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Portfolio (Quarterly) Guide ↗

Dynamic Advisor Solutions LLC

· CIK 0001599747
13F Portfolio $3.5B AUM 1,045 positions Filed Jul 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 184 New 500 Added 306 Reduced 71 Exited
Page 13 of 25  ·  500 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 INMU BLACKROCK ETF TRUST II 62,960.0 $1.5M 0.04% +14K +28.9% $24.25 -2.2%
242 APP APPLOVIN CORP Technology 2,942.0 $1.5M 0.04% +644.0 +28.0% $515.23 -39.3%
243 OKE ONEOK INC NEW Energy 17,363.0 $1.5M 0.04% +1K +7.9% $86.94 +8.9%
244 MRVL MARVELL TECHNOLOGY INC Technology 5,032.0 $1.5M 0.04% +1K +41.4% $297.90 -18.9%
245 AVUS AMERICAN CENTY ETF TR 11,619.0 $1.5M 0.04% +2K +19.0% $128.08 +2.2%
246 FCX FREEPORT MCMORAN INC Basic Materials 23,477.0 $1.5M 0.04% +311.0 +1.3% $62.89 +24.7%
247 CGIE CAPITAL GROUP INTERNATIONAL 39,794.0 $1.5M 0.04% +688.0 +1.8% $36.78 +3.4%
248 CSHI NEOS ETF TRUST 29,345.0 $1.5M 0.04% +1K +4.2% $49.81 -0.1%
249 DG DOLLAR GEN CORP Consumer Defensive 12,592.0 $1.4M 0.04% +2K +15.3% $115.11 +9.4%
250 BKNG BOOKING HOLDINGS INC Consumer Cyclical 8,081.0 $1.4M 0.04% +8K +2465.4% $178.25 +13.6%
251 QQQI NEOS ETF TRUST 24,528.0 $1.4M 0.04% +8K +50.6% $56.79 -3.6%
252 VGLT VANGUARD SCOTTSDALE FDS 25,175.0 $1.4M 0.04% +6K +30.4% $55.18 -3.3%
253 BNS BANK NOVA SCOTIA B C Financial Services 15,784.0 $1.4M 0.04% +759.0 +5.0% $86.84 +7.0%
254 C CITIGROUP INC Financial Services 9,786.0 $1.4M 0.04% +463.0 +5.0% $139.96 -5.2%
255 IXN ISHARES TR 9,440.0 $1.4M 0.04% +1K +18.4% $144.49 -1.3%
256 ECL ECOLAB INC Basic Materials 4,868.0 $1.4M 0.04% +45.0 +0.9% $278.62 +2.6%
257 BALT INNOVATOR ETFS TRUST 39,541.0 $1.4M 0.04% +32K +407.0% $34.27 +1.5%
258 TLTW ISHARES TR 60,279.0 $1.3M 0.04% +15K +32.4% $22.34 -4.0%
259 GRNY TIDAL TRUST I 48,326.0 $1.3M 0.04% +25K +111.5% $27.65 +1.6%
260 JPIB J P MORGAN EXCHANGE TRADED F 27,561.0 $1.3M 0.04% +5K +22.6% $48.35 -0.9%
Page 13 of 25  ·  500 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
Technology 31.0%
Financial Services 19.0%
Industrials 9.3%
Consumer Cyclical 9.1%
Healthcare 7.8%
Communication Services 6.3%
Consumer Defensive 5.4%
Energy 4.1%
Utilities 3.7%
Real Estate 2.2%