Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
DSG Capital Advisors, LLC (CIK 2060765) reported $704.2M across 118 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AAPL ($54.7M, 7.76%), AVGO ($40.4M, 5.73%), LLY ($38.6M, 5.48%), GOOGL ($38.2M, 5.42%), MSFT ($32.4M, 4.60%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $54.7M | 7.76% | 173,611 | Trimmed |
| 2 | AVGO | BROADCOM INC | $40.4M | 5.73% | 103,704 | Trimmed |
| 3 | LLY | ELI LILLY & CO | $38.6M | 5.48% | 33,507 | Trimmed |
| 4 | GOOGL | ALPHABET INC | $38.2M | 5.42% | 106,141 | Trimmed |
| 5 | MSFT | MICROSOFT CORP | $32.4M | 4.60% | 84,145 | Added |
| 6 | NVDA | NVIDIA CORPORATION | $26.5M | 3.76% | 125,165 | Added |
| 7 | UNH | UNITEDHEALTH GROUP INC | $26.4M | 3.74% | 61,997 | Trimmed |
| 8 | GS | GOLDMAN SACHS GROUP INC | $25.2M | 3.58% | 22,092 | Trimmed |
| 9 | JPM | JPMORGAN CHASE & CO | $24.4M | 3.47% | 71,163 | Trimmed |
| 10 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $22.9M | 3.25% | 54,483 | Added |
| 11 | AGG | ISHARES TR | $20.4M | 2.89% | 207,656 | Added |
| 12 | IEF | ISHARES TR | $18.4M | 2.62% | 197,141 | Trimmed |
| 13 | GLD | SPDR GOLD TR | $17.3M | 2.46% | 46,562 | Added |
| 14 | V | VISA INC | $14.7M | 2.08% | 41,235 | Added |
| 15 | BND | VANGUARD BD INDEX FDS | $14.4M | 2.04% | 197,445 | Added |
| 16 | AMZN | AMAZON COM INC | $14.4M | 2.04% | 58,012 | Added |
| 17 | META | META PLATFORMS INC | $14.0M | 1.98% | 21,110 | Added |
| 18 | C | CITIGROUP INC | $13.1M | 1.86% | 98,286 | Trimmed |
| 19 | TGT | TARGET CORP | $11.3M | 1.61% | 84,403 | Trimmed |
| 20 | PWR | QUANTA SVCS INC | $11.1M | 1.57% | 16,730 | Trimmed |
| 21 | IAU | ISHARES GOLD TR | $10.8M | 1.53% | 141,590 | Added |
| 22 | LRCX | LAM RESEARCH CORP | $10.2M | 1.45% | 29,555 | Trimmed |
| 23 | QQQ | INVESCO QQQ TR | $9.7M | 1.38% | 13,506 | Trimmed |
| 24 | HWM | HOWMET AEROSPACE INC | $9.3M | 1.32% | 33,707 | Trimmed |
| 25 | COST | COSTCO WHOLESALE CORPORATION | $9.2M | 1.31% | 9,975 | Added |
Source: SEC Form 13F filings · as of 2026-06-30