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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 11 of 16  ·  306 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 KMB KIMBERLY-CLARK CORP Consumer Defensive 4,590.0 $504K 0.01% -1K -18.5% $109.77 -0.2%
202 IFLN INVESCO EXCH TRADED FD TR II 27,402.0 $501K 0.01% -3K -8.9% $18.29 -0.4%
203 PAYX PAYCHEX INC Industrials 5,079.0 $499K 0.01% -30K -85.6% $98.33 +28.9%
204 MKC MCCORMICK & CO INC Consumer Defensive 9,782.0 $493K 0.01% -898.0 -8.4% $50.42 +8.2%
205 XHLF BONDBLOXX ETF TRUST 9,650.0 $485K 0.01% -3K -21.2% $50.30 -0.0%
206 SDG ISHARES TR 5,276.0 $472K 0.01% -5K -48.8% $89.43 +5.3%
207 VLO VALERO ENERGY CORP Energy 1,772.0 $462K 0.01% -362.0 -17.0% $260.47 +33.5%
208 ED CONSOLIDATED EDISON INC Utilities 4,158.0 $460K 0.01% -2K -27.1% $110.62 -3.3%
209 AGNC AGNC INVT CORP Real Estate 41,821.0 $456K 0.01% -62K -59.9% $10.90 +0.2%
210 DKNG DRAFTKINGS INC NEW Consumer Cyclical 18,000.0 $455K 0.01% -1K -6.3% $25.26 -3.7%
211 PKG PACKAGING CORP AMER Consumer Cyclical 1,866.0 $445K 0.01% -76.0 -3.9% $238.29 +2.6%
212 FNF FIDELITY NATL FINL INC Financial Services 9,425.0 $444K 0.01% -49K -83.8% $47.16 +0.5%
213 WPC WP CAREY INC Real Estate 6,165.0 $441K 0.01% -116.0 -1.9% $71.50 -1.4%
214 IJT ISHARES TR 2,413.0 $431K 0.01% -901.0 -27.2% $178.57 -3.0%
215 SAP SAP SE Technology 2,793.0 $430K 0.01% -1K -30.6% $154.11 +43.6%
216 EPI WISDOMTREE TR 10,049.0 $430K 0.01% -73K -87.9% $42.78 +0.3%
217 ARKG ARK ETF TR 10,150.0 $427K 0.01% -319.0 -3.0% $42.06 +18.9%
218 SPLV INVESCO EXCH TRADED FD TR II 5,651.0 $423K 0.01% -122.0 -2.1% $74.90 +0.3%
219 EMB ISHARES TR 4,330.0 $418K 0.01% -525.0 -10.8% $96.44 -1.4%
220 STZ CONSTELLATION BRANDS INC Consumer Defensive 2,977.0 $414K 0.01% -530.0 -15.1% $139.09 -5.1%
Page 11 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%