DMKC Advisory Services, LLC
Top Portfolio Positions
59 positions ·
$168,887,799 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| BAC |
Bank Of America Corp /De/
Financial Services
|
178,463 | $8,700,071 | 5.15% | |
| DE |
Deere & Co
Industrials
|
14,233 | $8,017,448 | 4.75% | |
| CAT |
Caterpillar Inc
Industrials
|
10,868 | $7,699,543 | 4.56% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
88,887 | $7,076,294 | 4.19% | |
| USB |
US Bancorp De
Financial Services
|
128,983 | $6,708,405 | 3.97% | |
| PFG |
Principal Financial Group Inc
Financial Services
|
72,811 | $6,560,999 | 3.88% | |
| JNJ |
Johnson & Johnson
Healthcare
|
24,744 | $6,048,423 | 3.58% | |
| MSFT |
Microsoft Corp
Technology
|
15,689 | $5,807,597 | 3.44% | |
| CMI |
Cummins Inc
Industrials
|
10,591 | $5,698,169 | 3.37% | |
| MMM |
3M Co
Industrials
|
36,602 | $5,315,708 | 3.15% |
Portfolio Trend
6 quarters · across all stocks
Holdings in WTBA
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $249,795 | 10,500 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $310,660 | 14,000 | Shares | Sole | 2026-01-30 | |
| No 13F history on record for this holder in this stock. | ||||||