DMC Group, LLC

data from 30/09/2025

Capitalization

$ 144.488 M 12.33 %

Average holding period

9 ans

Performance

$ 27.329 M 22.75 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in DMC Group, LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 AAPL APPLE INC COM 9.25% 13.369 M $ 52502 2021/12/31 2.590 M $ 24.11 %
2025/09/30 AGG ISHARES CORE US AGGREGATE BOND ETF 4.34% 6.264 M $ 62488 2021/12/31 64.682 K $ 1.06 %
2025/09/30 MSFT MICROSOFT CORP COM 3.41% 4.922 M $ 9503 2021/12/31 192.706 K $ 4.13 %
2025/09/30 IGSB ISHARES 1-5YR CORPORATE BOND ETF 2.70% 3.895 M $ 73442 2021/12/31 19.510 K $ 0.51 %
2025/09/30 PLTR PALANTIR TECHNOLOGIES INC CL A 2.55% 3.678 M $ 20162 2024/09/30 1.010 M $ 33.82 %
2025/09/30 META META PLATFORMS INC CL A 2.48% 3.586 M $ 4883 2021/12/31 -18.520 K $ -0.50 %
2025/09/30 IGIB ISHARES 5-10YR CORPORATE BOND ETF 2.43% 3.512 M $ 64928 2022/12/31 52.659 K $ 1.50 %
2025/09/30 BWZ SPDR BLOOMBERG SHORT TERM INTERNATIONAL TREASURY BOND ETF 2.16% 3.127 M $ 112419 2025/06/30 -20.031 K $ -0.89 %
2025/09/30 AMZN AMAZON COM INC COM 2.02% 2.926 M $ 13324 2021/12/31 2.367 K $ 0.08 %
2025/09/30 GOOGL ALPHABET INC CAP STK CL A 1.99% 2.869 M $ 11803 2021/12/31 785.989 K $ 37.94 %
2025/09/30 STIP ISHARES 0-5 YEAR TIPS BOND ETF 1.69% 2.442 M $ 23627 2022/12/31 10.042 K $ 0.44 %
2025/09/30 NFLX NETFLIX INC COM 1.49% 2.156 M $ 1798 2021/12/31 -245.928 K $ -10.47 %
2025/09/30 GOVT ISHARES US TREASURY BOND ETF 1.47% 2.126 M $ 91953 2023/12/31 12.517 K $ 0.61 %
2025/09/30 RTX RTX CORPORATION COM 1.43% 2.066 M $ 12348 2023/03/31 242.742 K $ 14.59 %
2025/09/30 BLK BLACKROCK INC COM 1.43% 2.066 M $ 1772 2024/09/30 204.784 K $ 11.11 %
2025/09/30 IGOV ISHARES INTERNATIONAL TREASURY BOND ETF 1.34% 1.940 M $ 45547 2025/06/30 -6.880 K $ -1.16 %
2025/09/30 SCHO SCHWAB SHORT-TERM US TREASURY ETF 1.33% 1.919 M $ 78664 2021/12/31 1.529 K $ 0.08 %
2025/09/30 AMD ADVANCED MICRO DEVICES INC COM 1.20% 1.741 M $ 10758 2021/12/31 210.754 K $ 14.02 %
2025/09/30 SAP SAP SE SPON ADR 1.19% 1.721 M $ 6441 2021/12/31 -235.099 K $ -12.13 %
2025/09/30 COST COSTCO WHSL CORP NEW COM 1.14% 1.651 M $ 1784 2021/12/31 -110.870 K $ -6.50 %
2025/09/30 SHOP SHOPIFY INC CL A SUB VTG SHS 1.13% 1.638 M $ 11024 2022/12/31 339.351 K $ 28.83 %
2025/09/30 JPM JPMORGAN CHASE & CO COM 1.12% 1.625 M $ 5153 2021/12/31 131.836 K $ 8.80 %
2025/09/30 UCB UNITED CMNTY BKS BLAIRSVLE GA COM 1.10% 1.585 M $ 50568 2023/03/31 101.038 K $ 5.24 %
2025/09/30 GILD GILEAD SCIENCES INC COM 1.07% 1.541 M $ 13886 2021/12/31 1.817 K $ 0.12 %
2025/09/30 IEF ISHARES 7-10 YEAR TREASURY BOND ETF 1.02% 1.480 M $ 15341 2024/09/30 10.096 K $ 0.72 %
2025/09/30 SO SOUTHERN CO COM 1.00% 1.444 M $ 15233 2021/12/31 42.338 K $ 3.20 %
2025/09/30 T AT&T INC COM 0.98% 1.415 M $ 50110 2021/12/31 -24.297 K $ -2.42 %
2025/09/30 MBB ISHARES MBS ETF 0.97% 1.399 M $ 14706 2021/12/31 20.612 K $ 1.34 %
2025/09/30 ABBV ABBVIE INC COM 0.92% 1.335 M $ 5766 2021/12/31 258.345 K $ 24.74 %
2025/09/30 CSCO CISCO SYS INC COM 0.88% 1.274 M $ 18621 2021/12/31 -17.050 K $ -1.38 %
2025/09/30 NVDA NVIDIA CORPORATION COM 0.88% 1.269 M $ 6800 2021/12/31 188.122 K $ 18.10 %
2025/09/30 PG PROCTER AND GAMBLE CO COM 0.88% 1.269 M $ 8257 2021/12/31 -42.842 K $ -3.56 %
2025/09/30 FTNT FORTINET INC COM 0.86% 1.240 M $ 14744 2021/12/31 -318.584 K $ -20.47 %
2025/09/30 IAU ISHARES GOLD TRUST 0.84% 1.207 M $ 16582 2022/09/30 183.559 K $ 16.69 %
2025/09/30 LNC LINCOLN NATL CORP IND COM 0.83% 1.198 M $ 29698 2024/12/31 155.403 K $ 16.56 %
2025/09/30 SONY SONY GROUP CORP SPONSORED ADR 0.82% 1.186 M $ 41180 2021/12/31 111.843 K $ 10.60 %
2025/09/30 HD HOME DEPOT INC COM 0.80% 1.156 M $ 2853 2021/12/31 113.838 K $ 10.51 %
2025/09/30 FLOT ISHARES FLOATING RATE BOND ETF 0.75% 1.084 M $ 21223 2021/12/31 1.520 K $ 0.14 %
2025/09/30 GNMA ISHARES GNMA BOND ETF 0.74% 1.064 M $ 24001 2021/12/31 10.575 K $ 0.91 %
2025/09/30 AMGN AMGEN INC COM 0.72% 1.037 M $ 3673 2021/12/31 10.970 K $ 1.07 %
2025/09/30 CVX CHEVRON CORP NEW COM 0.71% 1.025 M $ 6599 2021/12/31 79.642 K $ 8.45 %
2025/09/30 STLD STEEL DYNAMICS INC COM 0.70% 1.011 M $ 7252 2024/09/30 80.568 K $ 8.92 %
2025/09/30 WFC WELLS FARGO CO NEW COM 0.68% 988.040 K $ 11788 2021/12/31 46.557 K $ 4.62 %
2025/09/30 ASML ASML HOLDING N V N Y REGISTRY SHS 0.66% 946.792 K $ 978 2023/03/31 151.196 K $ 20.80 %
2025/09/30 KLAC KLA CORP COM NEW 0.65% 939.461 K $ 871 2021/12/31 170.242 K $ 20.41 %
2025/09/30 XOM EXXON MOBIL CORP COM 0.65% 938.306 K $ 8322 2021/12/31 36.847 K $ 4.59 %
2025/09/30 CAT CATERPILLAR INC COM 0.65% 935.214 K $ 1960 2021/12/31 174.767 K $ 22.91 %
2025/09/30 INTC INTEL CORP COM 0.64% 918.498 K $ 27377 2021/12/31 265.269 K $ 49.78 %
2025/09/30 VLO VALERO ENERGY CORP COM 0.63% 907.826 K $ 5332 2021/12/31 168.806 K $ 26.66 %
2025/09/30 IBM INTERNATIONAL BUSINESS MACHS COM 0.60% 864.820 K $ 3065 2021/12/31 -45.507 K $ -4.28 %
2025/09/30 UNM UNUM GROUP COM 0.59% 852.469 K $ 10960 2024/09/30 -29.662 K $ -3.69 %
2025/09/30 STT STATE STR CORP COM 0.59% 848.265 K $ 7312 2021/12/31 70.823 K $ 9.09 %
2025/09/30 EMR EMERSON ELEC CO COM 0.57% 819.481 K $ 6247 2021/12/31 -13.439 K $ -1.61 %
2025/09/30 VZ VERIZON COMMUNICATIONS INC COM 0.57% 818.481 K $ 18623 2021/12/31 12.073 K $ 1.57 %
2025/09/30 AXON AXON ENTERPRISE INC COM 0.55% 800.886 K $ 1116 2022/09/30 -103.351 K $ -13.32 %
2025/09/30 EOG EOG RES INC COM 0.55% 791.455 K $ 7059 2021/12/31 -66.990 K $ -6.26 %
2025/09/30 HON HONEYWELL INTL INC COM 0.54% 776.324 K $ 3688 2021/12/31 -84.954 K $ -9.61 %
2025/09/30 TIP ISHARES TIPS BOND ETF 0.53% 770.977 K $ 6932 2021/12/31 8.179 K $ 1.07 %
2025/09/30 BIL SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 0.52% 754.736 K $ 8226 2025/06/30 164.000 $ 0.02 %
2025/09/30 HIG HARTFORD INSURANCE GROUP INC COM 0.52% 744.049 K $ 5578 2024/09/30 36.368 K $ 5.14 %
2025/09/30 ALLE ALLEGION PLC ORD SHS 0.51% 739.727 K $ 4171 2022/12/31 135.113 K $ 23.06 %
2025/09/30 BSX BOSTON SCIENTIFIC CORP COM 0.51% 737.204 K $ 7551 2023/09/30 -73.526 K $ -9.11 %
2025/09/30 SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.50% 721.669 K $ 8699 2021/12/31 760.000 $ 0.12 %
2025/09/30 TSCO TRACTOR SUPPLY CO COM 0.49% 711.387 K $ 12509 2021/12/31 47.900 K $ 7.77 %
2025/09/30 MUFG MITSUBISHI UFJ FINL GROUP INC SPONSORED ADS 0.48% 689.325 K $ 43245 2025/03/31 90.766 K $ 16.18 %
2025/09/30 SCHP SCHWAB US TIPS ETF 0.47% 684.584 K $ 25402 2021/12/31 6.933 K $ 1.01 %
2025/09/30 FSLR FIRST SOLAR INC COM 0.46% 661.590 K $ 3000 2025/09/30 0.000 $ 0.00 %
2025/09/30 AVAV AEROVIRONMENT INC COM 0.46% 661.584 K $ 2101 2024/03/31 57.963 K $ 10.51 %
2025/09/30 MCD MCDONALDS CORP COM 0.46% 660.353 K $ 2173 2021/12/31 24.377 K $ 4.01 %
2025/09/30 SYY SYSCO CORP COM 0.44% 634.924 K $ 7711 2024/12/31 46.813 K $ 8.71 %
2025/09/30 HDB HDFC BANK LTD SPONSORED ADS 0.44% 632.643 K $ 18520 2024/06/30 -381.102 K $ -55.45 %
2025/09/30 NVO NOVO-NORDISK A S ADR 0.43% 620.878 K $ 11189 2021/12/31 -139.846 K $ -19.60 %
2025/09/30 SHEL SHELL PLC SPON ADS 0.43% 619.164 K $ 8656 2022/03/31 11.177 K $ 1.59 %
2025/09/30 BAR GRANITESHARES GOLD SHARES 0.43% 617.828 K $ 16233 2022/06/30 64.172 K $ 16.61 %
2025/09/30 IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 0.42% 612.413 K $ 7416 2025/06/30 21.859 K $ 6.82 %
2025/09/30 TXN TEXAS INSTRS INC COM 0.42% 607.411 K $ 3306 2022/09/30 -79.243 K $ -11.51 %
2025/09/30 LLY ELI LILLY & CO COM 0.39% 560.805 K $ 735 2021/12/31 -11.686 K $ -2.12 %
2025/09/30 PYPL PAYPAL HLDGS INC COM 0.38% 555.726 K $ 8287 2023/03/31 -58.486 K $ -9.77 %
2025/09/30 UBER UBER TECHNOLOGIES INC COM 0.38% 552.747 K $ 5642 2025/09/30 0.000 $ 0.00 %
2025/09/30 GL GLOBE LIFE INC COM 0.37% 532.849 K $ 3727 2024/09/30 67.285 K $ 15.03 %
2025/09/30 ALAB ASTERA LABS INC COM 0.37% 529.052 K $ 2702 2025/09/30 0.000 $ 0.00 %
2025/09/30 QQQ INVESCO QQQ TRUST SERIES I 0.36% 525.324 K $ 875 2024/06/30 44.149 K $ 8.83 %
2025/09/30 ET ENERGY TRANSFER L P COM UT LTD PTN 0.36% 514.800 K $ 30000 2025/09/30 0.000 $ 0.00 %
2025/09/30 PNC PNC FINL SVCS GROUP INC COM 0.36% 513.778 K $ 2557 2021/12/31 36.869 K $ 7.78 %
2025/09/30 AMT AMERICAN TOWER CORP NEW COM 0.34% 497.340 K $ 2586 2021/12/31 -70.573 K $ -12.99 %
2025/09/30 PKX POSCO HOLDINGS INC SPONSORED ADR 0.34% 496.184 K $ 10083 2021/12/31 6.873 K $ 1.48 %
2025/09/30 CAG CONAGRA BRANDS INC COM 0.34% 492.557 K $ 26901 2021/12/31 -97.204 K $ -10.55 %
2025/09/30 SCZ ISHARES MSCI EAFE SMALL-CAP ETF 0.32% 466.841 K $ 6085 2025/06/30 16.572 K $ 5.56 %
2025/09/30 QBTS D-WAVE QUANTUM INC COM 0.32% 465.734 K $ 18848 2025/03/31 155.511 K $ 68.78 %
2025/09/30 NMR NOMURA HLDGS INC SPONSORED ADR 0.31% 445.775 K $ 61317 2021/12/31 42.308 K $ 10.49 %
2025/09/30 CG CARLYLE GROUP INC COM 0.29% 413.444 K $ 6594 2023/12/31 72.195 K $ 21.98 %
2025/09/30 ABT ABBOTT LABS COM 0.28% 407.044 K $ 3039 2021/12/31 -6.371 K $ -1.52 %
2025/09/30 VRSK VERISK ANALYTICS INC COM 0.27% 396.883 K $ 1578 2021/12/31 -103.302 K $ -19.26 %
2025/09/30 ISRG INTUITIVE SURGICAL INC COM NEW 0.27% 392.668 K $ 878 2024/12/31 -76.270 K $ -17.70 %
2025/09/30 ROK ROCKWELL AUTOMATION INC COM 0.27% 391.474 K $ 1120 2024/12/31 18.748 K $ 5.23 %
2025/09/30 IBIT ISHARES BITCOIN TRUST ETF 0.26% 379.275 K $ 5835 2025/06/30 23.949 K $ 6.19 %
2025/09/30 V VISA INC COM CL A 0.26% 377.908 K $ 1107 2025/09/30 0.000 $ 0.00 %
2025/09/30 BKLN INVESCO SENIOR LOAN ETF 0.26% 370.712 K $ 17712 2021/12/31 239.000 $ 0.05 %
2025/09/30 HWC HANCOCK WHITNEY CORPORATION COM 0.26% 369.023 K $ 5894 2023/12/31 32.697 K $ 9.08 %
2025/09/30 VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 0.26% 368.477 K $ 4610 2025/06/30 1.615 K $ 0.54 %