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Portfolio (Quarterly) Guide ↗

DOCK STREET ASSET MANAGEMENT INC

· CIK 0001172779
13F Portfolio $950.8B AUM 58 positions Filed Apr 20, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 14 New 15 Added 24 Reduced 3 Exited
Page 2 of 2  ·  24 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SPY STATE STR SPDR S&P 500 ETF T Financial Services 824.0 $536K 0.06% -130.0 -13.6% $650.34 +13.5%
22 IVV ISHARES TR 527.0 $344K 0.04% -71.0 -11.9% $653.21 +13.6%
23 SCHB SCHWAB STRATEGIC TR 12,053.0 $303K 0.03% -3K -17.2% $25.10 +13.1%
24 SGOV ISHARES TR 2,285.0 $230K 0.02% -1K -30.4% $100.66 -0.1%
Page 2 of 2  ·  24 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 61.1%
Communication Services 16.0%
Financial Services 11.3%
Consumer Cyclical 10.8%
Industrials 0.4%
Healthcare 0.3%
Energy 0.1%
Basic Materials 0.0%
Consumer Defensive 0.0%