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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 5 of 6  ·  118 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IJK ISHARES TR 7,852.0 $892K 0.13% $113.58 +1.3%
82 BKNG BOOKING HOLDINGS INC Consumer Cyclical 4,975.0 $870K 0.12% +4K +379.8% $174.85 +20.0%
83 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,011.0 $760K 0.11% $751.83 +1.4%
84 NOC NORTHROP GRUMMAN CORP Industrials 1,414.0 $748K 0.11% $528.67 +6.7%
85 VRTX VERTEX PHARMACEUTICALS INC Healthcare 1,540.0 $734K 0.10% -2K -54.4% $476.31 +13.4%
86 IWD ISHARES TR 2,854.0 $703K 0.10% $246.37 +4.0%
87 AME AMETEK INC Industrials 2,950.0 $690K 0.10% $233.96 +2.2%
88 QQQM INVESCO EXCH TRADED FD TR II 2,231.0 $661K 0.09% -458.0 -17.0% $296.31 -1.2%
89 VT VANGUARD INTL EQUITY INDEX F 4,035.0 $633K 0.09% +285.0 +7.6% $156.78 +2.0%
90 MCD MCDONALDS CORP Consumer Cyclical 2,253.0 $606K 0.09% -51.0 -2.2% $268.94 +0.1%
91 TMO THERMO FISHER SCIENTIFIC INC Healthcare 1,090.0 $582K 0.08% -275.0 -20.1% $534.07 +17.5%
92 COCH ENVOY MEDICAL INC Healthcare 625,000.0 $474K 0.07% NEW $0.76 -1.1%
93 DHR DANAHER CORP DEL Healthcare 2,307.0 $459K 0.07% -1K -33.9% $199.05 +8.5%
94 SHEL SHELL PLC Energy 5,284.0 $446K 0.06% $84.41 +10.9%
95 RGLD ROYAL GOLD INC Basic Materials 2,223.0 $430K 0.06% -3K -56.1% $193.51 +30.4%
96 DFUS DIMENSIONAL ETF TRUST 4,727.0 $389K 0.06% $82.21 +1.3%
97 PG PROCTER & GAMBLE CO Consumer Defensive 2,609.0 $381K 0.05% $146.08 -2.1%
98 BIL SPDR SERIES TRUST 4,105.0 $376K 0.05% -680.0 -14.2% $91.51 +0.1%
99 PEP PEPSICO INC Consumer Defensive 2,750.0 $372K 0.05% -250.0 -8.3% $135.45 +4.9%
100 IBM INTERNATIONAL BUSINESS MACHS Technology 1,693.0 $368K 0.05% $217.07 +7.7%
Page 5 of 6  ·  118 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%