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Portfolio (Quarterly) Guide ↗

DMC Group, LLC

· CIK 0001893403
13F Portfolio $146M AUM 128 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 15 New 20 Added 86 Reduced 28 Exited
Page 2 of 2  ·  28 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 COMB GRANITESHARES BBERG COMM BROAD STRATEGY 8,710 $229K 0.15% SOLD
22 XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF 3,634 $223K 0.15% SOLD
23 DIS DISNEY WALT CO COM Communication Services 2,283 $220K 0.15% SOLD
24 GS GOLDMAN SACHS GROUP INC COM Financial Services 256 $217K 0.15% SOLD
25 TMUS T MOBILE US INC COM Communication Services 1,000 $210K 0.14% SOLD
26 CG CARLYLE GROUP INC COM Financial Services 4,325 $209K 0.14% SOLD
27 NKE NIKE INC CL B Consumer Cyclical 3,939 $208K 0.14% SOLD
28 GWRE GUIDEWIRE SOFTWARE INC COM Technology 1,358 $203K 0.14% SOLD
Page 2 of 2  ·  28 positions
Sector Allocation
Technology 43.0%
Financial Services 13.8%
Industrials 9.0%
Communication Services 7.6%
Healthcare 6.7%
Energy 4.9%
Consumer Defensive 4.9%
Consumer Cyclical 4.7%
Basic Materials 2.6%
Utilities 1.7%