMGN |
Amgen Inc
Healthcare
|
Reduced | 1,387 | $488,015 | 0.77% | |
| FITB |
Fifth Third Bancorp
Financial Services
|
Added | 10,486 | $487,179 | 0.77% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Added | 8,143 | $408,778 | 0.65% | |
| HBAN |
Huntington Bancshares Inc /Md/
Financial Services
|
Added | 24,476 | $383,049 | 0.60% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Added | 3,072 | $369,530 | 0.58% | |
| GIS |
General Mills Inc
Consumer Defensive
|
Reduced | 9,136 | $340,041 | 0.54% | |
| BLK |
BlackRock, Inc.
Financial Services
|
Added | 326 | $313,517 | 0.50% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 3,955 | $306,868 | 0.48% | |
| T |
At&T Inc.
Communication Services
|
Reduced | 10,375 | $300,771 | 0.47% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
Added | 3,439 | $273,778 | 0.43% | |
| SYK |
Stryker Corp
Healthcare
|
Added | 820 | $269,443 | 0.43% | |
| WTFC |
Wintrust Financial Corp
Financial Services
|
Added | 1,917 | $266,347 | 0.42% | |
| GNTX |
Gentex Corp
Consumer Cyclical
|
Added | 10,098 | $220,641 | 0.35% | |
| LRCX |
Lam Research Corp
Technology
|
NEW | 1,016 | $217,078 | 0.34% | |
| IONQ |
IonQ, Inc.
Technology
|
NEW | 7,511 | $216,542 | 0.34% | |
| TRV |
Travelers Companies, Inc.
Financial Services
|
Held | 740 | $215,843 | 0.34% | |
| F |
Ford Motor Co
Consumer Cyclical
|
Added | 11,823 | $136,437 | 0.22% |