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Midas Edge

13-F holdings, Q1 2026

DGS Capital Management, LLC

A 13-F is the report large US investment managers file with the SEC each quarter, listing the stocks they held at quarter end.

Reported value
$607.1M
Positions
619
Filed
Data as of

These holdings are as of , 221 days ago.

The deadline for the following quarter has passed, and we hold no newer list of holdings from this filer. That can mean it filed a notice instead, stopped reporting, or that our copy is behind.

13-Fs for Q3 2026 are due by .

Read filingRead the filing on SEC.gov

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Top holdings

  1. SUB$35.2M
    330,165 shares5.8% of the book
  2. COIN$35M
    200,306 shares5.8% of the book
  3. AAPL$19.3M
    76,189 shares3.2% of the book
  4. NVDA$18.4M
    105,762 shares3% of the book
  5. MSFT$11.6M
    31,339 shares1.9% of the book
  6. GOOG$10.7M
    37,445 shares1.8% of the book
  7. PLTR$10.7M
    72,909 shares1.8% of the book
  8. CLS$9.5M
    33,599 shares1.6% of the book
  9. TSM$9.3M
    27,531 shares1.5% of the book
  10. SPTS$8.3M
    285,655 shares1.4% of the book

What changed this quarter

160 new positions and 72 sold out, against Q4 2025. A buy or sell is the change in shares at the Q1 2026 price, with Q4 2025 shares adjusted for stock splits.

Largest buys

  • SITC

    SITE CTRS CORP COM

    +$2M

    +1,648.5% shares

  • AAPL

    APPLE INC COM

    +$1.6M

    +9.3% shares

  • NVDA

    NVIDIA CORPORATION COM

    +$1.6M

    +9.3% shares

  • MEAR

    ISHARES SHORT MATURITY MUNICIPAL BOND ACTIVE ETF

    +$1.4M

    +27.3% shares

  • BSV

    VANGUARD SHORT-TERM BOND ETF

    +$1.3M

    +33.7% shares

Largest sells

  • COIN

    COINBASE GLOBAL INC COM CL A

    −$10.7M

    -23.4% shares

  • GOOG

    ALPHABET INC CAP STK CL C

    −$1.8M

    -14.6% shares

  • ISRG

    INTUITIVE SURGICAL INC COM NEW

    −$914.3K

    -62.3% shares

  • SUB

    ISHARES SHORT-TERM NATIONAL MUNI BOND ETF

    −$751.2K

    -2.1% shares

  • ABNB

    AIRBNB INC COM CL A

    −$643K

    Sold out, was 0.11% of the book

What was sold out, by size

  • 65 small, between 0.015% and 0.25%
  • 7 slivers under 0.015%, often rounding or client flows

Not counted as trades: CMCSA (share-count change).

All of this comes from the filer's public SEC filings. A 13-F shows long positions in US-listed securities at quarter end and can leave out short positions, cash and non-US holdings, so it is not the whole portfolio. This is filing data, not investment advice.