Latest DeDora Capital, Inc. Stock Portfolio

DeDora Capital, Inc. Performance:

2026 Q1: -4.15%YTD: -4.15%2025: 13.4%

Performance for 2026 Q1 is -4.15%, and YTD is -4.15%, and 2025 is 13.4%.

About DeDora Capital, Inc. and 13F Hedge Fund Stock Holdings

DeDora Capital, Inc. is a hedge fund based in Napa, CA. On 2026-04-27, the fund reported it's updated stock portfolio. In the 13F Holdings report, DeDora Capital, Inc. reported an equity portfolio of $407.9 Millions as of 31 Mar, 2026.

The top stock holdings of DeDora Capital, Inc. are VIGI, VB, FBND. The fund has invested 7.6% of it's portfolio in VANGUARD WHITEHALL FDS and 7.1% of portfolio in VANGUARD INDEX FDS.

The fund managers got completely rid off ASTRAZENECA PLC (AZN), PAYPAL HLDGS INC (PYPL) and PTC INC (PTC) stocks. They significantly reduced their stock positions in NUCOR CORP (NUE), ADOBE INC (ADBE) and AUTOMATIC DATA PROCESSING IN (ADP). DeDora Capital, Inc. opened new stock positions in MORGAN STANLEY ETF TRUST, ISHARES TR (DMXF) and NUSHARES ETF TR (NDVG). The fund showed a lot of confidence in some stocks as they added substantially to GRAYSCALE COINDESK CRYPTO (GDLC), WORLD GOLD TR (GLDM) and VANGUARD WORLD FD (EDV).

DeDora Capital, Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that DeDora Capital, Inc. made a return of -4.15% in the last quarter. In trailing 12 months, it's portfolio return was 14.02%.

Performance
S&P 500

New Buys

Ticker	$ Bought
morgan stanley etf trust	633,676
astrazeneca plc	440,392
ishares tr	413,127
nushares etf tr	370,143
bank new york mellon corp	311,522
servicenow inc	272,876
capital grp fixed incm etf t	271,651
synopsys inc	247,007

New stocks bought by DeDora Capital, Inc.

Additions

Ticker	% Inc.
grayscale coindesk crypto	31.7
world gold tr	25.42
vanguard world fd	19.26
linde plc	16.73
starbucks corp	15.07
vanguard world fd	9.3
j p morgan exchange traded f	8.69
united parcel svcs inc	8.41

Additions to existing portfolio by DeDora Capital, Inc.

Reductions

Ticker	% Reduced
nucor corp	-62.56
adobe inc	-50.05
automatic data processing in	-47.16
lam research corp	-30.58
ishares silver tr	-16.03
first tr exchange-traded fd	-6.64
ge aerospace	-4.58
abbott laboratories	-3.97

DeDora Capital, Inc. reduced stake in above stock

Sold off

Ticker	$ Sold
paypal hldgs inc	-265,358
astrazeneca plc	-409,732
ptc inc	-219,853

DeDora Capital, Inc. got rid off the above stocks

Sector Distribution

DeDora Capital, Inc. has about 63.3% of it's holdings in Others sector.

Sector	%
Others	63.3
Technology	11.7
Consumer Cyclical	5
Healthcare	4.6
Communication Services	4.6
Financial Services	3.1
Industrials	2.9
Consumer Defensive	2.5

Market Cap. Distribution

DeDora Capital, Inc. has about 36.6% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	63.3
MEGA-CAP	29.9
LARGE-CAP	6.7

Stocks belong to which Index?

About 34.8% of the stocks held by DeDora Capital, Inc. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	64.8
S&P 500	34.8

Top 5 Winners (%)		%
XOM	exxon mobil corp	40.6 %
CVX	chevron corporation	35.6 %
LMT	lockheed martin corp	24.9 %
NOK	nokia corp	24.3 %
CAT	caterpillar inc	23.1 %

Top 5 Winners ($)		$
VIGI	vanguard whitehall fds	1.0 M
CVX	chevron corporation	0.9 M
COST	costco wholesale corporation	0.6 M
GLDM	world gold tr	0.5 M
WMT	walmart inc	0.3 M

Top 5 Losers (%)		%
APP	applovin corp	-40.9 %
AVTR	avantor inc	-31.6 %
CRM	salesforce inc	-29.3 %
ACN	accenture plc ireland	-26.1 %
QCOM	qualcomm inc	-24.7 %

Top 5 Losers ($)		$
VB	vanguard index fds	-3.4 M
APP	applovin corp	-2.2 M
MSFT	microsoft corp	-2.1 M
TSLA	tesla inc	-1.4 M
IJR	ishares tr	-1.1 M

DeDora Capital, Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of DeDora Capital, Inc.

DeDora Capital, Inc. has 122 stocks in it's portfolio. About 48.1% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. VIGI was the most profitable stock for DeDora Capital, Inc. last quarter.

Last Reported on: 27 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	3.39	54,421	13,811,500	reduced	-3.21

AAXJ	ishares tr	0.68	49,042	2,788,550	reduced	-0.25

ABBV	abbvie inc	0.78	14,699	3,196,800	reduced	-1.06

ABT	abbott laboratories	0.30	11,719	1,203,230	reduced	-3.97

ACN	accenture plc ireland	0.13	2,685	532,338	reduced	-0.3

ADBE	adobe inc	0.06	929	225,821	reduced	-50.05

ADP	automatic data processing in	0.07	1,414	287,380	reduced	-47.16

AMD	advanced micro devices inc	0.42	8,511	1,731,480	reduced	-0.15

AMGN	amgen inc	0.64	7,382	2,597,210	reduced	-0.22

AMZN	amazon com inc	1.87	36,588	7,620,180	reduced	-0.35

ANET	arista networks inc	0.08	2,528	310,388	unchanged	0.00

APP	applovin corp	0.79	8,067	3,210,670	unchanged	0.00

AVGO	broadcom inc	1.60	21,091	6,527,900	reduced	-2.78

AVTR	avantor inc	0.06	33,237	260,578	unchanged	0.00

AXP	american express co	0.06	876	264,972	added	0.92

AZN	astrazeneca plc	0.00	0.00	0.00	sold off	-100

BA	boeing co	0.06	1,291	256,896	added	0.47

BBAX	j p morgan exchange traded f	1.97	141,476	8,018,850	added	4.26

BGLD	first tr exchange-traded fd	0.28	12,353	1,145,880	reduced	-6.64

BK	bank new york mellon corp	0.08	2,626	311,522	new