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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 5 of 16  ·  306 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VRT VERTIV HOLDINGS CO Industrials 6,886.0 $2.3M 0.07% -647.0 -8.6% $334.81 -19.4%
82 JPME J P MORGAN EXCHANGE TRADED F 18,507.0 $2.3M 0.07% -135K -88.0% $124.22 +2.4%
83 XLP SELECT SECTOR SPDR TR 26,602.0 $2.2M 0.06% -494.0 -1.8% $83.07 +2.7%
84 ESGE ISHARES INC 39,969.0 $2.2M 0.06% -3K -7.6% $54.69 -0.7%
85 IGPT INVESCO EXCHANGE TRADED FD T 20,922.0 $2.2M 0.06% -6K -22.1% $104.10 -10.4%
86 MRSK NORTHERN LIGHTS FD TR 56,344.0 $2.2M 0.06% -2K -4.0% $38.61 +2.4%
87 EPD ENTERPRISE PRODS PARTNERS L 58,898.0 $2.2M 0.06% -596.0 -1.0% $36.76
88 MTB M & T BK CORP Financial Services 9,063.0 $2.2M 0.06% -644.0 -6.6% $238.01 +0.8%
89 AOA ISHARES TR 21,986.0 $2.1M 0.06% -1K -5.3% $97.60 +1.7%
90 COF CAPITAL ONE FINL CORP Financial Services 10,234.0 $2.1M 0.06% -128.0 -1.2% $200.63 +8.4%
91 ADI ANALOG DEVICES INC Technology 5,129.0 $2.0M 0.06% -761.0 -12.9% $397.20 -6.5%
92 MCHP MICROCHIP TECHNOLOGY INC. Technology 22,283.0 $2.0M 0.06% -1K -4.4% $91.20 -18.7%
93 ABT ABBOTT LABORATORIES Healthcare 22,378.0 $2.0M 0.06% -8K -25.1% $90.74 +24.0%
94 XLF SELECT SECTOR SPDR TR 37,049.0 $2.0M 0.06% -18K -32.5% $53.61 +8.4%
95 CB CHUBB LIMITED Financial Services 5,729.0 $2.0M 0.06% -1K -18.7% $340.75 -0.1%
96 DBAW DBX ETF TR 39,914.0 $1.9M 0.06% -10K -20.8% $48.48 +0.1%
97 HYG ISHARES TR 24,130.0 $1.9M 0.06% -9K -26.2% $79.97 -0.1%
98 PH PARKER-HANNIFIN CORP Industrials 1,932.0 $1.9M 0.05% -86.0 -4.3% $978.10 +5.3%
99 BIV VANGUARD BD INDEX FDS 22,084.0 $1.7M 0.05% -19K -45.8% $76.70 -1.2%
100 CGGR CAPITAL GROUP GROWTH ETF 35,489.0 $1.7M 0.05% -1K -3.1% $47.20 -0.1%
Page 5 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%