DB&C Advisors, LLC
CIK 2107377 · SEC EDGAR で表示 ↗
- ポートフォリオ評価額
- $92.4M
- ポジション
- 76
- 時点
- 2026年6月30日
13F価値別で9,443件中 #8,404 位 · 89.0% トップ
ポートフォリオ価値 前期比: +20.0% 13Fは現金を公開しない
- 上位10銘柄のウェイト
- 50.76%
- 上位25銘柄のウェイト
- 75.94%
- 1%超のポジション
- 26
- 実効ポジション数
- 26.5
13Fのロングエクイティ保有のみに基づく（現金、債券、ショートは非公開）
ターオーバー Q2 2026: 1.21% 推定買付額 $9,121,755 · 推定売付額 $1,024,408
- 新規ポジション
- 10
- 増加
- 48
- 減少
- 17
- クローズ
- 1
このページについて
セクター別内訳
Technology
35.7%
Industrials
11.8%
Healthcare
10.7%
Financials
6.2%
Retail
4.1%
Communication Services
3.1%
Financial Services
2.7%
Utilities
1.8%
Energy
1.6%
Logistics & Transportation
1.3%
Consumer Discretionary
1.3%
Consumer products
1.2%
Consumer Staples
1.1%
Telecommunication
0.6%
Communications
0.5%
その他/マッピングなし
16.2%
ポートフォリオ全体 76 ポジション
| タイプ | 連続 | 8四半期トレンド | |||||
|---|---|---|---|---|---|---|---|
| NVDA NVIDIA Corporation - Common Stock | $9,028,564 | 9.78% | 45,122 | $5,357,090 | 上昇 ×2 | ||
| AVGO Broadcom Inc. - Common Stock | $8,511,809 | 9.22% | 22,533 | $2,014,035 | 上昇 ×2 | ||
| ABBV AbbVie Inc. Common Stock | $5,286,788 | 5.72% | 21,009 | $751,714 | 上昇 ×2 | ||
| IBM International Business Machines Corporation Common Stock | $5,052,700 | 5.47% | 17,968 | $714,094 | 上昇 ×2 | ||
| CAT Caterpillar, Inc. Common Stock | $4,858,596 | 5.26% | 4,562 | $1,629,599 | 上昇 ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $3,528,253 | 3.82% | 9,459 | $56,061 | 上昇 ×2 | ||
| COST Costco Wholesale Corporation - Common Stock | $2,908,602 | 3.15% | 3,109 | $-187,375 | 上昇 ×2 | ||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $2,773,363 | 3.00% | 23,771 | $-1,227,395 | 下落 ×1 | ||
| VOO | $2,773,317 | 3.00% | 4,038 | $467,088 | 上昇 ×2 | ||
| V Visa Inc. | $2,152,510 | 2.33% | 6,274 | $229,133 | 下落 ×1 | ||
| CFR Cullen/Frost Bankers, Inc. Common Stock | $2,033,976 | 2.20% | 13,163 | $239,348 | 上昇 ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $1,990,969 | 2.16% | 5,635 | $418,574 | 上昇 ×2 | ||
| EMR Emerson Electric Company Common Stock | $1,901,815 | 2.06% | 13,285 | $166,249 | 上昇 ×2 | ||
| ETN Eaton Corporation, PLC Ordinary Shares | $1,893,320 | 2.05% | 4,443 | $307,656 | 上昇 ×2 | ||
| JPM JP Morgan Chase & Co. Common Stock | $1,866,597 | 2.02% | 5,702 | $193,995 | 上昇 ×2 | ||
| VRT Vertiv Holdings, LLC Class A Common Stock | $1,824,051 | 1.98% | 5,448 | $458,904 | |||
| SHOP Shopify Inc. - Class A Subordinate Voting Shares | $1,674,564 | 1.81% | 14,666 | $-106,634 | 下落 ×2 | ||
| GILD Gilead Sciences, Inc. - Common Stock | $1,625,322 | 1.76% | 12,865 | $-164,391 | 上昇 ×2 | ||
| JEPI | $1,546,644 | 1.67% | 27,384 | $21,416 | 上昇 ×2 | ||
| JEPQ JPMorgan Nasdaq Equity Premium Income ETF | $1,283,805 | 1.39% | 20,888 | $281,962 | 上昇 ×2 | ||
| AAPL Apple Inc. - Common Stock | $1,202,794 | 1.30% | 4,157 | $147,043 | 下落 ×2 | ||
| UPS United Parcel Service, Inc. Common Stock | $1,172,730 | 1.27% | 10,909 | $103,787 | 上昇 ×2 | ||
| PG Procter & Gamble Company (The) Common Stock | $1,126,522 | 1.22% | 7,682 | $3,210 | 下落 ×1 | ||
| CVX Chevron Corporation Common Stock | $1,086,674 | 1.18% | 6,556 | $-262,914 | 上昇 ×2 | ||
| KO Coca-Cola Company (The) Common Stock | $1,025,321 | 1.11% | 12,616 | $70,715 | 上昇 ×1 | ||
| DUK Duke Energy Corporation (Holding Company) Common Stock | $1,001,811 | 1.08% | 7,914 | $-29,867 | 上昇 ×2 | ||
| AMZN Amazon.com, Inc. - Common Stock | $917,847 | 0.99% | 3,851 | $126,213 | 上昇 ×2 | ||
| FTCS First Trust Capital Strength ETF | $897,527 | 0.97% | 9,556 | $8,407 | 下落 ×2 | ||
| JNJ Johnson & Johnson Common Stock | $854,825 | 0.93% | 3,366 | $35,801 | 上昇 ×2 | ||
| RDVY First Trust Rising Dividend Achievers ETF | $846,727 | 0.92% | 10,446 | $127,022 | 下落 ×1 | ||
| GPC Genuine Parts Company Common Stock | $786,692 | 0.85% | 6,668 | $54,810 | 下落 ×1 | ||
| VTV | $775,716 | 0.84% | 3,559 | $78,843 | 上昇 ×2 | ||
| VIG | $775,354 | 0.84% | 3,277 | $77,873 | 上昇 ×1 | ||
| IONQ IonQ, Inc. Common Stock | $754,268 | 0.82% | 14,162 | $537,726 | 上昇 ×1 | ||
| PFE Pfizer, Inc. Common Stock | $752,907 | 0.82% | 31,267 | $-119,887 | 上昇 ×1 | ||
| SO Southern Company (The) Common Stock | $672,371 | 0.73% | 7,025 | $-3,448 | 上昇 ×2 | ||
| IJH | $661,246 | 0.72% | 8,575 | $82,830 | 上昇 ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $645,544 | 0.70% | 1,146 | $-9,772 | 上昇 ×1 | ||
| FITB Fifth Third Bancorp - Common Stock | $592,206 | 0.64% | 10,506 | $105,039 | 上昇 ×2 | ||
| IEFA | $529,923 | 0.57% | 5,487 | $38,103 | 上昇 ×1 | ||
| VTI | $513,499 | 0.56% | 1,388 | $-4,346 | 下落 ×2 | ||
| AMGN Amgen Inc. - Common Stock | $504,694 | 0.55% | 1,394 | $16,783 | 上昇 ×1 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $466,339 | 0.50% | 3,970 | $159,458 | 上昇 ×2 | ||
| LRCX Lam Research Corporation - Common Stock | $440,841 | 0.48% | 1,017 | $223,736 | 上昇 ×1 | ||
| HBAN Huntington Bancshares Incorporated - Common Stock | $433,525 | 0.47% | 24,452 | $50,469 | 下落 ×1 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $397,244 | 0.43% | 3,091 | $27,774 | 上昇 ×2 | ||
| SCHD | $387,489 | 0.42% | 12,220 | $132,077 | 上昇 ×1 | ||
| FVD | $386,135 | 0.42% | 8,014 | $2,151 | 下落 ×2 | ||
| XOM Exxon Mobil Corporation Common Stock | $377,094 | 0.41% | 2,758 | $-116,206 | 下落 ×2 | ||
| VZ Verizon Communications Inc. Common Stock | $347,614 | 0.38% | 8,210 | $-61,163 | 上昇 ×2 | ||
| NOBL | $333,450 | 0.36% | 5,938 | $12,715 | 上昇 ×1 | ||
| IWM | $323,651 | 0.35% | 1,077 | $52,272 | 下落 ×1 | ||
| BLK BlackRock, Inc. Common Stock | $315,146 | 0.34% | 328 | $1,374 | 上昇 ×2 | ||
| WTFC Wintrust Financial Corporation - Common Stock | $309,249 | 0.33% | 1,924 | $42,871 | 上昇 ×2 | ||
| WFC Wells Fargo & Company Common Stock | $285,381 | 0.31% | 3,453 | $11,591 | 上昇 ×2 | ||
| IEMG | $284,323 | 0.31% | 3,432 | $48,466 | 上昇 ×1 | ||
| FDL | $268,936 | 0.29% | 5,527 | $28,113 | 上昇 ×2 | ||
| VO | $263,235 | 0.29% | 3,267 | $28,670 | 上昇 ×1 | ||
| SYK Stryker Corporation Common Stock | $258,352 | 0.28% | 821 | $-11,210 | 上昇 ×2 | ||
| GNTX Gentex Corporation - Common Stock | $255,990 | 0.28% | 10,130 | $35,355 | 上昇 ×2 | ||
| AGG | $255,694 | 0.28% | 2,583 | $-12,167 | 下落 ×2 | ||
| MTUM | $245,484 | 0.27% | 716 | 上昇 ×1 | |||
| TRV The Travelers Companies, Inc. Common Stock | $244,666 | 0.26% | 741 | $28,713 | 上昇 ×1 | ||
| SYM Symbotic Inc. - Class A Common Stock | $241,516 | 0.26% | 5,373 | 上昇 ×1 | |||
| IUSG iShares Core S&P U.S. Growth ETF | $241,011 | 0.26% | 1,281 | $33,667 | 下落 ×1 | ||
| BBUS | $237,585 | 0.26% | 1,764 | 上昇 ×1 | |||
| IWF | $225,583 | 0.24% | 1,817 | ||||
| GOOGL Alphabet Inc. - Class A Common Stock | $224,042 | 0.24% | 627 | 上昇 ×1 | |||
| QQQ Invesco QQQ Trust, Series 1 | $223,503 | 0.24% | 304 | 上昇 ×1 | |||
| CSX CSX Corporation - Common Stock | $222,834 | 0.24% | 4,688 | 上昇 ×1 | |||
| LLY Eli Lilly and Company Common Stock | $222,294 | 0.24% | 185 | ||||
| IVV | $221,513 | 0.24% | 296 | ||||
| KNG | $219,927 | 0.24% | 4,355 | $6,449 | 下落 ×2 | ||
| T AT&T Inc. | $216,351 | 0.23% | 10,452 | $-84,413 | 上昇 ×1 | ||
| IJR | $200,285 | 0.22% | 1,350 | 上昇 ×1 | |||
| F Ford Motor Company Common Stock | $163,610 | 0.18% | 11,771 | $27,168 | 下落 ×1 | ||
| 一致なし | |||||||
最大の新規投資
今四半期に新規開設されたポジション、大きい順。
上位変動銘柄（四半期比）
解消済みポジション
企業イベント（合併、上場廃止）を含む — 全ての離脱が売りとは限らない
クローズド・ポジションは13F報告の変更を反映しています。インデックス・マネージャーの場合、これらは能動的な決定ではなく、機械的なもの（上場廃止、M&A、インデックスのリバランス）であることがよくあります。