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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 20 of 53  ·  1,045 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 FMB FIRST TR EXCH TRADED FD III 32,021.0 $1.6M 0.05% -1K -3.9% $51.37 -2.5%
382 TRV TRAVELERS COMPANIES INC Financial Services 4,902.0 $1.6M 0.05% -69.0 -1.4% $330.14 +11.9%
383 SRE SEMPRA Utilities 17,177.0 $1.6M 0.04% -583.0 -3.3% $92.71 -8.6%
384 CGMM CAPITAL GROUP EQUITY ETF TR 48,005.0 $1.6M 0.04% +3K +7.0% $32.97 +0.6%
385 INMU BLACKROCK ETF TRUST II 62,960.0 $1.5M 0.04% +14K +28.9% $24.25 -2.2%
386 ESGU ISHARES TR 9,322.0 $1.5M 0.04% -562.0 -5.7% $163.67 +3.4%
387 USAR USA RARE EARTH INC Basic Materials 70,639.0 $1.5M 0.04% NEW $21.58 -10.8%
388 APP APPLOVIN CORP Technology 2,942.0 $1.5M 0.04% +644.0 +28.0% $515.23 -39.3%
389 OKE ONEOK INC NEW Energy 17,363.0 $1.5M 0.04% +1K +7.9% $86.94 +8.9%
390 COP CONOCOPHILLIPS Energy 14,508.0 $1.5M 0.04% -386.0 -2.6% $103.96 +24.6%
391 AXON AXON ENTERPRISE INC Industrials 2,677.0 $1.5M 0.04% -3K -50.8% $560.61 +9.0%
392 MRVL MARVELL TECHNOLOGY INC Technology 5,032.0 $1.5M 0.04% +1K +41.4% $297.90 -18.9%
393 SDY SPDR SERIES TRUST 9,833.0 $1.5M 0.04% -4K -30.3% $152.18 +3.5%
394 SPY PUT STATE STR SPDR S&P 500 ETF T Financial Services 2,000.0 $1.5M 0.04% NEW $746.77 +3.3%
395 AVUS AMERICAN CENTY ETF TR 11,619.0 $1.5M 0.04% +2K +19.0% $128.08 +2.2%
396 VRTX VERTEX PHARMACEUTICALS INC Healthcare 2,984.0 $1.5M 0.04% -684.0 -18.6% $496.73 +10.2%
397 FCX FREEPORT MCMORAN INC Basic Materials 23,477.0 $1.5M 0.04% +311.0 +1.3% $62.89 +24.7%
398 CGIE CAPITAL GROUP INTERNATIONAL 39,794.0 $1.5M 0.04% +688.0 +1.8% $36.78 +3.4%
399 VBR VANGUARD INDEX FDS 6,022.0 $1.5M 0.04% -424.0 -6.6% $243.00 +2.2%
400 CSHI NEOS ETF TRUST 29,345.0 $1.5M 0.04% +1K +4.2% $49.81 -0.1%
Page 20 of 53  ·  1,045 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%