Dash Acquisitions Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 8, 2026), Dash Acquisitions Inc. reported 68 stock positions worth $480.2 million. Its top holding was Alphabet Class C (GOOG) at 10.9% of the portfolio, followed by Amazon.com (AMZN, 9.2%) and Meta Platforms Class A (META, 8.6%). Compared with Q4 2025, it opened 2 new positions, sold out of 2, added to 34 and reduced 19. The biggest buy was S&P Global (SPGI, shares +99%) and the biggest sale Accenture Class A (ACN, shares −5%).
- Most Recent 13F
- Q2 2026
- Location
- WOODLAND HILLS, CA
- CIK
- 0001745885
- Portfolio Value
- $480.2M (Q1 2026)
- SEC Filing
- 0001986152-26-000076 ↗ filed May 8, 2026
Holdings Value
Holdings 68 stocks · $480.2M
| GOOG Alphabet Inc. Class C | 10.86% | 155,429 | $52.1M | Reduce -4.0% |
| AMZN Amazon.com Inc. | 9.18% | 177,471 | $44.1M | Add +3.2% |
| META Meta Platforms Inc. Class A | 8.60% | 61,545 | $41.3M | Add +1.3% |
| MSFT Microsoft Corp. | 7.40% | 85,029 | $35.5M | Add +2.1% |
| PM Philip Morris International | 6.85% | 208,765 | $32.9M | Add +2.2% |
| MA Mastercard Inc. Class A | 5.38% | 50,025 | $25.8M | Add +1.7% |
| V Visa Inc. Class A | 5.37% | 82,153 | $25.8M | Add +2.5% |
| CRM Salesforce Inc. | 3.47% | 89,482 | $16.7M | Add +0.5% |
| SHOP Shopify Inc. Class A | 3.39% | 120,640 | $16.3M | Add +7.3% |
| TMO Thermo Fisher Scientific Inc. | 3.13% | 28,607 | $15.0M | Reduce -0.5% |
| SAP Sap SE-Sponsored ADR | 3.02% | 81,128 | $14.5M | Add +2.9% |
| ORCL Oracle Corp. | 2.97% | 80,294 | $14.3M | Add +1.1% |
| ICE Intercontinental Exchange Inc. | 2.44% | 72,810 | $11.7M | Add +2.1% |
| ADBE Adobe Inc. | 2.41% | 46,543 | $11.6M | Reduce -0.8% |
| ADP Automatic Data Processing | 2.11% | 50,072 | $10.1M | Add +4.8% |
| MSCI MSCI Inc. | 2.10% | 17,766 | $10.1M | Add +2.9% |
| SPGI S&P Global Inc. | 1.93% | 20,971 | $9.3M | Add +98.9% |
| ACN Accenture PLC Class A | 1.87% | 46,081 | $9.0M | Reduce -4.9% |
| AON Aon PLC Class A | 1.61% | 23,289 | $7.7M | Add +3.3% |
| NOW ServiceNow Inc. | 1.61% | 77,428 | $7.7M | Add +21.4% |
| ZTS Zoetis Inc. | 1.46% | 57,253 | $7.0M | Add +2.2% |
| AAPL Apple Inc. | 1.35% | 23,782 | $6.5M | Reduce -2.5% |
| MTDR Matador Resources Co. | 1.15% | 98,242 | $5.5M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 1.01% | 10,316 | $4.9M | Add +1.6% |
| ROP Roper Technologies Inc. | 0.88% | 11,760 | $4.2M | Add +8.9% |
| CSGP Costar Group Inc. | 0.87% | 104,377 | $4.2M | Add +17.6% |
| INTU Intuit Inc. | 0.71% | 8,397 | $3.4M | Add +7.3% |
| GOOGL Alphabet Inc. Class A | 0.63% | 8,985 | $3.0M | Reduce -3.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.59% | 4,405 | $2.8M | Add +1.9% |
| VTI VG Morningstar TS MKT ETF-US | 0.59% | 8,063 | $2.8M | Add +0.0% |
| NVDA Nvidia Corp. | 0.54% | 12,729 | $2.6M | Add +1.6% |
| VOO Vanguard S&P 500 ETF | 0.50% | 3,674 | $2.4M | Add +62.9% |
| IDXX Idexx Laboratories Inc. | 0.46% | 3,814 | $2.2M | Reduce -2.9% |
| XOM Exxon Mobil Corp. | 0.33% | 10,763 | $1.6M | Reduce -5.2% |
| LLY Eli Lilly & Co. | 0.29% | 1,528 | $1.4M | Add +2.7% |
| OTIS Otis Worldwide Corp. | 0.25% | 14,709 | $1.2M | Reduce -3.2% |
| PCHI Polen High Income ETF | 0.22% | 42,783 | $1.1M | No change |
| CACI Caci International Inc. Class A | 0.15% | 1,412 | $737K | Reduce -6.6% |
| TSLA Tesla Inc. | 0.15% | 1,782 | $699K | Add +20.6% |
| IVV iShares Core S&P 500 ETF | 0.14% | 961 | $684K | Reduce -1.2% |
| CVX Chevron Corp. | 0.13% | 3,421 | $627K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.13% | 2,415 | $613K | No change |
| HON Honeywell International Inc. | 0.12% | 2,500 | $574K | No change |
| MOAT Vaneck Morningstar Wide Moat | 0.11% | 5,329 | $546K | No change |
| EXTR Extreme Networks Inc. | 0.10% | 26,432 | $483K | No change |
| AMAT Applied Materials Inc. | 0.10% | 1,200 | $470K | No change |
| DHR Danaher Corp. | 0.09% | 2,233 | $437K | Reduce -26.5% |
| ABBV Abbvie Inc. | 0.08% | 1,935 | $394K | Reduce -6.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.08% | 554 | $393K | Add +4.3% |
| AMD Advanced Micro Devices | 0.07% | 1,217 | $335K | New |
| JPM JPMorgan Chase & Co. | 0.07% | 1,044 | $331K | Add +0.3% |
| ABT Abbott Laboratories | 0.07% | 3,442 | $330K | Add +23.6% |
| BMY Bristol-Myers Squibb Co. | 0.07% | 5,400 | $319K | No change |
| WMT Walmart Inc. | 0.07% | 2,495 | $319K | Add +6.7% |
| XLK SS Technology Select Sector | 0.06% | 1,990 | $308K | Reduce -3.4% |
| FIW First Trust Water ETF | 0.06% | 2,797 | $302K | Add +3.7% |
| TSM Taiwan Semiconductor-SP ADR | 0.06% | 812 | $297K | Reduce -38.1% |
| VIG Vanguard Dividend Apprec ETF | 0.06% | 1,297 | $295K | Reduce -2.4% |
| RTX RTX Corp. | 0.06% | 1,500 | $294K | No change |
| BA The Boeing Co. | 0.06% | 1,302 | $293K | Reduce -10.3% |
| JNJ Johnson & Johnson | 0.06% | 1,238 | $286K | Reduce -27.1% |
| SRE Sempra | 0.05% | 2,726 | $255K | Add +0.6% |
| RDVY First Trust Rising Dividend | 0.05% | 3,199 | $238K | No change |
| URTH iShares MSCI World ETF | 0.05% | 1,196 | $234K | Reduce -0.5% |
| XYL Xylem Inc. | 0.05% | 1,904 | $229K | Add +3.3% |
| MSI Motorola Solutions Inc. | 0.05% | 500 | $223K | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.04% | 2,031 | $216K | No change |
| RZLV Rezolve AI PLC | 0.01% | 10,000 | $28K | New |
Portfolio Sells Q4 2025 → Q1 2026
| ACN Accenture PLC Class A | Reduce -4.9% | 1.87% | −0.57 |
| GOOG Alphabet Inc. Class C | Reduce -4.0% | 10.86% | −0.39 |
| ADBE Adobe Inc. | Reduce -0.8% | 2.41% | −0.33 |
| TMO Thermo Fisher Scientific Inc. | Reduce -0.5% | 3.13% | −0.25 |
| LITMAN GREGORY FDS TR | Sold out | 0.00% | −0.08 |
| IDXX Idexx Laboratories Inc. | Reduce -2.9% | 0.46% | −0.06 |
| AAPL Apple Inc. | Reduce -2.5% | 1.35% | −0.05 |
| DHR Danaher Corp. | Reduce -26.5% | 0.09% | −0.05 |
| FNF Fidelity National Financial | Sold out | 0.00% | −0.04 |
| OTIS Otis Worldwide Corp. | Reduce -3.2% | 0.25% | −0.04 |
| CACI Caci International Inc. Class A | Reduce -6.6% | 0.15% | −0.04 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -38.1% | 0.06% | −0.03 |
| JNJ Johnson & Johnson | Reduce -27.1% | 0.06% | −0.02 |
| XOM Exxon Mobil Corp. | Reduce -5.2% | 0.33% | −0.02 |
| GOOGL Alphabet Inc. Class A | Reduce -3.3% | 0.63% | −0.01 |
| ABBV Abbvie Inc. | Reduce -6.3% | 0.08% | −0.01 |
| BA The Boeing Co. | Reduce -10.3% | 0.06% | −0.01 |
| VIG Vanguard Dividend Apprec ETF | Reduce -2.4% | 0.06% | −0.00 |
| URTH iShares MSCI World ETF | Reduce -0.5% | 0.05% | +0.00 |
| IVV iShares Core S&P 500 ETF | Reduce -1.2% | 0.14% | +0.00 |
| XLK SS Technology Select Sector | Reduce -3.4% | 0.06% | +0.00 |
Portfolio Buys Q4 2025 → Q1 2026
| SPGI S&P Global Inc. | Add +98.9% | 1.93% | +0.91 |
| AMZN Amazon.com Inc. | Add +3.2% | 9.18% | +0.83 |
| SHOP Shopify Inc. Class A | Add +7.3% | 3.39% | +0.72 |
| ORCL Oracle Corp. | Add +1.1% | 2.97% | +0.54 |
| MSFT Microsoft Corp. | Add +2.1% | 7.40% | +0.21 |
| VOO Vanguard S&P 500 ETF | Add +62.9% | 0.50% | +0.20 |
| NOW ServiceNow Inc. | Add +21.4% | 1.61% | +0.13 |
| META Meta Platforms Inc. Class A | Add +1.3% | 8.60% | +0.12 |
| NVDA Nvidia Corp. | Add +1.6% | 0.54% | +0.08 |
| ROP Roper Technologies Inc. | Add +8.9% | 0.88% | +0.07 |
| AMD Advanced Micro Devices | New | 0.07% | +0.07 |
| QQQ Invesco QQQ Trust Series 1 | Add +1.9% | 0.59% | +0.05 |
| MSCI MSCI Inc. | Add +2.9% | 2.10% | +0.04 |
| TSLA Tesla Inc. | Add +20.6% | 0.15% | +0.02 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.0% | 0.59% | +0.02 |
| ABT Abbott Laboratories | Add +23.6% | 0.07% | +0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +4.3% | 0.08% | +0.01 |
| RZLV Rezolve AI PLC | New | 0.01% | +0.01 |
| SRE Sempra | Add +0.6% | 0.05% | +0.00 |
| WMT Walmart Inc. | Add +6.7% | 0.07% | +0.00 |
| JPM JPMorgan Chase & Co. | Add +0.3% | 0.07% | +0.00 |
| FIW First Trust Water ETF | Add +3.7% | 0.06% | −0.00 |
| XYL Xylem Inc. | Add +3.3% | 0.05% | −0.01 |
| ICE Intercontinental Exchange Inc. | Add +2.1% | 2.44% | −0.02 |
| ZTS Zoetis Inc. | Add +2.2% | 1.46% | −0.02 |
| INTU Intuit Inc. | Add +7.3% | 0.71% | −0.02 |
| AON Aon PLC Class A | Add +3.3% | 1.61% | −0.04 |
| LLY Eli Lilly & Co. | Add +2.7% | 0.29% | −0.05 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +1.6% | 1.01% | −0.05 |
| CSGP Costar Group Inc. | Add +17.6% | 0.87% | −0.10 |
| V Visa Inc. Class A | Add +2.5% | 5.37% | −0.14 |
| ADP Automatic Data Processing | Add +4.8% | 2.11% | −0.23 |
| CRM Salesforce Inc. | Add +0.5% | 3.47% | −0.23 |
| SAP Sap SE-Sponsored ADR | Add +2.9% | 3.02% | −0.26 |
| MA Mastercard Inc. Class A | Add +1.7% | 5.38% | −0.29 |
| PM Philip Morris International | Add +2.2% | 6.85% | −0.83 |
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 |