1y return+23.4%S&P 500 +20.9%
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, 2024: $129 against $127 in the S&P 500.2
DSG Capital Advisors, LLCS&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 |
|---|---|---|---|
| AAPLApple Inc | $54.7M | 7.8% | |
| AVGOBroadcom Inc | $40.4M | 5.7% | −2.6% |
| LLYEli Lilly & Co | $38.6M | 5.5% | −1.2% |
| GOOGLAlphabet Inc | $38.2M | 5.4% | −2.0% |
| MSFTMicrosoft Corp | $32.4M | 4.6% | +3.2% |
| NVDANvidia Corporation | $26.5M | 3.8% | +3.9% |
| UNHUnitedhealth Group Inc | $26.4M | 3.7% | −1.4% |
| GSGoldman Sachs Group Inc | $25.2M | 3.6% | −3.9% |
| JPMJpmorgan Chase & Co | $24.4M | 3.5% | |
| TSMTaiwan Semiconductor Manufac | $22.9M | 3.3% | +2.6% |
| AGGIshares Tr | $20.4M | 2.9% | +2.9% |
| IEFIshares Tr | $18.4M | 2.6% | −22.6% |
| GLDSpdr Gold Tr | $17.3M | 2.5% | +5.4% |
| VVisa Inc | $14.7M | 2.1% | +1.4% |
| AMZNAmazon Com Inc | $14.4M | 2.0% | +5.4% |
| BNDVanguard Bd Index Fds | $14.4M | 2.0% | +11.2% |
| METAMeta Platforms Inc | $14.0M | 2.0% | +12.3% |
| CCitigroup Inc | $13.1M | 1.9% | |
| TGTTarget Corp | $11.3M | 1.6% | −10.1% |
| PWRQuanta Svcs Inc | $11.1M | 1.6% | −5.4% |
| IAUIshares Gold Tr | $10.8M | 1.5% | |
| LRCXLam Research Corp | $10.2M | 1.5% | −4.3% |
| QQQInvesco Qqq Tr | $9.7M | 1.4% | |
| HWMHowmet Aerospace Inc | $9.3M | 1.3% | −3.1% |
| COSTCostco Wholesale Corporation | $9.2M | 1.3% | +3.7% |
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 |
|---|---|---|---|
| LRCXLam Research Corp | December 31, 2024 | +499.9% | $10.2M |
| GEVGe Vernova Inc | December 31, 2024 | +257.2% | $6.6M |
| HWMHowmet Aerospace Inc | December 31, 2024 | +145.8% | $9.3M |
| TSMTaiwan Semiconductor Manufac | December 31, 2024 | +141.8% | $22.9M |
| PWRQuanta Svcs Inc | December 31, 2024 | +127.8% | $11.1M |
| CCitigroup Inc | December 31, 2024 | +98.8% | $13.1M |
| GOOGLAlphabet Inc | December 31, 2024 | +88.8% | $38.2M |
| GSGoldman Sachs Group Inc | December 31, 2024 | +76.6% | $25.2M |
| JNJJohnson & Johnson | December 31, 2024 | +75.6% | $5.0M |
| AVGOBroadcom Inc | December 31, 2024 | +62.9% | $40.4M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $2.3M
- CTRACoterra Energy Inc was $2.1M
- NOWServicenow Inc was $1.3M
- BBYBest Buy Inc was $1.1M
- SNPSSynopsys Inc was $597K
- DASHDoordash Inc was $329K
- SOLVSolventum Corp was $258K
- Medtronic PLCCUSIP G5960L103 was $233K
- Astrazeneca PLCCUSIP G0593M107 was $231K
- PFEPfizer Inc was $202K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +12.8% | +14.8% |
| March 31, 2026 | −3.6% | −4.6% |
| December 31, 2025 | +4.2% | +2.4% |
| September 30, 2025 | +9.0% | +7.8% |
| June 30, 2025 | +9.5% | +10.5% |
| March 31, 2025 | −4.7% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: DSG Capital Advisors, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2060765&type=13F-HR&dateb=&owner=include&count=40CIK 2060765
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2060765/000195175726001102/Filed August 6, 2026 · accession 0001951757-26-001102