DOCK STREET ASSET MANAGEMENT INC

All 13F Filings

Location
Palm Beach, FL
Most recent 13F
Q4 2025
Holdings value ($000)
1,091,489
Description
Website
Founded
Chairman
CEO
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q4 2025 1/15/2026 47 1,091,489 13F-HR DOCK STREET ASSET MANAGEMENT INC
Q3 2025 10/23/2025 49 1,145,081 13F-HR DOCK STREET ASSET MANAGEMENT INC
Q2 2025 7/28/2025 48 1,064,142 13F-HR DOCK STREET ASSET MANAGEMENT INC
Q2 2014 7/29/2014 65 187,411 13F-HR DOCK STREET ASSET MANAGEMENT INC
Q1 2014 4/2/2014 62 189,045 13F-HR/A - RESTATEMENT DOCK STREET ASSET MANAGEMENT INC
Q1 2014 4/2/2014 65 208,783 13F-HR DOCK STREET ASSET MANAGEMENT INC
Q4 2013 1/13/2014 65 208,783 13F-HR DOCK STREET ASSET MANAGEMENT INC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 1.091 M 99.9% 0 53.44 K -53.44 K
ETFs 792 0.1% 0 148 -148
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Fund Snapshot

Q4 2025
Latest filed
1/15/2026
Total value ($000)
1,091,489
Holdings
47
QoQ value change ($000)
-53,592 (-4.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.