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 $625.3M across 123 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($44.4M, 7.10%), AVGO ($33.0M, 5.27%), LLY ($31.2M, 4.99%), GOOGL ($31.1M, 4.98%), MSFT ($30.2M, 4.83%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $44.4M | 7.10% | 174,889 | Trimmed |
| 2 | AVGO | BROADCOM INC | $33.0M | 5.27% | 106,525 | Added |
| 3 | LLY | ELI LILLY & CO | $31.2M | 4.99% | 33,928 | Trimmed |
| 4 | GOOGL | ALPHABET INC | $31.1M | 4.98% | 108,254 | Trimmed |
| 5 | MSFT | MICROSOFT CORP | $30.2M | 4.83% | 81,571 | Added |
| 6 | IEF | ISHARES TR | $24.3M | 3.89% | 254,807 | Trimmed |
| 7 | JPM | JPMORGAN CHASE & CO | $21.0M | 3.36% | 71,359 | Trimmed |
| 8 | NVDA | NVIDIA CORPORATION | $21.0M | 3.36% | 120,520 | Added |
| 9 | AGG | ISHARES TR | $20.0M | 3.21% | 201,894 | Added |
| 10 | GS | GOLDMAN SACHS GROUP INC | $19.5M | 3.11% | 22,994 | Trimmed |
| 11 | GLD | SPDR GOLD TR | $19.0M | 3.04% | 44,160 | Added |
| 12 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $17.9M | 2.87% | 53,110 | Added |
| 13 | UNH | UNITEDHEALTH GROUP INC | $17.0M | 2.72% | 62,895 | Trimmed |
| 14 | BND | VANGUARD BD INDEX FDS | $13.1M | 2.09% | 177,482 | Added |
| 15 | IAU | ISHARES GOLD TR | $12.5M | 1.99% | 141,477 | Added |
| 16 | V | VISA INC | $12.3M | 1.96% | 40,649 | Added |
| 17 | AMZN | AMAZON COM INC | $11.5M | 1.83% | 55,028 | Added |
| 18 | TGT | TARGET CORP | $11.4M | 1.82% | 93,890 | Trimmed |
| 19 | C | CITIGROUP INC | $11.2M | 1.79% | 98,728 | Added |
| 20 | META | META PLATFORMS INC | $10.8M | 1.72% | 18,796 | Added |
| 21 | PWR | QUANTA SVCS INC | $9.7M | 1.55% | 17,682 | Trimmed |
| 22 | COST | COSTCO WHOLESALE CORPORATION | $9.6M | 1.53% | 9,615 | Added |
| 23 | ABBV | ABBVIE INC | $9.2M | 1.47% | 42,309 | Trimmed |
| 24 | WMT | WALMART INC | $8.7M | 1.39% | 70,143 | Added |
| 25 | AZO | AUTOZONE INC | $8.5M | 1.37% | 2,529 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31