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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 5 of 6  ·  119 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IJK ISHARES TR 7,852.0 $814K 0.12% NEW $103.61 +11.6%
82 SNPS SYNOPSYS INC Technology 1,581.0 $803K 0.12% -1K -39.2% $508.19 -10.4%
83 ADSK AUTODESK INC Technology 2,967.0 $778K 0.12% $262.26 -26.1%
84 VLO VALERO ENERGY CORP Energy 4,210.0 $777K 0.12% +407.0 +10.7% $184.58 +28.0%
85 CSCO CISCO SYS INC Technology 10,000.0 $752K 0.12% $75.25 +58.9%
86 MCD MCDONALDS CORP Consumer Cyclical 2,304.0 $711K 0.11% $308.59 -9.7%
87 SPY SPDR S&P 500 ETF TR Financial Services 1,013.0 $701K 0.11% -1K -57.4% $692.24 +7.9%
88 QQQM INVESCO EXCH TRADED FD TR II 2,689.0 $688K 0.10% -1K -32.6% $256.00 +19.0%
89 AME AMETEK INC Industrials 2,950.0 $634K 0.10% $215.02 +10.4%
90 MPC MARATHON PETE CORP Energy 3,545.0 $630K 0.10% $177.59 +36.8%
91 IWD ISHARES TR 2,854.0 $626K 0.10% -1K -26.9% $219.20 +10.5%
92 T AT&T INC Communication Services 25,636.0 $608K 0.09% -140.0 -0.5% $23.73 -7.2%
93 ABT ABBOTT LABS Healthcare 4,533.0 $560K 0.09% $123.53 -28.4%
94 VT VANGUARD INTL EQUITY INDEX F 3,750.0 $543K 0.08% NEW $144.93 +8.8%
95 UBER UBER TECHNOLOGIES INC Technology 5,980.0 $505K 0.08% +1K +24.6% $84.38 -15.1%
96 IBM INTERNATIONAL BUSINESS MACHS Technology 1,693.0 $504K 0.08% $297.95 -16.4%
97 DIA SPDR DOW JONES INDL AVERAGE Financial Services 963.0 $476K 0.07% -272.0 -22.0% $494.48 +4.3%
98 MU MICRON TECHNOLOGY INC Technology 1,318.0 $444K 0.07% +113.0 +9.4% $336.63 +236.9%
99 PEP PEPSICO INC Consumer Defensive 3,000.0 $440K 0.07% $146.57 -3.1%
100 BIL SPDR SERIES TRUST 4,785.0 $438K 0.07% -29K -85.8% $91.50 +0.1%
Page 5 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%