Fund Holdings — DMKC Advisory Services, LLC

Total Portfolio Value
$240.08M
Total Bought
$26.26M
Total Sold
$5.51M
Net Transaction
+$20.75M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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SCHWAB STRATEGIC TR302,599354,387+51,7888,30010,8734.53%+2,572
DEERE & CO(DE)13,94614,233+2876,4938,0173.34%+1,525
CATERPILLAR INC(CAT)10,83110,868+376,2057,7003.21%+1,495
EXXON MOBIL CORP23,79024,785+9952,8634,2051.75%+1,342
TOTALENERGIES SE(TTE)41,09242,896+1,8042,6883,9031.63%+1,214
VANGUARD INDEX FDS9,90715,739+5,8321,8923,0881.29%+1,196
CHEVRON CORPORATION(CVX)16,67317,703+1,0302,5413,6631.53%+1,122
JOHNSON & JOHNSON(JNJ)23,82924,744+9154,9316,0482.52%+1,117
SHELL PLC(SHEL)38,98741,008+2,0212,8653,8141.59%+949
TARGET CORP(TGT)20,66524,030+3,3652,0202,9121.21%+892
LOCKHEED MARTIN CORP(LMT)5,4075,672+2652,6153,4281.43%+813
FEDEX CORP(FDX)9,89710,300+4032,8593,6691.53%+810
PFIZER INC(PFE)83,40297,040+13,6382,0772,7251.13%+648
VANGUARD INTL EQUITY INDEX F49,59856,891+7,2934,1474,6901.95%+543
PEPSICO INC(PEP)17,07919,100+2,0212,4512,9661.24%+515
REALTY INCOME CORP(O)53,19456,741+3,5472,9993,4711.45%+473
VANGUARD BD INDEX FDS05,016+5,01603930.16%+393
VANGUARD BD INDEX FDS04,778+4,77803690.15%+369
VANGUARD TAX-MANAGED FDS65,79369,715+3,9224,1104,4671.86%+357
AMRIZE LTD(AMRZ)56,53060,609+4,0793,0573,3951.41%+338
KIMBERLY-CLARK CORP(KMB)19,01023,349+4,3391,9182,2520.94%+335
RTX CORPORATION(RTX)20,92921,479+5503,8384,1431.73%+305
VANGUARD BD INDEX FDS
VANGUARD ULTRA
05,940+5,94002960.12%+296
VANGUARD WORLD FD
UTILITIES ETF
19,75719,905+1483,6563,9441.64%+288
CAPITAL GROUP CONSERVATIVE E
SHS
58,72569,400+10,6751,7912,0690.86%+278
EATON CORP PLC(ETN)6,9966,99602,2282,5021.04%+274
VANGUARD WORLD FD
HEALTH CAR ETF
32,81335,613+2,8009,4459,6984.04%+253
PROCTER & GAMBLE CO(PG)17,53719,138+1,6012,5132,7641.15%+251
CAPITAL GROUP DIVIDEND VALUE
SHS CREAT UNIT
37,70944,468+6,7591,6461,8920.79%+246
CUMMINS INC(CMI)10,79110,591-2005,5085,6982.37%+190
VANGUARD INDEX FDS6,1466,637+4911,5851,7380.72%+153
LOWES COS INC(LOW)10,57411,428+8542,5502,7001.12%+150
SPDR GOLD TR(GLD)8401,118+2783334810.20%+148
PRINCIPAL FINANCIAL GROUP IN(PFG)72,83572,811-246,4256,5612.73%+136
STATE STR CORP(STT)26,32327,808+1,4853,3963,5191.47%+123
EVERUS CONSTR GROUP(ECG)3,7623,76203224440.18%+122
BERKSHIRE HATHAWAY INC DEL1,8352,073+2389229930.41%+71
SYSCO CORP(SYY)41,10143,451+2,3503,0293,0991.29%+71
US BANCORP(USB)124,771128,983+4,2126,6586,7082.79%+51
VANGUARD WORLD FD12,44612,44601,7571,8040.75%+47
KNIFE RIVER CORP(KNF)3,7623,76202653070.13%+43
COSTCO WHOLESALE CORPORATION(COST)30330302613020.13%+41
VANGUARD WHITEHALL FDS1,4711,635+1642112420.10%+31
VANGUARD WHITEHALL FDS6,3976,39705766030.25%+27
MDU RES GROUP INC(MDU)15,04815,04802943120.13%+18
CLOROX CO DEL(CLX)3,9863,98604024130.17%+11
VANGUARD INDEX FDS4,4084,476+681,2791,2860.54%+6
KLA CORP(KLAC)197163-342392400.10%+1
ALLSTATE CORP(ALL)10,36110,36102,1572,1480.89%-8
STATE STR SPDR S&P 500 ETF T(SPY)397398+12712590.11%-12
ALPHABET INC(GOOG)1,0781,07803383090.13%-29
ALPHABET INC(GOOG)1,4411,459+184514200.17%-31
STRYKER CORPORATION(SYK)738692-462592270.09%-32
DIAGEO PLC(DEO)24,62128,016+3,3952,1242,0860.87%-38
VANGUARD INDEX FDS11,68312,088+4053,9173,8781.62%-39
ISHARES TR7,6467,64609699250.39%-44
ISHARES TR94194104454010.17%-44
VANGUARD SPECIALIZED FUNDS22,29122,572+2814,8994,8542.02%-45
MEDTRONIC PLC(MDT)27,62629,993+2,3672,6542,5991.08%-55
GOLDMAN SACHS GROUP INC(GS)4,9465,071+1254,3484,2901.79%-57
WEST BANCORPORATION INC(WTBA)14,00010,500-3,5003112500.10%-61
CITIGROUP INC(C)20,13820,13802,3502,2840.95%-66
AMAZON COM INC(AMZN)3,6633,737+748457780.32%-67
OTIS WORLDWIDE CORP(OTIS)27,94930,796+2,8472,4412,3740.99%-68
MASTERCARD INCORPORATED(MA)851808-434864040.17%-82
GENUINE PARTS CO(GPC)18,50820,629+2,1212,2762,1820.91%-94
META PLATFORMS INC(META)921876-456085010.21%-107
VANGUARD WORLD FD
INF TECH ETF
595484-1114483380.14%-111
BECTON DICKINSON & CO(BDX)3,8453,84507466050.25%-142
APPLE INC(AAPL)3,7923,492-3001,0318860.37%-145
STATE STR SPDR DOW JONES IND(DIA)9,8289,82804,7234,5521.90%-171
JPMORGAN CHASE & CO(JPM)12,37812,907+5293,9883,7971.58%-192
VANGUARD INDEX FDS3,2913,176-1151,6061,3870.58%-218
EMERSON ELEC CO(EMR)12,66311,128-1,5351,6811,4580.61%-223
WASTE MGMT INC DEL(WM)1,0400-1,0402280—-228
NVIDIA CORPORATION(NVDA)4,7283,738-9908826520.27%-230
PAYCHEX INC(PAYX)11,58611,58601,3001,0670.44%-232
ELI LILLY & CO(LLY)2460-2462640—-264
TRUST FOR PROFESSIONAL MANAG
JENSEN QUALITY
119,204115,650-3,5543,2262,8121.17%-414
AUTOMATIC DATA PROCESSING IN6,5075,865-6421,6741,1920.50%-482
ABBOTT LABORATORIES33,22835,267+2,0394,1633,6211.51%-542
3M CO(MMM)36,97536,602-3735,9205,3162.21%-604
BANK AMERICA CORP173,482178,463+4,9819,5428,7003.62%-841
WELLS FARGO & CO(WFC)86,49388,887+2,3948,0617,0762.95%-985
MICROSOFT CORP(MSFT)15,02015,689+6697,2645,8082.42%-1,456
VANGUARD INDEX FDS17,24914,783-2,46610,8188,8333.68%-1,984
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DMKC Advisory Services, LLC — 13F Holdings — Q1 2026 | TickerTrail