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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
Page 2 of 4  ·  76 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AAPL APPLE INCORPORATED Technology 4,157.0 $1.2M 1.30% $289.34 +7.3%
22 UPS UNITED PARCEL SVCS INCORPORATED CLASS B Industrials 10,909.0 $1.2M 1.27% $107.50 -2.7%
23 PG PROCTER & GAMBLE COMPANY Consumer Defensive 7,682.0 $1.1M 1.22% -95.0 -1.2% $146.64 -0.8%
24 CVX CHEVRON CORPORATION Energy 6,556.0 $1.1M 1.18% +33.0 +0.5% $165.75 +21.2%
25 KO COCA COLA COMPANY Consumer Defensive 12,616.0 $1.0M 1.11% +64.0 +0.5% $81.27 +12.6%
26 DUK DUKE ENERGY CORPORATION NEW COM NEW Utilities 7,914.0 $1.0M 1.08% $126.59 -3.9%
27 AMZN AMAZON COM INCORPORATED Consumer Cyclical 3,851.0 $918K 0.99% +50.0 +1.3% $238.34 +9.9%
28 FTCS FIRST TRUST CAPITAL STRENGTH ETF 9,556.0 $898K 0.97% $93.92 +8.4%
29 JNJ JOHNSON & JOHNSON Healthcare 3,366.0 $855K 0.93% $253.96 +6.9%
30 RDVY FIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS 10,446.0 $847K 0.92% -94.0 -0.9% $81.06 +1.5%
31 GPC GENUINE PARTS COMPANY Consumer Cyclical 6,668.0 $787K 0.85% -253.0 -3.7% $117.98 +15.6%
32 VTV VANGUARD VALUE ETF 3,559.0 $776K 0.84% $217.96 +3.8%
33 VIG VANGUARD DIVIDEND APPRECIATION ETF 3,277.0 $775K 0.84% +34.0 +1.1% $236.60 +3.2%
34 IONQ IONQ INCORPORATED Technology 14,162.0 $754K 0.82% +7K +88.5% $53.26 -21.9%
35 PFE PFIZER INCORPORATED Healthcare 31,267.0 $753K 0.81% +185.0 +0.6% $24.08 +16.5%
36 SO SOUTHERN COMPANY Utilities 7,025.0 $672K 0.73% $95.71 -5.9%
37 IJH ISHARES TR CORE S&P MCP ETF 8,575.0 $661K 0.72% $77.11 -1.3%
38 META META PLATFORMS INCORPORATED CLASS A Communication Services 1,146.0 $646K 0.70% $563.30 +0.3%
39 FITB FIFTH THIRD BANCORP Financial Services 10,506.0 $592K 0.64% $56.37 -2.6%
40 IEFA ISHARES TR CORE MSCI EAFE 5,487.0 $530K 0.57% +54.0 +1.0% $96.58 +4.6%
Page 2 of 4  ·  76 positions

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%