Dickmeyer Boyce Financial Management, Inc.
Long book
$169.9M
Q1 2026
Positions
125
Top-10 weight
39%
concentration
Last quarter
+10.2%
SPY +14.8%
Turnover
—
of book per quarter
Strategy in plain words
auto-generated from filingsDickmeyer Boyce Financial Management, Inc. is an institutional manager, running a $169.9M US long book across 125 positions.
The portfolio is moderately concentrated (top 10 ≈ 39% of the book). Current anchor positions: FIDELITY TOTAL BOND ETF, APPLE INC, SCHWAB US DVD EQUITY ETF, ISHARES RUSSELL MID-CAP ETF, WISDOMTREE US MIDCAP DIVIDEN.
Signal value of individual moves is limited — treat changes as weak evidence.
Sector allocation
Technology 28%
Healthcare 18%
Consumer discretionary 12%
Financials 11%
Industrials 8%
Utilities 6%
Other 6%
Communications 4%
Long book by quarter
What does Dickmeyer Boyce own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| AAPL APPLE INC | Technology | 31.4K | $8.0M | 4.7% | Held |
| MSFT MICROSOFT CORP | Technology | 14.9K | $5.5M | 3.2% | Held |
| JNJ JOHNSON & JOHNSON | Healthcare | 22.0K | $5.4M | 3.2% | Held |
| ABBV ABBVIE INC | Healthcare | 15.7K | $3.4M | 2.0% | Held |
| JPM JPMORGAN CHASE & CO | Financials | 11.2K | $3.3M | 1.9% | Held |
| VZ VERIZON COMMUNICATIONS INC | Communications | 57.9K | $2.9M | 1.7% | Held |
| NVDA NVIDIA CORP | Technology | 14.5K | $2.5M | 1.5% | Held |
| SBUX STARBUCKS CORP | Consumer discretionary | 28.2K | $2.5M | 1.5% | Held |
| CSCO CISCO SYSTEMS INC | Technology | 30.6K | $2.4M | 1.4% | Held |
| GOOG ALPHABET INC-CL C | Technology | 7.3K | $2.1M | 1.2% | Held |
| AMZN AMAZON.COM INC | Consumer discretionary | 9.8K | $2.0M | 1.2% | Held |
| ITW ILLINOIS TOOL WORKS | Industrials | 6.1K | $1.6M | 0.9% | Held |
| WMT WALMART INC | Consumer discretionary | 12.6K | $1.6M | 0.9% | Held |
| PEP PEPSICO INC | Consumer staples | 9.6K | $1.5M | 0.9% | Held |
| PG PROCTER & GAMBLE CO/THE | Other | 10.0K | $1.4M | 0.8% | Held |
| CVX CHEVRON CORP | Energy | 6.7K | $1.4M | 0.8% | Held |
| DUK DUKE ENERGY CORP | Utilities | 10.5K | $1.4M | 0.8% | Held |
| WFC WELLS FARGO & CO | Financials | 15.2K | $1.2M | 0.7% | Held |
| LMT LOCKHEED MARTIN CORP | Industrials | 1.9K | $1.2M | 0.7% | Held |
| XOM EXXON MOBIL CORP | Energy | 6.8K | $1.2M | 0.7% | Held |
| AEP AMERICAN ELECTRIC POWER | Utilities | 8.8K | $1.1M | 0.7% | Held |
| ARCC ARES CAPITAL CORP | — | 63.4K | $1.1M | 0.7% | Held |
| MRK MERCK & CO. INC. | Healthcare | 9.2K | $1.1M | 0.7% | Held |
| LLY ELI LILLY & CO | Healthcare | 1.1K | $1.0M | 0.6% | Held |
| TD TORONTO-DOMINION BANK | Financials | 11.1K | $1.0M | 0.6% | Held |
| AMGN AMGEN INC | Healthcare | 2.9K | $1.0M | 0.6% | Held |
| AFL AFLAC INC | Financials | 9.1K | $1.0M | 0.6% | Held |
| MMM 3M CO | Healthcare | 6.7K | $972K | 0.6% | Held |
| SYY SYSCO CORP | Consumer discretionary | 13.0K | $930K | 0.5% | Held |
| BMO BANK OF MONTREAL | Financials | 6.8K | $924K | 0.5% | Held |
| FAST FASTENAL CO | Consumer discretionary | 18.6K | $861K | 0.5% | Held |
| KMB KIMBERLY-CLARK CORP | Other | 8.8K | $849K | 0.5% | Held |
| CAT CATERPILLAR INC | Industrials | 1.2K | $848K | 0.5% | Held |
| MCD MCDONALD'S CORP | Consumer discretionary | 2.7K | $843K | 0.5% | Held |
| STLD STEEL DYNAMICS INC | Industrials | 4.6K | $832K | 0.5% | Held |
| ABT ABBOTT LABORATORIES | Healthcare | 8.1K | $829K | 0.5% | Held |
| GOOGL ALPHABET INC-CL A | Technology | 2.6K | $759K | 0.4% | Held |
| SO SOUTHERN CO/THE | Utilities | 7.7K | $747K | 0.4% | Held |
| PAYX PAYCHEX INC | Services media | 8.0K | $737K | 0.4% | Held |
| AVGO BROADCOM INC | Technology | 2.4K | $736K | 0.4% | Held |
| PFE PFIZER INC | Healthcare | 22.9K | $644K | 0.4% | Held |
| TRP TC ENERGY CORP | Utilities | 10.1K | $631K | 0.4% | Held |
| EMR EMERSON ELECTRIC CO | Industrials | 4.8K | $630K | 0.4% | Held |
| KO COCA-COLA CO/THE | Consumer staples | 7.9K | $603K | 0.4% | Held |
| CHRW C.H. ROBINSON WORLDWIDE INC | Industrials | 3.6K | $598K | 0.4% | Held |
| DRI DARDEN RESTAURANTS INC | Consumer discretionary | 2.9K | $569K | 0.3% | Held |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 564 | $562K | 0.3% | Held |
| D DOMINION ENERGY INC | Utilities | 8.9K | $553K | 0.3% | Held |
| QCOM QUALCOMM INC | Technology | 4.3K | $549K | 0.3% | Held |
| MDT MEDTRONIC PLC | Healthcare | 5.9K | $508K | 0.3% | Held |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 13, 2026 | 125 | $169.9M | canonical | SEC ↗ |
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