StockDriftsStockDriftsTop 50 DSG Capital Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 7.76% | 173.6K | $54.7M | -0.73%(-1.28K) | $232.28(+32.03%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 5.73% | 103.7K | $40.4M | -2.65%(-2.82K) | $202.67(+107.41%) | 2026-06-30 | |
| LLY | ELI LILLY & CO | 5.48% | 33.5K | $38.6M | -1.24%(-421) | $820.08(+49.85%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 5.42% | 106.1K | $38.2M | -1.95%(-2.11K) | $178.34(+97.08%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 4.6% | 84.1K | $32.4M | +3.16%(+2.57K) | $425.44(+18.18%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.76% | 125.2K | $26.5M | +3.85%(+4.64K) | $132.81(+65.99%) | 2026-06-30 | |
| UNH | UNITEDHEALTH GROUP INC | 3.74% | 62.0K | $26.4M | -1.43%(-898) | $516.71(-21.07%) | 2026-06-30 | |
| GS | GOLDMAN SACHS GROUP INC | 3.58% | 22.1K | $25.2M | -3.92%(-902) | $550.24(+88.54%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 3.47% | 71.2K | $24.4M | -0.27%(-196) | $229.44(+57.56%) | 2026-06-30 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 3.25% | 54.5K | $22.9M | +2.59%(+1.37K) | $202.23(+109.47%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +28.39% |
| Top 20 Holdings Unweighted | — | — | — | — | +34.77% |
DSG Capital Advisors, LLC reports $704.16M in US-listed equity holdings across 118 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (7.8%), AVGO (5.7%) and LLY (5.5%). The top 20 holdings account for 67.94% of reported assets. Its disclosed equity book has returned +28.39% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from DSG Capital Advisors, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2060765). View DSG Capital Advisors, LLC’s 13F filings on SEC