1y return−10.9%S&P 500 +20.9%
3y return+26.0%S&P 500 +68.5%
5y return+19.0%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2020: $133 against $200 in the S&P 500.2
Dash Acquisitions Inc.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| GOOGAlphabet Inc | $49.1M | 10.0% | −7.7% |
| AMZNAmazon Com Inc | $46.2M | 9.4% | −2.6% |
| MSFTMicrosoft Corp | $41.2M | 8.3% | −1.6% |
| PMPhilip Morris Intl Inc | $37.3M | 7.5% | −4.1% |
| METAMeta Platforms Inc | $35.1M | 7.1% | −1.5% |
| VVisa Inc | $28.6M | 5.8% | −3.1% |
| MAMastercard Incorporated | $27.0M | 5.5% | −3.5% |
| SHOPShopify Inc | $18.1M | 3.7% | |
| SPGIS&p Global Inc | $17.8M | 3.6% | +106.7% |
| CRMSalesforce Inc | $16.6M | 3.4% | −4.1% |
| TMOThermo Fisher Scientific Inc | $16.6M | 3.4% | −4.0% |
| SAPSap Se | $16.2M | 3.3% | −2.4% |
| ADPAutomatic Data Processing In | $13.2M | 2.7% | −2.3% |
| ORCLOracle Corp | $11.2M | 2.3% | −8.6% |
| ICEIntercontinental Exchange In | $10.9M | 2.2% | −1.3% |
| NOWServicenow Inc | $10.0M | 2.0% | +3.8% |
| MSCIMsci Inc | $9.8M | 2.0% | −1.8% |
| Aon PLCCUSIP G0403H108 | $8.0M | 1.6% | −2.2% |
| AAPLApple Inc | $7.2M | 1.4% | |
| Accenture PLC IrelandCUSIP G1151C101 | $7.0M | 1.4% | −16.0% |
| IDXXIdexx Labs Inc | $6.5M | 1.3% | +198.8% |
| BRK/BBerkshire Hathaway Inc Del | $5.2M | 1.1% | |
| MTDRMatador Res Co | $5.2M | 1.0% | |
| ROPRoper Technologies Inc | $4.6M | 0.9% | −1.5% |
| VTIVanguard Index Fds | $3.4M | 0.7% | +11.6% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | March 31, 2023 | +620.3% | $3.3M |
| GOOGAlphabet Inc | December 31, 2020 | +303.4% | $49.1M |
| GOOGLAlphabet Inc | September 30, 2021 | +167.3% | $2.8M |
| QQQInvesco Qqq Tr | December 31, 2020 | +134.7% | $3.2M |
| PMPhilip Morris Intl Inc | December 31, 2020 | +118.5% | $37.3M |
| AAPLApple Inc | December 31, 2020 | +118.1% | $7.2M |
| BRK/BBerkshire Hathaway Inc Del | December 31, 2020 | +115.8% | $5.2M |
| METAMeta Platforms Inc | December 31, 2020 | +106.2% | $35.1M |
| LLYEli Lilly & Co | December 31, 2023 | +105.8% | $1.6M |
| ORCLOracle Corp | December 31, 2022 | +79.3% | $11.2M |
Sold off last quarter
- ADBEAdobe Inc was $11.6M
- ZTSZoetis Inc was $7.0M
- Honeywell Intl IncCUSIP 438516106 was $574K
- MSIMotorola Solutions Inc was $223K
- Rezolve Ai PLCCUSIP G75398100 was $28K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +2.1% | +14.8% |
| March 31, 2026 | −14.8% | −4.6% |
| December 31, 2025 | +0.2% | +2.4% |
| September 30, 2025 | +2.2% | +7.8% |
| June 30, 2025 | +9.7% | +10.5% |
| March 31, 2025 | −2.0% | −4.6% |
| December 31, 2024 | +2.7% | +2.1% |
| September 30, 2024 | +6.2% | +5.4% |
| June 30, 2024 | +1.1% | +4.0% |
| March 31, 2024 | +10.0% | +10.0% |
| December 31, 2023 | +10.7% | +11.2% |
| September 30, 2023 | −2.0% | −3.6% |
| June 30, 2023 | +9.6% | +8.3% |
| March 31, 2023 | +10.7% | +7.0% |
| December 31, 2022 | +5.1% | +7.1% |
| September 30, 2022 | −8.3% | −5.3% |
| June 30, 2022 | −17.4% | −16.5% |
| March 31, 2022 | −9.9% | −4.9% |
| December 31, 2021 | +8.5% | +10.7% |
| September 30, 2021 | −0.0% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Dash Acquisitions Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1745885&type=13F-HR&dateb=&owner=include&count=40CIK 1745885
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1745885/000198615226000130/Filed August 13, 2026 · accession 0001986152-26-000130