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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 3 of 4  ·  76 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VTI VANGUARD TOTAL STOCK MARKET ETF 1,388.0 $513K 0.56% -226.0 -14.0% $369.96 +2.2%
42 AMGN AMGEN INCORPORATED Healthcare 1,394.0 $505K 0.55% +7.0 +0.5% $362.05 +22.3%
43 CSCO CISCO SYSTEMS INCORPORATED Technology 3,970.0 $466K 0.51% $117.47 -5.0%
44 LRCX LAM RESEARCH CORPORATION COM NEW Technology 1,017.0 $441K 0.48% $433.47 -27.4%
45 HBAN HUNTINGTON BANCSHARES INCORPORATED Financial Services 24,452.0 $434K 0.47% $17.73 -4.3%
46 MRK MERCK & COMPANY INCORPORATED Healthcare 3,091.0 $397K 0.43% +19.0 +0.6% $128.52 +19.2%
47 SCHD SCHWAB US DIVIDEND EQUITY ETF 12,220.0 $387K 0.42% +4K +46.8% $31.71 +10.4%
48 FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND 8,014.0 $386K 0.42% -151.0 -1.9% $48.18 +5.5%
49 XOM EXXON MOBIL CORPORATION Energy 2,758.0 $377K 0.41% -150.0 -5.2% $136.73 +18.3%
50 VZ VERIZON COMMUNICATIONS INCORPORATED Communication Services 8,210.0 $348K 0.38% +67.0 +0.8% $42.34 +17.9%
51 NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 5,938.0 $333K 0.36% +3K +96.2% $56.16 +4.5%
52 IWM ISHARES TR RUSSELL 2000 ETF 1,077.0 $324K 0.35% -17.0 -1.6% $300.51 -0.6%
53 BLK BLACKROCK INCORPORATED Financial Services 328.0 $315K 0.34% +2.0 +0.6% $960.81 +21.5%
54 WTFC WINTRUST FINL CORPORATION Financial Services 1,924.0 $309K 0.34% $160.73 -5.7%
55 WFC WELLS FARGO & COMPANY Financial Services 3,453.0 $285K 0.31% $82.65 +1.8%
56 IEMG ISHARES INCORPORATED CORE MSCI EMKT 3,432.0 $284K 0.31% +51.0 +1.5% $82.84 -1.7%
57 FDL FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND 5,527.0 $269K 0.29% +786.0 +16.6% $48.66 +9.1%
58 VO VANGUARD MID-CAP ETF 3,267.0 $263K 0.28% +2K +299.9% $80.57 +2.7%
59 SYK STRYKER CORPORATION Healthcare 821.0 $258K 0.28% $314.68 +3.7%
60 GNTX GENTEX CORPORATION Consumer Cyclical 10,130.0 $256K 0.28% $25.27 -6.9%
Page 3 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%