DIVIDEND ASSETS CAPITAL, LLC - Portfolio overview

DIVIDEND ASSETS CAPITAL, LLC has 152 reported holdings in this dataset, with the latest filing dated 2026-04-28.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Energy.

Largest reported holdings by portfolio allocation

1. MSFT - MICROSOFT CORP, 5.09%
2. COST - COSTCO WHOLESALE CORPORATION, 4.72%
3. JPM - JPMORGAN CHASE & CO, 2.99%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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