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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 9 of 16  ·  303 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 TXN TEXAS INSTRS INC Technology 14,735.0 $2.6M 0.04% +6K +60.0% $173.49 +73.3%
162 CYBERARK SOFTWARE LTD 5,681.0 $2.5M 0.04% +279.0 +5.2% $446.06
163 MUC BLACKROCK MUNIHLDNGS CALI QL Financial Services 234,900.0 $2.5M 0.04% +3K +1.2% $10.60 -1.0%
164 TEL TE CONNECTIVITY PLC Technology 10,785.0 $2.5M 0.04% +4K +49.0% $227.51 -11.9%
165 REGN REGENERON PHARMACEUTICALS Healthcare 3,126.0 $2.4M 0.04% +2K +122.0% $771.87 -18.4%
166 BLACKROCK MUN INCOME TR 234,537.0 $2.4M 0.04% +17K +7.8% $10.03
167 INTC INTEL CORP Technology 63,742.0 $2.4M 0.04% +2K +2.7% $36.90 +193.1%
168 WPM WHEATON PRECIOUS METALS CORP Basic Materials 19,966.0 $2.3M 0.04% +5K +30.5% $117.52 +10.2%
169 VWO VANGUARD INTL EQUITY INDEX F 43,262.0 $2.3M 0.04% +4K +9.4% $53.76 +7.6%
170 GEV GE VERNOVA INC Utilities 3,509.0 $2.3M 0.04% +2K +147.1% $653.57 +54.9%
171 BLV VANGUARD BD INDEX FDS 32,739.0 $2.3M 0.04% +6K +22.7% $69.52 -4.1%
172 VNQ VANGUARD INDEX FDS 25,370.0 $2.2M 0.04% +1K +5.4% $88.49 +7.7%
173 VEA VANGUARD TAX-MANAGED FDS 34,865.0 $2.2M 0.04% +3K +11.1% $62.47 +10.4%
174 TMO THERMO FISHER SCIENTIFIC INC Healthcare 3,737.0 $2.2M 0.04% +180.0 +5.1% $579.53 -23.7%
175 ALL ALLSTATE CORP Financial Services 10,354.0 $2.2M 0.04% +260.0 +2.6% $208.88 +7.5%
176 ITW ILLINOIS TOOL WKS INC Industrials 8,511.0 $2.1M 0.04% +5K +181.0% $246.29 +1.3%
177 NSC NORFOLK SOUTHN CORP Industrials 7,049.0 $2.0M 0.04% +768.0 +12.2% $288.71 +10.9%
178 TRV TRAVELERS COMPANIES INC Financial Services 6,939.0 $2.0M 0.04% +543.0 +8.5% $290.05 +5.5%
179 XPO XPO INC Industrials 14,641.0 $2.0M 0.04% +3K +23.3% $135.91 +47.5%
180 VIKING HOLDINGS LTD 27,526.0 $2.0M 0.04% +18K +197.3% $71.41
Page 9 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%