Returns–Not enough quarters yet
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.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| VOOVanguard Index Fds | $840.3M | 76.4% | +15.8% |
| SCHHSchwab Strategic Tr | $187.8M | 17.1% | |
| NVDANvidia Corporation | $11.8M | 1.1% | New |
| GOOGLAlphabet Inc | $11.4M | 1.0% | New |
| INDAIshares Tr | $10.0M | 0.9% | |
| MSFTMicrosoft Corp | $9.6M | 0.9% | New |
| AMZNAmazon Com Inc | $9.2M | 0.8% | New |
| METAMeta Platforms Inc | $6.9M | 0.6% | New |
| ECHIshares Inc | $5.4M | 0.5% | +179.6% |
| KSPIKaspi Kz Jsc | $2.7M | 0.2% | |
| TSLATesla Inc | $2.2M | 0.2% | New |
| Makemytrip Limited MauritiusCUSIP V5633W109 | $1.4M | 0.1% | −33.0% |
| SKMSk Telecom Co Ltd | $691K | 0.1% | New |
| SGMTSagimet Biosciences Inc | $550K | 0.1% | |
| Arcos Dorados Hldgs IncCUSIP G0457F107 | $491K | 0.0% | |
| NEXMNexmetals Mining Corp. | $73K | 0.0% |
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 |
|---|---|---|---|
| SGMTSagimet Biosciences Inc | December 31, 2025 | +30.6% | $550K |
| SCHHSchwab Strategic Tr | December 31, 2025 | +13.4% | $187.8M |
| KSPIKaspi Kz Jsc | December 31, 2025 | +10.9% | $2.7M |
| Arcos Dorados Hldgs IncCUSIP G0457F107 | December 31, 2025 | +9.8% | $491K |
| VOOVanguard Index Fds | December 31, 2025 | +9.5% | $840.3M |
| ECHIshares Inc | March 31, 2026 | −0.2% | $5.4M |
| INDAIshares Tr | December 31, 2025 | −8.6% | $10.0M |
| Makemytrip Limited MauritiusCUSIP V5633W109 | December 31, 2025 | −35.1% | $1.4M |
| NEXMNexmetals Mining Corp. | December 31, 2025 | −39.8% | $73K |
Sold off last quarter
- ZTOZto Express Cayman Inc was $2.4M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +13.8% | +14.8% |
| March 31, 2026 | −3.1% | −4.6% |
| September 30, 2025 | −3.2% | +7.8% |
| June 30, 2025 | +11.3% | +10.5% |
| March 31, 2025 | −1.3% | −4.6% |
| December 31, 2024 | +3.6% | +2.1% |
| September 30, 2024 | +1.1% | +5.4% |
| June 30, 2024 | +1.2% | +4.0% |
| September 30, 2023 | −7.7% | −3.6% |
| June 30, 2023 | +11.1% | +8.3% |
| March 31, 2023 | +50.9% | +7.0% |
| December 31, 2022 | −11.5% | +7.1% |
| September 30, 2022 | +10.6% | −5.3% |
| June 30, 2022 | −13.6% | −16.5% |
| March 31, 2022 | −18.0% | −4.9% |
| December 31, 2021 | −20.3% | +10.7% |
| September 30, 2021 | −0.1% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Dumac, Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1584258&type=13F-HR&dateb=&owner=include&count=40CIK 1584258
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1584258/000158425826000015/Filed August 11, 2026 · accession 0001584258-26-000015