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DSG CAPITAL ADVISORS, LLC 13F portfolio summary

DSG CAPITAL ADVISORS, LLC of DSG CAPITAL ADVISORS, LLC has 118 current stock holdings with a reported portfolio value of $704.2M. The portfolio 1 year return is +24.18%. Top holdings include AAPL (7.76%), AVGO (5.73%), LLY (5.48%), GOOGL (5.42%), MSFT (4.60%).

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DSG CAPITAL ADVISORS, LLC

DSG CAPITAL ADVISORS, LLC
Latest filing: 2026-06-30

DSG CAPITAL ADVISORS, LLC runs DSG CAPITAL ADVISORS, LLC and currently holds 118 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $704.16M. Their top holdings are AAPL, AVGO, LLY, GOOGL, MSFT. The top five represent 29.0% of reported portfolio weight. DSG CAPITAL ADVISORS, LLC ranks #N/A out of 1000 investors tracked by Alpha Score. They added to 34 existing positions. They trimmed 50 positions. Their current best-performing preview position is MU with returns of +241.67%.

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Top 5 Holdings
AAPL7.8%
AVGO5.7%
LLY5.5%
GOOGL5.4%
MSFT4.6%
Top 5: 29.0%
Portfolio Returns
1 Year
+24.18%
#0/1000
3 Year
+29.47%
#0/1000
5 Year
+29.47%
#0/1000

Portfolio Value

$704.16M

Alpha Score

26.8

#0 of 1000

Holdings

118

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118 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
AAPL
APPLE INC
7.76%$250.23$309.35+23.63%
Trimmed
-0.73%
AVGO
BROADCOM INC
5.73%$232.52$368.45+58.46%
Trimmed
-2.65%
LLY
ELI LILLY & CO
5.48%$771.07$1,254.77+62.73%
Trimmed
-1.24%
GOOGL
ALPHABET INC
5.42%$191.71$344.82+79.87%
Trimmed
-1.95%
MSFT
MICROSOFT CORP
4.60%$421.10$483.24+14.76%
Added
+3.16%
NVDA
NVIDIA CORPORATION
3.76%$140.33$214.76+53.04%
Added
+3.85%
UNH
UNITEDHEALTH GROUP INC
3.74%$467.17$389.96-16.53%
Trimmed
-1.43%
GS
GOLDMAN SACHS GROUP INC
3.58%$589.13$1,039.41+76.43%
Trimmed
-3.92%
JPM
JPMORGAN CHASE & CO
3.47%$243.77$351.64+44.25%
Trimmed
-0.27%
TSM
TAIWAN SEMICONDUCTOR MANUFAC
3.25%$217.68$418.87+92.42%
Added
+2.59%

Showing 1-10 of 118