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DB&C Advisors Portfolio holdings

AUM $92.4M
This Fund
S&P 500
This Quarter Est. Return
+13.29%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$92.4M
AUM Growth
+$15.4M
Cap. Flow
+$7.71M
Cap. Flow %
8.35%
Top 10 Hldgs %
50.76%
Holding
77
New
10
Increased
46
Reduced
19
Closed
1

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$4.95M
2
AVGO icon
Broadcom
AVGO
+$617K
3
IONQ icon
IonQ
IONQ
+$337K
4
SYM icon
Symbotic
SYM
+$274K
5
BBUS icon
JPMorgan BetaBuilders US Equity ETF
BBUS
+$231K

Top Sells

Rank Stock Value
1
PLTR icon
Palantir
PLTR
+$488K
2
GIS icon
General Mills
GIS
+$340K
3
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$80.8K
4
SHOP icon
Shopify
SHOP
+$39.9K
5
V icon
Visa
V
+$28.9K

Sector Composition

Rank Sector Weight
1 Technology 36.2%
2 Industrials 13.12%
3 Healthcare 10.72%
4 Financials 8.92%
5 Consumer Staples 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
F icon
76
Ford
F
$55.5B
$164K 0.18%
11,771
-52
-0.4% -$702
GIS icon
77
General Mills
GIS
$21.9B
– –
-9,136
Closed -$340K
1 2 3
4

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SAM
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DCM
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HI
Hyundai Investments Yeongdeungopo-Gu, Seoul, South Korea $92.3M AUM 0.12% 1-Year Est. Return
JBL
Jackson Brooke LLC Lansing, Michigan $92.4M AUM
GBA
Garrison Bradford & Associates New York $92.2M AUM 19.08% 1-Year Est. Return
GSC
Ground Swell Capital Folly Beach, South Carolina $92.6M AUM 41.64% 1-Year Est. Return
AI
Aflac Inc Columbus, Georgia $92.6M AUM 53.83% 1-Year Est. Return

DB&C Advisors's Q2 2026 Portfolio in Review

As of Q2 2026, DB&C Advisors held 77 positions worth $92.4M, up 20% from $77M the previous quarter. Its ten largest holdings account for 51% of the portfolio.

DB&C Advisors deployed $7.71M of net new capital in Q2 2026, opening 10 new positions and adding to 46 existing holdings. Its largest new stake was Symbotic: 5,373 shares worth $242K.

By sector, the portfolio is most concentrated in Technology at 36% of assets, up from 33% a quarter earlier, followed by Industrials and Healthcare.

On the sell side, the largest reduction was Palantir, an estimated $488K trimmed.

  • DB&C Advisors's largest Q2 2026 buy was Symbotic: 5,373 shares worth $242K.
  • DB&C Advisors added most to NVIDIA in Q2 2026, an estimated $4.95M increase.
  • DB&C Advisors's biggest Q2 2026 reduction was Palantir, cutting an estimated $488K.
  • DB&C Advisors fully exited General Mills in Q2 2026, selling an estimated $340K.
  • DB&C Advisors's ten largest holdings make up 51% of its $92.4M portfolio in Q2 2026.
  • DB&C Advisors opened 10 new positions and closed 1 in Q2 2026.
  • DB&C Advisors's portfolio value rose 20% quarter-over-quarter to $92.4M.

Based on DB&C Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.