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Portfolio (Quarterly) Guide ↗

DSG Capital Advisors, LLC

· CIK 0002060765
13F Portfolio $704M AUM 118 positions Filed Aug 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 11 New 32 Added 49 Reduced 12 Exited
Page 2 of 2  ·  32 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SHY ISHARES TR 40,015.0 $3.3M 0.47% +945.0 +2.4% $81.93 +0.1%
22 KLAC KLA CORP Technology 12,600.0 $2.9M 0.41% +11K +650.9% $230.37 -19.3%
23 MCK MCKESSON CORP Healthcare 3,444.0 $2.8M 0.39% +1K +43.5% $803.37 +4.4%
24 ORCL ORACLE CORP Technology 20,108.0 $2.6M 0.36% +903.0 +4.7% $127.94 +11.0%
25 VRT VERTIV HOLDINGS CO Industrials 8,229.0 $2.5M 0.35% +2K +24.8% $303.58 -12.8%
26 VLO VALERO ENERGY CORP Energy 8,235.0 $2.5M 0.35% +4K +95.6% $301.43 +13.3%
27 USB US BANCORP Financial Services 26,545.0 $1.6M 0.23% +865.0 +3.4% $62.14 -0.6%
28 MU MICRON TECHNOLOGY INC Technology 1,618.0 $1.6M 0.23% +300.0 +22.8% $983.12 -0.9%
29 VOO VANGUARD INDEX FDS 1,827.0 $1.3M 0.18% +100.0 +5.8% $691.10 +1.4%
30 UBER UBER TECHNOLOGIES INC Technology 15,037.0 $1.1M 0.15% +9K +151.4% $72.08 +9.0%
31 BKNG BOOKING HOLDINGS INC Consumer Cyclical 4,975.0 $870K 0.12% +4K +379.8% $174.85 +20.0%
32 VT VANGUARD INTL EQUITY INDEX F 4,035.0 $633K 0.09% +285.0 +7.6% $156.78 +2.0%
Page 2 of 2  ·  32 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 35.1%
Financial Services 21.0%
Healthcare 13.3%
Communication Services 9.9%
Industrials 6.1%
Consumer Cyclical 5.3%
Consumer Defensive 5.0%
Energy 3.2%
Utilities 1.1%
Basic Materials 0.1%