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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  ·  39 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VRTX VERTEX PHARMACEUTICALS INC Healthcare 3,380.0 $1.5M 0.23% -185.0 -5.2% $438.92 +2.9%
22 USB US BANCORP DEL Financial Services 25,680.0 $1.4M 0.21% -125K -82.9% $53.95 +7.8%
23 TT TRANE TECHNOLOGIES PLC Industrials 3,167.0 $1.2M 0.19% -6K -67.0% $387.27 +24.8%
24 GWW WW GRAINGER INC Industrials 1,129.0 $1.2M 0.18% -225.0 -16.6% $1063.30 +28.4%
25 BBY BEST BUY INC Consumer Cyclical 17,364.0 $1.2M 0.18% -15K -46.4% $68.14 +9.7%
26 IVV ISHARES TR 1,457.0 $1.0M 0.15% -111.0 -7.1% $695.41 +7.9%
27 ACGL ARCH CAP GROUP LTD Financial Services 9,467.0 $861K 0.13% -1K -12.9% $90.94 +0.3%
28 DASH DOORDASH INC Communication Services 4,013.0 $843K 0.13% -2K -34.9% $210.11 -17.4%
29 SNPS SYNOPSYS INC Technology 1,581.0 $803K 0.12% -1K -39.2% $508.19 -10.4%
30 SPY SPDR S&P 500 ETF TR Financial Services 1,013.0 $701K 0.11% -1K -57.4% $692.24 +7.9%
31 QQQM INVESCO EXCH TRADED FD TR II 2,689.0 $688K 0.10% -1K -32.6% $256.00 +19.0%
32 IWD ISHARES TR 2,854.0 $626K 0.10% -1K -26.9% $219.20 +10.5%
33 T AT&T INC Communication Services 25,636.0 $608K 0.09% -140.0 -0.5% $23.73 -7.2%
34 DIA SPDR DOW JONES INDL AVERAGE Financial Services 963.0 $476K 0.07% -272.0 -22.0% $494.48 +4.3%
35 BIL SPDR SERIES TRUST 4,785.0 $438K 0.07% -29K -85.8% $91.50 +0.1%
36 PG PROCTER AND GAMBLE CO Consumer Defensive 2,609.0 $377K 0.06% -800.0 -23.5% $144.63 +4.0%
37 KBWB INVESCO EXCH TRADED FD TR II 3,482.0 $301K 0.05% -1K -25.7% $86.49 +7.1%
38 BAI BLACKROCK ETF TRUST 6,753.0 $234K 0.04% -2K -20.6% $34.72 +53.2%
39 MA MASTERCARD INCORPORATED Financial Services 393.0 $213K 0.03% -65.0 -14.2% $542.65 -9.7%
Page 2 of 2  ·  39 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%