Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

DMC Group, LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

DMC Group, LLC (CIK 1893403) reported $148.0M across 141 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($14.7M, 9.91%), AGG ($6.5M, 4.37%), BWZ ($4.8M, 3.24%), IGSB ($3.9M, 2.66%), MSFT ($3.7M, 2.47%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1AAPLAPPLE INC COM$14.7M9.91%57,819Added
2AGGISHARES CORE U S AGGREGATE BOND ETF$6.5M4.37%65,123Added
3BWZSPDR BLOOMBERG SHORT TERM INTL TSY BD ETF$4.8M3.24%178,056Added
4IGSBISHARES 1 5YR CORPORATE BOND ETF$3.9M2.66%74,920Trimmed
5MSFTMICROSOFT CORP COM$3.7M2.47%9,864Trimmed
6IGOVISHARES INTERNATIONAL TREASURY BOND ETF$3.5M2.37%85,469Added
7IGIBISHARES 5 10YR CORPORATE BOND ETF$3.5M2.33%64,934Trimmed
8GOOGLALPHABET INC CAP STK CL A$3.4M2.27%11,702Trimmed
9STIPISHARES 0 5 YEAR TIPS BOND ETF$3.0M2.06%29,476Added
10AMZNAMAZON COM INC COM$2.8M1.86%13,214Added
11METAMETA PLATFORMS INC CL A$2.6M1.77%4,580Trimmed
12RTXRTX CORPORATION COM$2.5M1.69%12,932Added
13GOVTISHARES U S TREASURY BOND ETF$2.2M1.50%96,712Added
14SCHOSCHWAB SHORT TERM US TREASURY ETF$2.0M1.38%84,157Added
15AMDADVANCED MICRO DEVICES INC COM$2.0M1.37%9,964Trimmed
16COSTCOSTCO WHOLESALE CORPORATION COM$1.9M1.27%1,890Added
17IEFISHARES 7 10 YEAR TREASURY BOND ETF$1.8M1.22%18,973Added
18GILDGILEAD SCIENCES INC COM$1.8M1.20%12,702Trimmed
19CVXCHEVRON CORPORATION COM$1.6M1.11%7,943Added
20SOSOUTHERN CO COM$1.6M1.09%16,662Added
21IAUISHARES GOLD TRUST$1.6M1.08%18,070Trimmed
22NFLXNETFLIX INC COM$1.6M1.06%16,343Trimmed
23XOMEXXON MOBIL CORP COM$1.6M1.05%9,199Added
24VLOVALERO ENERGY CORP COM$1.5M1.03%6,200Added
25CSCOCISCO SYS INC COM$1.5M0.99%18,947Added

Source: SEC Form 13F filings · as of 2026-03-31