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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 36 of 53  ·  1,045 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 SDG ISHARES TR 5,276.0 $472K 0.01% -5K -48.8% $89.43 +5.4%
702 NET CLOUDFLARE INC Technology 1,894.0 $465K 0.01% +225.0 +13.5% $245.28 +25.7%
703 VLO VALERO ENERGY CORP Energy 1,772.0 $462K 0.01% -362.0 -17.0% $260.47 +33.1%
704 ED CONSOLIDATED EDISON INC Utilities 4,158.0 $460K 0.01% -2K -27.1% $110.62 -3.5%
705 SMLF ISHARES TR 5,150.0 $459K 0.01% +1K +27.2% $89.14 +0.2%
706 CCI CROWN CASTLE INC Real Estate 6,040.0 $457K 0.01% NEW $75.73 -0.9%
707 INHIBRX BIOSCIENCES INC 4,824.0 $457K 0.01% NEW $94.75
708 AGNC AGNC INVT CORP Real Estate 41,821.0 $456K 0.01% -62K -59.9% $10.90 +0.4%
709 IPAY AMPLIFY ETF TR 9,887.0 $456K 0.01% NEW $46.10 +13.6%
710 DKNG DRAFTKINGS INC NEW Consumer Cyclical 18,000.0 $455K 0.01% -1K -6.3% $25.26 -4.1%
711 DIVB ISHARES TR 7,380.0 $455K 0.01% +920.0 +14.2% $61.60 +11.8%
712 SHYM BLACKROCK ETF TRUST II 19,875.0 $446K 0.01% +4K +24.7% $22.45 -1.6%
713 VPU VANGUARD WORLD FD 2,275.0 $445K 0.01% +326.0 +16.7% $195.75 -4.6%
714 PKG PACKAGING CORP AMER Consumer Cyclical 1,866.0 $445K 0.01% -76.0 -3.9% $238.29 +2.3%
715 FNF FIDELITY NATL FINL INC Financial Services 9,425.0 $444K 0.01% -49K -83.8% $47.16 +0.3%
716 XMLV INVESCO EXCH TRADED FD TR II 6,700.0 $444K 0.01% $66.33 +2.1%
717 WPC WP CAREY INC Real Estate 6,165.0 $441K 0.01% -116.0 -1.9% $71.50 -1.6%
718 MEAR ISHARES U S ETF TR 8,721.0 $439K 0.01% $50.38 -0.3%
719 PSEP INNOVATOR ETFS TRUST 9,508.0 $438K 0.01% +4K +61.8% $46.05 +1.7%
720 DXCM DEXCOM INC Healthcare 6,421.0 $432K 0.01% +700.0 +12.2% $67.35 +32.6%
Page 36 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%