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| Dagco Inc
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|---|---|
| CRD # | 106950 |
| SEC # | 801-51066 |
| CIK # | 0001767343 |
| AUM | $329.9 MM (2023-01-26) |
| Employees | 8 (50% Investors, 0% Brokers) |
| Phone | 440-899-4000 |
| Address | 27366 Center Ridge Road Westlake, OH 44145 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 7.9 | |
| MSFT | 1,918,222.4 | 3.7 | |
| PG | 338,108.9 | 3.3 | |
| MRK | 232,371.9 | 2.5 | |
| GOOGL | 1,475,138.5 | 2.5 | |
| ADI | 77,186.0 | 2.3 | |
| TMO | 209,733.6 | 2.3 | |
| PH | 32,093.0 | 2.3 | |
| HD | 277,648.0 | 2.0 | |
| PEP | 226,773.9 | 1.9 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 245 | 54.4 |
| (b) Individuals (high net worth individuals) | 57 | 135.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 10 | 5.6 |
| (h) Charitable organizations | 7 | 11.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 63 | 123.4 |
| (n) Other | 0 | 0.0 |
| Total | 829 | 329.9 |
| By Discretionary | ||
| Discretionary | 829 | 329.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 829 | 329.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 7.4 | |
| United States Persons | 322.5 | |
| Total | 829 | 329.9 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001767343] |
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