Dickmeyer Boyce Financial Management, Inc.
Sector Allocation
- Other34.2%$66.9M
- Technology18.5%$36.1M
- Financials17.8%$34.8M
- Healthcare9.7%$19.0M
- Consumer Discretionary4.5%$8.7M
- Consumer Staples3.5%$6.8M
- Industrials3.2%$6.3M
- Utilities1.9%$3.8M
- Materials1.9%$3.6M
- Energy1.7%$3.4M
AUM History
13fpro.ai/research/fund/dickmeyer-boyce-financial-management-inc-2038325
Conviction and streaks
Stable · top 10 = 38.3%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
- FIDELITY$11.4M
AAPL
$10.4MMSFT
$8.2M- SCHWAB$7.9M
- ISHARES$7.4M
- VANGUARD$6.8M
WT
$6.8MJNJ
$5.6M- $5.5M
- VANGUARD$4.9M
- VANGUARD$4.1M
ABBV
$4.0M- VANGUARD$4.0M
JPM
$3.7MNVDA
$3.6M- $3.5M
- VANGUARD$3.3M
CSCO
$3.0M- $3.0M
VZ
$2.7M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/dickmeyer-boyce-financial-management-inc-2038325
Dickmeyer Boyce Financial Management, Inc. 13F holdings — Q3 2026
$195.4M portfolio (+1.2% QoQ) · 127 holdings · Q3 2026 13F · top 10 are 38% of the stock portfolio
- 1
FIDELITY MERRIMACK STR TR - TOTAL BD ETF
$11.4M
5.8% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy— $10.4M
5.3% of stocks
-0.4%This quarter+1.0%Since filed3+ qtrsHeld$8.2M
4.2% of stocks
+0.5%This quarter+1.9%Since filed3+ qtrsHeld- 4
SCHWAB STRATEGIC TR - US DIVIDEND EQ
$7.9M
4.0% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
ISHARES TR - RUS MID CAP ETF
$7.4M
3.8% of stocks
+1%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
VANGUARD WHITEHALL FDS - HIGH DIV YLD
$6.8M
3.5% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy— $6.8M
3.5% of stocks
+0.8%This quarter-7.5%Since filed3+ qtrsHeld$5.6M
2.9% of stocks
-1%This quarter+3.8%Since filed3+ qtrsHeldAIQuality69.2#265Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row$5.5M
2.8% of stocks
+0.6%This quarter-7.5%Since filed3+ qtrsHeld- 10
VANGUARD MUN BD FDS - TAX EXEMPT BD
$4.9M
2.5% of stocks
-14%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | FIDELITY MERRIMACK STR TR - TOTAL BD ETF | $11.4M | 5.8% | +4% | — | — | — | — | |
| 2 | $10.4M | 5.3% | -0.4% | +1.0% | 3+ qtrs | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 3 | $8.2M | 4.2% | +0.5% | +1.9% | 3+ qtrs | 79.8#30 | Estimated buy price is Pro: unlock with a free trial | ||
| 4 | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $7.9M | 4.0% | +2% | — | — | — | — | |
| 5 | ISHARES TR - RUS MID CAP ETF | $7.4M | 3.8% | +1% | — | — | — | — | |
| 6 | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $6.8M | 3.5% | +4% | — | — | — | — | |
| 7 | $6.8M | 3.5% | +0.8% | -7.5% | 3+ qtrsAdded 2 qtrs in a row | 61.4#790 | Estimated buy price is Pro: unlock with a free trial | ||
| 8 | $5.6M | 2.9% | -1% | +3.8% | 3+ qtrsTrimmed 2 qtrs in a row | 69.2#265 | Estimated buy price is Pro: unlock with a free trial | ||
| 9 | $5.5M | 2.8% | +0.6% | -7.5% | 3+ qtrsAdded 2 qtrs in a row | 61.4#790 | Estimated buy price is Pro: unlock with a free trial | ||
| 10 | VANGUARD MUN BD FDS - TAX EXEMPT BD | $4.9M | 2.5% | -14% | — | — | — | — |
All holdings — Dickmeyer Boyce Financial Management, Inc. (Q3 2026)
127 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | VANGUARD INDEX FDS - MRNGSTR VAL ETFetf/fund | — | $4.1M | 2.1% | 19K | +9% | — | — | 13F |
| 12 | AbbVie Inc. | Healthcare | $4.0M | 2.0% | 15K | -1.0% | 3+ qtrs | 72.6 | 13F | |
| 13 | — | VANGUARD WHITEHALL FDS - INTL HIGH ETFetf/fund | — | $4.0M | 2.0% | 39K | +19% | — | — | 13F |
| 14 | JPMORGAN CHASE & CO | Financials | $3.7M | 1.9% | 11K | -0.2% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | NVIDIA CORP | Technology | $3.6M | 1.8% | 16K | +0.2% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | WisdomTree, Inc. | Financials | $3.5M | 1.8% | 36K | +5% | 3+ qtrsAdded 2 qtrs in a row | 61.4 | 13F | |
| 17 | — | VANGUARD MALVERN FDS - CORE BD ETFetf/fund | — | $3.3M | 1.7% | 45K | +9% | — | — | 13F |
| 18 | CISCO SYSTEMS, INC. | Technology | $3.0M | 1.6% | 28K | -2% | 3+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | WisdomTree, Inc. | Financials | $3.0M | 1.5% | 78K | +4% | 3+ qtrsAdded 2 qtrs in a row | 61.4 | 13F | |
| 20 | VERIZON COMMUNICATIONS INC | Communication Services | $2.7M | 1.4% | 59K | +0.1% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | AMAZON COM INC | Consumer Discretionary | $2.7M | 1.4% | 11K | +2% | 3+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | STARBUCKS CORP | Consumer Discretionary | $2.7M | 1.4% | 29K | +0.5% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | Alphabet Inc. | Technology | $2.5M | 1.3% | 7,432 | -1% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | WisdomTree, Inc. | Financials | $2.4M | 1.2% | 43K | +0.1% | 3+ qtrsAdded 2 qtrs in a row | 61.4 | 13F | |
| 25 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL US S | — | $2.1M | 1.1% | 60K | +7% | — | — | 13F |
| 26 | $O | REALTY INCOME CORP | Real Estate | $1.9M | 1.0% | 35K | -2% | |||
| 27 | $WT | WisdomTree, Inc. | Financials | $1.8M | 0.9% | 16K | +4% | |||
| 28 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL INTL | — | $1.7M | 0.9% | 32K | +36% | |||
| 29 | — | JOHN HANCOCK EXCHANGE TRADED - MULTIFACTOR MI | — | $1.7M | 0.9% | 24K | +8% | |||
| 30 | $ITW | ILLINOIS TOOL WORKS INC | Industrials | $1.6M | 0.8% | 6,309 | -0.8% | |||
| 31 | — | ISHARES TR - CORE S&P500 ETF | — | $1.6M | 0.8% | 2,114 | +3% | |||
| 32 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $1.6M | 0.8% | 3,459 | +0.7% | |||
| 33 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $1.6M | 0.8% | 11K | +0.1% | |||
| 34 | $MRK | Merck & Co., Inc. | Healthcare | $1.4M | 0.7% | 9,950 | -2% | |||
| 35 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $1.4M | 0.7% | 17K | -0.2% | |||
| 36 | $WMT | Walmart Inc. | Consumer Staples | $1.3M | 0.7% | 13K | — | |||
| 37 | $LLY | ELI LILLY & Co | Healthcare | $1.3M | 0.7% | 1,133 | +0.1% | |||
| 38 | $TD | TORONTO DOMINION BANK | Financials | $1.3M | 0.7% | 11K | -1% | |||
| 39 | $CVX | CHEVRON CORP | Energy | $1.3M | 0.6% | 6,168 | -0.6% | |||
| 40 | $PEP | PEPSICO INC | Consumer Staples | $1.2M | 0.6% | 9,810 | -4% | |||
| 41 | $AMGN | AMGEN INC | Healthcare | $1.2M | 0.6% | 2,898 | +0.2% | |||
| 42 | $ARCC | ARES CAPITAL CORP | Other | $1.2M | 0.6% | 62K | -0.0% | |||
| 43 | $DUK | Duke Energy CORP | Utilities | $1.2M | 0.6% | 10K | -2% | |||
| 44 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | — | $1.1M | 0.6% | 35K | +3% | |||
| 45 | $BMO | BANK OF MONTREAL /CAN/ | Financials | $1.1M | 0.6% | 6,625 | — | |||
| 46 | — | FIDELITY COVINGTON TRUST - BLUE CHIP GRWTH | — | $1.1M | 0.6% | 17K | +231% | |||
| 47 | $MMM | 3M CO | Healthcare | $1.1M | 0.6% | 6,707 | +0.1% | |||
| 48 | $LMT | LOCKHEED MARTIN CORP | Industrials | $1.1M | 0.6% | 2,137 | +0.1% | |||
| 49 | — | VANGUARD SCOTTSDALE FDS - VNG RUS2000VAL | — | $1.1M | 0.6% | 5,851 | +4% | |||
| 50 | $AEP | AMERICAN ELECTRIC POWER CO INC | Utilities | $1.0M | 0.5% | 8,583 | +0.2% | |||
| 51 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $1.0M | 0.5% | 6,235 | New | |||
| 52 | $AFL | AFLAC INC | Financials | $1.0M | 0.5% | 9,021 | -1% | |||
| 53 | $QCOM | QUALCOMM INC/DE | Technology | $1.0M | 0.5% | 5,435 | +0.2% | |||
| 54 | $STLD | STEEL DYNAMICS INC | Materials | $962K | 0.5% | 4,340 | +0.0% | |||
| 55 | $SYY | SYSCO CORP | Consumer Discretionary | $961K | 0.5% | 12K | -2% | |||
| 56 | $CAT | CATERPILLAR INC | Industrials | $959K | 0.5% | 1,183 | -0.6% | |||
| 57 | $KMB | KIMBERLY CLARK CORP | Materials | $955K | 0.5% | 9,802 | -3% | |||
| 58 | $RIO | RIO TINTO PLC | Materials | $930K | 0.5% | 9,880 | -3% | |||
| 59 | $FAST | FASTENAL CO | Industrials | $900K | 0.5% | 18K | -2% | |||
| 60 | $GOOGL | Alphabet Inc. | Technology | $896K | 0.5% | 2,605 | -13% | |||
| 61 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $879K | 0.5% | 1,189 | +0.8% | |||
| 62 | $NVS | NOVARTIS AG | Healthcare | $821K | 0.4% | 5,762 | — | |||
| 63 | $PAYX | PAYCHEX INC | Technology | $792K | 0.4% | 8,039 | -0.0% | |||
| 64 | — | SPDR SERIES TRUST - ST STR SP DIV | — | $782K | 0.4% | 5,340 | +0.2% | |||
| 65 | $AVGO | Broadcom Inc. | Technology | $731K | 0.4% | 2,082 | +0.1% | |||
| 66 | $WT | WisdomTree, Inc. | Financials | $721K | 0.4% | 5,639 | -9% | |||
| 67 | $ABT | ABBOTT LABORATORIES | Healthcare | $716K | 0.4% | 7,249 | -4% | |||
| 68 | $MCD | MCDONALDS CORP | Consumer Discretionary | $713K | 0.4% | 3,089 | -1% | |||
| 69 | $EMR | EMERSON ELECTRIC CO | Industrials | $713K | 0.4% | 4,597 | -0.1% | |||
| 70 | $KO | COCA COLA CO | Consumer Staples | $676K | 0.3% | 7,855 | -0.9% | |||
| 71 | $PFE | PFIZER INC | Healthcare | $664K | 0.3% | 23K | -5% | |||
| 72 | $D | DOMINION ENERGY, INC | Utilities | $654K | 0.3% | 11K | +0.3% | |||
| 73 | $META | Meta Platforms, Inc. | Technology | $651K | 0.3% | 897 | +7% | |||
| 74 | $SO | SOUTHERN CO | Utilities | $636K | 0.3% | 7,673 | -0.9% | |||
| 75 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $607K | 0.3% | 666 | — | |||
| 76 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | — | $602K | 0.3% | 17K | +6% | |||
| 77 | $MCHP | MICROCHIP TECHNOLOGY INC | Technology | $576K | 0.3% | 7,400 | +0.2% | |||
| 78 | $MDT | Medtronic plc | Healthcare | $566K | 0.3% | 6,555 | -7% | |||
| 79 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $558K | 0.3% | 1,519 | -2% | |||
| 80 | $TRP | TC ENERGY CORP | Energy | $545K | 0.3% | 9,435 | -3% | |||
| 81 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $537K | 0.3% | 9,868 | +0.1% | |||
| 82 | $CHRW | C. H. ROBINSON WORLDWIDE, INC. | Industrials | $533K | 0.3% | 3,601 | +0.0% | |||
| 83 | $DRI | DARDEN RESTAURANTS INC | Consumer Discretionary | $532K | 0.3% | 2,752 | -4% | |||
| 84 | — | HARRIS OAKMARK ETF TRUST - OAKMARK U S LRG | — | $525K | 0.3% | 18K | +9% | |||
| 85 | $UPS | UNITED PARCEL SERVICE INC | Industrials | $498K | 0.3% | 5,327 | +1% | |||
| 86 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $479K | 0.3% | 962 | — | |||
| 87 | $WELL | WELLTOWER INC. | Real Estate | $457K | 0.2% | 1,985 | -4% | |||
| 88 | $UL | UNILEVER PLC | Consumer Staples | $447K | 0.2% | 7,367 | -6% | |||
| 89 | $HAS | HASBRO, INC. | Consumer Discretionary | $438K | 0.2% | 4,994 | -5% | |||
| 90 | $CVS | CVS HEALTH Corp | Healthcare | $438K | 0.2% | 5,106 | -0.9% | |||
| 91 | — | MFS ACTIVE EXCHANGE TRADED F - GROWTH ETF | — | $427K | 0.2% | 14K | -9% | |||
| 92 | $F | FORD MOTOR CO | Consumer Discretionary | $415K | 0.2% | 34K | +0.0% | |||
| 93 | $TXN | TEXAS INSTRUMENTS INC | Technology | $413K | 0.2% | 1,475 | -2% | |||
| 94 | $OMC | OMNICOM GROUP INC. | Communication Services | $405K | 0.2% | 5,495 | -8% | |||
| 95 | $PSA | Public Storage | Real Estate | $399K | 0.2% | 1,412 | — | |||
| 96 | $BNS | BANK OF NOVA SCOTIA | Financials | $397K | 0.2% | 4,373 | — | |||
| 97 | $CL | COLGATE PALMOLIVE CO | Consumer Staples | $384K | 0.2% | 4,500 | +0.2% | |||
| 98 | $NVO | NOVO NORDISK A S | Healthcare | $366K | 0.2% | 9,664 | -16% | |||
| 99 | $ONB | OLD NATIONAL BANCORP /IN/ | Financials | $365K | 0.2% | 15K | -7% | |||
| 100 | $MSI | Motorola Solutions, Inc. | Technology | $354K | 0.2% | 793 | — | |||
| 101 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $351K | 0.2% | 1,359 | +0.1% | |||
| 102 | $PKG | PACKAGING CORP OF AMERICA | Materials | $348K | 0.2% | 1,520 | -6% | |||
| 103 | $ORCL | ORACLE CORP | Technology | $347K | 0.2% | 2,524 | +0.2% | |||
| 104 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | — | $345K | 0.2% | 12K | +0.1% | |||
| 105 | $PNW | PINNACLE WEST CAPITAL CORP | Utilities | $338K | 0.2% | 3,630 | +0.3% | |||
| 106 | $INTC | INTEL CORP | Technology | $335K | 0.2% | 2,790 | -29% | |||
| 107 | — | SCHWAB STRATEGIC TR - US MID-CAP ETF | — | $329K | 0.2% | 9,662 | -6% | |||
| 108 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $320K | 0.2% | 4,759 | +0.3% | |||
| 109 | $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | Energy | $304K | 0.2% | 8,548 | +6% | |||
| 110 | $CLX | CLOROX CO /DE/ | Consumer Staples | $289K | 0.1% | 3,567 | -34% | |||
| 111 | $V | VISA INC. | Financials | $279K | 0.1% | 778 | — | |||
| 112 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $277K | 0.1% | 453 | — | |||
| 113 | — | ISHARES TR - CORE S&P SCP ETF | — | $273K | 0.1% | 2,004 | +3% | |||
| 114 | — | ISHARES TR - RUSSELL 2000 ETF | — | $265K | 0.1% | 952 | +0.1% | |||
| 115 | $MA | Mastercard Inc | Financials | $263K | 0.1% | 476 | — | |||
| 116 | — | JANUS DETROIT STR TR - HENDRSON AAA CL | — | $252K | 0.1% | 5,000 | New | |||
| 117 | — | ISHARES TR - S&P 500 VAL ETF | — | $247K | 0.1% | 1,083 | +0.2% | |||
| 118 | $BDX | BECTON DICKINSON & CO | Healthcare | $247K | 0.1% | 1,379 | -2% | |||
| 119 | $ATO | ATMOS ENERGY CORP | Energy | $246K | 0.1% | 1,575 | +0.3% | |||
| 120 | $RY | ROYAL BANK OF CANADA | Financials | $246K | 0.1% | 1,249 | — | |||
| 121 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $235K | 0.1% | 1,273 | -7% | |||
| 122 | $WPM | Wheaton Precious Metals Corp. | Materials | $221K | 0.1% | 1,650 | New | |||
| 123 | $NTR | Nutrien Ltd. | Materials | $217K | 0.1% | 3,088 | -9% | |||
| 124 | — | VANGUARD WORLD FD - HEALTH CAR ETF | — | $213K | 0.1% | 674 | -10% | |||
| 125 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | — | $205K | 0.1% | 337 | — | |||
| 126 | $INFY | Infosys Ltd | Technology | $126K | 0.1% | 12K | +0.3% | |||
| 127 | $KEEL | Keel Infrastructure Corp. | Financials | $109K | 0.1% | 31K | — |
What changed in Q3 2026
Against the previous quarter's 13F: 3 new, 58 added to, 52 trimmed, 5 sold out. Share-count changes; largest moves by dollar size first.
New positions (3)
$XOM.R34088EXXON MOBIL CORP$1.0M
first bought this quarter
- JANUS DETROIT STR TR - HENDRSON AAA CL$252K
first bought this quarter
$WPMWheaton Precious Metals Corp.$221K
first bought this quarter
Added to (58)
- FIDELITY COVINGTON TRUST - BLUE CHIP GRWTH+231%
now $1.1M
- VANGUARD WHITEHALL FDS - INTL HIGH ETF+19%
now $4.0M
- SCHWAB STRATEGIC TR - FUNDAMENTAL INTL+36%
now $1.7M
- FIDELITY MERRIMACK STR TR - TOTAL BD ETF+4%
now $11.4M
- VANGUARD INDEX FDS - MRNGSTR VAL ETF+9%
now $4.1M
- VANGUARD MALVERN FDS - CORE BD ETF+9%
now $3.3M
+52 more in the Excel export
Trimmed (52)
- VANGUARD MUN BD FDS - TAX EXEMPT BD-14%
now $4.9M
$CLXCLOROX CO /DE/-34%
now $289K · held 3+ qtrs
$INTCINTEL CORP-29%
now $335K · held 3+ qtrs, 2 trims in a row
$GOOGLAlphabet Inc.-13%
now $896K · held 3+ qtrs
now $3.0M · held 3+ qtrs, 2 trims in a row
now $5.6M · held 3+ qtrs, 2 trims in a row
+46 more in the Excel export
Holdings by quarter
Every 13F Dickmeyer Boyce Financial Management, Inc. has filed, 2 earlier quarters. Pick one to see what it held then.
Is it too late to follow Dickmeyer Boyce Financial Management?
Q3 2026 13F filed with the SEC on Oct 8, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Dickmeyer Boyce Financial Management's top 20 holdings: 69/100 (our AI quality score, weighted by position size; 19 of the 20 are scored)
Top 10 since filing
-2.4%
Value-weighted move of the 10 largest stock positions
Turnover
2%
Last quarter
Top 10 weight
38%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
0%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2026 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Dickmeyer Boyce Financial Management, Inc. disclosed 127 positions worth $195.4M in its Form 13F-HR for Q3 2026, followed by $AAPL and $MSFT. During the quarter the fund opened 3 new positions and exited 5 — including a new stake in $XOM.R34088 and a full exit from $IBM. The portfolio is most concentrated in Other (34.2% of disclosed assets). All figures are sourced directly from Dickmeyer Boyce Financial Management, Inc.’s Form 13F-HR filing with the SEC under CIK 2038325.
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AI-Powered Hedge Fund Analysis: Dickmeyer Boyce Financial Management, Inc.
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Every holding in Dickmeyer Boyce Financial Management, Inc.'s portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.