Dickmeyer Boyce Financial Management, Inc.
Net buyer this quarter
$193M
98
+$2.9M
24.2%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 AAPL | $9.08M | 4.71% | 0.00% | +0.1% | Q1 2026 |
 VYM | $6.66M | 3.45% | Not reported | +4.0% | Q1 2026 |
 MSFT | $5.9M | 3.06% | 0.00% | +6.2% | Q1 2026 |
 JNJ | $5.43M | 2.82% | 0.00% | -2.9% | Q1 2026 |
 ABBV | $3.87M | 2.01% | 0.00% | -1.9% | Q1 2026 |
 JPM | $3.67M | 1.90% | 0.00% | -0.3% | Q1 2026 |
 CSCO | $3.4M | 1.76% | 0.00% | -5.1% | Q1 2026 |
 NVDA | $3.12M | 1.61% | 0.00% | +7.1% | Q1 2026 |
 SBUX | $2.9M | 1.50% | 0.00% | +0.5% | Q1 2026 |
 GOOG | $2.65M | 1.38% | Not reported | +2.5% | Q1 2026 |
 AMZN | $2.55M | 1.32% | 0.00% | +9.5% | Q1 2026 |
 VZ | $2.51M | 1.30% | 0.00% | +2.5% | Q1 2026 |
 O | $2.19M | 1.13% | 0.00% | +4.2% | Q1 2026 |
 ITW | $1.72M | 0.89% | 0.00% | +4.0% | Q1 2026 |
 TSM | $1.64M | 0.85% | 0.00% | -3.2% | Q1 2026 |
 PG | $1.58M | 0.82% | 0.00% | +7.9% | Q1 2026 |
 WMT | $1.43M | 0.74% | 0.00% | Not reported | Q1 2026 |
 WFC | $1.43M | 0.74% | 0.00% | +13.6% | Q1 2026 |
 PEP | $1.38M | 0.71% | 0.00% | +6.1% | Q1 2026 |
 LLY | $1.36M | 0.70% | 0.00% | Not reported | Q1 2026 |
| DUK | $1.32M | 0.69% | 0.00% | 0.0% | Q1 2026 |
 TD | $1.32M | 0.69% | 0.00% | -1.8% | Q1 2026 |
 MRK | $1.3M | 0.67% | 0.00% | +9.6% | Q1 2026 |
 CAT | $1.27M | 0.66% | 0.00% | -0.5% | Q1 2026 |
 FNDF | $1.25M | 0.65% | Not reported | +27.7% | Q1 2026 |
 AEP | $1.17M | 0.61% | 0.00% | -2.3% | Q1 2026 |
 BMO | $1.17M | 0.61% | 0.00% | -3.0% | Q1 2026 |
 ARCC | $1.16M | 0.60% | 0.01% | -1.4% | Q1 2026 |
 KMB | $1.1M | 0.57% | 0.00% | +14.3% | Q1 2026 |
 LMT | $1.09M | 0.56% | 0.00% | +10.2% | Q1 2026 |
 MMM | $1.08M | 0.56% | 0.00% | +0.1% | Q1 2026 |
 AFL | $1.07M | 0.55% | 0.00% | -0.3% | Q1 2026 |
| GOOGL | $1.07M | 0.55% | 0.00% | +12.9% | Q1 2026 |
 SYY | $1.05M | 0.54% | 0.00% | -3.5% | Q1 2026 |
 AMGN | $1.05M | 0.54% | 0.00% | +0.2% | Q1 2026 |
 CVX | $1.03M | 0.53% | 0.00% | -6.8% | Q1 2026 |
 QCOM | $1M | 0.52% | 0.00% | +27.2% | Q1 2026 |
 STLD | $995K | 0.52% | 0.00% | -6.1% | Q1 2026 |
 RIO | $964K | 0.50% | 0.00% | 0.0% | Q1 2026 |
 NVS | $903K | 0.47% | 0.00% | -4.1% | Q1 2026 |
 FAST | $891K | 0.46% | 0.00% | -0.1% | Q1 2026 |
 QQQ | $868K | 0.45% | Not reported | +80.0% | Q1 2026 |
 MCD | $845K | 0.44% | 0.00% | +15.3% | Q1 2026 |
 PAYX | $791K | 0.41% | 0.00% | +0.6% | Q1 2026 |
 AVGO | $786K | 0.41% | 0.00% | -12.5% | Q1 2026 |
 SO | $741K | 0.38% | 0.00% | +0.1% | Q1 2026 |
 D | $736K | 0.38% | 0.00% | +20.6% | Q1 2026 |
 ABT | $682K | 0.35% | 0.00% | -6.9% | Q1 2026 |
 CHRW | $678K | 0.35% | 0.00% | 0.0% | Q1 2026 |
 MCHP | $674K | 0.35% | 0.00% | +0.2% | Q1 2026 |
| Q1 2026 | |||||
| AAPL | $7.96M | 4.68% | 0.00% | New | Q1 2026 |
| VYM | $6M | 3.53% | Not reported | New | Q1 2026 |
| MSFT | $5.52M | 3.25% | 0.00% | New | Q1 2026 |
| JNJ | $5.38M | 3.17% | 0.00% | New | Q1 2026 |
| ABBV | $3.41M | 2.01% | 0.00% | New | Q1 2026 |
| JPM | $3.31M | 1.95% | 0.00% | New | Q1 2026 |
| VZ | $2.9M | 1.71% | 0.00% | New | Q1 2026 |
| NVDA | $2.54M | 1.49% | 0.00% | New | Q1 2026 |
| SBUX | $2.53M | 1.49% | 0.00% | New | Q1 2026 |
| CSCO | $2.37M | 1.40% | 0.00% | New | Q1 2026 |
| GOOG | $2.1M | 1.24% | Not reported | New | Q1 2026 |
| O | $2.07M | 1.22% | 0.00% | New | Q1 2026 |
| AMZN | $2.04M | 1.20% | 0.00% | New | Q1 2026 |
| ITW | $1.59M | 0.94% | 0.00% | New | Q1 2026 |
| WMT | $1.57M | 0.92% | 0.00% | New | Q1 2026 |
| PEP | $1.49M | 0.88% | 0.00% | New | Q1 2026 |
| PG | $1.44M | 0.85% | 0.00% | New | Q1 2026 |
| CVX | $1.38M | 0.81% | 0.00% | New | Q1 2026 |
| DUK | $1.37M | 0.81% | 0.00% | New | Q1 2026 |
| WFC | $1.21M | 0.71% | 0.00% | New | Q1 2026 |
| TSM | $1.2M | 0.71% | 0.00% | New | Q1 2026 |
| LMT | $1.17M | 0.69% | 0.00% | New | Q1 2026 |
 XOM | $1.15M | 0.68% | 0.00% | New | Q1 2026 |
| AEP | $1.15M | 0.68% | 0.00% | New | Q1 2026 |
| ARCC | $1.14M | 0.67% | 0.01% | New | Q1 2026 |
| MRK | $1.11M | 0.65% | 0.00% | New | Q1 2026 |
| LLY | $1.04M | 0.61% | 0.00% | New | Q1 2026 |
| TD | $1.03M | 0.61% | 0.00% | New | Q1 2026 |
| AMGN | $1.02M | 0.60% | 0.00% | New | Q1 2026 |
| AFL | $1M | 0.59% | 0.00% | New | Q1 2026 |
| MMM | $972K | 0.57% | 0.00% | New | Q1 2026 |
| RIO | $947K | 0.56% | 0.00% | New | Q1 2026 |
| SYY | $930K | 0.55% | 0.00% | New | Q1 2026 |
| BMO | $924K | 0.54% | 0.00% | New | Q1 2026 |
| NVS | $918K | 0.54% | 0.00% | New | Q1 2026 |
| FNDF | $908K | 0.53% | Not reported | New | Q1 2026 |
| FAST | $861K | 0.51% | 0.00% | New | Q1 2026 |
| KMB | $849K | 0.50% | 0.00% | New | Q1 2026 |
| CAT | $848K | 0.50% | 0.00% | New | Q1 2026 |
| MCD | $843K | 0.50% | 0.00% | New | Q1 2026 |
| STLD | $832K | 0.49% | 0.00% | New | Q1 2026 |
| ABT | $829K | 0.49% | 0.00% | New | Q1 2026 |
| GOOGL | $759K | 0.45% | 0.00% | New | Q1 2026 |
| SO | $747K | 0.44% | 0.00% | New | Q1 2026 |
| PAYX | $737K | 0.43% | 0.00% | New | Q1 2026 |
| AVGO | $736K | 0.43% | 0.00% | New | Q1 2026 |
 PFE | $644K | 0.38% | 0.00% | New | Q1 2026 |
 TRP | $631K | 0.37% | Not reported | New | Q1 2026 |
 EMR | $630K | 0.37% | 0.00% | New | Q1 2026 |
 KO | $603K | 0.35% | 0.00% | New | Q1 2026 |