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Asset Manager ← All Institutions

Onyx Financial Advisors, LLC

2400 E 25TH STREET, IDAHO FALLS, ID 83404 • 2085226400

Q1 2026 · Filed 2026-04-14

Q2 2026 Q1 2026 Q4 2025 Q3 2025

Market Value

$231M

+1.6%

Holdings

-1

New Purchases

Added To

Closed

Reduced

Top 10 Concentration

98.1%

Turnover

5.9%

Top Buys (by % of Portfolio)

Symbol	Cur %	Prior %	Chg %	Value
DFCF	1.38%	0.85%	+0.53%	$3M
DUSB	4.98%	4.56%	+0.42%	$12M
DFAX	17.06%	16.76%	+0.30%	$39M
DFSD	8.00%	7.75%	+0.25%	$18M
DFIP	0.98%	0.78%	+0.20%	$2M
SYK	0.16%	0.00%	+0.16%	$365K
CAT	0.33%	0.27%	+0.06%	$754K
FDVV	0.44%	0.40%	+0.05%	$1M
PM	0.12%	0.11%	+0.00%	$270K

Top Sells (by % of Portfolio)

Symbol	Cur %	Prior %	Chg %	Value
DFAC	61.83%	63.17%	-1.34%	$143M
MSFT	1.16%	1.53%	-0.38%	$3M
ORCL	0.27%	0.36%	-0.09%	$614K
GBCI	1.56%	1.62%	-0.06%	$4M
RVTY	0.43%	0.48%	-0.05%	$996K
DFUS	0.48%	0.51%	-0.03%	$1M
JPC	0.16%	0.18%	-0.02%	$378K
DCOR	0.66%	0.67%	-0.01%	$2M

Sector Allocation Over Time

Industry Breakdown

Industry	Weight
Financial Services	97.6%
Technology	1.4%
Healthcare	0.6%
Industrials	0.3%
Consumer Defensive	0.1%

Market Cap Concentration

Tier	Holdings	Value	Weight
Mega Cap	4	$4M	1.9%
Large Cap	6	$188M	81.3%
Mid Cap	6	$37M	15.8%
Small Cap	1	$2M	1.0%

Portfolio Analytics

Avg Market Cap

$304.7B

Median Market Cap

$12.1B

Avg P/E

30.0

Median P/E

27.6

Avg Dividend Yield

0.03%

Avg Beta

0.87

# Stocks

# ETFs / Funds

Top Holdings (17 total)

#	Symbol	% Port	Shares	Value	Avg Price	Q/Q Value Chg	Share Chg	Chg %	Status
1	DFAC	61.83%	3,676,377	$143M	$38.86	-$741K	+49,063	+1.4%
2	DFAX	17.06%	1,160,548	$39M	$33.97	$1M	-3,795	-0.3%
3	DFSD	8.00%	386,210	$18M	$47.88	$874K	+18,781	+5.1%
4	DUSB	4.98%	227,112	$12M	$50.71	$1M	+22,446	+11.0%
5	GBCI	1.56%	80,810	$4M	$44.67	-$69K	-2,695	-3.2%
6	DFCF	1.38%	75,691	$3M	$42.22	$1M	+30,193	+66.4%
7	MSFT	1.16%	7,219	$3M	$370.17	-$811K	+16	+0.2%
8	DFIP	0.98%	54,057	$2M	$41.72	$489K	+11,557	+27.2%
9	DCOR	0.66%	21,198	$2M	$72.08	$12K	+616	+3.0%
10	DFUS	0.48%	15,743	$1M	$70.91	-$51K	+2	+0.0%
11	FDVV	0.44%	18,428	$1M	$55.24	$119K	+2,577	+16.3%
12	RVTY	0.43%	11,369	$996K	$87.61	-$104K	—	—
13	CAT	0.33%	1,064	$754K	$708.37	$145K	+2	+0.2%
14	ORCL	0.27%	4,172	$614K	$147.10	-$197K	+12	+0.3%
15	JPC	0.16%	50,149	$378K	$7.54	-$29K	—	—
16	SYK	0.16%	1,112	$365K	$328.59	—	+1,112	—	NEW
17	PM	0.12%	1,632	$270K	$165.31	$10K	+15	+0.9%

New Positions

Symbol	Value	% Port
SYK	$365K	0.16%

View SEC EDGAR Filings for Onyx Financial Advisors, LLC →