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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 4 of 6  ·  119 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VRTX VERTEX PHARMACEUTICALS INC Healthcare 3,380.0 $1.5M 0.23% -185.0 -5.2% $438.92 +2.9%
62 USB US BANCORP DEL Financial Services 25,680.0 $1.4M 0.21% -125K -82.9% $53.95 +7.8%
63 IWM ISHARES TR 5,099.0 $1.4M 0.21% NEW $265.50 +11.3%
64 QCOM QUALCOMM INC Technology 8,243.0 $1.3M 0.20% $161.39 +40.1%
65 RGLD ROYAL GOLD INC Basic Materials 5,061.0 $1.3M 0.20% $259.15 -17.1%
66 TT TRANE TECHNOLOGIES PLC Industrials 3,167.0 $1.2M 0.19% -6K -67.0% $387.27 +24.8%
67 GWW WW GRAINGER INC Industrials 1,129.0 $1.2M 0.18% -225.0 -16.6% $1063.30 +28.4%
68 BBY BEST BUY INC Consumer Cyclical 17,364.0 $1.2M 0.18% -15K -46.4% $68.14 +9.7%
69 VRT VERTIV HOLDINGS CO Industrials 6,594.0 $1.1M 0.17% +2K +51.1% $172.54 +93.0%
70 DVN DEVON ENERGY CORP NEW Energy 31,083.0 $1.1M 0.17% +24K +350.5% $36.32 +16.0%
71 VOO VANGUARD INDEX FDS 1,727.0 $1.1M 0.17% +821.0 +90.6% $636.62 +8.1%
72 GE GE AEROSPACE Industrials 3,353.0 $1.1M 0.16% $319.94 +11.8%
73 IVV ISHARES TR 1,457.0 $1.0M 0.15% -111.0 -7.1% $695.41 +7.9%
74 NOC NORTHROP GRUMMAN CORP Industrials 1,414.0 $926K 0.14% $654.61 -20.3%
75 XLK SELECT SECTOR SPDR TR 6,174.0 $898K 0.14% +3K +96.2% $145.46 +31.6%
76 DTD WISDOMTREE TR 10,076.0 $879K 0.13% NEW $87.25 +6.5%
77 ACGL ARCH CAP GROUP LTD Financial Services 9,467.0 $861K 0.13% -1K -12.9% $90.94 +0.3%
78 TMO THERMO FISHER SCIENTIFIC INC Healthcare 1,365.0 $853K 0.13% $624.65 -25.6%
79 DASH DOORDASH INC Communication Services 4,013.0 $843K 0.13% -2K -34.9% $210.11 -17.4%
80 DHR DANAHER CORPORATION Healthcare 3,492.0 $838K 0.13% $239.89 -26.1%
Page 4 of 6  ·  119 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%