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DB&C Advisors, LLC

Portfolio Manager
DB&C Advisors, LLC
Performance
-8.02% (2026 Q1)
AUM (13F)
$76.96M
# of Holdings
67
Performance Rank
Allocation (Top 20)
69.17%

DB&C Advisors, LLC Holdings Map

Top 50 DB&C Advisors, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AVGO
BROADCOM INCORPORATED
8.44%21.0K$6.5M
+0.64%(+134)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 20.9K shares2026-Q1: 21.0K shares
$344.83(+20.87%)
2026-03-31
ABBV
ABBVIE INCORPORATED
5.89%20.9K$4.5M
+0.58%(+120)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 20.7K shares2026-Q1: 20.9K shares
$229.97(-9.34%)
2026-03-31
IBM
INTERNATIONAL BUSINESS MACHINES
5.64%17.9K$4.3M
+1.32%(+234)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 17.7K shares2026-Q1: 17.9K shares
$288.93(-25.71%)
2026-03-31
PLTR
PALANTIR TECHNOLOGIES INCORPORATED CLASS A
5.2%27.4K$4.0M
+0.35%(+95)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 27.3K shares2026-Q1: 27.4K shares
$180.02(-27.76%)
2026-03-31
NVDA
NVIDIA CORPORATION
4.77%21.1K$3.7M
+11.79%(+2.22K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 18.8K shares2026-Q1: 21.1K shares
$185.90(+21.48%)
2026-03-31
MSFT
MICROSOFT CORPORATION
4.51%9.4K$3.5M
+4.18%(+376)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 9.0K shares2026-Q1: 9.4K shares
$497.82(-18.60%)
2026-03-31
CAT
CATERPILLAR INCORPORATED
4.2%4.6K$3.2M
-2.13%(-99)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 4.7K shares2026-Q1: 4.6K shares
$525.01(+71.86%)
2026-03-31
COST
COSTCO WHOLESALE CORPORATION
4.02%3.1K$3.1M
+0.10%(+3)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 3.1K shares2026-Q1: 3.1K shares
$894.02(+15.55%)
2026-03-31
VOO
VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW
3%3.9K$2.3M
+11.14%(+387)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 3.5K shares2026-Q1: 3.9K shares
$619.01(+10.24%)
2026-03-31
V
VISA INCORPORATED COM CLASS A
2.5%6.4K$1.9M
+0.17%(+11)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 6.4K shares2026-Q1: 6.4K shares
$346.01(-7.43%)
2026-03-31

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