Dala Group, LLC has disclosed its quarterly investment holdings in a recent filing, showcasing a total value exceeding $135 million. This filing is significant as it provides insights into the company's investment strategies and market positioning.

Company Overview

Dala Group, LLC, incorporated in Illinois, operates in the investment management sector. The firm is categorized under the SEC filing system as an 'other' entity type. The company has recently filed several forms, including a 13F-HR on October 29, 2026, which details its investment portfolio as of September 30, 2026.

What the Filing Says

The filing, with accession number 0001104659-26-120049, indicates that Dala Group held a total of 71 different securities valued at approximately $135,030,553. The report highlights the company's investment discretion as 'SOLE' for all listed securities, indicating that Dala Group has full control over these investments. Notable holdings include:

  • Apple Inc - $3,357,170
  • Amazon.com Inc - $2,054,888
  • Alphabet Inc (Class A) - $9,410,415
  • Meta Platforms Inc - $407,402
  • NVIDIA Corporation - $1,876,707

This diverse portfolio underscores Dala Group's approach to investing across various sectors, including technology, healthcare, and consumer goods.

Impact

The filing may impact various stakeholders, including investors, analysts, and competitors within the investment management industry. Dala Group's strategic choices in its portfolio could influence market trends and investment strategies among its peers.

What's Next

The filing does not say what happens next. However, market observers will likely continue to monitor Dala Group's future filings to gauge any changes in its investment strategy or portfolio adjustments.