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DUTCH ASSET Corp

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002115141

$201.0M

disclosed book value

115

positions

11.1%

largest position share

Positions, as of 2026-06-30

top 100 of 115 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1AMDADVANCED MICRO DEVICES INC38,260$22.2M11.1%
2GOOGALPHABET INC45,248$16.0M8%
3XTWYBONDBLOXX ETF TRUST321,586$12.1M6%
4TSMTAIWAN SEMICONDUCTOR MANUFAC23,455$11.2M5.6%
5MSFTMICROSOFT CORP25,479$9.5M4.7%
6TSLATESLA INC21,011$8.8M4.4%
7XTENBONDBLOXX ETF TRUST153,386$7.0M3.5%
8IBKRINTERACTIVE BROKERS GROUP IN79,725$6.9M3.5%
9NVDANVIDIA CORPORATION33,866$6.8M3.4%
10AMZNAMAZON COM INC24,824$5.9M2.9%
11MODMODINE MFG CO19,840$5.3M2.6%
12GOOGLALPHABET INC13,544$4.8M2.4%
13QQQINVESCO QQQ TR5,826$4.3M2.1%
14BRK/BBERKSHIRE HATHAWAY INC DEL7,905$4.0M2%
15VVISA INC11,495$3.9M2%
16METAMETA PLATFORMS INC6,510$3.7M1.8%
17MELIMERCADOLIBRE INC2,078$3.5M1.8%
18ONTOONTO INNOVATION INC7,386$2.8M1.4%
19INTUINTUIT10,024$2.6M1.3%
20AAPLAPPLE INC8,431$2.4M1.2%
21AVGOBROADCOM INC6,229$2.4M1.2%
22ORCLORACLE CORP15,209$2.2M1.1%
23GLWCORNING INC8,463$2.2M1.1%
24AMATAPPLIED MATLS INC2,875$2.1M1%
25JPMJPMORGAN CHASE & CO6,076$2.0M1%
26LRCXLAM RESEARCH CORP4,372$1.9M0.9%
27GEVGE VERNOVA INC1,453$1.7M0.8%
28NOWSERVICENOW INC16,249$1.6M0.8%
29EATON CORP PLC3,271$1.4M0.7%
30IBMINTERNATIONAL BUSINESS MACHS4,956$1.4M0.7%
31FLSFLOWSERVE CORP18,364$1.4M0.7%
32EMREMERSON ELEC CO8,734$1.3M0.6%
33CRH PLC11,341$1.2M0.6%
34TECHNIPFMC PLC18,071$1.2M0.6%
35GEGE AEROSPACE3,188$1.2M0.6%
36CATCATERPILLAR INC1,069$1.1M0.6%
37TMOTHERMO FISHER SCIENTIFIC INC2,176$1.1M0.5%
38KLACKLA CORP3,226$973,3640.5%
39ADBEADOBE INC4,572$937,5350.5%
40VTVVANGUARD INDEX FDS4,035$879,3480.4%
41PWRQUANTA SVCS INC1,169$841,9230.4%
42MUBISHARES TR7,700$828,6740.4%
43STRLSTERLING INFRASTRUCTURE INC973$816,6970.4%
44AMGNAMGEN INC2,222$804,6310.4%
45MAMASTERCARD INCORPORATED1,498$769,5140.4%
46SCHWSCHWAB CHARLES CORP7,750$715,0930.4%
47QQQMINVESCO EXCH TRADED FD TR II2,271$688,2120.3%
48XBISPDR SERIES TRUST3,773$597,0770.3%
49ANETARISTA NETWORKS INC3,477$590,8390.3%
50BNDVANGUARD BD INDEX FDS7,074$519,3020.3%
51CBRSCEREBRAS SYSTEMS INC2,285$505,0500.3%
52XONEBONDBLOXX ETF TRUST10,000$493,7000.2%
53NYFISHARES TR8,950$482,4500.2%
54IVVISHARES TR635$476,0280.2%
55SPYGSPDR SERIES TRUST3,925$467,0360.2%
56EXMOCEXXON MOBIL CORP3,385$462,7970.2%
57LOWLOWES COS INC1,930$425,6490.2%
58QCOMQUALCOMM INC2,268$419,2610.2%
59GRALGRAIL INC6,135$418,8360.2%
60VTWOVANGUARD SCOTTSDALE FDS3,250$394,6150.2%
61VEUVANGUARD INTL EQUITY INDEX F4,660$390,2750.2%
62NFLXNETFLIX INC.5,447$388,9600.2%
63GWREGUIDEWIRE SOFTWARE INC3,040$374,0720.2%
64BSVVANGUARD BD INDEX FDS4,800$373,9680.2%
65BABOEING CO1,723$372,9780.2%
66HDHOME DEPOT INC1,045$368,5520.2%
67SYYSYSCO CORP4,400$367,7520.2%
68MUMICRON TECHNOLOGY INC314$363,2740.2%
69PFEPFIZER INC14,948$359,9480.2%
70SMHVANECK ETF TRUST541$355,1460.2%
71BOTZGLOBAL X FDS9,055$343,5470.2%
72DEDEERE & CO536$340,1610.2%
73NOKNOKIA CORP24,932$331,1080.2%
74XBMNXBLACKROCK 2037 MUNICIPAL TAR12,781$328,4930.2%
75VHTVANGUARD WORLD FD1,095$327,6940.2%
76RSPINVESCO EXCHANGE TRADED FD T1,513$321,9320.2%
77SITESITEONE LANDSCAPE SUPPLY INC2,800$320,3480.2%
78HXLHEXCEL CORP NEW3,200$320,1920.2%
79DUKDUKE ENERGY CORP NEW2,480$313,9180.2%
80NXP SEMICONDUCTORS N V1,108$311,6040.2%
81VOOVANGUARD INDEX FDS449$308,8750.2%
82AXPAMERICAN EXPRESS CO901$305,0260.2%
83TRSTTRUSTCO BK CORP N Y5,500$302,0050.2%
84ALKERMES PLC5,700$298,6520.1%
85SPYSTATE STR SPDR S&P 500 ETF T385$287,5060.1%
86VTIPVANGUARD MALVERN FDS5,700$286,3110.1%
87PMPHILIP MORRIS INTL INC1,579$285,7400.1%
88SOSOUTHERN CO2,982$285,4070.1%
89ERICTELEFONAKTIEBOLAGET LM ERICS25,509$284,4350.1%
90URIUNITED RENTALS INC250$283,5410.1%
91JOHNSON CONTROLS INTERNATION1,894$276,8120.1%
92ONON SEMICONDUCTOR CORP2,897$273,8950.1%
93CMICUMMINS INC383$273,7470.1%
94TWTRADEWEB MKTS INC2,689$268,0660.1%
95APHAMPHENOL CORP1,415$249,5610.1%
96ITWILLINOIS TOOL WKS INC913$247,0880.1%
97VLOVALERO ENERGY CORP934$243,4810.1%
98RONBBARON ETF TR9,803$239,2020.1%
99SHYISHARES TR2,884$236,8790.1%
100LINDE PLC451$234,1430.1%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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