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CIK: 0001901337
Total reported value
$529.6M
$529.6M
78 檔
7.4%
In Q2 2025, DMKC Advisory Services, LLC's U.S. equity holdings reached a combined market value of $529.6M, distributed across 78 disclosed stock positions.
In Q2 2025, DMKC Advisory Services, LLC displayed an active expansion posture, initiating 18 new positions and adding to 31 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 4.95% | -1.26% | +288.77% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.81% | -1.74% | +21.82% | |
| 3 | BAC | Bank Of America CORP | Stock-Financials | 4.06% | -1.63% | +52.08% | |
| 4 | DE | Deere & Co | Stock-Industrials | 3.41% | -1.57% | +199.13% | |
| 5 | WFC | Wells Fargo & Co | Stock-Financials | 3.38% | -1.52% | +42.88% | |
| 6 | PFG | Principal Financial Group | Stock-Financials | 3.33% | -1.25% | +31.52% | |
| 7 | VHT | Vanguard Health Care ETF | ETF-Other | 3.30% | -1.71% | +14.31% | |
| 8 | MMM | 3m Co | Stock-Industrials | 2.91% | -1.03% | +26.45% | |
| 9 | VPU | Vanguard Utilities ETF | ETF-Other | 2.86% | -0.82% | +10.00% | |
| 10 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.82% | -1.72% | +30.31% | |
| 11 | USB | US Bancorp | Stock-Financials | 2.81% | -1.23% | +34.65% | |
| 12 | EMR | Emerson Electric Co | Stock-Industrials | 2.44% | -0.31% | +80.16% | |
| 13 | CAT | Caterpillar Inc | Stock-Industrials | 2.36% | -3.04% | +58.12% | |
| 14 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 2.29% | -0.93% | — | |
| 15 | CMI | Cummins Inc | Stock-Industrials | 2.15% | -1.33% | +108.34% | |
| 16 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.02% | +4.49% | +55.73% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.92% | +1.59% | +185.91% | |
| 18 | ABT | Abbott Laboratories | Stock-Healthcare | 1.85% | -0.77% | +88.14% | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.84% | -0.79% | +12.69% | |
| 20 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.83% | -1.27% | +92.73% | |
| 21 | AJG | Arthur J Gallagher & Co | Stock-Financials | 1.69% | — | — | |
| 22 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.67% | -0.87% | +7.11% | |
| 23 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.59% | +2.93% | +42.78% | |
| 24 | RTX | Rtx CORP | Stock-Industrials | 1.49% | -0.93% | +7.00% | |
| 25 | SYY | Sysco CORP | Stock-Consumer Staples | 1.43% | -0.50% | +52.35% | |
| 26 | ETN | Eaton Corporation plc | Stock-Industrials | 1.40% | -0.48% | — | |
| 27 | STT | State Street CORP | Stock-Financials | 1.30% | -0.59% | +8.63% | |
| 28 | JGRW | Jensen Quality Growth ETF | ETF-Other | 1.27% | -0.91% | +14.82% | |
| 29 | SHEL | Shell Plc-adr | Stock-Energy | 1.22% | -0.94% | +8.68% | |
| 30 | XOM | Exxon Mobil CORP | Stock-Energy | 1.22% | -1.07% | +13.96% | |
| 31 | OTIS | Otis Worldwide CORP | Stock-Industrials | 1.18% | -0.47% | +9.62% | |
| 32 | CVX | Chevron CORP | Stock-Energy | 1.15% | -0.90% | +15.55% | |
| 33 | MDT | Medtronic plc | Stock-Healthcare | 1.13% | -0.53% | +15.96% | |
| 34 | TTEN | Totalenergies Se -spon Adr | Stock-Other | 1.09% | — | +11.17% | |
| 35 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.08% | -0.80% | +12.37% | |
| 36 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.07% | -0.52% | +14.17% | |
| 37 | ALL | Allstate CORP | Stock-Financials | 1.05% | -0.42% | — | |
| 38 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.04% | -0.66% | +13.07% | |
| 39 | DEO | Diageo Plc-sponsored Adr | Stock-Consumer Staples | 1.02% | -0.31% | +10.55% | |
| 40 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 1.01% | -0.33% | +11.48% | |
| 41 | ADP | Automatic Data Processing | Stock-Tech | 0.99% | -0.25% | — | |
| 42 | FDX | Fedex CORP | Stock-Industrials | 0.98% | -0.92% | +12.71% | |
| 43 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.98% | -0.54% | +10.58% | |
| 44 | C | Citigroup Inc | Stock-Financials | 0.97% | -0.42% | +0.66% | |
| 45 | GPC | Genuine Parts Co | Stock-Consumer Disc | 0.93% | -0.32% | +11.58% | |
| 46 | VTV | Vanguard Value ETF | ETF-Other | 0.92% | -0.60% | — | |
| 47 | TGT | Target CORP | Stock-Consumer Disc | 0.89% | -0.53% | +53.95% | |
| 48 | PAYX | Paychex Inc | Stock-Tech | 0.89% | -0.22% | +252.89% | |
| 49 | PFE | Pfizer Inc | Stock-Healthcare | 0.89% | -0.61% | +18.30% | |
| 50 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 0.86% | -0.37% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +3.3% | +288.77% | Add |
| 2 | DIA | Ss Spdr Dow Jones Indus Avg | +2.3% | NEW | New buy |
| 3 | AJG | Arthur J Gallagher & Co | +1.7% | NEW | New buy |
| 4 | DE | Deere & Co | +1.6% | +199.13% | Add |
| 5 | ETN | Eaton Corporation plc | +1.4% | NEW | New buy |
| 6 | ALL | Allstate CORP | +1.1% | NEW | New buy |
| 7 | ADP | Automatic Data Processing | +1% | NEW | New buy |
| 8 | VTV | Vanguard Value ETF | +0.9% | NEW | New buy |
| 9 | VTI | Vanguard Total Stock Mkt ETF | +0.9% | +185.91% | Add |
| 10 | MGV | Vanguard Mega Cap Value ETF | +0.9% | NEW | New buy |
| 11 | EMR | Emerson Electric Co | +0.7% | +80.16% | Add |
| 12 | CGDV | Cap Group Dividend Value | +0.6% | NEW | New buy |
| 13 | CMI | Cummins Inc | +0.6% | +108.34% | Add |
| 14 | VUG | Vanguard Growth ETF | +0.5% | NEW | New buy |
| 15 | IOO | Ishares Global 100 ETF | +0.4% | NEW | New buy |
| 16 | PAYX | Paychex Inc | +0.4% | +252.89% | Add |
| 17 | BDX | Becton Dickinson And Co | +0.4% | NEW | New buy |
| 18 | VO | Vanguard Mid-cap ETF | +0.4% | NEW | New buy |
| 19 | CAT | Caterpillar Inc | +0.3% | +58.12% | Add |
| 20 | CLX | Clorox Company | +0.3% | NEW | New buy |
| 21 | VYMI | Vanguard Int High Dvd Yld In | +0.3% | NEW | New buy |
| 22 | VGK | Vanguard Ftse Europe ETF | +0.3% | +132.15% | Add |
| 23 | IWF | Ishares Russell 1000 Growth | +0.2% | NEW | New buy |
| 24 | GOOG | Alphabet Inc-cl C | +0.2% | NEW | New buy |
| 25 | KNF | Knife River CORP | +0.2% | NEW | New buy |
| 26 | JNJ | Johnson & Johnson | +0.2% | +92.73% | Add |
| 27 | ECG | Everus Construction Group | +0.2% | NEW | New buy |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +156.44% | Add |
| 29 | ABT | Abbott Laboratories | 0% | +88.14% | Add |
| 30 | BAC | Bank Of America CORP | 0% | +52.08% | Add |
| 31 | VIG | Vanguard Dividend Apprec ETF | -0.1% | +55.73% | Add |
| 32 | VEA | Vanguard Ftse Developed ETF | -0.1% | +42.78% | Add |
| 33 | SYY | Sysco CORP | -0.1% | +52.35% | Add |
| 34 | TGT | Target CORP | -0.1% | +53.95% | Add |
| 35 | WFC | Wells Fargo & Co | -0.3% | +42.88% | Add |
| 36 | C | Citigroup Inc | -0.3% | +0.66% | Add |
| 37 | CASY | Casey's General Stores Inc | -0.4% | EXIT | Sold out |
| 38 | GS | Goldman Sachs Group Inc | -0.4% | +7.11% | Add |
| 39 | STT | State Street CORP | -0.4% | +8.63% | Add |
| 40 | LMT | Lockheed Martin CORP | -0.5% | +12.37% | Add |
| 41 | JPM | Jpmorgan Chase & Co | -0.5% | +12.69% | Add |
| 42 | USB | US Bancorp | -0.5% | +34.65% | Add |
| 43 | JGRW | Jensen Quality Growth ETF | -0.6% | +14.82% | Add |
| 44 | RTX | Rtx CORP | -0.6% | +7.00% | Add |
| 45 | MMM | 3m Co | -0.8% | +26.45% | Add |
| 46 | SCHD | Schwab US Dvd Equity ETF | -1% | +30.31% | Add |
| 47 | PFG | Principal Financial Group | -1.2% | +31.52% | Add |
| 48 | VOO | Vanguard S&p 500 ETF | -1.2% | +21.82% | Add |
| 49 | VPU | Vanguard Utilities ETF | -1.4% | +10.00% | Add |
| 50 | VHT | Vanguard Health Care ETF | -2.1% | +14.31% | Add |
According to official SEC Form 13F filings, DMKC Advisory Services, LLC reported a total U.S. public equity portfolio value of $529.6M across 78 disclosed positions in Q2 2025.
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.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, VOO, BAC) accounted for 7.4% of total reported equity market value during Q2 2025.
Top New Position Initiated
DIA
市值: $4.4M
Top Position Liquidated / Trimmed
CASY
前期市值: $434.0K
During Q2 2025, DMKC Advisory Services, LLC's top holdings by market value included MSFT (5.0%)、VOO (4.8%)、BAC (4.1%). The largest single position, MSFT, represented 5.0% of total portfolio value.
In Q2 2025, DMKC Advisory Services, LLC made 50 total portfolio adjustments, initiating 18 new buys, adding to 31 positions, trimming 0 holdings, and fully liquidating 1 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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