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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 CAT CATERPILLAR INC Industrials 4,751.0 $4.4M 0.63% NEW $933.34 -12.6%
2 ASML ASML HLDG NV Technology 1,062.0 $1.9M 0.27% NEW $1775.64 -1.3%
3 BA BOEING CO Industrials 5,692.0 $1.2M 0.17% NEW $217.11 +2.3%
4 BKR BAKER HUGHES COMPANY Energy 20,218.0 $1.2M 0.17% NEW $57.77 +11.6%
5 HONEYWELL INTL INC 5,060.0 $1.1M 0.16% NEW $222.68
6 HONEYWELL AEROSPACE INC 5,060.0 $1.1M 0.15% NEW $207.51
7 COCH ENVOY MEDICAL INC Healthcare 625,000.0 $474K 0.07% NEW $0.76 -2.5%
8 AMD ADVANCED MICRO DEVICES INC Technology 551.0 $302K 0.04% NEW $548.13 -14.9%
9 XPO XPO INC Industrials 1,220.0 $256K 0.04% NEW $209.97 -6.0%
10 PAVE GLOBAL X FDS 3,838.0 $218K 0.03% NEW $56.71 +0.1%
11 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 2,150.0 $211K 0.03% NEW $98.01 -51.6%

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%