Dash Acquisitions Inc.
Sector Allocation
- Technology49.8%$245.7M
- Financials22.0%$108.5M
- Consumer Discretionary9.5%$46.7M
- Consumer Staples7.6%$37.6M
- Healthcare5.4%$26.6M
- Other2.8%$13.8M
- Energy1.5%$7.4M
- Industrials1.4%$6.9M
- Utilities0.1%$236,116
- Communication Services0.0%$210,882
AUM History
13fpro.ai/research/fund/dash-acquisitions-inc-1745885
Conviction and streaks
Stable · top 10 = 64.2%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
GOOG
$49.1MAMZN
$46.2MMSFT
$41.2MPM
$37.3MMETA
$35.1MV
$28.6MMA
$27.0MSHOP
$18.1MSPGI
$17.8MCRM
$16.6MTMO
$16.6MSAP
$16.2MADP
$13.2MORCL
$11.2MICE
$10.9MNOW
$10.0MMSCI
$9.8MAON
$8.0MAAPL
$7.2MACN
$7.0M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/dash-acquisitions-inc-1745885
Dash Acquisitions Inc. 13F holdings — Q2 2026
$493.7M portfolio (+2.8% QoQ) · 72 holdings · Q2 2026 13F · top 10 are 64% of the stock portfolio
$49.1M
9.9% of stocks
-8%This quarter-8.7%Since filed10 qtrsHeld$46.2M
9.4% of stocks
-3%This quarter-6.0%Since filed13+ qtrsHeld$41.2M
8.3% of stocks
-2%This quarter+7.2%Since filed13+ qtrsHeld$37.3M
7.5% of stocks
-4%This quarter+6.9%Since filed10 qtrsHeld$35.1M
7.1% of stocks
-1%This quarter+6.0%Since filed13+ qtrsHeld$28.6M
5.8% of stocks
-3%This quarter+10.6%Since filed13+ qtrsHeld$27.0M
5.5% of stocks
-3%This quarter+8.2%Since filed13+ qtrsHeld$18.1M
3.7% of stocks
-0.3%This quarter+6.1%Since filed8 qtrsHeld$17.8M
3.6% of stocks
+107%This quarter+6.6%Since filed3 qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 3 qtrs in a row$16.6M
3.4% of stocks
-4%This quarter+23.0%Since filed13+ qtrsHeld
All holdings — Dash Acquisitions Inc. (Q2 2026)
72 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | THERMO FISHER SCIENTIFIC INC. | Healthcare | $16.6M | 3.4% | 27K | -4% | 13+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | SAP SEadr | Technology | $16.2M | 3.3% | 79K | -2% | 13+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | AUTOMATIC DATA PROCESSING INC | Technology | $13.2M | 2.7% | 49K | -2% | 13+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | ORACLE CORP | Technology | $11.2M | 2.3% | 73K | -9% | 13+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | Intercontinental Exchange, Inc. | Financials | $10.9M | 2.2% | 72K | -1% | 13+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | ServiceNow, Inc. | Technology | $10.0M | 2.0% | 80K | +4% | 3 qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | MSCI Inc. | Financials | $9.8M | 2.0% | 17K | -2% | 9 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | Aon plc | Financials | $8.0M | 1.6% | 23K | -2% | 13+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | Apple Inc. | Technology | $7.2M | 1.4% | 24K | -0.5% | 13+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | Accenture plc | Technology | $7.0M | 1.4% | 39K | -16% | 13+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | IDEXX LABORATORIES INC /DE | Healthcare | $6.5M | 1.3% | 11K | +199% | 4 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | BERKSHIRE HATHAWAY INC | Financials | $5.2M | 1.1% | 10K | -1.0% | 10 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | Matador Resources Co | Energy | $5.2M | 1.0% | 98K | — | 10 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | ROPER TECHNOLOGIES INC | Technology | $4.6M | 0.9% | 12K | -2% | 13+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | — | VANGUARD INDEX FDS - TOTAL STK MKTetf/fund | — | $3.4M | 0.7% | 9,002 | +12% | — | — | 13F |
| 26 | $NVDA | NVIDIA CORP | Technology | $3.3M | 0.7% | 15K | +14% | |||
| 27 | $CSGP | COSTAR GROUP, INC. | Industrials | $3.2M | 0.7% | 106K | +1% | |||
| 28 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $3.2M | 0.6% | 4,397 | -0.2% | |||
| 29 | $INTU | INTUIT INC. | Technology | $2.8M | 0.6% | 8,380 | -0.2% | |||
| 30 | $GOOGL | Alphabet Inc. | Technology | $2.8M | 0.6% | 8,119 | -10% | |||
| 31 | $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | Technology | $2.5M | 0.5% | 17K | New | |||
| 32 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $2.3M | 0.5% | 3,197 | -13% | |||
| 33 | $LLY | ELI LILLY & Co | Healthcare | $1.6M | 0.3% | 1,312 | -14% | |||
| 34 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $1.6M | 0.3% | 9,767 | -9% | |||
| 35 | $CSCO | CISCO SYSTEMS, INC. | Technology | $1.4M | 0.3% | 11K | New | |||
| 36 | — | FUNDVANTAGE TR - POLE HIGH IN ETF | — | $1.1M | 0.2% | 46K | +7% | |||
| 37 | $OTIS | Otis Worldwide Corp | Industrials | $1.0M | 0.2% | 14K | -6% | |||
| 38 | $CAT | CATERPILLAR INC | Industrials | $886K | 0.2% | 1,035 | New | |||
| 39 | $CACI | CACI INTERNATIONAL INC /DE/ | Technology | $811K | 0.2% | 1,193 | -16% | |||
| 40 | — | ISHARES TR - CORE S&P500 ETF | — | $753K | 0.1% | 970 | +0.9% | |||
| 41 | $CVX | CHEVRON CORP | Energy | $716K | 0.1% | 3,642 | +6% | |||
| 42 | $EXTR | EXTREME NETWORKS INC | Technology | $691K | 0.1% | 28K | +7% | |||
| 43 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $691K | 0.1% | 1,260 | +5% | |||
| 44 | $MBGL | Mobility Global Inc. | Industrials | $618K | 0.1% | 32K | New | |||
| 45 | — | VANECK ETF TRUST - MRNGSTR WDE MOAT | — | $602K | 0.1% | 5,329 | — | |||
| 46 | — | VANGUARD STAR FDS - VG TL INTL STK F | — | $527K | 0.1% | 6,022 | New | |||
| 47 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $519K | 0.1% | 2,200 | -9% | |||
| 48 | $ABBV | AbbVie Inc. | Healthcare | $499K | 0.1% | 2,006 | +4% | |||
| 49 | $TSLA | Tesla, Inc. | Consumer Discretionary | $484K | 0.1% | 1,478 | -17% | |||
| 50 | $DHR | DANAHER CORP /DE/ | Healthcare | $460K | 0.1% | 2,233 | — | |||
| 51 | $SPY | SPDR S&P 500 ETF TRUST | — | $434K | 0.1% | 562 | +1% | |||
| 52 | $JPM | JPMORGAN CHASE & CO | Financials | $383K | 0.1% | 1,050 | +0.6% | |||
| 53 | $IVZ | Invesco Ltd. | Financials | $381K | 0.1% | 1,278 | New | |||
| 54 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $376K | 0.1% | 1,990 | — | |||
| 55 | $IVZ | Invesco Ltd. | Financials | $369K | 0.1% | 2,000 | New | |||
| 56 | $ABT | ABBOTT LABORATORIES | Healthcare | $347K | 0.1% | 3,132 | -9% | |||
| 57 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $346K | 0.1% | 5,425 | +0.5% | |||
| 58 | $RTX | RTX Corp | Industrials | $339K | 0.1% | 1,524 | +2% | |||
| 59 | $JNJ | JOHNSON & JOHNSON | Healthcare | $330K | 0.1% | 1,266 | +2% | |||
| 60 | — | FIRST TR EXCHANGE-TRADED FD - WTR ETF | — | $318K | 0.1% | 2,837 | +1% | |||
| 61 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $316K | 0.1% | 1,284 | -1% | |||
| 62 | $WMT | Walmart Inc. | Consumer Staples | $305K | 0.1% | 2,625 | +5% | |||
| 63 | $BA | BOEING CO | Industrials | $303K | 0.1% | 1,311 | +0.7% | |||
| 64 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $295K | 0.1% | 1,254 | -50% | |||
| 65 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $289K | 0.1% | 673 | -17% | |||
| 66 | — | FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV | — | $267K | 0.1% | 3,199 | — | |||
| 67 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $262K | 0.1% | 543 | -55% | |||
| 68 | $AVGO | Broadcom Inc. | Technology | $252K | 0.1% | 606 | New | |||
| 69 | $SRE | SEMPRA | Utilities | $236K | 0.1% | 2,748 | +0.8% | |||
| 70 | $XYL | Xylem Inc. | Industrials | $222K | 0.0% | 1,821 | -4% | |||
| 71 | — | ISHARES INC - MSCI WORLD ETF | — | $222K | 0.0% | 1,053 | -12% | |||
| 72 | $DIS | Walt Disney Co | Communication Services | $211K | 0.0% | 2,043 | +0.6% |
What changed in Q2 2026
Against the previous quarter's 13F: 8 new, 22 added to, 37 trimmed, 4 sold out. Share-count changes; largest moves by dollar size first.
New positions (8)
$SPCXSPACE EXPLORATION TECHNOLOGIES CORP$2.5Mfirst bought this quarter
$CSCOCISCO SYSTEMS, INC.$1.4M
first bought this quarter
$CATCATERPILLAR INC$886K
first bought this quarter
$MBGLMobility Global Inc.$618K
first bought this quarter
- VANGUARD STAR FDS - VG TL INTL STK F$527K
first bought this quarter
$IVZInvesco Ltd.$381K
first bought this quarter
+2 more in the Excel export
Added to (22)
now $17.8M · held 3 qtrs, 3 adds in a row
$IDXXIDEXX LABORATORIES INC /DE+199%
now $6.5M · held 4 qtrs
$NVDANVIDIA CORP+14%
now $3.3M · held 13+ qtrs, 2 adds in a row
now $10.0M · held 3 qtrs, 3 adds in a row
- VANGUARD INDEX FDS - TOTAL STK MKT+12%
now $3.4M
- FUNDVANTAGE TR - POLE HIGH IN ETF+7%
now $1.1M
+16 more in the Excel export
Trimmed (37)
now $49.1M · held 10 qtrs, 3 trims in a row
now $37.3M · held 10 qtrs
now $7.0M · held 13+ qtrs, 2 trims in a row
now $46.2M · held 13+ qtrs
now $11.2M · held 13+ qtrs
now $27.0M · held 13+ qtrs
+31 more in the Excel export
Holdings by quarter
Every 13F Dash Acquisitions Inc. has filed, 22 earlier quarters. Pick one to see what it held then.
Is it too late to follow Dash Acquisitions?
Q2 2026 13F filed with the SEC on Aug 13, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Dash Acquisitions's top 20 holdings: 75/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
+3.8%
Value-weighted move of the 10 largest stock positions
Turnover
5%
Last quarter; 18% over the last 4
Top 10 weight
64%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
93%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q2 2023 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Dash Acquisitions Inc. disclosed 72 positions worth $493.7M in its Form 13F-HR for Q2 2026, led by $GOOG (Alphabet Inc.) at 9.9% of the equity portfolio, followed by $AMZN and $MSFT. During the quarter the fund opened 8 new positions and exited 4 — including a new stake in $SPCX and a full exit from $ADBE. The portfolio is most concentrated in Technology (49.8% of disclosed assets). All figures are sourced directly from Dash Acquisitions Inc.’s Form 13F-HR filing with the SEC under CIK 1745885.
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