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Portfolio (Quarterly) Guide ↗

DMKC Advisory Services, LLC

· CIK 0001901337
13F Portfolio $240M AUM 84 positions Filed May 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 3 New 47 Added 15 Reduced 2 Exited
Page 5 of 5  ·  84 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 WTBA WEST BANCORPORATION INC Financial Services 10,500.0 $250K 0.10% -4K -25.0% $23.79 +4.0%
82 VYM VANGUARD WHITEHALL FDS 1,635.0 $242K 0.10% +164.0 +11.2% $148.09 +8.3%
83 KLAC KLA CORP Technology 163.0 $240K 0.10% -34.0 -17.3% $1472.41 -83.7%
84 SYK STRYKER CORPORATION Healthcare 692.0 $227K 0.10% -46.0 -6.2% $328.59 -5.7%
Page 5 of 5  ·  84 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 31.7%
Industrials 29.4%
Consumer Defensive 10.4%
Healthcare 9.8%
Energy 7.3%
Technology 4.7%
Consumer Cyclical 3.5%
Real Estate 2.2%
Communication Services 0.8%
Basic Materials 0.2%