Portfolio (Quarterly) Guide ↗

DMKC Advisory Services, LLC

· CIK 0001901337

13F Portfolio $240M AUM 84 positions Filed May 4, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 3 New 47 Added 15 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	LLY	ELI LILLY & CO	Healthcare	246	$264K	0.12%	SOLD
2	WM	WASTE MGMT INC DEL	Industrials	1,040	$228K	0.10%	SOLD

Sector Allocation

Financial Services 31.7%

Industrials 29.4%

Consumer Defensive 10.4%

Healthcare 9.8%

Energy 7.3%

Technology 4.7%

Consumer Cyclical 3.5%

Real Estate 2.2%

Communication Services 0.8%

Basic Materials 0.2%