DMKC Advisory Services, LLC Portfolio Holdings
Q3 2025•75 long positions•$197.1M portfolio value
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Holding81 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $10.3M 5.2% | +$511.3K Bought | — 16.7K shares | 15.9K → 16.7K +$511.3K | +5.25% | — — | Q4 2024 Held for 11 months | |
Software - Infrastructure Technology | $9.0M 4.58% | -$547.5K Sold | 0.0% 17.4K shares | 18.5K → 17.4K −$547.5K | -5.72% | $3.85T Mega Cap | Q4 2024 Held for 11 months | |
Banks - Diversified Financial Services | $8.5M 4.3% | -$39.3K Sold | 0.002% 164.3K shares | 165.1K → 164.3K −$39.3K | -0.46% | $382.12B Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $7.4M 3.73% | +$673.1K Bought | — 28.3K shares | 25.7K → 28.3K +$673.1K | +10.08% | — — | Q4 2024 Held for 11 months | |
Banks - Diversified Financial Services | $6.8M 3.47% | +$52.3K Bought | 0.003% 81.6K shares | 81.0K → 81.6K +$52.3K | +0.77% | $268.51B Mega Cap | Q4 2024 Held for 11 months | |
Insurance - Diversified Financial Services | $6.1M 3.09% | -$430.9K Sold | 0.033% 73.4K shares | 78.6K → 73.4K −$430.9K | -6.61% | $18.5B Large Cap | Q4 2024 Held for 11 months | |
Agricultural - Machinery Industrials | $6.0M 3.07% | +$81.4K Bought | 0.005% 13.2K shares | 13.0K → 13.2K +$81.4K | +1.37% | $123.61B Large Cap | Q4 2024 Held for 11 months | |
ETF ETF | $6.0M 3.04% | +$573.0K Bought | — 219.7K shares | 198.7K → 219.7K +$573.0K | +10.56% | — — | Q4 2024 Held for 11 months | |
Banks - Regional Financial Services | $5.6M 2.85% | -$119.0K Sold | 0.007% 116.2K shares | 118.6K → 116.2K −$119.0K | -2.08% | $75.2B Large Cap | Q4 2024 Held for 11 months | |
Conglomerates Industrials | $5.4M 2.76% | +$15.2K Bought | 0.007% 35.0K shares | 34.9K → 35.0K +$15.2K | +0.28% | $82.7B Large Cap | Q4 2024 Held for 11 months | |
Agricultural - Machinery Industrials | $4.9M 2.51% | -$201.4K Sold | 0.002% 10.4K shares | 10.8K → 10.4K −$201.4K | -3.92% | $223.53B Mega Cap | Q4 2024 Held for 11 months | |
Unknown Unknown | $4.6M 2.35% | +$593.4K Bought | — 21.5K shares | 18.7K → 21.5K +$593.4K | +14.7% | — — | Q4 2024 Held for 11 months | |
Industrial - Machinery Industrials | $4.6M 2.31% | -$435.1K Sold | 0.008% 10.8K shares | 11.8K → 10.8K −$435.1K | -8.71% | $58.2B Large Cap | Q4 2024 Held for 11 months | |
ETF ETF | $4.6M 2.31% | — | — 9.8K shares | — | — | — — | Q2 2025 Held for 5 months | |
Drug Manufacturers - General Healthcare | $4.0M 2.04% | +$58.0K Bought | 0.001% 21.7K shares | 21.4K → 21.7K +$58.0K | +1.46% | $446.55B Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $4.0M 2.02% | +$80.1K Bought | — 12.1K shares | 11.9K → 12.1K +$80.1K | +2.05% | — — | Q4 2024 Held for 11 months | |
Medical - Devices Healthcare | $3.9M 1.95% | -$71.9K Sold | 0.002% 28.8K shares | 29.3K → 28.8K −$71.9K | -1.83% | $233.12B Mega Cap | Q4 2024 Held for 11 months | |
Financial - Capital Markets Financial Services | $3.7M 1.86% | +$75.7K Bought | 0.002% 4.6K shares | 4.5K → 4.6K +$75.7K | +2.1% | $241.07B Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $3.6M 1.84% | +$433.0K Bought | — 60.6K shares | 53.4K → 60.6K +$433.0K | +13.54% | — — | Q4 2024 Held for 11 months | |
Banks - Diversified Financial Services | $3.6M 1.82% | -$219.2K Sold | 0.0% 11.4K shares | 12.1K → 11.4K −$219.2K | -5.75% | $867.35B Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $3.4M 1.71% | -$2.4M Sold | — 17.8K shares | 30.8K → 17.8K −$2.4M | -42.01% | — — | Q4 2024 Held for 11 months | |
Aerospace & Defense Industrials | $3.2M 1.64% | +$89.0K Bought | 0.001% 19.3K shares | 18.8K → 19.3K +$89.0K | +2.84% | $223.98B Mega Cap | Q4 2024 Held for 11 months | |
Food Distribution Consumer Defensive | $3.0M 1.5% | +$70.3K Bought | 0.007% 35.8K shares | 35.0K → 35.8K +$70.3K | +2.44% | $39.4B Large Cap | Q4 2024 Held for 11 months | |
Unknown Unknown | $2.8M 1.43% | +$309.8K Bought | — 103.5K shares | 92.1K → 103.5K +$309.8K | +12.32% | — — | Q4 2024 Held for 11 months | |
Asset Management Financial Services | $2.8M 1.4% | +$76.8K Bought | 0.008% 23.7K shares | 23.1K → 23.7K +$76.8K | +2.87% | $32.9B Large Cap | Q4 2024 Held for 11 months | |
Industrial - Machinery Industrials | $2.6M 1.33% | -$10.5K Sold | 0.002% 7.0K shares | 7.0K → 7.0K −$10.5K | -0.4% | $145.70B Large Cap | Q2 2025 Held for 5 months | |
REIT - Retail Real Estate | $2.6M 1.32% | +$2.6M New | 0.005% 42.8K shares | 0 → 42.8K +$2.6M | New | $55.6B Large Cap | Q3 2025 Held for 2 months | |
Unknown Unknown | $2.5M 1.25% | +$89.8K Bought | — 34.4K shares | 33.2K → 34.4K +$89.8K | +3.78% | — — | Q4 2024 Held for 11 months | |
Oil & Gas Integrated Energy | $2.3M 1.18% | -$10.8K Sold | 0.0% 20.7K shares | 20.8K → 20.7K −$10.8K | -0.46% | $480.68B Mega Cap | Q4 2024 Held for 11 months | |
Aerospace & Defense Industrials | $2.3M 1.18% | +$112.8K Bought | 0.002% 4.6K shares | 4.4K → 4.6K +$112.8K | +5.12% | $116.55B Large Cap | Q4 2024 Held for 11 months | |
Medical - Devices Healthcare | $2.3M 1.17% | +$19.8K Bought | 0.002% 24.2K shares | 24.0K → 24.2K +$19.8K | +0.87% | $122.16B Large Cap | Q4 2024 Held for 11 months | |
Home Improvement Consumer Cyclical | $2.2M 1.14% | +$93.7K Bought | 0.002% 8.9K shares | 8.6K → 8.9K +$93.7K | +4.36% | $140.94B Large Cap | Q4 2024 Held for 11 months | |
Insurance - Property & Casualty Financial Services | $2.2M 1.13% | — | 0.004% 10.4K shares | — | — | $56.6B Large Cap | Q2 2025 Held for 5 months | |
Oil & Gas Integrated Energy | $2.2M 1.12% | -$38.4K Sold | 0.001% 14.2K shares | 14.5K → 14.2K −$38.4K | -1.71% | $312.88B Mega Cap | Q4 2024 Held for 11 months | |
Unknown Unknown | $2.2M 1.11% | +$2.2M New | 0.008% 45.0K shares | 0 → 45.0K +$2.2M | New | $26.8B Large Cap | Q3 2025 Held for 2 months | |
Specialty Retail Consumer Cyclical | $2.2M 1.1% | +$178.4K Bought | 0.011% 15.6K shares | 14.4K → 15.6K +$178.4K | +8.96% | $19.3B Large Cap | Q1 2025 Held for 8 months | |
Industrial - Machinery Industrials | $2.1M 1.09% | +$105.9K Bought | 0.006% 23.5K shares | 22.3K → 23.5K +$105.9K | +5.19% | $35.9B Large Cap | Q4 2024 Held for 11 months | |
Unknown Unknown | $2.1M 1.07% | +$108.5K Bought | — 35.5K shares | 33.6K → 35.5K +$108.5K | +5.4% | — — | Q4 2024 Held for 11 months | |
Household & Personal Products Consumer Defensive | $2.1M 1.06% | +$85.9K Bought | 0.001% 13.7K shares | 13.1K → 13.7K +$85.9K | +4.27% | $359.62B Mega Cap | Q4 2024 Held for 11 months | |
Beverages - Non-Alcoholic Consumer Defensive | $2.0M 1.03% | +$124.6K Bought | 0.001% 14.5K shares | 13.6K → 14.5K +$124.6K | +6.51% | $192.27B Large Cap | Q4 2024 Held for 11 months | |
Banks - Diversified Financial Services | $2.0M 1.02% | -$8.1K Sold | 0.001% 19.8K shares | 19.8K → 19.8K −$8.1K | -0.4% | $186.85B Large Cap | Q4 2024 Held for 11 months | |
Integrated Freight & Logistics Industrials | $2.0M 1.01% | +$45.0K Bought | 0.004% 8.4K shares | 8.2K → 8.4K +$45.0K | +2.33% | $55.6B Large Cap | Q4 2024 Held for 11 months | |
Household & Personal Products Consumer Defensive | $2.0M 1.0% | +$95.7K Bought | 0.005% 15.9K shares | 15.1K → 15.9K +$95.7K | +5.11% | $41.3B Large Cap | Q4 2024 Held for 11 months | |
Unknown Unknown | $1.9M 0.968% | +$101.7K Bought | — 20.0K shares | 18.9K → 20.0K +$101.7K | +5.63% | — — | Q4 2024 Held for 11 months | |
Drug Manufacturers - General Healthcare | $1.9M 0.94% | +$93.7K Bought | 0.001% 72.7K shares | 69.0K → 72.7K +$93.7K | +5.33% | $144.87B Large Cap | Q4 2024 Held for 11 months | |
ETF ETF | $1.8M 0.937% | — | — 9.9K shares | — | — | — — | Q2 2025 Held for 5 months | |
ETF ETF | $1.8M 0.917% | +$283.9K Bought | — 22.7K shares | 19.1K → 22.7K +$283.9K | +18.63% | — — | Q4 2024 Held for 11 months | |
Staffing & Employment Services Industrials | $1.8M 0.899% | -$63.7K Sold | 0.001% 6.0K shares | 6.3K → 6.0K −$63.7K | -3.47% | $118.89B Large Cap | Q2 2025 Held for 5 months | |
ETF ETF | $1.7M 0.87% | — | — 12.4K shares | — | — | — — | Q2 2025 Held for 5 months | |
Industrial - Machinery Industrials | $1.7M 0.865% | -$2.5M Sold | 0.002% 13.0K shares | 32.3K → 13.0K −$2.5M | -59.79% | $73.8B Large Cap | Q4 2024 Held for 11 months |
