DB&C Advisors, LLC
CIK: 0002107377SEC EDGAR →
Portfolio Value
$79.7M
Holdings
68
As of
Q4 2025
New Positions
68
Closed Positions
0
Portfolio Value History
No historical data available yet. Chart will appear after multiple quarterly filings.
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | BROADCOM INCORPORATED | 20,860 | $7.2M | 9.06% |
| 2 | INTERNATIONAL BUSINESS MACHINES | 17,665 | $5.2M | 6.56% |
| 3 | PALANTIR TECHNOLOGIES INCORPORATED CLASS A | 27,255 | $4.8M | 6.08% |
| 4 | ABBVIE INCORPORATED | 20,732 | $4.7M | 5.94% |
| 5 | MICROSOFT CORPORATION | 9,004 | $4.4M | 5.46% |
| 6 | NVIDIA CORPORATION | 18,832 | $3.5M | 4.41% |
| 7 | COSTCO WHOLESALE CORPORATION NEW | 3,104 | $2.7M | 3.36% |
| 8 | CATERPILLAR INCORPORATED | 4,657 | $2.7M | 3.35% |
| 9 | SHOPIFY INCORPORATED CLASS A SUB VTG SHS (CANADA) | 15,116 | $2.4M | 3.05% |
| 10 | VISA INCORPORATED COM CLASS A | 6,353 | $2.2M | 2.79% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 9 | $30.7M | 38.5% |
| Financial Services | 29 | $18.6M | 23.3% |
| Healthcare | 8 | $9.2M | 11.5% |
| Industrials | 5 | $7.8M | 9.8% |
| Consumer Defensive | 4 | $5.2M | 6.5% |
| Communication Services | 3 | $2.7M | 3.4% |
| Consumer Cyclical | 4 | $1.9M | 2.4% |
| Utilities | 2 | $1.5M | 1.9% |
| Energy | 2 | $1.3M | 1.7% |
| Unknown | 2 | $781K | 1.0% |