DMKC Advisory Services, LLC
SEC Form 13F institutional filer · CIK 0001901337
13F-HR · 55 reported holdings · 2026-03-31
Reported long-US-equity value
$0.18B
Top-10 concentration
43.3%
DMKC Advisory Services, LLC — $176M AUM allocation strategy
DMKC Advisory Services, LLC files SEC Form 13F and reports $176M of long US equity value across 55 reported holdings for 2026-03-31.
Its largest sector bet is Financials 27.2%, followed by Industrials 19.6% and Energy 4.5%.
The top 10 holdings account for 43% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
DMKC Advisory Services, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$176M
total across 55 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
43% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$SCHW +51.8K sh · +$2.57M+$PFE +13.6K sh · +$648K+$BAC +4.98K sh · −$841K
Biggest trims (shares)
−$VOO −2.47K sh · −$1.98M−$EMR −1.53K sh · −$223K−$NVDA −990 sh · −$230K
Added from nil (new positions)
None this quarter
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Diversified Banks14.9%—
- Investment Banking & Brokerage8.6%—
- Construction Machinery & Heavy Transportation Equipment7.6%—
- Agricultural & Farm Machinery4.5%—
- Integrated Oil & Gas4.5%—
- Life & Health Insurance3.7%—
- Pharmaceuticals3.5%—
- Systems Software3.3%—
- Other holdings49.4%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
9 of 9 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $SCHW | Charles Schwab Corporation | 354K | $10.9M | +51.8K | 6.2% |
| $BAC | Bank of America Corporation | 178K | $8.7M | +4.98K | 4.9% |
| $DE | Deere & Company | 14.2K | $8.02M | +287 | 4.5% |
| $CAT | Caterpillar Inc | 10.9K | $7.7M | +37 | 4.4% |
| $WFC | Wells Fargo & Company | 88.9K | $7.08M | +2.39K | 4.0% |
| $USB | U.S. Bancorp | 129K | $6.71M | +4.21K | 3.8% |
| $PFG | Principal Financial Group Inc | 72.8K | $6.56M | -24 | 3.7% |
| $JNJ | Johnson & Johnson | 24.7K | $6.05M | +915 | 3.4% |
| $MSFT | Microsoft Corporation | 15.7K | $5.81M | +669 | 3.3% |
…and 46 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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