Dash Acquisitions Inc.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 31, 2025), Dash Acquisitions Inc. reported 73 stock positions worth $504.0 million. Its top holding was Alphabet Class C (GOOG) at 9.1% of the portfolio, followed by Meta Platforms Class A (META, 8.9%) and Microsoft (MSFT, 8.8%). Compared with Q2 2025, it opened 13 new positions, sold out of 1, added to 32 and reduced 17. The biggest buy was Alphabet Class C (GOOG, shares +0%) and the biggest sale Danaher (DHR, shares −86%).
- Most Recent 13F
- Q2 2026
- Location
- WOODLAND HILLS, CA
- CIK
- 0001745885
- Portfolio Value
- $504.0M (Q3 2025)
- SEC Filing
- 0001986152-25-000094 ↗ filed Oct 31, 2025
Holdings Value
Holdings 73 stocks · $504.0M
| GOOG Alphabet Inc. Class C | 9.06% | 165,881 | $45.6M | Add +0.3% |
| META Meta Platforms Inc. Class A | 8.86% | 59,370 | $44.6M | Reduce -0.5% |
| MSFT Microsoft Corp. | 8.81% | 81,970 | $44.4M | Add +1.0% |
| AMZN Amazon.com Inc. | 7.60% | 166,271 | $38.3M | Add +0.1% |
| PM Philip Morris International | 6.16% | 211,669 | $31.1M | Reduce -0.2% |
| MA Mastercard Inc. Class A | 5.16% | 46,889 | $26.0M | Reduce -0.2% |
| V Visa Inc. Class A | 5.14% | 75,829 | $25.9M | Add +0.5% |
| SHOP Shopify Inc. Class A | 4.03% | 113,401 | $20.3M | Reduce -1.8% |
| ORCL Oracle Corp. | 4.02% | 73,622 | $20.3M | Add +2.8% |
| SAP Sap SE-Sponsored ADR | 3.74% | 72,565 | $18.8M | Add +0.1% |
| TMO Thermo Fisher Scientific Inc. | 3.27% | 29,547 | $16.5M | Reduce -12.6% |
| CRM Salesforce Inc. | 3.09% | 61,847 | $15.6M | Reduce -5.3% |
| ABT Abbott Laboratories | 2.61% | 105,719 | $13.2M | Add +2.6% |
| ADP Automatic Data Processing | 2.25% | 43,420 | $11.3M | Reduce -1.9% |
| ICE Intercontinental Exchange Inc. | 1.99% | 66,595 | $10.0M | Reduce -0.1% |
| ACN Accenture PLC Class A | 1.90% | 38,710 | $9.6M | Reduce -16.3% |
| IGV iShares Expanded Tech-Softwa | 1.79% | 78,346 | $9.0M | New |
| MSCI MSCI Inc. | 1.68% | 14,958 | $8.5M | Add +103.7% |
| ADBE Adobe Inc. | 1.65% | 24,537 | $8.3M | Reduce -19.4% |
| AON Aon PLC Class A | 1.53% | 23,575 | $7.7M | Reduce -1.3% |
| ZTS Zoetis Inc. | 1.47% | 51,534 | $7.4M | Add +55.4% |
| AAPL Apple Inc. | 1.33% | 24,863 | $6.7M | Add +25.1% |
| CSGP Costar Group Inc. | 1.14% | 81,439 | $5.7M | Reduce -0.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.97% | 10,235 | $4.9M | Reduce -4.1% |
| ROP Roper Technologies Inc. | 0.82% | 9,244 | $4.1M | Reduce -4.9% |
| QQQ Invesco QQQ Trust Series 1 | 0.82% | 6,474 | $4.1M | Add +50.1% |
| MTDR Matador Resources Co. | 0.77% | 98,242 | $3.9M | No change |
| INTU Intuit Inc. | 0.75% | 5,743 | $3.8M | New |
| XLP SS Consumer Staples Sel Sect | 0.64% | 42,159 | $3.2M | New |
| GOOGL Alphabet Inc. Class A | 0.55% | 10,039 | $2.8M | Add +1.6% |
| VTI VG Morningstar TS MKT ETF-US | 0.54% | 8,124 | $2.7M | Add +3.7% |
| NVDA Nvidia Corp. | 0.54% | 13,065 | $2.7M | Add +6.7% |
| IDXX Idexx Laboratories Inc. | 0.53% | 4,285 | $2.7M | New |
| URTH iShares MSCI World ETF | 0.50% | 13,528 | $2.5M | New |
| DHR Danaher Corp. | 0.48% | 11,231 | $2.4M | Reduce -86.2% |
| OTIS Otis Worldwide Corp. | 0.27% | 14,592 | $1.4M | Add +6.6% |
| KLXY Kraneshares GLBL Lux in ETF | 0.25% | 47,005 | $1.3M | New |
| LLY Eli Lilly & Co. | 0.24% | 1,489 | $1.2M | Add +207.0% |
| XOM Exxon Mobil Corp. | 0.24% | 10,241 | $1.2M | Add +4.5% |
| PCHI Polen High Income ETF | 0.21% | 41,999 | $1.1M | Add +300.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.19% | 1,414 | $972K | Add +176.2% |
| CACI Caci International Inc. Class A | 0.19% | 1,712 | $962K | Reduce -6.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.15% | 2,415 | $744K | Add +163.9% |
| IVV iShares Core S&P 500 ETF | 0.14% | 996 | $688K | Reduce -11.9% |
| TSLA Tesla Inc. | 0.11% | 1,242 | $573K | Add +9.8% |
| MOAT Vaneck Morningstar Wide Moat | 0.11% | 5,329 | $540K | No change |
| HON Honeywell International Inc. | 0.11% | 2,500 | $532K | New |
| CVX Chevron Corp. | 0.11% | 3,420 | $530K | Add +80.2% |
| EXTR Extreme Networks Inc. | 0.09% | 26,054 | $469K | Add +11.1% |
| ABBV Abbvie Inc. | 0.09% | 2,065 | $465K | No change |
| VOO Vanguard S&P 500 ETF | 0.09% | 703 | $444K | Add +2.6% |
| TSM Taiwan Semiconductor-SP ADR | 0.09% | 1,409 | $430K | Add +19.4% |
| LITMAN GREGORY FDS TR | 0.08% | 32,678 | $408K | No change |
| NFLX Netflix Inc. | 0.08% | 367 | $404K | Add +5.2% |
| AMD Advanced Micro Devices | 0.07% | 1,354 | $358K | No change |
| JNJ Johnson & Johnson | 0.07% | 1,841 | $344K | Add +8.7% |
| JPM JPMorgan Chase & Co. | 0.07% | 1,096 | $335K | Add +8.0% |
| BA The Boeing Co. | 0.06% | 1,523 | $325K | Add +3.4% |
| XLK SS Technology Select Sector | 0.06% | 1,030 | $313K | No change |
| FIW First Trust Water ETF | 0.06% | 2,698 | $303K | No change |
| VIG Vanguard Dividend Apprec ETF | 0.06% | 1,379 | $301K | Add +4.4% |
| RTX RTX Corp. | 0.06% | 1,690 | $298K | New |
| AMAT Applied Materials Inc. | 0.06% | 1,200 | $283K | No change |
| XYL Xylem Inc. | 0.06% | 1,843 | $282K | No change |
| SRE Sempra | 0.05% | 2,694 | $248K | Add +0.6% |
| SOFI Sofi Technologies Inc. | 0.05% | 8,000 | $247K | New |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.05% | 2,181 | $240K | New |
| WMT Walmart Inc. | 0.05% | 2,334 | $239K | Add +8.6% |
| BMY Bristol-Myers Squibb Co. | 0.05% | 5,400 | $230K | New |
| RDVY First Trust Rising Dividend | 0.04% | 3,199 | $217K | No change |
| MSI Motorola Solutions Inc. | 0.04% | 500 | $216K | No change |
| COR Cencora Inc. | 0.04% | 639 | $213K | New |
| RZLV Rezolve AI PLC | 0.01% | 11,500 | $50K | New |
Portfolio Sells Q2 2025 → Q3 2025
| DHR Danaher Corp. | Reduce -86.2% | 0.48% | −2.93 |
| PM Philip Morris International | Reduce -0.2% | 6.16% | −1.24 |
| ACN Accenture PLC Class A | Reduce -16.3% | 1.90% | −0.90 |
| ADBE Adobe Inc. | Reduce -19.4% | 1.65% | −0.76 |
| CRM Salesforce Inc. | Reduce -5.3% | 3.09% | −0.61 |
| ADP Automatic Data Processing | Reduce -1.9% | 2.25% | −0.60 |
| ICE Intercontinental Exchange Inc. | Reduce -0.1% | 1.99% | −0.57 |
| CSGP Costar Group Inc. | Reduce -0.6% | 1.14% | −0.44 |
| MA Mastercard Inc. Class A | Reduce -0.2% | 5.16% | −0.43 |
| ROP Roper Technologies Inc. | Reduce -4.9% | 0.82% | −0.33 |
| AON Aon PLC Class A | Reduce -1.3% | 1.53% | −0.28 |
| META Meta Platforms Inc. Class A | Reduce -0.5% | 8.86% | −0.17 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -4.1% | 0.97% | −0.13 |
| TMO Thermo Fisher Scientific Inc. | Reduce -12.6% | 3.27% | −0.07 |
| FNF Fidelity National Financial | Sold out | 0.00% | −0.04 |
| IVV iShares Core S&P 500 ETF | Reduce -11.9% | 0.14% | −0.02 |
| CACI Caci International Inc. Class A | Reduce -6.8% | 0.19% | +0.00 |
| SHOP Shopify Inc. Class A | Reduce -1.8% | 4.03% | +1.04 |
Portfolio Buys Q2 2025 → Q3 2025
| GOOG Alphabet Inc. Class C | Add +0.3% | 9.06% | +2.35 |
| IGV iShares Expanded Tech-Softwa | New | 1.79% | +1.79 |
| MSCI MSCI Inc. | Add +103.7% | 1.68% | +0.86 |
| INTU Intuit Inc. | New | 0.75% | +0.75 |
| XLP SS Consumer Staples Sel Sect | New | 0.64% | +0.64 |
| IDXX Idexx Laboratories Inc. | New | 0.53% | +0.53 |
| URTH iShares MSCI World ETF | New | 0.50% | +0.50 |
| AAPL Apple Inc. | Add +25.1% | 1.33% | +0.43 |
| ZTS Zoetis Inc. | Add +55.4% | 1.47% | +0.39 |
| ORCL Oracle Corp. | Add +2.8% | 4.02% | +0.35 |
| QQQ Invesco QQQ Trust Series 1 | Add +50.1% | 0.82% | +0.30 |
| KLXY Kraneshares GLBL Lux in ETF | New | 0.25% | +0.25 |
| LLY Eli Lilly & Co. | Add +207.0% | 0.24% | +0.16 |
| PCHI Polen High Income ETF | Add +300.3% | 0.21% | +0.15 |
| GOOGL Alphabet Inc. Class A | Add +1.6% | 0.55% | +0.15 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +176.2% | 0.19% | +0.12 |
| MSFT Microsoft Corp. | Add +1.0% | 8.81% | +0.11 |
| HON Honeywell International Inc. | New | 0.11% | +0.11 |
| NVDA Nvidia Corp. | Add +6.7% | 0.54% | +0.09 |
| IBM Intl Business Machines Corp. | Add +163.9% | 0.15% | +0.09 |
| RTX RTX Corp. | New | 0.06% | +0.06 |
| SOFI Sofi Technologies Inc. | New | 0.05% | +0.05 |
| DIS The Walt Disney Co. | New | 0.05% | +0.05 |
| BMY Bristol-Myers Squibb Co. | New | 0.05% | +0.05 |
| CVX Chevron Corp. | Add +80.2% | 0.11% | +0.04 |
| COR Cencora Inc. | New | 0.04% | +0.04 |
| TSLA Tesla Inc. | Add +9.8% | 0.11% | +0.03 |
| VTI VG Morningstar TS MKT ETF-US | Add +3.7% | 0.54% | +0.03 |
| TSM Taiwan Semiconductor-SP ADR | Add +19.4% | 0.09% | +0.03 |
| OTIS Otis Worldwide Corp. | Add +6.6% | 0.27% | +0.01 |
| RZLV Rezolve AI PLC | New | 0.01% | +0.01 |
| XOM Exxon Mobil Corp. | Add +4.5% | 0.24% | +0.01 |
| JNJ Johnson & Johnson | Add +8.7% | 0.07% | +0.01 |
| EXTR Extreme Networks Inc. | Add +11.1% | 0.09% | +0.00 |
| SRE Sempra | Add +0.6% | 0.05% | +0.00 |
| WMT Walmart Inc. | Add +8.6% | 0.05% | +0.00 |
| VOO Vanguard S&P 500 ETF | Add +2.6% | 0.09% | +0.00 |
| JPM JPMorgan Chase & Co. | Add +8.0% | 0.07% | +0.00 |
| VIG Vanguard Dividend Apprec ETF | Add +4.4% | 0.06% | +0.00 |
| NFLX Netflix Inc. | Add +5.2% | 0.08% | −0.01 |
| BA The Boeing Co. | Add +3.4% | 0.06% | −0.01 |
| ABT Abbott Laboratories | Add +2.6% | 2.61% | −0.14 |
| AMZN Amazon.com Inc. | Add +0.1% | 7.60% | −0.43 |
| V Visa Inc. Class A | Add +0.5% | 5.14% | −0.54 |
| SAP Sap SE-Sponsored ADR | Add +0.1% | 3.74% | −0.73 |
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 |