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Portfolio (Quarterly) Guide ↗

Dorsey Wright & Associates

· CIK 0001376772
13F Portfolio $807M AUM 158 positions Filed May 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 66 New 87 Added 5 Reduced 29 Exited
Page 8 of 8  ·  158 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 FXU FIRST TR EXCHANGE TRADED FD UT 10,027.0 $497K 0.06% NEW $49.59 -2.7%
142 LLY LILLY, ELI AND COMPANY Healthcare 508.0 $468K 0.06% NEW $920.35 +9.4%
143 SPLV POWERSHARES ETF TR II S&P500 L 6,374.0 $466K 0.06% NEW $73.14 +0.5%
144 EWG ISHARES MSCI GERMANY E 11,082.0 $440K 0.05% NEW $39.67 +7.8%
145 META FACEBOOK INC CL A Communication Services 710.0 $406K 0.05% -7K -90.7% $572.22 +5.7%
146 ANET ARISTA NETWORKS INC COM SHS Technology 2,820.0 $346K 0.04% NEW $122.78 +14.6%
147 GE GENERAL ELECTRIC CO COM NEW Industrials 1,126.0 $320K 0.04% NEW $283.77 +5.1%
148 XPO XPO LOGISTICS INC COM Industrials 1,622.0 $316K 0.04% NEW $194.55 +7.5%
149 ESAB ESAB CORPORATION COM Industrials 3,231.0 $312K 0.04% +3K +10000.0% $96.65 -8.0%
150 EQT EQT CORP COM Energy 4,584.0 $292K 0.04% NEW $63.64 -8.5%
151 NFLX NETFLIX INC COM Communication Services 2,930.0 $282K 0.04% NEW $96.15 -8.4%
152 MCK MCKESSON CORP COM Healthcare 283.0 $245K 0.03% NEW $865.36 -12.8%
153 DECK DECKERS OUTDOOR CORP COM Consumer Cyclical 2,430.0 $243K 0.03% NEW $100.09 -3.0%
154 PANW PALO ALTO NETWORKS INC COM Technology 1,504.0 $241K 0.03% -17K -92.0% $160.32 +53.4%
155 ETN EATON CORP PLC SHS Industrials 664.0 $237K 0.03% NEW $357.67 +6.4%
156 NEU NEWMARKET CORP COM Basic Materials 361.0 $231K 0.03% NEW $640.95 +10.1%
157 MPC MARATHON PETE CORP COM Energy 928.0 $227K 0.03% NEW $244.18 +5.1%
158 SFM SPROUTS FMRS MKT INC COM Consumer Defensive 2,748.0 $212K 0.03% NEW $77.13 +15.5%
Page 8 of 8  ·  158 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Industrials 20.9%
Technology 18.5%
Healthcare 18.1%
Financial Services 13.2%
Basic Materials 8.9%
Utilities 6.8%
Consumer Cyclical 6.1%
Energy 4.3%
Communication Services 1.3%
Real Estate 1.2%