StockDriftsStockDriftsTop 50 Dickmeyer Boyce Financial Management INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FBND | FIDELITY MERRIMACK STR TR | 5.84% | 263.4K | $11.4M | +4.12%(+10.41K) | $45.76(-4.54%) | 2026-09-30 | |
| AAPL | APPLE INC | 5.33% | 31.3K | $10.4M | -0.41%(-129) | $262.83(+30.48%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 4.17% | 15.9K | $8.2M | +0.52%(+83) | $423.47(+25.99%) | 2026-09-30 | |
| SCHD | SCHWAB STRATEGIC TR | 4.02% | 241.4K | $7.9M | +2.22%(+5.25K) | $29.20(+17.26%) | 2026-09-30 | |
| IWR | ISHARES TR | 3.78% | 69.3K | $7.4M | +1.28%(+874) | $97.01(+11.67%) | 2026-09-30 | |
| VYM | VANGUARD WHITEHALL FDS | 3.48% | 43.8K | $6.8M | +4.04%(+1.70K) | $146.45(+8.88%) | 2026-09-30 | |
| DON | WISDOMTREE TR | 3.47% | 125.7K | $6.8M | +0.78%(+969) | $52.11(+6.45%) | 2026-09-30 | |
| JNJ | JOHNSON & JOHNSON | 2.86% | 21.1K | $5.6M | -1.24%(-266) | $225.69(+12.45%) | 2026-09-30 | |
| DGRW | WISDOMTREE TR | 2.8% | 56.3K | $5.5M | +0.63%(+354) | $88.79(+11.29%) | 2026-09-30 | |
| VTEB | VANGUARD MUN BD FDS | 2.53% | 104.2K | $4.9M | -14.25%(-17.32K) | $50.10(-4.17%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +8.73% |
| Top 20 Holdings Unweighted | — | — | — | — | +8.65% |
Dickmeyer Boyce Financial Management INC reports $195.35M in US-listed equity holdings across 127 positions in its most recent 13F filing. Its largest disclosed positions are FBND (5.8%), AAPL (5.3%) and MSFT (4.2%). The top 20 holdings account for 56.17% of reported assets. Its disclosed equity book has returned +8.73% cumulatively over 2 quarters. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Dickmeyer Boyce Financial Management INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2038325). View Dickmeyer Boyce Financial Management INC’s 13F filings on SEC