Db&C Advisors Increases Position in NVIDIA, Keeps an Eye on AVGO
Db&C Advisors' portfolio value stands at $92.35 million as of June 30th, 2026. The investor has notably increased holdings in several high-growth stocks including NVIDIA and VOO.
As of June 30th, 2026, Db&C Advisors' portfolio value reached $92.35 million.
The investment strategy for this quarter appears heavily focused on Technology sector growth, evidenced by substantial increases in positions within key holdings like NVIDIA (NVDA) and AVGO (BROADCOM INCORPORATED).
Significant Purchases
In the Technology sector, Db&C Advisors demonstrated strong conviction through notable additions:
- NVIDIA CORPORATION (NVDA), a major player in GPUs and AI infrastructure, saw its position increase by an impressive +114.34% quarter-over-quarter.
- The investor also significantly boosted their stake in the Technology sector through new positions like IONQ INCORPORATED (IONQ) and increased holdings of other Technology ETFs such as ISHARES TR MSCI USA MEN TECHNOLOGY ETF (MTUM).
The investor's interest in broad-based Technology exposure was further highlighted by purchases or increases in:
- VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW (VOO), increasing shares by +4.61%.
- PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF (NOBL), seeing a substantial +96.23% increase in shares.
Additionally, the investor showed continued interest in:
- MICROSOFT CORPORATION (MSFT), increasing its position by +0.84%.
Notable Reductions and New Positions
In the Technology sector, Db&C Advisors reduced their stake in:
- PALANTIR TECHNOLOGIES INC (PLTR), decreasing shares by -13.09%.
Elsewhere, the investor added new positions or increased stakes in:
- SCHWAB US DIVIDEND EQUITY ETF (SCHD), increasing shares by +46.79%.
- JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF (JEPQ), boosting holdings by +15.76%.
The investor also maintained or increased positions in:
- COSTCO WHOLESALE CORPORATION (COST), increasing shares by +0.06%.
Overall Portfolio Changes and Strategy
The portfolio saw a net increase in holdings across most stocks, with only PALANTIR TECHNOLOGIES INC (PLTR) showing a decrease.
This quarter's activity suggests Db&C Advisors is actively allocating capital towards high-growth potential Technology companies and dividend-focused ETFs, while strategically reducing exposure in other areas like PALANTIR TECHNOLOGIES INC (PLTR).
The investor's portfolio now includes 76 holdings, with the largest Technology positions accounting for a significant portion of the overall allocation.