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DSG Capital Advisors, LLC

Portfolio Manager
DSG Capital Advisors, LLC
Performance
-6.55% (2026 Q1)
AUM (13F)
$625.29M
# of Holdings
123
Performance Rank
Allocation (Top 20)
65.93%

DSG Capital Advisors, LLC Holdings Map

Top 50 DSG Capital Advisors, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AAPL
APPLE INC
7.1%174.9K$44.4M
-0.97%(-1.71K)
2025-Q1: 178.8K shares2025-Q2: 179.5K shares2025-Q3: 176.6K shares2025-Q4: 176.6K shares2026-Q1: 174.9K shares
$232.28(+28.67%)
2026-03-31
AVGO
BROADCOM INC
5.27%106.5K$33.0M
+0.21%(+223)
2025-Q1: 105.6K shares2025-Q2: 106.9K shares2025-Q3: 106.5K shares2025-Q4: 106.3K shares2026-Q1: 106.5K shares
$202.67(+105.65%)
2026-03-31
LLY
ELI LILLY & CO
4.99%33.9K$31.2M
-2.89%(-1.01K)
2025-Q1: 29.3K shares2025-Q2: 30.5K shares2025-Q3: 35.3K shares2025-Q4: 34.9K shares2026-Q1: 33.9K shares
$820.08(+23.86%)
2026-03-31
GOOGL
ALPHABET INC
4.98%108.3K$31.1M
-1.45%(-1.59K)
2025-Q1: 96.9K shares2025-Q2: 104.3K shares2025-Q3: 108.9K shares2025-Q4: 109.8K shares2026-Q1: 108.3K shares
$178.34(+125.76%)
2026-03-31
MSFT
MICROSOFT CORP
4.83%81.6K$30.2M
+1.99%(+1.59K)
2025-Q1: 77.6K shares2025-Q2: 78.7K shares2025-Q3: 78.9K shares2025-Q4: 80.0K shares2026-Q1: 81.6K shares
$427.31(-5.17%)
2026-03-31
IEF
ISHARES TR
3.89%254.8K$24.3M
-1.88%(-4.87K)
2025-Q1: 112.9K shares2025-Q2: 116.0K shares2025-Q3: 131.8K shares2025-Q4: 259.7K shares2026-Q1: 254.8K shares
$95.84(-1.59%)
2026-03-31
NVDA
NVIDIA CORPORATION
3.36%120.5K$21.0M
+2.53%(+2.97K)
2025-Q1: 107.2K shares2025-Q2: 114.5K shares2025-Q3: 115.4K shares2025-Q4: 117.5K shares2026-Q1: 120.5K shares
$130.89(+72.53%)
2026-03-31
JPM
JPMORGAN CHASE & CO
3.36%71.4K$21.0M
-0.04%(-32)
2025-Q1: 67.2K shares2025-Q2: 68.6K shares2025-Q3: 70.3K shares2025-Q4: 71.4K shares2026-Q1: 71.4K shares
$229.44(+30.86%)
2026-03-31
AGG
ISHARES TR
3.21%201.9K$20.0M
+1.02%(+2.04K)
2025-Q1: 22.3K shares2025-Q2: 145.0K shares2025-Q3: 200.0K shares2025-Q4: 199.9K shares2026-Q1: 201.9K shares
$99.19(-0.53%)
2026-03-31
GS
GOLDMAN SACHS GROUP INC
3.11%23.0K$19.5M
-0.96%(-223)
2025-Q1: 22.2K shares2025-Q2: 21.6K shares2025-Q3: 23.0K shares2025-Q4: 23.2K shares2026-Q1: 23.0K shares
$550.24(+73.64%)
2026-03-31

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