DB&C Advisors, LLC
SEC Form 13F institutional filer · CIK 0002107377
13F-HR · 47 reported holdings · 2026-03-31
Reported long-US-equity value
$0.07B
Top-10 concentration
56.4%
DB&C Advisors, LLC — $65.8M AUM allocation strategy
DB&C Advisors, LLC files SEC Form 13F and reports $65.8M of long US equity value across 47 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 33.4%, followed by Industrials 13.6% and Health Care 9.6%.
The top 10 holdings account for 56% of reported value — a conviction-weighted book concentrated in its best ideas. 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.
DB&C Advisors, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$65.8M
total across 47 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
56% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$JPM +2.97K sh · +$797K+$NVDA +2.22K sh · +$159K+$AMZN +947 sh · +$133K
Biggest trims (shares)
−$PFE −6.1K sh · −$53K−$GIS −2.47K sh · −$200K−$IVV −1.08K sh · −$255K
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)
- Semiconductors15.5%—
- Biotechnology9.6%—
- Electrical Components & Equipment7.1%—
- IT Consulting & Other Services6.6%—
- Application Software6.1%—
- Systems Software5.3%—
- Construction Machinery & Heavy Transportation Equipment4.9%—
- Consumer Staples Merchandise Retail4.7%—
- Other holdings40.2%—
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 |
|---|---|---|---|---|---|
| $AVGO | Broadcom Inc | 21K | $6.5M | +134 | 9.9% |
| $ABBV | AbbVie Inc | 20.9K | $4.54M | +120 | 6.9% |
| $IBM | International Business Machines Corporation | 17.9K | $4.34M | +234 | 6.6% |
| $PLTR | Palantir Technologies Inc | 27.4K | $4M | +95 | 6.1% |
| $NVDA | NVIDIA Corporation | 21.1K | $3.67M | +2.22K | 5.6% |
| $MSFT | Microsoft Corporation | 9.38K | $3.47M | +376 | 5.3% |
| $CAT | Caterpillar Inc | 4.56K | $3.23M | -99 | 4.9% |
| $COST | Costco Wholesale Corporation | 3.11K | $3.1M | +3 | 4.7% |
| $V | Visa Inc | 6.36K | $1.92M | +11 | 2.9% |
…and 38 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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