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Portfolio (Quarterly) Guide ↗

DB&C Advisors, LLC

· CIK 0002107377
13F Portfolio $92M AUM 76 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 10 New 26 Added 13 Reduced 1 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 PLTR PALANTIR TECHNOLOGIES INC Technology 23,771.0 $2.8M 3.00% -4K -13.1% $116.67 +52.4%
2 V VISA INCORPORATED COM CLASS A Financial Services 6,274.0 $2.2M 2.33% -90.0 -1.4% $343.08 +11.5%
3 SHOP SHOPIFY INC (CANADA) Technology 14,666.0 $1.7M 1.81% -350.0 -2.3% $114.18 +34.1%
4 PG PROCTER & GAMBLE COMPANY Consumer Defensive 7,682.0 $1.1M 1.22% -95.0 -1.2% $146.64 -0.8%
5 RDVY FIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS 10,446.0 $847K 0.92% -94.0 -0.9% $81.06 +1.5%
6 GPC GENUINE PARTS COMPANY Consumer Cyclical 6,668.0 $787K 0.85% -253.0 -3.7% $117.98 +15.6%
7 VTI VANGUARD TOTAL STOCK MARKET ETF 1,388.0 $513K 0.56% -226.0 -14.0% $369.96 +2.2%
8 FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND 8,014.0 $386K 0.42% -151.0 -1.9% $48.18 +5.5%
9 XOM EXXON MOBIL CORPORATION Energy 2,758.0 $377K 0.41% -150.0 -5.2% $136.73 +18.3%
10 IWM ISHARES TR RUSSELL 2000 ETF 1,077.0 $324K 0.35% -17.0 -1.6% $300.51 -0.6%
11 AGG ISHARES TR CORE US AGGBD ET 2,583.0 $256K 0.28% -115.0 -4.3% $98.99 -1.2%
12 IUSG ISHARES TR CORE S&P US GWT 1,281.0 $241K 0.26% -56.0 -4.2% $188.14 +0.9%
13 KNG FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF 4,355.0 $220K 0.24% -28.0 -0.6% $50.50 +2.5%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 44.2%
Industrials 16.0%
Healthcare 13.1%
Financial Services 11.2%
Consumer Defensive 6.7%
Consumer Cyclical 2.8%
Utilities 2.2%
Communication Services 1.9%
Energy 1.9%