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DB&C Advisors

Latest statistics and disclosures from DB&C Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are NVDA, AVGO, ABBV, IBM, CAT, and represent 35.45% of DB&C Advisors's stock portfolio.
Added to shares of these 10 stocks: NVDA, AVGO, IONQ, MTUM, SYM, BBUS, IWF, GOOGL, QQQ, CSX.
Started 10 new stock positions in IWF, MTUM, IVV, QQQ, IJR, GOOGL, LLY, BBUS, CSX, SYM.
Reduced shares in these 10 stocks: PLTR, GIS, VTI, SHOP, V, GPC, XOM, PG, AGG, IUSG.
Sold out of its position in GIS.
DB&C Advisors was a net buyer of stock by $8.1M.
DB&C Advisors has $92M in assets under management (AUM), dropping by 20.01%.
Central Index Key (CIK): 0002107377

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Positions held by DB&C Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for DB&C Advisors

DB&C Advisors holds 76 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
NVIDIA Corporation (NVDA)	9.8	$9.0M	+114%	45k	200.09	View chart
Broadcom (AVGO)	9.2	$8.5M	+7%	23k	377.75	View chart
Abbvie (ABBV)	5.7	$5.3M		21k	251.64	View chart
International Business Machines (IBM)	5.5	$5.1M		18k	281.21	View chart
Caterpillar (CAT)	5.3	$4.9M		4.6k	1065.01	View chart
Microsoft Corporation (MSFT)	3.8	$3.5M		9.5k	373.00	View chart
Costco Wholesale Corporation (COST)	3.1	$2.9M		3.1k	935.54	View chart
Palantir Technologies Cl A (PLTR)	3.0	$2.8M	-13%	24k	116.67	View chart
Vanguard Index Funds S&p 500 Etf S&p 500 Etf Shs (VOO)	3.0	$2.8M	+4%	4.0k	686.80	View chart
Visa Incorporated Com Class A Com Cl A (V)	2.3	$2.2M		6.3k	343.08	View chart
Cullen/Frost Bankers (CFR)	2.2	$2.0M		13k	154.52	View chart
Alphabet Incorporated Cap Stk Class C Cap Stk Cl C (GOOG)	2.2	$2.0M	+2%	5.6k	353.32	View chart
Emerson Electric (EMR)	2.1	$1.9M		13k	143.16	View chart
Eaton Corporation SHS (ETN)	2.1	$1.9M		4.4k	426.14	View chart
JPMorgan Chase & Co. (JPM)	2.0	$1.9M		5.7k	327.36	View chart
Vertiv Holdings Company Com Class A Com Cl A (VRT)	2.0	$1.8M		5.4k	334.81	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	1.8	$1.7M	-2%	15k	114.18	View chart
Gilead Sciences (GILD)	1.8	$1.6M		13k	126.34	View chart
Jpmorgan Equity Premium Income Etf Equity Premium (JEPI)	1.7	$1.5M		27k	56.48	View chart
Jpmorgan Nasdaq Equity Premium Income Etf Nasdaq Eqt Prem (JEPQ)	1.4	$1.3M	+15%	21k	61.46	View chart
Apple (AAPL)	1.3	$1.2M		4.2k	289.34	View chart
United Parcel Svcs Incorporated Class B CL B (UPS)	1.3	$1.2M		11k	107.50	View chart
Procter & Gamble Company (PG)	1.2	$1.1M		7.7k	146.64	View chart
Chevron Corporation (CVX)	1.2	$1.1M		6.6k	165.75	View chart
Coca-Cola Company (KO)	1.1	$1.0M		13k	81.27	View chart
Duke Energy Corporation Com New (DUK)	1.1	$1.0M		7.9k	126.59	View chart
Amazon (AMZN)	1.0	$918k		3.9k	238.34	View chart
First Trust Capital Strength Etf Cap Strength Etf (FTCS)	1.0	$898k		9.6k	93.92	View chart
Johnson & Johnson (JNJ)	0.9	$855k		3.4k	253.96	View chart
First Trust Nasdaq Rising Dividend Achievers Risng Divd Achiv (RDVY)	0.9	$847k		10k	81.06	View chart
Genuine Parts Company (GPC)	0.9	$787k	-3%	6.7k	117.98	View chart
Vanguard Value Etf Value Etf (VTV)	0.8	$776k		3.6k	217.96	View chart
Vanguard Dividend Appreciation Etf Div App Etf (VIG)	0.8	$775k		3.3k	236.60	View chart
Ionq Inc Pipe (IONQ)	0.8	$754k	+88%	14k	53.26	View chart
Pfizer (PFE)	0.8	$753k		31k	24.08	View chart
Southern Company (SO)	0.7	$672k		7.0k	95.71	View chart
Ishares Tr Core S&p Mcp Etf Core S&p Mcp Etf (IJH)	0.7	$661k		8.6k	77.11	View chart
Meta Platforms Incorporated Class A Cl A (META)	0.7	$646k		1.1k	563.30	View chart
Fifth Third Ban (FITB)	0.6	$592k		11k	56.37	View chart
Ishares Tr Core Msci Eafe Core Msci Eafe (IEFA)	0.6	$530k		5.5k	96.58	View chart
Vanguard Total Stock Market Etf Total Stk Mkt (VTI)	0.6	$514k	-14%	1.4k	369.96	View chart
Amgen (AMGN)	0.5	$505k		1.4k	362.05	View chart
Cisco Systems (CSCO)	0.5	$466k		4.0k	117.47	View chart
Lam Research Corporation Com New (LRCX)	0.5	$441k		1.0k	433.47	View chart
Huntington Bancshares Incorporated (HBAN)	0.5	$434k		25k	17.73	View chart
Merck & Co (MRK)	0.4	$397k		3.1k	128.52	View chart
Schwab Us Dividend Equity Etf Us Dividend Eq (SCHD)	0.4	$388k	+46%	12k	31.71	View chart
First Trust Value Line Dividend Index Fund SHS (FVD)	0.4	$386k		8.0k	48.18	View chart
Exxon Mobil Corporation (XOM)	0.4	$377k	-5%	2.8k	136.73	View chart
Verizon Communications (VZ)	0.4	$348k		8.2k	42.34	View chart
Proshares S&p 500 Dividend Aristocrats Etf S&p 500 Dv Arist (NOBL)	0.4	$334k	+96%	5.9k	56.16	View chart
Ishares Tr Russell 2000 Etf Russell 2000 Etf (IWM)	0.4	$324k		1.1k	300.51	View chart
Blackrock (BLK)	0.3	$315k		328.00	960.81	View chart
Wintrust Financial Corporation (WTFC)	0.3	$309k		1.9k	160.73	View chart
Wells Fargo & Company (WFC)	0.3	$285k		3.5k	82.65	View chart
Ishares Incorporated Core Msci Emkt Core Msci Emkt (IEMG)	0.3	$284k		3.4k	82.84	View chart
First Trust Morningstar Dividend Leaders Index Fund SHS (FDL)	0.3	$269k	+16%	5.5k	48.66	View chart
Vanguard Mid-cap Etf Mid Cap Etf (VO)	0.3	$263k	+299%	3.3k	80.57	View chart
Stryker Corporation (SYK)	0.3	$258k		821.00	314.68	View chart
Gentex Corporation (GNTX)	0.3	$256k		10k	25.27	View chart
Ishares Tr Core Us Aggbd Et Core Us Aggbd Et (AGG)	0.3	$256k	-4%	2.6k	98.99	View chart
Ishares Tr Msci Usa Mmentm Msci Usa Mmentm (MTUM)	0.3	$246k	NEW	716.00	342.85	View chart
Travelers Companies (TRV)	0.3	$245k		741.00	330.18	View chart
Symbotic Incorporated Class A Class A Com (SYM)	0.3	$242k	NEW	5.4k	44.95	View chart
Ishares Tr Core S&p Us Gwt Core S&p Us Gwt (IUSG)	0.3	$241k	-4%	1.3k	188.14	View chart
Jpmorgan Betabuilders U.s. Equity Etf Betabuildrs Us (BBUS)	0.3	$238k	NEW	1.8k	134.69	View chart
Ishares Tr Rus 1000 Grw Etf Rus 1000 Grw Etf (IWF)	0.2	$226k	NEW	1.8k	124.15	View chart
Alphabet Incorporated Cap Stk Class A Cap Stk Cl A (GOOGL)	0.2	$224k	NEW	627.00	357.32	View chart
Invesco Qqq Trust Unit Ser 1 (QQQ)	0.2	$224k	NEW	304.00	735.21	View chart
CSX Corporation (CSX)	0.2	$223k	NEW	4.7k	47.53	View chart
Eli Lilly & Co. (LLY)	0.2	$222k	NEW	185.00	1201.59	View chart
Ishares Tr Core S&p500 Etf Core S&p500 Etf (IVV)	0.2	$222k	NEW	296.00	748.35	View chart
Ft Vest S&p 500 Dividend Aristocrats Target Income Etf Ft Vest S&p 500 (KNG)	0.2	$220k		4.4k	50.50	View chart
At&t (T)	0.2	$216k		11k	20.70	View chart
Ishares Tr Core S&p Scp Etf Core S&p Scp Etf (IJR)	0.2	$200k	NEW	1.4k	148.36	View chart
Ford Motor Company (F)	0.2	$164k		12k	13.90	View chart

Past Filings by DB&C Advisors

SEC 13F filings are viewable for DB&C Advisors going back to 2026

DB&C Advisors 2026 Q2 filed July 31, 2026
DB&C Advisors 2026 Q1 filed April 24, 2026

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