Institutions / DSG Capital Advisors, LLC

DSG Capital Advisors, LLC

CIK 2060765 ยท Institution ยท as of Dec 31, 2025
Portfolio value
$656.49M
Positions
119
As of
Dec 31, 2025

Top holdings

CompanyClassValueShares% of portfolio
Apple Inc.โ€”$45.60M176,5986.9%
Alphabet Inc.โ€”$36.55M109,8455.6%
Microsoft Corpโ€”$36.52M79,9805.6%
Broadcom Inc.โ€”$36.46M106,3025.6%
ELI LILLY & Coโ€”$36.09M34,9395.5%
iShares Trโ€”$25.01M259,6783.8%
The Goldman Sachs Group, Inc.โ€”$22.66M23,2173.5%
JPMorgan Chase & Coโ€”$22.08M71,3913.4%
NVIDIA Corpโ€”$21.99M117,5483.3%
Unitedhealth Group Incโ€”$21.43M63,2253.3%
iShares Trโ€”$20.03M199,8563.1%
SPDR Gold Trโ€”$18.65M44,0462.8%
Taiwan Semiconductor Manufacturing Co LtdTSMADR$17.94M52,5112.7%
Visa Incโ€”$13.32M40,6472.0%
Vanguard Bd Index Fdsโ€”$12.79M172,0301.9%
Amazon.com Incโ€”$12.66M53,1391.9%
Target Corpโ€”$12.55M112,9621.9%
iShares Gold Trโ€”$12.26M141,3571.9%
Meta Platforms Incโ€”$11.23M18,0921.7%
Citigroup Incโ€”$11.21M95,4481.7%
AbbVie Inc.โ€”$9.82M45,3071.5%
Costco Wholesale Corp /Newโ€”$9.18M9,6001.4%
Autozone Incโ€”$8.78M2,5331.3%
Invesco Qqq Trโ€”$8.45M13,5911.3%
Walmart Inc.โ€”$8.17M68,5411.2%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes โ€” what it's buying and selling.
No quarter-over-quarter changes yet โ€” position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.