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DB&C Advisors, LLC

Diversified strategyMomentum followerQuality / disciplined sizing

Total reported value

$77.0M

Reporting period: 2026-03-31 · Number of holdings: 67

DB&C Advisors, LLC disclosed 67 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $77.0M and a quarterly turnover rate of 16.7%.

Personality snowflake

Concentration
13.13
Portfolio Stability
16.73
Momentum/Contrarian
100
Sector conviction
81.57
Diversification
100
Sizing Uniformity
88.97

Recent moves

  • Add JPM

    +109.3%　$797.2K

  • Trim MSFT

    +4.2%　-$882.1K

  • Trim IBM

    +1.3%　-$893.9K

  • Trim PLTR

    +0.3%　-$843.8K

  • Add CAT

    -2.1%　$561.0K

  • Trim SHOP

    -0.7%　-$652.0K

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1AVGOBroadcom INCStock-Tech8.44%-0.62%+0.64%
2ABBVAbbvie INCStock-Healthcare5.89%-0.05%+0.58%
3IBMIntl Business Machines CORPStock-Tech5.64%-0.92%+1.32%
4PLTRPalantir Technologies Inc-aStock-Tech5.20%-0.88%+0.35%
5NVDANvidia CORPStock-Tech4.77%+0.36%+11.79%
6MSFTMicrosoft CORPStock-Tech4.51%-0.95%+4.18%
7CATCaterpillar INCStock-Industrials4.20%+0.85%-2.13%
8COSTCostco Wholesale CORPStock-Consumer Staples4.02%+0.66%+0.10%
9VOOVanguard S&p 500 ETFETF-Large Cap & Growth3.00%+0.27%+11.14%
10VVisa Inc-class A SharesStock-Financials2.50%-0.29%+0.17%
11CFRCullen/frost Bankers INCStock-Financials2.33%+0.23%-1.19%
12GILDGilead Sciences INCStock-Healthcare2.33%+0.36%+0.45%
13SHOPShopify INC - Class AStock-Tech2.31%-0.74%-0.66%
14EMREmerson Electric CoStock-Industrials2.26%—+0.31%
15JPMJpmorgan Chase & CoStock-Financials2.17%+1.07%+109.27%
16ETNEaton Corporation plcStock-Industrials2.06%+0.29%+0.25%
17GOOGAlphabet Inc-cl CStock-Comm Services2.04%-0.12%+0.04%
18JEPIJpmorgan Equity Premium IncoETF-Other1.98%—+0.77%
19VRTVertiv Holdings Co-aStock-Industrials1.77%+0.66%-0.44%
20CVXChevron CORPStock-Energy1.75%+0.51%+0.68%
21PGProcter & Gamble Co/theStock-Consumer Staples1.46%—+0.44%
22UPSUnited Parcel Service-cl BStock-Industrials1.39%—+1.30%
23AAPLApple INCStock-Tech1.37%-0.06%-0.67%
24DUKDuke Energy CORPStock-Utilities1.34%+0.19%+0.42%
25JEPQJPM Nasdaq Equity PremiumETF-Tech1.30%+0.09%+8.52%
26KOCoca-cola Co/theStock-Consumer Staples1.24%+0.14%—
27FTCSFirst Trust Capital StrengthETF-Other1.16%-0.05%-7.74%
28PFEPfizer INCStock-Healthcare1.13%-0.03%-16.41%
29JNJJohnson & JohnsonStock-Healthcare1.06%+0.19%+0.45%
30AMZNAmazon.com INCStock-Consumer Disc1.03%+0.20%+33.18%
31GPCGenuine Parts CoStock-Consumer Disc0.95%-0.11%+0.23%
32RDVYFirst Trust Rising DividendETF-Other0.94%+0.10%+8.90%
33VIGVanguard Dividend Apprec ETFETF-Other0.91%—-1.67%
34VTVVanguard Value ETFETF-Other0.91%—+0.25%
35SOSouthern Co/theStock-Utilities0.88%+0.12%+0.32%
36METAMeta Platforms Inc-class AStock-Comm Services0.85%-0.10%—
37IJHIshares Core S&p Midcap ETFETF-Other0.75%—-4.15%
38VTIVanguard Total Stock Mkt ETFETF-Other0.67%—-0.25%
39XOMExxon Mobil CORPStock-Energy0.64%+0.19%-1.39%
40IEFAIshares Core Msci Eafe ETFETF-Other0.64%—-5.56%
41AMGNAmgen INCStock-Healthcare0.63%+0.06%-0.57%
42FITBFifth Third BancorpStock-Financials0.63%—+0.20%
43VZVerizon Communications INCStock-Comm Services0.53%+0.12%+0.64%
44FVDFirst Trust Value Line DvdETF-Other0.50%—-4.49%
45HBANHuntington Bancshares INCStock-Financials0.50%-0.03%+0.00%
46MRKMerck & Co. INC.Stock-Healthcare0.48%+0.08%+0.72%
47GISGeneral Mills INCStock-Consumer Staples0.44%-0.24%-21.31%
48NOBLProshares S&p 500 Dividend AETF-Large Cap & Growth0.42%-0.01%-8.94%
49BLKBlackrock INCStock-Financials0.41%-0.03%+0.31%
50CSCOCisco Systems INCStock-Tech0.40%—+0.43%
1–50 of 67

Holding changes this quarter

DB&C Advisors, LLC's most significant position changes for 2026-03-31: Sold out: Applovin Corp-class A (APP); New buy: Schwab US Dvd Equity ETF (SCHD); Sold out: Ishares Russell 1000 Growth (IWF); New buy: Lam Research CORP (LRCX); New buy: Ionq INC (IONQ).

Position changes disclosed by DB&C Advisors, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1JPMJpmorgan Chase & Co+1.1%+109.27%Add
2CATCaterpillar INC+0.9%-2.13%Trim
3VRTVertiv Holdings Co-a+0.7%-0.44%Trim
4COSTCostco Wholesale CORP+0.7%+0.10%Add
5CVXChevron CORP+0.5%+0.68%Add
6GILDGilead Sciences INC+0.4%+0.45%Add
7NVDANvidia CORP+0.4%+11.79%Add
8ETNEaton Corporation plc+0.3%+0.25%Add
9VOOVanguard S&p 500 ETF+0.3%+11.14%Add
10CFRCullen/frost Bankers INC+0.2%-1.19%Trim
11AMZNAmazon.com INC+0.2%+33.18%Add
12XOMExxon Mobil CORP+0.2%-1.39%Trim
13JNJJohnson & Johnson+0.2%+0.45%Add
14DUKDuke Energy CORP+0.2%+0.42%Add
15KOCoca-cola Co/the+0.1%—Unchanged
16VZVerizon Communications INC+0.1%+0.64%Add
17SOSouthern Co/the+0.1%+0.32%Add
18RDVYFirst Trust Rising Dividend+0.1%+8.90%Add
19JEPQJPM Nasdaq Equity Premium+0.1%+8.52%Add
20MRKMerck & Co. INC.+0.1%+0.72%Add
21TAt&t INC+0.1%-0.37%Trim
22AMGNAmgen INC+0.1%-0.57%Trim
23FDLFirst Trust Morn Dvd Lead In+0.1%+0.77%Add
24IWMIshares Russell 2000 ETF+0.1%+11.29%Add
25VIGVanguard Dividend Apprec ETF—-1.67%Trim
26NOBLProshares S&p 500 Dividend A0%-8.94%Trim
27PFEPfizer INC0%-16.41%Trim
28HBANHuntington Bancshares INC0%+0.00%Add
29BLKBlackrock INC0%+0.31%Add
30WFCWells Fargo & Co0%+0.38%Add
31ABBVAbbvie INC-0.1%+0.58%Add
32FTCSFirst Trust Capital Strength-0.1%-7.74%Trim
33AAPLApple INC-0.1%-0.67%Trim
34METAMeta Platforms Inc-class A-0.1%—Unchanged
35GPCGenuine Parts Co-0.1%+0.23%Add
36GOOGAlphabet Inc-cl C-0.1%+0.04%Add
37GISGeneral Mills INC-0.2%-21.31%Trim
38VVisa Inc-class A Shares-0.3%+0.17%Add
39AVGOBroadcom INC-0.6%+0.64%Add
40SHOPShopify INC - Class A-0.7%-0.66%Trim
41PLTRPalantir Technologies Inc-a-0.9%+0.35%Add
42IBMIntl Business Machines CORP-0.9%+1.32%Add
43MSFTMicrosoft CORP-1%+4.18%Add
44APPApplovin Corp-class A—EXITSold out
45SCHDSchwab US Dvd Equity ETF—NEWNew buy
46IWFIshares Russell 1000 Growth—EXITSold out
47LRCXLam Research CORP—NEWNew buy
48IONQIonq INC—NEWNew buy
49LLYEli Lilly & Co—EXITSold out
50IVVIshares Core S&p 500 ETF—EXITSold out

FAQ

What is DB&C Advisors, LLC and what type of investor is it?
DB&C Advisors, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $77.0M, spread across 67 disclosed positions.
What are DB&C Advisors, LLC's largest equity positions?
Based on the latest 13F filing, DB&C Advisors, LLC's top holdings by market value are: 1. Broadcom INC (AVGO) — $6.5M (8.4%) 2. Abbvie INC (ABBV) — $4.5M (5.9%) 3. Intl Business Machines CORP (IBM) — $4.3M (5.6%) 4. Palantir Technologies Inc-a (PLTR) — $4.0M (5.2%) 5. Nvidia CORP (NVDA) — $3.7M (4.8%)
What changes did DB&C Advisors, LLC make in its most recent portfolio filing?
In the latest reported quarter, DB&C Advisors, LLC made 48 notable position adjustments: 3 new positions were initiated, 28 existing holdings were added to, 13 positions were partially reduced, and 4 were completely exited. The largest of these moves: Sold out: Applovin Corp-class A (APP); New buy: Schwab US Dvd Equity ETF (SCHD); Sold out: Ishares Russell 1000 Growth (IWF); New buy: Lam Research CORP (LRCX); New buy: Ionq INC (IONQ)
What sectors does DB&C Advisors, LLC focus on?
DB&C Advisors, LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 46.5% • Health Care: 16.3% • Industrials: 10.4% • Consumer Staples: 9.5% • Financials: 7.1% • Communication Services: 5.4%