Dash Acquisitions Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 13, 2026), Dash Acquisitions Inc. reported 72 stock positions worth $493.7 million. Its top holding was Alphabet Class C (GOOG) at 10.0% of the portfolio, followed by Amazon.com (AMZN, 9.4%) and Microsoft (MSFT, 8.3%). Compared with Q1 2026, it opened 8 new positions, sold out of 4, added to 23 and reduced 36. The biggest buy was S&P Global (SPGI, shares +107%) and the biggest sale an exit from Adobe (ADBE).
- Most Recent 13F
- Q2 2026
- Location
- WOODLAND HILLS, CA
- CIK
- 0001745885
- Portfolio Value
- $493.7M (Q2 2026)
- SEC Filing
- 0001986152-26-000130 ↗ filed Aug 13, 2026
Holdings Value
Holdings 72 stocks · $493.7M
| GOOG Alphabet Inc. Class C | 9.95% | 143,527 | $49.1M | Reduce -7.7% |
| AMZN Amazon.com Inc. | 9.36% | 172,896 | $46.2M | Reduce -2.6% |
| MSFT Microsoft Corp. | 8.34% | 83,642 | $41.2M | Reduce -1.6% |
| PM Philip Morris International | 7.55% | 200,135 | $37.3M | Reduce -4.1% |
| META Meta Platforms Inc. Class A | 7.11% | 60,652 | $35.1M | Reduce -1.4% |
| V Visa Inc. Class A | 5.80% | 79,623 | $28.6M | Reduce -3.1% |
| MA Mastercard Inc. Class A | 5.48% | 48,296 | $27.0M | Reduce -3.5% |
| SHOP Shopify Inc. Class A | 3.66% | 120,284 | $18.1M | Reduce -0.3% |
| SPGI S&P Global Inc. | 3.60% | 43,341 | $17.8M | Add +106.7% |
| CRM Salesforce Inc. | 3.36% | 85,813 | $16.6M | Reduce -4.1% |
| TMO Thermo Fisher Scientific Inc. | 3.36% | 27,471 | $16.6M | Reduce -4.0% |
| SAP Sap SE-Sponsored ADR | 3.28% | 79,218 | $16.2M | Reduce -2.4% |
| ADP Automatic Data Processing | 2.67% | 48,923 | $13.2M | Reduce -2.3% |
| ORCL Oracle Corp. | 2.28% | 73,384 | $11.2M | Reduce -8.6% |
| ICE Intercontinental Exchange Inc. | 2.20% | 71,869 | $10.9M | Reduce -1.3% |
| NOW ServiceNow Inc. | 2.03% | 80,370 | $10.0M | Add +3.8% |
| MSCI MSCI Inc. | 1.99% | 17,445 | $9.8M | Reduce -1.8% |
| AON Aon PLC Class A | 1.63% | 22,767 | $8.0M | Reduce -2.2% |
| AAPL Apple Inc. | 1.45% | 23,663 | $7.2M | Reduce -0.5% |
| ACN Accenture PLC Class A | 1.41% | 38,687 | $7.0M | Reduce -16.1% |
| IDXX Idexx Laboratories Inc. | 1.32% | 11,395 | $6.5M | Add +198.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.06% | 10,214 | $5.2M | Reduce -1.0% |
| MTDR Matador Resources Co. | 1.04% | 98,242 | $5.2M | No change |
| ROP Roper Technologies Inc. | 0.93% | 11,579 | $4.6M | Reduce -1.5% |
| VTI VG Morningstar TS MKT ETF-US | 0.70% | 9,002 | $3.4M | Add +11.7% |
| NVDA Nvidia Corp. | 0.66% | 14,506 | $3.3M | Add +14.0% |
| CSGP Costar Group Inc. | 0.65% | 105,578 | $3.2M | Add +1.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.64% | 4,397 | $3.2M | Reduce -0.2% |
| INTU Intuit Inc. | 0.57% | 8,380 | $2.8M | Reduce -0.2% |
| GOOGL Alphabet Inc. Class A | 0.56% | 8,119 | $2.8M | Reduce -9.6% |
| SPCX Space Exploration Techn Class A | 0.50% | 17,051 | $2.5M | New |
| VOO Vanguard S&P 500 ETF | 0.46% | 3,197 | $2.3M | Reduce -13.0% |
| LLY Eli Lilly & Co. | 0.32% | 1,312 | $1.6M | Reduce -14.1% |
| XOM Exxon Mobil Corp. | 0.32% | 9,767 | $1.6M | Reduce -9.3% |
| CSCO Cisco Systems Inc. | 0.28% | 11,046 | $1.4M | New |
| PCHI Polen High Income ETF | 0.22% | 45,625 | $1.1M | Add +6.6% |
| OTIS Otis Worldwide Corp. | 0.21% | 13,860 | $1.0M | Reduce -5.8% |
| CAT Caterpillar Inc. | 0.18% | 1,035 | $886K | New |
| CACI Caci International Inc. Class A | 0.16% | 1,193 | $811K | Reduce -15.5% |
| IVV iShares Core S&P 500 ETF | 0.15% | 970 | $753K | Add +0.9% |
| CVX Chevron Corp. | 0.14% | 3,642 | $716K | Add +6.5% |
| EXTR Extreme Networks Inc. | 0.14% | 28,312 | $691K | Add +7.1% |
| AMAT Applied Materials Inc. | 0.14% | 1,260 | $691K | Add +5.0% |
| MBGL Mobility Global Inc. | 0.13% | 31,504 | $618K | New |
| MOAT Vaneck Morningstar Wide Moat | 0.12% | 5,329 | $602K | No change |
| VXUS Vanguard Total Intl Stock | 0.11% | 6,022 | $527K | New |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.11% | 2,200 | $519K | Reduce -8.9% |
| ABBV Abbvie Inc. | 0.10% | 2,006 | $499K | Add +3.7% |
| TSLA Tesla Inc. | 0.10% | 1,478 | $484K | Reduce -17.1% |
| DHR Danaher Corp. | 0.09% | 2,233 | $460K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.09% | 562 | $434K | Add +1.4% |
| JPM JPMorgan Chase & Co. | 0.08% | 1,050 | $383K | Add +0.6% |
| QQQM Invesco Nasdaq 100 ETF | 0.08% | 1,278 | $381K | New |
| XLK SS Technology Select Sector | 0.08% | 1,990 | $376K | No change |
| PPA Invesco Aerospace & Defense | 0.07% | 2,000 | $369K | New |
| ABT Abbott Laboratories | 0.07% | 3,132 | $347K | Reduce -9.0% |
| BMY Bristol-Myers Squibb Co. | 0.07% | 5,425 | $346K | Add +0.5% |
| RTX RTX Corp. | 0.07% | 1,524 | $339K | Add +1.6% |
| JNJ Johnson & Johnson | 0.07% | 1,266 | $330K | Add +2.3% |
| FIW First Trust Water ETF | 0.06% | 2,837 | $318K | Add +1.4% |
| VIG Vanguard Dividend Apprec ETF | 0.06% | 1,284 | $316K | Reduce -1.0% |
| WMT Walmart Inc. | 0.06% | 2,625 | $305K | Add +5.2% |
| BA The Boeing Co. | 0.06% | 1,311 | $303K | Add +0.7% |
| HON Honeywell International Inc. | 0.06% | 1,254 | $295K | Add +0.3% |
| TSM Taiwan Semiconductor-SP ADR | 0.06% | 673 | $289K | Reduce -17.1% |
| RDVY First Trust Rising Dividend | 0.05% | 3,199 | $267K | No change |
| AMD Advanced Micro Devices | 0.05% | 543 | $262K | Reduce -55.4% |
| AVGO Broadcom Inc. | 0.05% | 606 | $252K | New |
| SRE Sempra | 0.05% | 2,748 | $236K | Add +0.8% |
| XYL Xylem Inc. | 0.04% | 1,821 | $222K | Reduce -4.4% |
| URTH iShares MSCI World ETF | 0.04% | 1,053 | $222K | Reduce -12.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.04% | 2,043 | $211K | Add +0.6% |
Portfolio Sells Q1 2026 → Q2 2026
| ADBE Adobe Inc. | Sold out | 0.00% | −2.41 |
| META Meta Platforms Inc. Class A | Reduce -1.4% | 7.11% | −1.49 |
| ZTS Zoetis Inc. | Sold out | 0.00% | −1.46 |
| GOOG Alphabet Inc. Class C | Reduce -7.7% | 9.95% | −0.90 |
| ORCL Oracle Corp. | Reduce -8.6% | 2.28% | −0.69 |
| ACN Accenture PLC Class A | Reduce -16.1% | 1.41% | −0.46 |
| ICE Intercontinental Exchange Inc. | Reduce -1.3% | 2.20% | −0.23 |
| INTU Intuit Inc. | Reduce -0.2% | 0.57% | −0.14 |
| CRM Salesforce Inc. | Reduce -4.1% | 3.36% | −0.11 |
| MSCI MSCI Inc. | Reduce -1.8% | 1.99% | −0.11 |
| GOOGL Alphabet Inc. Class A | Reduce -9.6% | 0.56% | −0.07 |
| TSLA Tesla Inc. | Reduce -17.1% | 0.10% | −0.05 |
| MSI Motorola Solutions Inc. | Sold out | 0.00% | −0.05 |
| OTIS Otis Worldwide Corp. | Reduce -5.8% | 0.21% | −0.04 |
| VOO Vanguard S&P 500 ETF | Reduce -13.0% | 0.46% | −0.04 |
| IBM Intl Business Machines Corp. | Reduce -8.9% | 0.11% | −0.02 |
| AMD Advanced Micro Devices | Reduce -55.4% | 0.05% | −0.02 |
| XOM Exxon Mobil Corp. | Reduce -9.3% | 0.32% | −0.01 |
| RZLV Rezolve AI PLC | Sold out | 0.00% | −0.01 |
| URTH iShares MSCI World ETF | Reduce -12.0% | 0.04% | −0.00 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -17.1% | 0.06% | −0.00 |
| XYL Xylem Inc. | Reduce -4.4% | 0.04% | −0.00 |
| ABT Abbott Laboratories | Reduce -9.0% | 0.07% | +0.00 |
| VIG Vanguard Dividend Apprec ETF | Reduce -1.0% | 0.06% | +0.00 |
| CACI Caci International Inc. Class A | Reduce -15.5% | 0.16% | +0.01 |
| AON Aon PLC Class A | Reduce -2.2% | 1.63% | +0.02 |
| LLY Eli Lilly & Co. | Reduce -14.1% | 0.32% | +0.03 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.0% | 1.06% | +0.04 |
| ROP Roper Technologies Inc. | Reduce -1.5% | 0.93% | +0.05 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -0.2% | 0.64% | +0.05 |
| MA Mastercard Inc. Class A | Reduce -3.5% | 5.48% | +0.09 |
| AAPL Apple Inc. | Reduce -0.5% | 1.45% | +0.10 |
| AMZN Amazon.com Inc. | Reduce -2.6% | 9.36% | +0.19 |
| TMO Thermo Fisher Scientific Inc. | Reduce -4.0% | 3.36% | +0.22 |
| SAP Sap SE-Sponsored ADR | Reduce -2.4% | 3.28% | +0.25 |
| SHOP Shopify Inc. Class A | Reduce -0.3% | 3.66% | +0.27 |
| V Visa Inc. Class A | Reduce -3.1% | 5.80% | +0.43 |
| ADP Automatic Data Processing | Reduce -2.3% | 2.67% | +0.56 |
| PM Philip Morris International | Reduce -4.1% | 7.55% | +0.70 |
| MSFT Microsoft Corp. | Reduce -1.6% | 8.34% | +0.94 |
Portfolio Buys Q1 2026 → Q2 2026
| SPGI S&P Global Inc. | Add +106.7% | 3.60% | +1.67 |
| IDXX Idexx Laboratories Inc. | Add +198.8% | 1.32% | +0.85 |
| SPCX Space Exploration Techn Class A | New | 0.50% | +0.50 |
| NOW ServiceNow Inc. | Add +3.8% | 2.03% | +0.43 |
| CSCO Cisco Systems Inc. | New | 0.28% | +0.28 |
| CAT Caterpillar Inc. | New | 0.18% | +0.18 |
| MBGL Mobility Global Inc. | New | 0.13% | +0.13 |
| NVDA Nvidia Corp. | Add +14.0% | 0.66% | +0.12 |
| VTI VG Morningstar TS MKT ETF-US | Add +11.7% | 0.70% | +0.11 |
| VXUS Vanguard Total Intl Stock | New | 0.11% | +0.11 |
| QQQM Invesco Nasdaq 100 ETF | New | 0.08% | +0.08 |
| PPA Invesco Aerospace & Defense | New | 0.07% | +0.07 |
| AVGO Broadcom Inc. | New | 0.05% | +0.05 |
| AMAT Applied Materials Inc. | Add +5.0% | 0.14% | +0.04 |
| EXTR Extreme Networks Inc. | Add +7.1% | 0.14% | +0.04 |
| ABBV Abbvie Inc. | Add +3.7% | 0.10% | +0.02 |
| CVX Chevron Corp. | Add +6.5% | 0.14% | +0.01 |
| IVV iShares Core S&P 500 ETF | Add +0.9% | 0.15% | +0.01 |
| JPM JPMorgan Chase & Co. | Add +0.6% | 0.08% | +0.01 |
| RTX RTX Corp. | Add +1.6% | 0.07% | +0.01 |
| JNJ Johnson & Johnson | Add +2.3% | 0.07% | +0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +1.4% | 0.09% | +0.01 |
| BMY Bristol-Myers Squibb Co. | Add +0.5% | 0.07% | +0.00 |
| PCHI Polen High Income ETF | Add +6.6% | 0.22% | +0.00 |
| FIW First Trust Water ETF | Add +1.4% | 0.06% | +0.00 |
| BA The Boeing Co. | Add +0.7% | 0.06% | +0.00 |
| DIS The Walt Disney Co. | Add +0.6% | 0.04% | −0.00 |
| WMT Walmart Inc. | Add +5.2% | 0.06% | −0.00 |
| SRE Sempra | Add +0.8% | 0.05% | −0.01 |
| HON Honeywell International Inc. | Add +0.3% | 0.06% | −0.06 |
| CSGP Costar Group Inc. | Add +1.1% | 0.65% | −0.22 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 72 | $493.7M | GOOG, AMZN, MSFT, PM, META |
| Q1 2026 | 68 | $480.2M | GOOG, AMZN, META, MSFT, PM |
| Q4 2025 | 68 | $479.8M | GOOG, META, AMZN, PM, MSFT |
| Q3 2025 | 73 | $504.0M | GOOG, META, MSFT, AMZN, PM |
| Q2 2025 | 61 | $471.9M | META, MSFT, AMZN, PM, GOOG |
| Q1 2025 | 62 | $448.3M | META, MSFT, AMZN, PM, GOOG |
| Q4 2024 | 61 | $469.8M | META, AMZN, MSFT, GOOG, PM |
| Q3 2024 | 57 | $411.5M | MSFT, META, AMZN, PM, GOOG |
| Q2 2024 | 52 | $365.9M | MSFT, AMZN, GOOG, META, PM |
| Q1 2024 | 52 | $316.5M | MSFT, META, AMZN, GOOG, V |