DEMMING FINANCIAL SERVICES CORP /ADV
Filing Date
Global Rank
#8,120
/ 8,603
▲ 143
· as of Mar 2026
Top Industry
Specialty Chemicals
21.8%
3Y Alpha vs SPY
-0.7%
Period ended 3 months ago
Filed Apr 17, 2026 · 3mo
2 quarters · since Dec 2025
Clone Performance
Feb 2026–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+9.4%
SPY
+9.6%
Annualised alpha
-0.8%
Max drawdown
−9.9%
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
21 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
10.6%
−1.7 pts
Top 5
45.9%
−4.3 pts
Top 10
70.4%
−6.0 pts
HHI
641
Diversified−109
Portfolio Trend
2 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Industrials | 23.3% | $2,312,664 |
| Financial Services | 22.8% | $2,259,817 |
| Basic Materials | 21.1% | $2,100,429 |
| Technology | 15.7% | $1,564,082 |
| Consumer Cyclical | 6.8% | $675,507 |
| Unclassified | 3.1% | $307,636 |
| Consumer Defensive | 2.6% | $257,825 |
| Healthcare | 2.4% | $233,440 |
| Communication Services | 2.2% | $220,558 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
9 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AMZN | Amazon Com Inc | +512 | 2,085 | $434,242 | |
| GE | General Electric Co | +116 | 1,581 | $448,640 | |
| GEV | GE Vernova Inc. | +28 | 392 | $342,176 | |
| ECL | Ecolab Inc. | +9 | 3,941 | $1,048,384 | |
| KEY | Keycorp /New/ | +5 | 47,071 | $943,773 | |
| PLTR | Palantir Technologies Inc. | +5 | 2,185 | $319,621 | |
| TSLA | Tesla, Inc. | +4 | 649 | $241,265 | |
| PH | Parker-Hannifin Corp | +2 | 366 | $327,657 | |
| SHW | Sherwin Williams Co | +2 | 3,282 | $1,052,045 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
5 positions
21 positions ·
$9,931,958 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SHW |
Sherwin Williams Co
Basic Materials
|
Added | 3,282 | $1,052,045 | 10.59% | |
| ECL |
Ecolab Inc.
Basic Materials
|
Added | 3,941 | $1,048,384 | 10.56% | |
| KEY |
Keycorp /New/
Financial Services
|
Added | 47,071 | $943,773 | 9.50% | |
| FMNB |
Farmers National Banc Corp /Oh/
Financial Services
|
NEW | 60,491 | $796,061 | 8.02% | |
| CMI |
Cummins Inc
Industrials
|
Held | 1,329 | $715,028 | 7.20% | |
| PGR |
Progressive Corp/Oh/
Financial Services
|
Reduced | 2,623 | $519,983 | 5.24% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Held | 6,581 | $510,619 | 5.14% | |
| RTX |
RTX Corp
Industrials
|
NEW | 2,484 | $479,163 | 4.82% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 1,872 | $475,094 | 4.78% | |
| GE |
General Electric Co
Industrials
|
Added | 1,581 | $448,640 | 4.52% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 2,085 | $434,242 | 4.37% | |
| GEV |
GE Vernova Inc.
Industrials
|
Added | 392 | $342,176 | 3.45% | |
| PH |
Parker-Hannifin Corp
Industrials
|
Added | 366 | $327,657 | 3.30% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Added | 2,185 | $319,621 | 3.22% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
NEW | 533 | $307,636 | 3.10% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 699 | $258,748 | 2.61% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 1,785 | $257,825 | 2.60% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 649 | $241,265 | 2.43% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
NEW | 767 | $220,558 | 2.22% | |
| JNJ |
Johnson & Johnson
Healthcare
|
NEW | 874 | $213,640 | 2.15% | |
| CBUS |
Cibus, Inc.
Healthcare
|
Held | 10,000 | $19,800 | 0.20% |