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Holders — by stockHoldings — by fund

Dickmeyer Boyce Financial Management, Inc.

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002038325

$193.0M

disclosed book value

129

positions

6%

largest position share

Positions, as of 2026-06-30

top 100 of 129 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1FBNDFIDELITY MERRIMACK STR TR252,970$11.5M6%
2AAPLAPPLE INC31,394$9.1M4.7%
3IWRISHARES TR68,403$7.5M3.9%
4SCHDSCHWAB STRATEGIC TR236,152$7.5M3.9%
5DONWISDOMTREE TR124,755$7.1M3.7%
6VYMVANGUARD WHITEHALL FDS42,146$6.7M3.5%
7VTEBVANGUARD MUN BD FDS121,565$6.1M3.2%
8MSFTMICROSOFT CORP15,818$5.9M3.1%
9JNJJOHNSON & JOHNSON21,392$5.4M2.8%
10DGRWWISDOMTREE TR55,899$5.3M2.8%
11ABBVABBVIE INC15,383$3.9M2%
12VTVVANGUARD INDEX FDS17,553$3.8M2%
13JPMJPMORGAN CHASE & CO11,209$3.7M1.9%
14CSCOCISCO SYS INC28,986$3.4M1.8%
15DLNWISDOMTREE TR34,363$3.3M1.7%
16VYMIVANGUARD WHITEHALL FDS33,217$3.3M1.7%
17VCRBVANGUARD MALVERN FDS41,597$3.2M1.7%
18NVDANVIDIA CORPORATION15,573$3.1M1.6%
19DESWISDOMTREE TR75,255$3.1M1.6%
20SBUXSTARBUCKS CORP28,387$2.9M1.5%
21GOOGALPHABET INC7,511$2.7M1.4%
22DGRSWISDOMTREE TR43,205$2.6M1.3%
23AMZNAMAZON COM INC10,700$2.6M1.3%
24VZVERIZON COMMUNICATIONS INC59,291$2.5M1.3%
25OREALTY INCOME CORP35,313$2.2M1.1%
26FNDASCHWAB STRATEGIC TR56,698$2.2M1.1%
27ITWILLINOIS TOOL WKS INC6,359$1.7M0.9%
28DHSWISDOMTREE TR14,996$1.7M0.9%
29TSMTAIWAN SEMICONDUCTOR MANUFAC3,436$1.6M0.9%
30JHMMJOHN HANCOCK EXCHANGE TRADED21,746$1.6M0.8%
31PGPROCTER & GAMBLE CO10,786$1.6M0.8%
32IVVISHARES TR2,045$1.5M0.8%
33WMTWALMART INC12,616$1.4M0.7%
34WFCWELLS FARGO & CO17,288$1.4M0.7%
35PEPPEPSICO INC10,187$1.4M0.7%
36LLYELI LILLY & CO1,132$1.4M0.7%
37DUKDUKE ENERGY CORP NEW10,455$1.3M0.7%
38TDTORONTO DOMINION BK ONT10,890$1.3M0.7%
39MRKMERCK & CO INC10,129$1.3M0.7%
40CATCATERPILLAR INC1,190$1.3M0.7%
41FNDFSCHWAB STRATEGIC TR23,677$1.2M0.6%
42SCHASCHWAB STRATEGIC TR34,117$1.2M0.6%
43AEPAMERICAN ELEC PWR CO INC8,564$1.2M0.6%
44BMOBANK MONTREAL MEDIUM6,625$1.2M0.6%
45ARCCARES CAPITAL CORP62,500$1.2M0.6%
46KMBKIMBERLY-CLARK CORP10,064$1.1M0.6%
47VTWVVANGUARD SCOTTSDALE FDS5,624$1.1M0.6%
48LMTLOCKHEED MARTIN CORP2,135$1.1M0.6%
49MMM3M CO6,700$1.1M0.6%
50AFLAFLAC INC9,118$1.1M0.6%
51GOOGLALPHABET INC2,981$1.1M0.6%
52SYYSYSCO CORP12,582$1.1M0.5%
53AMGNAMGEN INC2,893$1.0M0.5%
54CVXCHEVRON CORPORATION6,204$1.0M0.5%
55QCOMQUALCOMM INC5,426$1.0M0.5%
56STLDSTEEL DYNAMICS INC4,338$995,4160.5%
57RIORIO TINTO PLC10,159$964,4170.5%
58NVSNOVARTIS AG5,762$903,0330.5%
59FASTFASTENAL CO18,542$890,5920.5%
60QQQINVESCO QQQ TR1,179$868,3650.4%
61MCDMCDONALDS CORP3,127$845,2130.4%
62AIVLWISDOMTREE TR6,190$811,7560.4%
63SDYSPDR SERIES TRUST5,330$811,1320.4%
64PAYXPAYCHEX INC8,041$790,7050.4%
65AVGOBROADCOM INC2,080$785,6950.4%
66SOSOUTHERN CO7,745$741,2650.4%
67DDOMINION ENERGY INC10,784$736,4380.4%
68ABTABBOTT LABORATORIES7,514$681,7940.4%
69CHRWC H ROBINSON WORLDWIDE IN3,600$678,0320.4%
70MCHPMICROCHIP TECHNOLOGY INC.7,387$673,6500.3%
71EMREMERSON ELEC CO4,602$658,7170.3%
72KOCOCA COLA CO7,929$644,4280.3%
73TRPTC ENERGY CORP9,716$644,0680.3%
74UNHUNITEDHEALTH GROUP INC1,548$643,3380.3%
75COSTCOSTCO WHOLESALE CORPORATION666$623,3700.3%
76DRIDARDEN RESTAURANTS INC2,863$589,7520.3%
77PFEPFIZER INC24,471$589,2510.3%
78UPSUNITED PARCEL SVCS INC5,271$566,6680.3%
79BACBANK OF AMER CORP9,855$561,5210.3%
80MEDTRONIC PLC7,063$552,5280.3%
81NVONOVO-NORDISK A S11,471$549,9160.3%
82INTCINTEL CORP3,931$548,9500.3%
83SCHGSCHWAB STRATEGIC TR15,776$533,8720.3%
84CVSCVS HEALTH CORP5,150$532,7680.3%
85CLXCLOROX CO DEL5,396$514,9700.3%
86BRK/BBERKSHIRE HATHAWAY INC DEL962$481,3750.2%
87FFORD MTR CO34,438$478,6830.2%
88METAMETA PLATFORMS INC836$471,1060.2%
89ULUNILEVER PLC7,816$469,9240.2%
90WELLWELLTOWER INC2,062$467,9950.2%
91MFSGMFS ACTIVE EXCHANGE TRADED F15,400$466,1150.2%
92OAKMHARRIS OAKMARK ETF TRUST16,348$460,5180.2%
93PSAPUBLIC STORAGE1,412$449,4250.2%
94TXNTEXAS INSTRS INC1,500$447,1050.2%
95HASHASBRO INC5,241$432,8570.2%
96OMCOMNICOM GROUP INC5,941$432,7010.2%
97CLCOLGATE PALMOLIVE CO4,489$411,5270.2%
98ONBOLD NATL BANCORP IND15,887$411,4790.2%
99PNWPINNACLE WEST CAP CORP3,619$387,2190.2%
100PKGPACKAGING CORP AMER1,619$385,8790.2%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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