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Portfolio (Quarterly) Guide ↗

DUTCH ASSET Corp

· CIK 0002115141
13F Portfolio $201M AUM 115 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 115 New
Page 3 of 6  ·  115 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PWR QUANTA SVCS INC Industrials 1,169.0 $842K 0.42% NEW $720.21 -3.2%
42 MUB ISHARES TR 7,700.0 $829K 0.41% NEW $107.62 -2.1%
43 STRL STERLING INFRASTRUCTURE INC Industrials 973.0 $817K 0.41% NEW $839.36 -33.4%
44 AMGN AMGEN INC Healthcare 2,222.0 $805K 0.40% NEW $362.12 +17.8%
45 MA MASTERCARD INCORPORATED Financial Services 1,498.0 $770K 0.38% NEW $513.69 +11.9%
46 SCHW SCHWAB CHARLES CORP Financial Services 7,750.0 $715K 0.36% NEW $92.27 +21.2%
47 QQQM INVESCO EXCH TRADED FD TR II 2,271.0 $688K 0.34% NEW $303.04 -2.4%
48 XBI SPDR SERIES TRUST 3,773.0 $597K 0.30% NEW $158.25 +0.6%
49 ANET ARISTA NETWORKS INC Technology 3,477.0 $591K 0.29% NEW $169.93 +13.3%
50 BND VANGUARD BD INDEX FDS 7,074.0 $519K 0.26% NEW $73.41 -1.6%
51 CEREBRAS SYSTEMS INC 2,285.0 $505K 0.25% NEW $221.03
52 XONE BONDBLOXX ETF TRUST 10,000.0 $494K 0.25% NEW $49.37 -0.0%
53 NYF ISHARES TR 8,950.0 $482K 0.24% NEW $53.91 -2.2%
54 IVV ISHARES TR 635.0 $476K 0.24% NEW $749.65 +2.9%
55 SPYG SPDR SERIES TRUST 3,925.0 $467K 0.23% NEW $118.99 +1.6%
56 XOM EXXON MOBIL CORP Energy 3,385.0 $463K 0.23% NEW $136.72 +20.6%
57 LOW LOWES COS INC Consumer Cyclical 1,930.0 $426K 0.21% NEW $220.54 -1.6%
58 QCOM QUALCOMM INC Technology 2,268.0 $419K 0.21% NEW $184.86 -13.9%
59 GRAL GRAIL INC Healthcare 6,135.0 $419K 0.21% NEW $68.27 +0.6%
60 VTWO VANGUARD SCOTTSDALE FDS 3,250.0 $395K 0.20% NEW $121.42 +0.1%
Page 3 of 6  ·  115 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 46.5%
Communication Services 15.1%
Consumer Cyclical 14.9%
Financial Services 12.2%
Industrials 6.9%
Healthcare 1.8%
Utilities 1.4%
Energy 0.6%
Consumer Defensive 0.5%
Basic Materials 0.1%