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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 8 of 16  ·  306 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 PHO INVESCO EXCHANGE TRADED FD T 15,291.0 $1.1M 0.03% -99.0 -0.6% $69.08 +4.5%
142 ADBE ADOBE INC Technology 5,149.0 $1.1M 0.03% -6K -55.3% $205.02 +41.0%
143 EWJ ISHARES INC 11,222.0 $1.0M 0.03% -3K -21.9% $93.27 +2.8%
144 CMI CUMMINS INC Industrials 1,440.0 $1.0M 0.03% -98.0 -6.4% $713.37 -19.6%
145 RY ROYAL BK CDA Financial Services 4,953.0 $1.0M 0.03% -454.0 -8.4% $206.97 -1.2%
146 VBK VANGUARD INDEX FDS 2,781.0 $1.0M 0.03% -222.0 -7.4% $365.69 -1.8%
147 EVR EVERCORE INC Financial Services 2,915.0 $995K 0.03% -169.0 -5.5% $341.44 -14.4%
148 FDN FIRST TR EXCHANGE-TRADED FD 3,748.0 $992K 0.03% -3K -45.6% $264.72 +11.0%
149 GLW CORNING INC Technology 3,876.0 $990K 0.03% -12K -76.2% $255.43 -40.2%
150 UMI USCF ETF TR 16,690.0 $982K 0.03% -2K -11.4% $58.84 +4.0%
151 EOG EOG RES INC Energy 7,440.0 $965K 0.03% -867.0 -10.4% $129.73 +11.4%
152 VV VANGUARD INDEX FDS 2,789.0 $959K 0.03% -690.0 -19.8% $343.95 +3.3%
153 ROP ROPER TECHNOLOGIES INC Industrials 2,800.0 $948K 0.03% -7K -71.3% $338.40 +24.9%
154 UBER UBER TECHNOLOGIES INC Technology 13,019.0 $939K 0.03% -400.0 -3.0% $72.16 +6.6%
155 IWB ISHARES TR 2,089.0 $856K 0.02% -727.0 -25.8% $409.56 +3.1%
156 SPTM SPDR SERIES TRUST 9,157.0 $831K 0.02% -2K -15.6% $90.79 +3.0%
157 DCI DONALDSON INC Industrials 9,245.0 $830K 0.02% -839.0 -8.3% $89.77 +2.9%
158 NSC NORFOLK SOUTHN CORP Industrials 2,594.0 $816K 0.02% -450.0 -14.8% $314.59 +10.6%
159 VOT VANGUARD INDEX FDS 2,620.0 $802K 0.02% -10K -79.4% $306.26 +0.2%
160 SHV ISHARES TR 7,092.0 $783K 0.02% -516.0 -6.8% $110.35 -0.0%
Page 8 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%