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Portfolio (Quarterly) Guide ↗

Dynamic Advisor Solutions LLC

· CIK 0001599747
13F Portfolio $3.1B AUM 932 positions Filed Jan 9, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 79 New 277 Added 490 Reduced 79 Exited
Page 13 of 25  ·  490 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 ZS ZSCALER INC Technology 6,156.0 $1.4M 0.04% -2K -19.8% $224.92 -22.4%
242 VBR VANGUARD INDEX FDS 6,446.0 $1.4M 0.04% -341.0 -5.0% $211.79 +9.0%
243 BMY BRISTOL-MYERS SQUIBB CO Healthcare 25,194.0 $1.4M 0.04% -6K -18.1% $53.94 +10.4%
244 CDNS CADENCE DESIGN SYSTEM INC Technology 4,308.0 $1.3M 0.04% -42.0 -1.0% $312.55 +14.7%
245 ESGD ISHARES TR 13,748.0 $1.3M 0.04% -12K -45.8% $95.09 +8.2%
246 ICVT ISHARES TR 13,114.0 $1.3M 0.04% -42K -76.0% $98.50 +19.8%
247 INNOVATOR ETFS TRUST 60,199.0 $1.3M 0.04% -2K -3.0% $21.35
248 CSX CSX CORP Industrials 35,409.0 $1.3M 0.04% -4K -10.8% $36.25 +26.6%
249 ECL ECOLAB INC Basic Materials 4,823.0 $1.3M 0.04% -187.0 -3.7% $262.52 -4.7%
250 GOVI INVESCO EXCH TRADED FD TR II 45,532.0 $1.3M 0.04% -12K -21.2% $27.55 -3.1%
251 CRH PLC 10,018.0 $1.3M 0.04% -138.0 -1.4% $124.80
252 VRT VERTIV HOLDINGS CO Industrials 7,533.0 $1.2M 0.04% -2K -20.0% $162.02 +94.8%
253 XOP SPDR SERIES TRUST 9,601.0 $1.2M 0.04% -1K -11.1% $126.26 +35.2%
254 FTSL FIRST TR EXCHANGE-TRADED FD 26,355.0 $1.2M 0.04% -11K -29.7% $45.88 -2.1%
255 EEM ISHARES TR 22,010.0 $1.2M 0.04% -2K -7.7% $54.71 +20.7%
256 LIN LINDE PLC Basic Materials 2,795.0 $1.2M 0.04% -2K -44.9% $426.36 +20.7%
257 FCX FREEPORT-MCMORAN INC Basic Materials 23,166.0 $1.2M 0.04% -2K -6.2% $50.79 +22.7%
258 PAUG INNOVATOR ETFS TRUST 27,090.0 $1.2M 0.04% -4K -13.3% $43.25 +4.4%
259 VNT VONTIER CORPORATION Technology 31,273.0 $1.2M 0.04% -442.0 -1.4% $37.18 -23.6%
260 BBLU EA SERIES TRUST 75,925.0 $1.2M 0.04% -44K -36.9% $15.26 +8.3%
Page 13 of 25  ·  490 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 30.3%
Financial Services 20.1%
Consumer Cyclical 9.8%
Communication Services 8.3%
Industrials 8.3%
Healthcare 7.8%
Consumer Defensive 5.1%
Energy 3.8%
Utilities 2.9%
Real Estate 1.9%