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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 6 of 6  ·  115 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 IYW ISHARES TR 927.0 $234K 0.12% NEW $252.23 -1.0%
102 INGERSOLL RAND INC 2,724.0 $223K 0.11% NEW $82.02
103 INTC INTEL CORP Technology 1,591.0 $222K 0.11% NEW $139.63 -31.1%
104 ROK ROCKWELL AUTOMATION INC Industrials 429.0 $213K 0.11% NEW $496.22 -12.1%
105 OEF ISHARES TR 575.0 $210K 0.10% NEW $365.93 +3.6%
106 EME EMCOR GROUP INC Industrials 253.0 $210K 0.10% NEW $830.23 -0.7%
107 MO ALTRIA GROUP INC Consumer Defensive 2,919.0 $210K 0.10% NEW $71.95 -9.8%
108 IVOO VANGUARD ADMIRAL FDS INC 1,600.0 $209K 0.10% NEW $130.40 +0.7%
109 IESC IES HOLDINGS INC Industrials 281.0 $207K 0.10% NEW $736.89 +1.1%
110 VV VANGUARD INDEX FDS 600.0 $206K 0.10% NEW $343.91 +3.0%
111 SDY SPDR SERIES TRUST 1,350.0 $205K 0.10% NEW $152.18 +3.9%
112 TT TRANE TECHNOLOGIES PLC Industrials 417.0 $205K 0.10% NEW $491.75 -6.0%
113 PSX PHILLIPS 66 Energy 1,202.0 $203K 0.10% NEW $169.06 +42.5%
114 QS QUANTUMSCAPE CORP Consumer Cyclical 20,153.0 $152K 0.08% NEW $7.56 -24.0%
115 PLUG PLUG PWR INC Industrials 14,862.0 $40K 0.02% NEW $2.71 -20.7%
Page 6 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%