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Portfolio (Quarterly) Guide ↗

Dakota Wealth Management

· CIK 0001631353
13F Portfolio $5.2B AUM 776 positions Filed Aug 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 129 New 216 Added 369 Reduced 130 Exited
Page 5 of 7  ·  129 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CGNX COGNEX CORP Technology 5,590.0 $405K 0.01% NEW $72.42 -17.2%
82 IYE ISHARES TR 7,148.0 $405K 0.01% NEW $56.59 +17.2%
83 ATR APTARGROUP INC Healthcare 3,230.0 $404K 0.01% NEW $125.20 +7.2%
84 BSTZ BLACKROCK SCIENCE & TECHNOLO Financial Services 13,466.0 $404K 0.01% NEW $30.03 +0.2%
85 WFRD WEATHERFORD INTL PLC Energy 4,916.0 $401K 0.01% NEW $81.50 +8.3%
86 SPACE EXPLORATION TECHN CORP 2,337.0 $399K 0.01% NEW $170.83
87 OAKM HARRIS OAKMARK ETF TRUST 14,007.0 $395K 0.01% NEW $28.17 +12.4%
88 Q QNITY ELECTRONICS INC Technology 2,280.0 $372K 0.01% NEW $163.32 -22.2%
89 FN FABRINET Technology 651.0 $366K 0.01% NEW $562.08 -23.6%
90 GGG GRACO INC Industrials 4,734.0 $358K 0.01% NEW $75.61 +4.7%
91 OIH VANECK ETF TRUST 955.0 $355K 0.01% NEW $372.03 +9.6%
92 ICICI BANK LIMITED 11,344.0 $329K 0.01% NEW $29.03
93 HEQ JOHN HANCOCK DIVERSIFIED INC Financial Services 25,770.0 $296K 0.01% NEW $11.48 +3.7%
94 PSEP INNOVATOR ETFS TRUST 6,339.0 $292K 0.01% NEW $46.05 +1.6%
95 MGV VANGUARD WORLD FD 1,783.0 $291K 0.01% NEW $163.43 +3.0%
96 EEM ISHARES TR 4,248.0 $291K 0.01% NEW $68.41 -2.0%
97 TDY TELEDYNE TECHNOLOGIES INC Technology 431.0 $287K 0.01% NEW $666.90 -6.1%
98 LNTH LANTHEUS HLDGS INC Healthcare 2,590.0 $287K 0.01% NEW $110.94 -8.9%
99 CBT CABOT CORP Basic Materials 3,162.0 $287K 0.01% NEW $90.82 -8.0%
100 ABRDN AUSTRALIA EQUITY FD IN 23,023.0 $285K 0.01% NEW $12.38
Page 5 of 7  ·  129 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 32.8%
Financial Services 20.0%
Industrials 13.1%
Healthcare 9.0%
Consumer Cyclical 7.1%
Communication Services 6.1%
Consumer Defensive 4.1%
Energy 3.2%
Utilities 2.2%
Real Estate 1.5%