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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 4 of 4  ·  76 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AGG ISHARES TR CORE US AGGBD ET 2,583.0 $256K 0.28% -115.0 -4.3% $98.99 -1.2%
62 MTUM ISHARES TR MSCI USA MMENTM 716.0 $245K 0.27% NEW $342.85 -11.5%
63 TRV TRAVELERS COMPANIES INCORPORATED Financial Services 741.0 $245K 0.27% $330.18 +11.6%
64 SYM SYMBOTIC INCORPORATED CLASS A COM Industrials 5,373.0 $242K 0.26% NEW $44.95 -10.5%
65 IUSG ISHARES TR CORE S&P US GWT 1,281.0 $241K 0.26% -56.0 -4.2% $188.14 +0.9%
66 BBUS JPMORGAN BETABUILDERS U.S. EQUITY ETF 1,764.0 $238K 0.26% NEW $134.69 +2.7%
67 IWF ISHARES TR RUS 1000 GRW ETF 1,817.0 $226K 0.24% NEW $124.15 -1.6%
68 GOOGL ALPHABET INCORPORATED CAP STK CLASS A Communication Services 627.0 $224K 0.24% NEW $357.32 -2.6%
69 QQQ INVESCO QQQ TRUST Financial Services 304.0 $224K 0.24% NEW $735.21 -3.2%
70 CSX CSX CORPORATION Industrials 4,688.0 $223K 0.24% NEW $47.53 +8.2%
71 LLY ELI LILLY & COMPANY Healthcare 185.0 $222K 0.24% NEW $1201.59 +4.1%
72 IVV ISHARES TR CORE S&P500 ETF 296.0 $222K 0.24% NEW $748.35 +2.9%
73 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%
74 T AT&T INCORPORATED Communication Services 10,452.0 $216K 0.23% +77.0 +0.7% $20.70 +23.4%
75 IJR ISHARES TR CORE S&P SCP ETF 1,350.0 $200K 0.22% NEW $148.36 -1.2%
76 F FORD MTR COMPANY Consumer Cyclical 11,771.0 $164K 0.18% $13.90 -0.1%
Page 4 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%