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DSG CAPITAL ADVISORS, LLC 13F portfolio summary

DSG CAPITAL ADVISORS, LLC of DSG CAPITAL ADVISORS, LLC has 123 current stock holdings with a reported portfolio value of $625.3M. The portfolio 1 year return is +16.77%. Top holdings include SPY (0.00%), QQQ (0.00%), AAPL (7.20%), AVGO (5.35%), LLY (5.06%).

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DSG CAPITAL ADVISORS, LLC

DSG CAPITAL ADVISORS, LLC
Latest filing: 2026-03-31

DSG CAPITAL ADVISORS, LLC runs DSG CAPITAL ADVISORS, LLC and currently holds 123 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $625.29M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. DSG CAPITAL ADVISORS, LLC ranks #957 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, DSG CAPITAL ADVISORS, LLC's portfolio at DSG CAPITAL ADVISORS, LLC has delivered returns of +16.77%. Their 3-year annualized return is +11.34%. Looking at the 5-year horizon, DSG CAPITAL ADVISORS, LLC has achieved +11.34% annualized returns at DSG CAPITAL ADVISORS, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+16.77%
#802/1000
3 Year
+11.34%
#961/1000
5 Year
+11.34%
#956/1000

Portfolio Value

$625.29M

Alpha Score

10.9

#957 of 1000

Holdings

123

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change