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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 10 of 16  ·  306 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 CL COLGATE PALMOLIVE CO Consumer Defensive 6,688.0 $613K 0.02% -151.0 -2.2% $91.68 -0.4%
182 XYL XYLEM INC Industrials 5,126.0 $606K 0.02% -289.0 -5.3% $118.22 -4.5%
183 KKR KKR & CO INC 6,519.0 $598K 0.02% -699.0 -9.7% $91.78
184 IWY ISHARES TR 2,049.0 $595K 0.02% -870.0 -29.8% $290.58 -0.7%
185 WPM WHEATON PRECIOUS METALS CORP Basic Materials 5,297.0 $595K 0.02% -1K -20.6% $112.32 +40.7%
186 LKQ LKQ CORP Consumer Cyclical 22,253.0 $586K 0.02% -754.0 -3.3% $26.33 -2.8%
187 IOO ISHARES TR 4,188.0 $572K 0.02% -94.0 -2.2% $136.60 +5.7%
188 BKAG BNY MELLON ETF TRUST 13,611.0 $571K 0.02% -4K -20.9% $41.95 -1.2%
189 BP BP PLC Energy 15,201.0 $562K 0.02% -1K -8.1% $36.95 +15.0%
190 BILS SPDR SERIES TRUST 5,593.0 $556K 0.02% -813.0 -12.7% $99.38 +0.0%
191 ICVT ISHARES TR 4,546.0 $553K 0.02% -9K -65.3% $121.74 -4.7%
192 TBIL RBB FD INC 11,000.0 $548K 0.02% -3K -19.1% $49.86 -0.0%
193 FLQM FRANKLIN TEMPLETON ETF TR 9,461.0 $548K 0.02% -8K -45.8% $57.89 +6.3%
194 QYLG GLOBAL X FDS 18,030.0 $546K 0.01% -914.0 -4.8% $30.31 -2.1%
195 WAT WATERS CORP Healthcare 1,450.0 $544K 0.01% -8K -84.6% $375.04 +12.5%
196 VRP INVESCO EXCH TRADED FD TR II 21,443.0 $521K 0.01% -177.0 -0.8% $24.31 -0.7%
197 SNOW SNOWFLAKE INC Technology 2,026.0 $516K 0.01% -45.0 -2.2% $254.50 +30.0%
198 FRDM EA SERIES TRUST 7,046.0 $514K 0.01% -1K -17.1% $72.90 -5.4%
199 NUSC NUSHARES ETF TR 9,792.0 $510K 0.01% -6K -37.0% $52.12 +0.2%
200 JBND J P MORGAN EXCHANGE TRADED F 9,518.0 $509K 0.01% -585.0 -5.8% $53.50 -1.2%
Page 10 of 16  ·  306 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%