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The Analysis of DMC Group, LLC's Holdings & P&L

Currently, DMC Group, LLC holds 141 types of securities in its portfolio with a total value $148.0M. In the most recent quarter, they have increased their positions in AAPL (+4.9K shares, valued at $1.2M), JNJ (+1.9K shares, valued at $466.9K), STIP (+4.3K shares, valued at $441.2K); decreased their positions in N/A (-452 shares, valued at $434.7K), PLTR (-2.5K shares, valued at $367.0K), PYPL (-5.9K shares, valued at $268.0K); initiated new positions in JNJ (+1.9K shares, valued at $466.9K), ORLY (+4.5K shares, valued at $415.4K), DON (+7.4K shares, valued at $387.2K).

1M P&L

+8.6M+5.39%

3M P&L

+12.7M+8.19%

HY P&L

+19.6M+13.18%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A42.4M

30.3%

2Consumer Electronics15.6M

11.1%

3Software - Infrastructure6.2M

4.4%

Top Industries by Stock Count

1N/A28 stocks

21.2%

2Drug Manufacturers - General6 stocks

4.5%

3Semiconductors5 stocks

3.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC COM57.8K shares9.20%2026-03-312026-04-30

AGG ISHARES CORE U S AGGREGATE BOND ETF65.1K shares3.43%2026-03-312026-04-30

BWZ SPDR BLOOMBERG SHORT TERM INTL TSY BD ETF178.1K shares7.61%2026-03-312026-04-30

IGSB ISHARES 1 5YR CORPORATE BOND ETF74.9K shares-0.41%2026-03-312026-04-30

MSFT MICROSOFT CORP COM9.9K shares-0.69%2026-03-312026-04-30

IGOV ISHARES INTERNATIONAL TREASURY BOND ETF85.5K shares10.70%2026-03-312026-04-30

IGIB ISHARES 5 10YR CORPORATE BOND ETF64.9K shares-1.80%2026-03-312026-04-30

ALPHABET INC CAP STK CL A ALPHABET INC CAP STK CL A11.7K shares-1.89%2026-03-312026-04-30

Sponsored

STIP ISHARES 0 5 YEAR TIPS BOND ETF29.5K shares16.92%2026-03-312026-04-30

AMZN AMAZON COM INC COM13.2K shares9.33%2026-03-312026-04-30

META META PLATFORMS INC CL A4.6K shares-7.49%2026-03-312026-04-30

RTX RTX CORPORATION COM12.9K shares0.95%2026-03-312026-04-30

GOVT ISHARES U S TREASURY BOND ETF96.7K shares3.00%2026-03-312026-04-30

SCHO SCHWAB SHORT TERM US TREASURY ETF84.2K shares1.25%2026-03-312026-04-30

AMD ADVANCED MICRO DEVICES INC COM10.0K shares-2.98%2026-03-312026-04-30

COST COSTCO WHOLESALE CORPORATION COM1.9K shares0.59%2026-03-312026-04-30

Sponsored

IEF ISHARES 7 10 YEAR TREASURY BOND ETF19.0K shares6.02%2026-03-312026-04-30

GILD GILEAD SCIENCES INC COM12.7K shares-4.83%2026-03-312026-04-30

CVX CHEVRON CORPORATION COM7.9K shares7.34%2026-03-312026-04-30

SO SOUTHERN CO COM16.7K shares5.70%2026-03-312026-04-30

ISHARES GOLD TRUST ISHARES GOLD TRUST18.1K shares-5.55%2026-03-312026-04-30

NFLX NETFLIX INC COM16.3K shares-3.50%2026-03-312026-04-30

XOM EXXON MOBIL CORP COM9.2K shares4.86%2026-03-312026-04-30

VLO VALERO ENERGY CORP COM6.2K shares7.68%2026-03-312026-04-30

Sponsored

CSCO CISCO SYS INC COM18.9K shares0.02%2026-03-312026-04-30

STLD STEEL DYNAMICS INC COM8.1K shares1.82%2026-03-312026-04-30

JPM JPMORGAN CHASE CO COM4.9K shares-5.37%2026-03-312026-04-30

ABBV ABBVIE INC COM6.6K shares10.72%2026-03-312026-04-30

UCB UNITED CMNTY BKS BLAIRSVLE GA COM45.7K shares-4.40%2026-03-312026-04-30

INTC INTEL CORP COM32.1K shares7.61%2026-03-312026-04-30

ASML ASML HLDG NV N Y REGISTRY SHS1.0K shares0.00%2026-03-312026-04-30

MBB ISHARES MBS ETF13.7K shares-6.24%2026-03-312026-04-30

Sponsored

AMGN AMGEN INC COM3.7K shares1.01%2026-03-312026-04-30

KLAC KLA CORP COM NEW867 shares-0.46%2026-03-312026-04-30

PLTR PALANTIR TECHNOLOGIES INC CL A8.6K shares-22.59%2026-03-312026-04-30

FTNT FORTINET INC COM15.3K shares3.50%2026-03-312026-04-30

CAT CATERPILLAR INC COM1.8K shares-8.63%2026-03-312026-04-30

PG PROCTER GAMBLE CO COM8.7K shares0.23%2026-03-312026-04-30

BLACKROCK INC COM BLACKROCK INC COM1.3K shares-26.48%2026-03-312026-04-30

SHOP SHOPIFY INC CL A SUB VTG SHS9.9K shares-1.22%2026-03-312026-04-30

Sponsored

BAR GRANITESHARES GOLD SHARES24.5K shares5.84%2026-03-312026-04-30

LNC LINCOLN NATL CORP IND COM31.3K shares0.04%2026-03-312026-04-30

SAP SAP SE SPON ADR6.4K shares-7.19%2026-03-312026-04-30

FLOT ISHARES FLOATING RATE BOND ETF20.7K shares-1.14%2026-03-312026-04-30

NVDA NVIDIA CORPORATION COM5.9K shares5.67%2026-03-312026-04-30

VZ VERIZON COMMUNICATIONS INC COM20.5K shares2.12%2026-03-312026-04-30

T AT T INC COM34.7K shares-12.16%2026-03-312026-04-30

MTZ MASTEC INC COM3.0K shares19.33%2026-03-312026-04-30

Sponsored

GNMA ISHARES GNMA BOND ETF21.6K shares-2.40%2026-03-312026-04-30

MUFG MITSUBISHI UFJ FINANCIAL GROUP52.5K shares3.29%2026-03-312026-04-30

SONY SONY GROUP CORP SPONSORED ADR43.0K shares1.13%2026-03-312026-04-30

WFC WELLS FARGO CO COM11.0K shares-0.14%2026-03-312026-04-30

EMR EMERSON ELEC CO COM6.5K shares2.99%2026-03-312026-04-30

UNM UNUM GROUP COM11.5K shares1.73%2026-03-312026-04-30

STT STATE STR CORP COM6.5K shares-8.12%2026-03-312026-04-30

SGOV ISHARES 0 3 MONTH TREASURY BOND ETF8.0K shares88.59%2026-03-312026-04-30

Sponsored

HD HOME DEPOT INC COM2.4K shares-6.65%2026-03-312026-04-30

SCZ ISHARES MSCI EAFE SMALL CAP ETF9.4K shares14.17%2026-03-312026-04-30

HON HONEYWELL INTL INC COM3.2K shares-6.72%2026-03-312026-04-30

MCD MCDONALDS CORP COM2.3K shares-0.13%2026-03-312026-04-30

ALLE ALLEGION PLC ORD SHS5.0K shares6.57%2026-03-312026-04-30

SHEL SHELL PLC SPON ADS7.6K shares-1.09%2026-03-312026-04-30

TSM TAIWAN SEMICONDUCTOR MANUFACT2.1K shares50.54%2026-03-312026-04-30

IMKTA INGLES MKTS INC CL A7.3K shares5.88%2026-03-312026-04-30

Sponsored

SCHP SCHWAB US TIPS ETF24.5K shares-3.23%2026-03-312026-04-30

HIG HARTFORD INSURANCE GROUP INC COM4.8K shares-0.50%2026-03-312026-04-30

EOG EOG RES INC COM4.4K shares-1.58%2026-03-312026-04-30

SYY SYSCO CORP COM8.9K shares3.01%2026-03-312026-04-30

IXUS ISHARES CORE MSCI TOTAL INTL COM ETF7.1K shares-9.91%2026-03-312026-04-30

PKX POSCO HOLDINGS INC SPONSORED ADR10.5K shares0.50%2026-03-312026-04-30

AVAV AEROVIRONMENT INC COM3.3K shares22.48%2026-03-312026-04-30

FSLR FIRST SOLAR INC COM3.0K shares0.00%2026-03-312026-04-30

Sponsored

TSCO TRACTOR SUPPLY CO COM12.8K shares-0.17%2026-03-312026-04-30

ET ENERGY TRANSFER L P COM UT LTD PTN30.0K shares0.00%2026-03-312026-04-30

SHY ISHARES 1 3 YEAR TREASURY BOND ETF6.8K shares-2.77%2026-03-312026-04-30

GL GLOBE LIFE INC COM3.9K shares4.99%2026-03-312026-04-30

ROK ROCKWELL AUTOMATION INC COM1.5K shares10.03%2026-03-312026-04-30

TIP ISHARES TIPS BOND ETF4.8K shares-23.35%2026-03-312026-04-30

AMT AMERICAN TOWER CORP COM3.0K shares13.78%2026-03-312026-04-30

FMS FRESENIUS MEDICAL CARE AG SPONSORED ADR22.5K shares15.33%2026-03-312026-04-30

Sponsored

ISRG INTUITIVE SURGICAL INC COM NEW1.1K shares1.30%2026-03-312026-04-30

DOW DOW HLDGS INC COM12.0K shares33.05%2026-03-312026-04-30

PNC PNC FINL SVCS GROUP INC COM2.4K shares-4.01%2026-03-312026-04-30

IBM INTERNATIONAL BUSINESS MACHS COM2.0K shares-27.16%2026-03-312026-04-30

HDB HDFC BANK LTD SPONSORED ADS19.7K shares-0.55%2026-03-312026-04-30

BSX BOSTON SCIENTIFIC CORP COM7.7K shares-7.00%2026-03-312026-04-30

JNJ JOHNSON JOHNSON COM1.9K sharesnew addition2026-03-312026-04-30

QBTS D WAVE QUANTUM INC COM32.2K shares7.22%2026-03-312026-04-30

Sponsored

AXON AXON ENTERPRISE INC COM1.1K shares-5.82%2026-03-312026-04-30

BIL STATE STREET SPDR B BERG 1 3 MONTH T BILL ETF5.0K shares-5.23%2026-03-312026-04-30

LLY ELI LILLY CO COM486 shares-24.30%2026-03-312026-04-30

BBVA BANCO BILBAO VIZCAYA ARGENTARI20.3K shares47.73%2026-03-312026-04-30

FCX FREEPORT MCMORAN INC CL B7.4K shares-7.61%2026-03-312026-04-30

AEP AMERICAN ELEC PWR CO INC COM3.2K shares2.70%2026-03-312026-04-30

ORLY OREILLY AUTOMOTIVE INC COM4.5K sharesnew addition2026-03-312026-04-30

VCSH VANGUARD SHORT TERM CORPORATE BOND ETF5.1K shares-0.86%2026-03-312026-04-30

Sponsored

CAVA CAVA GROUP INC COM4.9K shares11.12%2026-03-312026-04-30

NMR NOMURA HLDGS INC SPONSORED ADR49.8K shares0.00%2026-03-312026-04-30

DON WISDOMTREE U S MIDCAP DIVIDEND FUND7.4K sharesnew addition2026-03-312026-04-30

INVESCO QQQ TRUST SERIES I INVESCO QQQ TRUST SERIES I652 shares3.49%2026-03-312026-04-30

LOW LOWES COS INC COM1.6K shares36.48%2026-03-312026-04-30

ALAB ASTERA LABS INC COM3.3K shares-3.89%2026-03-312026-04-30

NVO NOVO NORDISK A S ADR9.8K shares-6.73%2026-03-312026-04-30

MERCK CO INC COM MERCK CO INC COM2.9K shares-0.94%2026-03-312026-04-30

Sponsored

LHX L3HARRIS TECHNOLOGIES INC COM982 shares-1.70%2026-03-312026-04-30

UBER UBER TECHNOLOGIES INC COM4.6K shares-9.75%2026-03-312026-04-30

SLB SLB LIMITED COM STK6.5K shares-20.56%2026-03-312026-04-30

LQDA LIQUIDIA CORPORATION COM NEW8.7K shares-12.84%2026-03-312026-04-30

LAM RESEARCH CORP COM NEW LAM RESEARCH CORP COM NEW1.5K sharesnew addition2026-03-312026-04-30

CRM SALESFORCE INC COM1.7K shares22.72%2026-03-312026-04-30

WMT WALMART INC COM2.5K sharesnew addition2026-03-312026-04-30

ABT ABBOTT LABORATORIES COM3.0K shares4.69%2026-03-312026-04-30

Sponsored

ING ING GROEP N V SPONSORED ADR11.9K shares6.58%2026-03-312026-04-30

CWI STATE STREET SPDR MSCI ACWI EX US ETF8.2K shares31.20%2026-03-312026-04-30

PEP PEPSICO INC COM1.9K shares-1.02%2026-03-312026-04-30

JBL JABIL INC COM1.1K shares-2.94%2026-03-312026-04-30

BROADCOM INC COM BROADCOM INC COM918 sharesnew addition2026-03-312026-04-30

V VISA INC COM CL A939 shares-1.88%2026-03-312026-04-30

UNP UNION PAC CORP COM1.2K shares0.00%2026-03-312026-04-30

PYPL PAYPAL HLDGS INC COM6.2K shares-48.75%2026-03-312026-04-30

Sponsored

SMG SCOTTS MIRACLE GRO CO CL A4.5K shares8.00%2026-03-312026-04-30

IYW ISHARES U S TECHNOLOGY ETF1.5K sharesnew addition2026-03-312026-04-30

VGSH VANGUARD SHORT TERM TREASURY ETF4.6K shares5.25%2026-03-312026-04-30

HWC HANCOCK WHITNEY CORPORATION COM4.2K shares-4.57%2026-03-312026-04-30

PSA PUBLIC STORAGE OPER CO COM967 shares-2.13%2026-03-312026-04-30

BBIO BRIDGEBIO PHARMA INC COM3.5K shares0.00%2026-03-312026-04-30

DEO DIAGEO PLC SPON ADR NEW3.4K shares-7.18%2026-03-312026-04-30

VPL VANGUARD FTSE PACIFIC ETF2.4K sharesnew addition2026-03-312026-04-30

Sponsored

MEDTRONIC PLC SHS MEDTRONIC PLC SHS2.7K shares-9.47%2026-03-312026-04-30

COMB GRANITESHARES BBERG COMM BROAD STRATEGY8.7K sharesnew addition2026-03-312026-04-30

KO COCA COLA CO COM3.0K sharesnew addition2026-03-312026-04-30

XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF3.6K sharesnew addition2026-03-312026-04-30

DIS DISNEY WALT CO COM2.3K shares-23.47%2026-03-312026-04-30

MAA MID AMER APT CMNTYS INC COM1.8K shares-9.41%2026-03-312026-04-30

ROCKET LAB CORP COM ROCKET LAB CORP COM3.4K shares17.42%2026-03-312026-04-30

GS GOLDMAN SACHS GROUP INC COM256 sharesnew addition2026-03-312026-04-30

Sponsored

TMUS T MOBILE US INC COM1.0K shares0.00%2026-03-312026-04-30

CG CARLYLE GROUP INC COM4.3K shares-36.04%2026-03-312026-04-30

NKE NIKE INC CL B3.9K shares-11.40%2026-03-312026-04-30

MDLZ MONDELEZ INTL INC CL A3.6K sharesnew addition2026-03-312026-04-30

GWRE GUIDEWIRE SOFTWARE INC COM1.4K shares-14.86%2026-03-312026-04-30

AAPL

APPLE INC COM

9.20%

Shares57.8K

Event2026-03-31

Filed2026-04-30

AGG

ISHARES CORE U S AGGREGATE BOND ETF

3.43%

Shares65.1K

Event2026-03-31

Filed2026-04-30

BWZ

SPDR BLOOMBERG SHORT TERM INTL TSY BD ETF

7.61%

Shares178.1K

Event2026-03-31

Filed2026-04-30

IGSB

ISHARES 1 5YR CORPORATE BOND ETF

-0.41%

Shares74.9K

Event2026-03-31

Filed2026-04-30

MSFT

MICROSOFT CORP COM

-0.69%

Shares9.9K

Event2026-03-31

Filed2026-04-30

IGOV

ISHARES INTERNATIONAL TREASURY BOND ETF

10.70%

Shares85.5K

Event2026-03-31

Filed2026-04-30

IGIB

ISHARES 5 10YR CORPORATE BOND ETF

-1.80%

Shares64.9K

Event2026-03-31

Filed2026-04-30

ALPHABET INC CAP STK CL A

-1.89%

Shares11.7K

Event2026-03-31

Filed2026-04-30

STIP

ISHARES 0 5 YEAR TIPS BOND ETF

16.92%

Shares29.5K

Event2026-03-31

Filed2026-04-30

AMZN

AMAZON COM INC COM

9.33%

Shares13.2K

Event2026-03-31

Filed2026-04-30