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Portfolio (Quarterly) Guide ↗

DSG Capital Advisors, LLC

· CIK 0002060765
13F Portfolio $656M AUM 119 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 11 New 35 Added 39 Reduced 15 Exited
Page 2 of 2  ·  35 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 NOW SERVICENOW INC Technology 20,705.0 $2.7M 0.41% +16K +328.1% $131.17 -27.5%
22 AXP AMERICAN EXPRESS CO Financial Services 6,337.0 $2.3M 0.34% +2K +36.8% $357.37 -5.4%
23 XOM EXXON MOBIL CORP Energy 15,993.0 $2.1M 0.32% +493.0 +3.2% $129.13 +6.7%
24 MCK MCKESSON CORP Healthcare 2,400.0 $2.0M 0.31% +830.0 +52.9% $844.13 -11.1%
25 GEV GE VERNOVA INC Utilities 2,923.0 $1.9M 0.29% +2K +257.3% $642.23 +72.8%
26 APH AMPHENOL CORP NEW Technology 11,730.0 $1.8M 0.28% +1K +9.8% $154.22 +6.3%
27 XLY SELECT SECTOR SPDR TR 14,248.0 $1.7M 0.27% +7K +100.0% $122.70 -4.5%
28 VRT VERTIV HOLDINGS CO Industrials 6,594.0 $1.1M 0.17% +2K +51.1% $172.54 +93.0%
29 DVN DEVON ENERGY CORP NEW Energy 31,083.0 $1.1M 0.17% +24K +350.5% $36.32 +16.0%
30 VOO VANGUARD INDEX FDS 1,727.0 $1.1M 0.17% +821.0 +90.6% $636.62 +8.1%
31 XLK SELECT SECTOR SPDR TR 6,174.0 $898K 0.14% +3K +96.2% $145.46 +31.6%
32 VLO VALERO ENERGY CORP Energy 4,210.0 $777K 0.12% +407.0 +10.7% $184.58 +28.0%
33 UBER UBER TECHNOLOGIES INC Technology 5,980.0 $505K 0.08% +1K +24.6% $84.38 -15.1%
34 MU MICRON TECHNOLOGY INC Technology 1,318.0 $444K 0.07% +113.0 +9.4% $336.63 +236.9%
35 XLV SELECT SECTOR SPDR TR 1,985.0 $312K 0.05% +80.0 +4.2% $156.96 -4.8%
Page 2 of 2  ·  35 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 33.7%
Financial Services 21.6%
Healthcare 14.0%
Communication Services 10.4%
Consumer Cyclical 6.8%
Consumer Defensive 5.5%
Industrials 5.0%
Energy 2.3%
Utilities 0.4%
Basic Materials 0.3%