Long-term investor
Dickmeyer Boyce Financial Management, Inc. @dickmeyerboycefinancialm
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002038325).
Record
- Tracked since 2026-03-31 (174 days), 20 trades recorded
- Returns: week n/a · month n/a · 90 days +8.2% · 6 months n/a · 1 year n/a · all +8.2%
- Max drawdown n/a · win rate 0% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 316188309 · 6.0% · long · since 2026-03-31
- AAPL · 4.7% · long · since 2026-03-31
- 464287499 · 3.9% · long · since 2026-03-31
- 808524797 · 3.9% · long · since 2026-03-31
- 97717W505 · 3.7% · long · since 2026-03-31
- 921946406 · 3.5% · long · since 2026-03-31
- 922907746 · 3.2% · long · since 2026-03-31
- MSFT · 3.1% · long · since 2026-03-31
- JNJ · 2.8% · long · since 2026-03-31
- 97717X669 · 2.8% · long · since 2026-03-31
- ABBV · 2.0% · long · since 2026-03-31
- 922908744 · 2.0% · long · since 2026-03-31