Institutional
Dash Acquisitions Inc.
CIK 0001745885
$480.2M
Reported AUM
68
Positions
Q1 2026
Period
2026-05-08
Filed
The Brief · Dash Acquisitions Inc. · Q1 2026
AI · grounded in 13F
Dash Acquisitions Inc. nearly doubled its position in SPGI, increasing share count by 98.93%. The fund also expanded its holding in VOO by 62.93% and increased its stake in SHOP by 7.29%. Conversely, the fund trimmed its positions in ACN and GOOG by 4.87% and 3.96%, respectively.
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | GOOG | ALPHABET INC | $334.00 | -0.52% | 77.27% | 132.86% | $52.1M | 10.86% | — | HELD |
| 2 | AMZN | AMAZON COM INC | $233.09 | 2.84% | 5.54% | 30.60% | $44.1M | 9.18% | — | HELD |
| 3 | META | META PLATFORMS INC | $532.52 | -9.07% | -21.66% | 55.72% | $41.3M | 8.60% | — | HELD |
| 4 | MSFT | MICROSOFT CORP | $435.17 | 11.43% | -24.89% | 34.54% | $35.5M | 7.40% | — | HELD |
| 5 | PM | PHILIP MORRIS INTL INC | $195.15 | -1.66% | 28.05% | 146.98% | $32.9M | 6.85% | — | HELD |
| 6 | MA | MASTERCARD INCORPORATED | $578.95 | 2.77% | 1.24% | 67.59% | $25.8M | 5.38% | — | HELD |
| 7 | V | VISA INC | $365.00 | -1.01% | 9.62% | 67.02% | $25.8M | 5.37% | — | HELD |
| 8 | CRM | SALESFORCE INC | $182.01 | -3.38% | -23.90% | -27.44% | $16.7M | 3.47% | — | HELD |
| 9 | SHOP | SHOPIFY INC | $124.93 | -3.28% | 8.91% | -15.29% | $16.3M | 3.39% | — | HELD |
| 10 | TMO | THERMO FISHER SCIENTIFIC INC | $568.60 | -1.36% | 24.95% | 5.34% | $15.0M | 3.13% | — | HELD |
| 11 | SAP | SAP SE | $182.18 | -2.05% | -33.14% | 34.75% | $14.5M | 3.02% | — | HELD |
| 12 | ORCL | ORACLE CORP | $122.03 | 3.64% | -51.28% | 41.31% | $14.3M | 2.97% | — | HELD |
| 13 | ICE | INTERCONTINENTAL EXCHANGE IN | $157.93 | 2.37% | -15.52% | 37.51% | $11.7M | 2.44% | — | HELD |
| 14 | ADBE | ADOBE INC | $254.78 | -3.28% | -24.43% | -60.40% | $11.6M | 2.41% | — | HELD |
| 15 | ADP | AUTOMATIC DATA PROCESSING IN | $265.17 | -3.00% | -6.48% | 45.94% | $10.1M | 2.11% | — | HELD |
| 16 | MSCI | MSCI INC | $582.72 | -0.03% | 6.36% | -2.79% | $10.1M | 2.10% | — | HELD |
| 17 | SPGI | S&P GLOBAL INC | $418.01 | -0.39% | -18.03% | 4.03% | $9.3M | 1.93% | — | HELD |
| 18 | ACN | ACCENTURE PLC IRELAND | $166.01 | -4.14% | -31.00% | -44.27% | $9.0M | 1.87% | — | HELD |
| 19 | AON | AON PLC | $367.65 | -2.52% | 6.99% | 35.98% | $7.7M | 1.61% | — | HELD |
| 20 | NOW | SERVICENOW INC | $112.01 | -3.24% | -36.70% | -10.07% | $7.7M | 1.61% | — | HELD |
| 21 | ZTS | ZOETIS INC | $76.53 | -1.80% | -45.71% | -59.40% | $7.0M | 1.46% | — | HELD |
| 22 | AAPL | APPLE INC | $333.11 | -1.50% | 67.77% | 128.17% | $6.5M | 1.35% | — | HELD |
| 23 | MTDR | MATADOR RES CO | $48.39 | -0.55% | 3.46% | 80.23% | $5.5M | 1.15% | — | HELD |
| 24 | BRK/B | BERKSHIRE HATHAWAY INC DEL | — | — | — | — | $4.9M | 1.01% | — | HELD |
| 25 | ROP | ROPER TECHNOLOGIES INC | $393.11 | -3.67% | -24.81% | -13.69% | $4.2M | 0.88% | — | HELD |
| 26 | CSGP | COSTAR GROUP INC | $28.58 | -4.21% | -68.47% | -64.80% | $4.2M | 0.87% | — | HELD |
| 27 | INTU | INTUIT | $316.93 | -4.86% | -57.09% | -39.66% | $3.4M | 0.71% | — | HELD |
| 28 | GOOGL | ALPHABET INC | $335.21 | -0.45% | 76.18% | 131.67% | $3.0M | 0.63% | — | HELD |
| 29 | QQQ | INVESCO QQQ TR | $674.29 | 1.90% | 20.05% | 79.46% | $2.8M | 0.59% | — | HELD |
| 30 | VTI | VANGUARD INDEX FDS | $363.37 | 0.82% | 19.26% | 65.80% | $2.8M | 0.59% | — | HELD |
| 31 | NVDA | NVIDIA CORPORATION | $192.21 | 1.16% | — | — | $2.6M | 0.54% | — | HELD |
| 32 | VOO | VANGUARD INDEX FDS | $676.22 | 0.83% | — | — | $2.4M | 0.50% | — | HELD |
| 33 | IDXX | IDEXX LABS INC | $561.33 | -1.48% | — | — | $2.2M | 0.46% | — | HELD |
| 34 | XOM | EXXON MOBIL CORP | $155.24 | -0.96% | — | — | $1.6M | 0.33% | — | HELD |
| 35 | LLY | ELI LILLY & CO | $1210.02 | -0.87% | — | — | $1.4M | 0.29% | — | HELD |
| 36 | OTIS | OTIS WORLDWIDE CORP | $72.72 | -0.87% | — | — | $1.2M | 0.25% | — | HELD |
| 37 | PCHI | FUNDVANTAGE TR | $24.15 | 0.00% | — | — | $1.1M | 0.22% | — | HELD |
| 38 | CACI | CACI INTL INC | $476.33 | -2.35% | — | — | $737K | 0.15% | — | HELD |
| 39 | TSLA | TESLA INC | $302.46 | 1.39% | — | — | $699K | 0.15% | — | HELD |
| 40 | IVV | ISHARES TR | $739.09 | 0.81% | — | — | $684K | 0.14% | — | HELD |
| 41 | CVX | CHEVRON CORPORATION | $189.91 | -1.02% | — | — | $627K | 0.13% | — | HELD |
| 42 | IBM | INTERNATIONAL BUSINESS MACHS | $222.71 | -1.65% | — | — | $613K | 0.13% | — | HELD |
| 43 | HON | HONEYWELL INTL INC | $241.38 | 0.11% | — | — | $574K | 0.12% | — | HELD |
| 44 | MOAT | VANECK ETF TRUST | $107.84 | -0.06% | — | — | $546K | 0.11% | — | HELD |
| 45 | EXTR | EXTREME NETWORKS INC | $30.08 | 3.49% | — | — | $483K | 0.10% | — | HELD |
| 46 | AMAT | APPLIED MATLS INC | $483.27 | 10.73% | — | — | $470K | 0.10% | — | HELD |
| 47 | DHR | DANAHER CORP DEL | $195.11 | -0.70% | — | — | $437K | 0.09% | — | HELD |
| 48 | ABBV | ABBVIE INC | $257.17 | -2.33% | — | — | $394K | 0.08% | — | HELD |
| 49 | SPY | STATE STR SPDR S&P 500 ETF T | $735.40 | 0.81% | — | — | $393K | 0.08% | — | HELD |
| 50 | AMD | ADVANCED MICRO DEVICES INC | $461.22 | 7.37% | — | — | $335K | 0.07% | — | HELD |
| 51 | JPM | JPMORGAN CHASE & CO | $348.31 | 1.04% | — | — | $331K | 0.07% | — | HELD |
| 52 | ABT | ABBOTT LABORATORIES | $105.50 | -2.31% | — | — | $330K | 0.07% | — | HELD |
| 53 | BMY | BRISTOL-MYERS SQUIBB CO | $62.74 | -0.56% | — | — | $319K | 0.07% | — | HELD |
| 54 | WMT | WALMART INC | $112.44 | -1.55% | — | — | $319K | 0.07% | — | HELD |
| 55 | XLK | SELECT SECTOR SPDR TR | $172.70 | 3.68% | — | — | $308K | 0.06% | — | HELD |
| 56 | FIW | FIRST TR EXCHANGE-TRADED FD | $107.80 | -1.73% | — | — | $302K | 0.06% | — | HELD |
| 57 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $391.25 | 4.43% | — | — | $297K | 0.06% | — | HELD |
| 58 | VIG | VANGUARD SPECIALIZED FUNDS | $240.06 | 0.63% | — | — | $295K | 0.06% | — | HELD |
| 59 | RTX | RTX CORPORATION | $212.94 | -1.07% | — | — | $294K | 0.06% | — | HELD |
| 60 | BA | BOEING CO | $213.66 | -0.16% | — | — | $293K | 0.06% | — | HELD |
| 61 | JNJ | JOHNSON & JOHNSON | $258.72 | -2.56% | — | — | $286K | 0.06% | — | HELD |
| 62 | SRE | SEMPRA | $89.05 | 0.26% | — | — | $255K | 0.05% | — | HELD |
| 63 | RDVY | FIRST TR EXCHANGE TRADED FD | $80.41 | 0.75% | — | — | $238K | 0.05% | — | HELD |
| 64 | URTH | ISHARES INC | $201.20 | 1.01% | — | — | $234K | 0.05% | — | HELD |
| 65 | XYL | XYLEM INC | $120.50 | -1.33% | — | — | $229K | 0.05% | — | HELD |
| 66 | MSI | MOTOROLA SOLUTIONS INC | $433.00 | -0.28% | — | — | $223K | 0.05% | — | HELD |
| 67 | DIS | DISNEY WALT CO | $98.48 | -0.41% | — | — | $216K | 0.04% | — | HELD |
| 68 | RZLV | REZOLVE AI PLC | $2.32 | 3.58% | — | — | $28K | 0.01% | — | HELD |
Source: SEC EDGAR · accession 0001986152-26-000076. 13F discloses long positions only — shorts, foreign equities, and options are excluded.