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Portfolio (Quarterly) Guide ↗

Dakota Wealth Management

· CIK 0001631353
13F Portfolio $5.6B AUM 777 positions Filed Jan 13, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 183 New 303 Added 198 Reduced 52 Exited
Page 10 of 16  ·  303 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 LIN LINDE PLC Basic Materials 4,608.0 $2.0M 0.04% +3K +158.6% $426.38 +18.8%
182 TM TOYOTA MOTOR CORP Consumer Cyclical 9,020.0 $1.9M 0.03% +7K +440.4% $214.05 -13.6%
183 MHD BLACKROCK MUNIHOLDINGS FD IN Financial Services 163,900.0 $1.9M 0.03% +16K +10.8% $11.74 -3.9%
184 IWV ISHARES TR 4,964.0 $1.9M 0.03% +3K +165.7% $386.85 +7.3%
185 SCHA SCHWAB STRATEGIC TR 67,172.0 $1.9M 0.03% +2K +2.7% $28.48 +12.5%
186 XLRE SELECT SECTOR SPDR TR 47,292.0 $1.9M 0.03% +4K +8.6% $40.35 +8.2%
187 CVS CVS HEALTH CORP Healthcare 23,680.0 $1.9M 0.03% +9K +66.5% $79.36 +19.2%
188 ESE ESCO TECHNOLOGIES INC Technology 9,553.0 $1.9M 0.03% +1K +13.8% $195.38 +48.2%
189 LEIDOS HOLDINGS INC 10,085.0 $1.8M 0.03% +4K +55.6% $180.41
190 CEG CONSTELLATION ENERGY CORP Utilities 4,960.0 $1.8M 0.03% +712.0 +16.8% $353.28 -26.7%
191 HEI HEICO CORP NEW Industrials 5,190.0 $1.7M 0.03% +130.0 +2.6% $323.59 -10.6%
192 DVN DEVON ENERGY CORP NEW Energy 45,701.0 $1.7M 0.03% +19K +71.9% $36.63 +35.7%
193 IQVIA HLDGS INC 7,180.0 $1.6M 0.03% +2K +48.2% $225.41
194 AER AERCAP HOLDINGS NV Industrials 10,453.0 $1.5M 0.03% +234.0 +2.3% $143.76 -4.0%
195 KNF KNIFE RIVER CORP Basic Materials 21,359.0 $1.5M 0.03% +491.0 +2.4% $70.35 +2.7%
196 SLV ISHARES SILVER TR Financial Services 23,256.0 $1.5M 0.03% +3K +17.4% $64.42 +3.0%
197 JBL JABIL INC Technology 6,399.0 $1.5M 0.03% +70.0 +1.1% $228.01 +46.3%
198 GBCI GLACIER BANCORP INC NEW Financial Services 32,611.0 $1.4M 0.03% +460.0 +1.4% $44.05 +5.0%
199 KR KROGER CO Consumer Defensive 22,329.0 $1.4M 0.03% +7K +44.5% $62.48 +11.2%
200 CEF SPROTT ASSET MANAGEMENT LP Financial Services 30,255.0 $1.4M 0.03% +8K +37.6% $45.80 +1.8%
Page 10 of 16  ·  303 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 48.2%
Financial Services 15.7%
Industrials 6.9%
Communication Services 6.9%
Healthcare 6.6%
Consumer Cyclical 6.5%
Consumer Defensive 3.3%
Energy 2.7%
Utilities 1.3%
Basic Materials 1.2%