DMKC Advisory Services

Latest statistics and disclosures from DMKC Advisory Services's latest quarterly 13F-HR filing:

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Positions held by DMKC Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for DMKC Advisory Services

DMKC Advisory Services holds 75 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO) 5.2 $10M 17k 612.37
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Microsoft Corporation (MSFT) 4.6 $9.0M 17k 517.95
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Bank of America Corporation (BAC) 4.3 $8.5M 164k 51.59
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Vanguard World Health Car Etf (VHT) 3.7 $7.4M 28k 259.60
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Wells Fargo & Company (WFC) 3.5 $6.8M 82k 83.82
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Principal Financial (PFG) 3.1 $6.1M 73k 82.91
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Deere & Company (DE) 3.1 $6.0M 13k 457.26
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Schwab Strategic Tr Us Dividend Eq (SCHD) 3.0 $6.0M 220k 27.30
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Us Bancorp Del Com New (USB) 2.8 $5.6M 116k 48.33
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3M Company (MMM) 2.8 $5.4M 35k 155.18
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Caterpillar (CAT) 2.5 $4.9M 10k 477.15
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Vanguard Specialized Funds Div App Etf (VIG) 2.3 $4.6M 22k 215.79
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Cummins (CMI) 2.3 $4.6M 11k 422.38
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 2.3 $4.6M 9.8k 463.74
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Johnson & Johnson (JNJ) 2.0 $4.0M 22k 185.42
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Vanguard Index Fds Total Stk Mkt (VTI) 2.0 $4.0M 12k 328.18
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Abbott Laboratories (ABT) 2.0 $3.9M 29k 133.94
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Goldman Sachs (GS) 1.9 $3.7M 4.6k 796.35
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.8 $3.6M 61k 59.92
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JPMorgan Chase & Co. (JPM) 1.8 $3.6M 11k 315.43
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Vanguard World Utilities Etf (VPU) 1.7 $3.4M 18k 189.41
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Raytheon Technologies Corp (RTX) 1.6 $3.2M 19k 167.33
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SYSCO Corporation (SYY) 1.5 $3.0M 36k 82.34
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Trust For Professional Man Jensen Quality (JGRW) 1.4 $2.8M 104k 27.29
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State Street Corporation (STT) 1.4 $2.8M 24k 116.01
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Eaton Corp SHS (ETN) 1.3 $2.6M 7.0k 374.25
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Realty Income (O) 1.3 $2.6M 43k 60.79
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Shell Spon Ads (SHEL) 1.2 $2.5M 34k 71.53
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Exxon Mobil Corporation (XOM) 1.2 $2.3M 21k 112.75
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Lockheed Martin Corporation (LMT) 1.2 $2.3M 4.6k 499.25
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Medtronic SHS (MDT) 1.2 $2.3M 24k 95.24
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Lowe's Companies (LOW) 1.1 $2.2M 8.9k 251.31
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Allstate Corporation (ALL) 1.1 $2.2M 10k 214.65
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Chevron Corporation (CVX) 1.1 $2.2M 14k 155.29
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Amrize SHS (AMRZ) 1.1 $2.2M 45k 48.53
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Genuine Parts Company (GPC) 1.1 $2.2M 16k 138.60
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Otis Worldwide Corp (OTIS) 1.1 $2.1M 24k 91.43
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Totalenergies Se Sponsored Ads (TTE) 1.1 $2.1M 36k 59.69
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Procter & Gamble Company (PG) 1.1 $2.1M 14k 153.65
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Pepsi (PEP) 1.0 $2.0M 15k 140.44
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Citigroup Com New (C) 1.0 $2.0M 20k 101.50
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FedEx Corporation (FDX) 1.0 $2.0M 8.4k 235.81
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Kimberly-Clark Corporation (KMB) 1.0 $2.0M 16k 124.34
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Diageo Spon Adr New (DEO) 1.0 $1.9M 20k 95.43
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Pfizer (PFE) 0.9 $1.9M 73k 25.48
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Vanguard Index Fds Value Etf (VTV) 0.9 $1.8M 9.9k 186.49
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Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.9 $1.8M 23k 79.80
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Automatic Data Processing (ADP) 0.9 $1.8M 6.0k 293.50
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Vanguard World Mega Cap Val Etf (MGV) 0.9 $1.7M 12k 137.74
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Emerson Electric (EMR) 0.9 $1.7M 13k 131.18
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Target Corporation (TGT) 0.8 $1.5M 17k 89.70
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Paychex (PAYX) 0.7 $1.5M 12k 126.76
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Capital Group Dividend Value Shs Creation Uni (CGDV) 0.7 $1.4M 33k 42.03
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Vanguard Index Fds Small Cp Etf (VB) 0.7 $1.4M 5.4k 254.29
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Vanguard Index Fds Growth Etf (VUG) 0.7 $1.3M 2.8k 479.63
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Vanguard Index Fds Mid Cap Etf (VO) 0.6 $1.2M 3.9k 293.78
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $924k 1.8k 502.74
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Ishares Tr Global 100 Etf (IOO) 0.5 $917k 7.6k 120.01
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Becton, Dickinson and (BDX) 0.4 $720k 3.8k 187.17
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NVIDIA Corporation (NVDA) 0.3 $552k 3.0k 186.58
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Vanguard Whitehall Fds Intl High Etf (VYMI) 0.3 $542k 6.4k 84.68
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Apple (AAPL) 0.3 $517k 2.0k 254.64
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Amazon (AMZN) 0.3 $509k 2.3k 219.57
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Clorox Company (CLX) 0.2 $492k 4.0k 123.30
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $441k 941.00 468.41
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Vanguard World Inf Tech Etf (VGT) 0.2 $392k 524.00 747.34
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Meta Platforms Cl A (META) 0.2 $383k 521.00 734.46
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Everus Constr Group (ECG) 0.2 $310k 3.6k 85.75
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Mastercard Incorporated Cl A (MA) 0.2 $298k 524.00 568.81
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Costco Wholesale Corporation (COST) 0.1 $281k 303.00 925.63
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Knife River Corp Common Stock (KNF) 0.1 $278k 3.6k 76.87
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $264k 396.00 666.33
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Alphabet Cap Stk Cl C (GOOG) 0.1 $263k 1.1k 243.55
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MDU Resources (MDU) 0.1 $257k 14k 17.81
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Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $207k 1.5k 140.94
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Past Filings by DMKC Advisory Services

SEC 13F filings are viewable for DMKC Advisory Services going back to 2025