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CIK: 0001893403
Total reported value
$143.4M
$143.4M
142 檔
22.4%
At the close of Q3 2025, DMC Group, LLC disclosed equity holdings valued at approximately $143.4M, spread across 142 reported holdings.
In Q3 2025, DMC Group, LLC displayed an active expansion posture, initiating 31 new positions and adding to 57 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, AGG, MSFT) accounted for 22.4% of total reported equity market value during Q3 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 9.25% | +1.65% | +0.27% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 4.34% | +0.33% | +1.44% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.41% | +0.79% | +1.29% | |
| 4 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 2.70% | +0.05% | +1.63% | |
| 5 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 2.55% | +0.09% | -8.01% | |
| 6 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.48% | +0.13% | -2.18% | |
| 7 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 2.43% | -0.16% | -1.36% | |
| 8 | BWZ | State Street Spdr Bloomberg | ETF-Other | 2.16% | +0.27% | +40.30% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.02% | -0.07% | +1.32% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.99% | -0.36% | +0.42% | |
| 11 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 1.69% | +0.41% | +5.87% | |
| 12 | NFLX | Netflix Inc | Stock-Comm Services | 1.49% | -0.18% | +2.51% | |
| 13 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 1.47% | -0.01% | +2.84% | |
| 14 | RTX | Rtx CORP | Stock-Industrials | 1.43% | -0.06% | +8.40% | |
| 15 | BLK | Blackrock Inc | Stock-Financials | 1.43% | -0.14% | +0.91% | |
| 16 | IGOV | Ishares International Treasu | ETF-Other | 1.34% | -0.02% | +230.99% | |
| 17 | SCHO | Schwab Short-term US Treas | ETF-Other | 1.33% | +0.13% | +2.86% | |
| 18 | AMD | Advanced Micro Devices | Stock-Tech | 1.20% | -0.93% | +1.53% | |
| 19 | SAP | Sap Se-sponsored Adr | Stock-Tech | 1.19% | +0.32% | +1.07% | |
| 20 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.14% | -0.02% | +3.48% | |
| 21 | SHOP | Shopify Inc - Class A | Stock-Tech | 1.13% | -0.18% | +8.05% | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.12% | -0.06% | -0.25% | |
| 23 | UCB | United Community Banks/ga | Stock-Financials | 1.10% | -0.24% | -21.92% | |
| 24 | GILD | Gilead Sciences Inc | Stock-Healthcare | 1.07% | +0.22% | -0.65% | |
| 25 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.02% | -0.19% | +4.85% | |
| 26 | SO | Southern Co/the | Stock-Utilities | 1.00% | -0.11% | +5.78% | |
| 27 | T | At&t Inc | Stock-Comm Services | 0.98% | +0.08% | +44.37% | |
| 28 | MBB | Ishares Mbs ETF | ETF-Other | 0.97% | -0.07% | -10.10% | |
| 29 | ABBV | Abbvie Inc | Stock-Healthcare | 0.92% | +0.07% | +2.49% | |
| 30 | CSCO | Cisco Systems Inc | Stock-Tech | 0.88% | -0.19% | +4.84% | |
| 31 | NVDA | Nvidia CORP | Stock-Tech | 0.88% | +0.05% | +3.34% | |
| 32 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.88% | +0.01% | +9.28% | |
| 33 | FTNT | Fortinet Inc | Stock-Tech | 0.86% | +0.26% | +0.15% | |
| 34 | IAU | Ishares Gold Trust | ETF-Commodities | 0.84% | +0.07% | -5.96% | |
| 35 | LNC | Lincoln National CORP | Stock-Financials | 0.83% | +0.10% | +9.50% | |
| 36 | SONY | Sony Group CORP - Sp Adr | Stock-Tech | 0.82% | +0.09% | +1.62% | |
| 37 | HD | Home Depot Inc | Stock-Consumer Disc | 0.80% | -0.11% | -3.39% | |
| 38 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.75% | -0.02% | -2.29% | |
| 39 | GNMA | Ishares Gnma Bond ETF | ETF-Other | 0.74% | -0.10% | -9.22% | |
| 40 | AMGN | Amgen Inc | Stock-Healthcare | 0.72% | +0.18% | +0.11% | |
| 41 | CVX | Chevron CORP | Stock-Energy | 0.71% | +0.25% | +0.26% | |
| 42 | STLD | Steel Dynamics Inc | Stock-Materials | 0.70% | -0.09% | +2.79% | |
| 43 | WFC | Wells Fargo & Co | Stock-Financials | 0.68% | -0.19% | -6.32% | |
| 44 | ASML | ASML Holding N.V. | Stock-Tech | 0.66% | -0.21% | +7.83% | |
| 45 | KLAC | Kla CORP | Stock-Tech | 0.65% | -0.68% | -6.44% | |
| 46 | XOM | Exxon Mobil CORP | Stock-Energy | 0.65% | — | +11.79% | |
| 47 | CAT | Caterpillar Inc | Stock-Industrials | 0.65% | -0.31% | -0.25% | |
| 48 | INTC | Intel CORP | Stock-Tech | 0.64% | -0.87% | +15.07% | |
| 49 | VLO | Valero Energy CORP | Stock-Energy | 0.63% | +0.50% | +13.21% | |
| 50 | IBM | Intl Business Machines CORP | Stock-Tech | 0.60% | -0.23% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PLTR | Palantir Technologies Inc-a | +0.8% | -8.01% | Trim |
| 2 | MSFT | Microsoft CORP | +0.7% | +1.29% | Add |
| 3 | GOOGL | Alphabet Inc-cl A | +0.4% | +0.42% | Trim |
| 4 | GOVT | Ishares US Treasury Bond ETF | +0.3% | +2.84% | Add |
| 5 | NVDA | Nvidia CORP | +0.3% | +3.34% | Add |
| 6 | IGSB | Ishares 1-5y Inv Grade CORP | +0.3% | +1.63% | Add |
| 7 | QBTS | D-wave Quantum Inc | +0.3% | +22.05% | Add |
| 8 | AMD | Advanced Micro Devices | +0.3% | +1.53% | Trim |
| 9 | MUFG | Mitsubishi Ufj Finl-spon Adr | +0.2% | +5.77% | Add |
| 10 | AVAV | Aerovironment Inc | +0.2% | +8.52% | Trim |
| 11 | T | At&t Inc | +0.2% | +44.37% | Add |
| 12 | SCHO | Schwab Short-term US Treas | +0.2% | +2.86% | Add |
| 13 | SHOP | Shopify Inc - Class A | +0.2% | +8.05% | Trim |
| 14 | BAR | Graniteshares Gold Trust | +0.2% | +37.10% | Add |
| 15 | RTX | Rtx CORP | +0.2% | +8.40% | Add |
| 16 | SYY | Sysco CORP | +0.2% | +8.71% | Add |
| 17 | ASML | ASML Holding N.V. | +0.2% | +7.83% | Add |
| 18 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | -3.42% | Add |
| 19 | VLO | Valero Energy CORP | +0.1% | +13.21% | Add |
| 20 | KLAC | Kla CORP | +0.1% | -6.44% | Trim |
| 21 | IEF | Ishares 7-10 Year Treasury B | +0.1% | +4.85% | Add |
| 22 | AXON | Axon Enterprise Inc | +0.1% | +19.10% | Add |
| 23 | EMR | Emerson Electric Co | +0.1% | -0.06% | Add |
| 24 | ALLE | Allegion plc | +0.1% | +2.58% | Add |
| 25 | LNC | Lincoln National CORP | +0.1% | +9.50% | Add |
| 26 | INTC | Intel CORP | +0.1% | +15.07% | Trim |
| 27 | ROK | Rockwell Automation Inc | +0.1% | +3.70% | Add |
| 28 | GWRE | Guidewire Software Inc | +0.1% | +13.32% | Add |
| 29 | IMKTA | Ingles Markets Inc-class A | +0.1% | +20.26% | Add |
| 30 | DIS | Walt Disney Co/the | +0.1% | +19.01% | Add |
| 31 | STT | State Street CORP | +0.1% | -0.16% | Trim |
| 32 | NFLX | Netflix Inc | 0% | +2.51% | Trim |
| 33 | STLD | Steel Dynamics Inc | 0% | +2.79% | Add |
| 34 | UNM | Unum Group | 0% | +10.11% | Add |
| 35 | HDB | Hdfc Bank Ltd-adr | 0% | +106.58% | Add |
| 36 | GL | Globe Life Inc | 0% | +3.47% | Add |
| 37 | META | Meta Platforms Inc-class A | 0% | -2.18% | Trim |
| 38 | JBL | Jabil Inc | 0% | -1.04% | Trim |
| 39 | CSCO | Cisco Systems Inc | 0% | +4.84% | Add |
| 40 | DEO | Diageo Plc-sponsored Adr | 0% | +1.42% | Add |
| 41 | MTZ | Mastec Inc | 0% | -0.14% | Trim |
| 42 | SONY | Sony Group CORP - Sp Adr | 0% | +1.62% | Add |
| 43 | CG | Carlyle Group Inc/the | 0% | +3.21% | Trim |
| 44 | NKE | Nike Inc -cl B | 0% | +12.97% | Add |
| 45 | STIP | Ishares 0-5 Year Tips Bond E | — | +5.87% | Add |
| 46 | BLK | Blackrock Inc | — | +0.91% | Trim |
| 47 | HIG | Hartford Insurance Group Inc | — | — | Add |
| 48 | SHY | Ishares 1-3 Year Treasury Bo | — | +14.39% | Add |
| 49 | PKX | Posco Holdings Inc -spon Adr | — | +5.61% | Add |
| 50 | MAA | Mid-america Apartment Comm | — | +35.03% | Add |
According to official SEC Form 13F filings, DMC Group, LLC reported a total U.S. public equity portfolio value of $143.4M across 142 disclosed positions in Q3 2025.
During Q3 2025, DMC Group, LLC's top holdings by market value included AAPL (9.3%)、AGG (4.3%)、MSFT (3.4%). The largest single position, AAPL, represented 9.3% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
BWZ
市值: $3.1M
Top Position Liquidated / Trimmed
C
前期市值: $521.8K
In Q3 2025, DMC Group, LLC made 156 total portfolio adjustments, initiating 31 new buys, adding to 57 positions, trimming 53 holdings, and fully liquidating 15 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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