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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 8 of 10  ·  183 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 FFIN FIRST FINL BANKSHARES INC Financial Services 8,471.0 $253K 0.00% NEW $29.87 +4.1%
142 GWW WW GRAINGER INC Industrials 247.0 $249K 0.00% NEW $1007.02 +26.4%
143 DSGX DESCARTES SYS GROUP INC Technology 2,802.0 $246K 0.00% NEW $87.66 -22.8%
144 IONQ IONQ INC Technology 5,403.0 $242K 0.00% NEW $44.87 +15.8%
145 MUR MURPHY OIL CORP Energy 7,549.0 $236K 0.00% NEW $31.25 +30.0%
146 OUNZ VANECK MERK GOLD ETF Financial Services 5,684.0 $236K 0.00% NEW $41.48 +5.7%
147 COHR COHERENT CORP Technology 1,273.0 $235K 0.00% NEW $184.57 +96.6%
148 ABNB AIRBNB INC Consumer Cyclical 1,728.0 $235K 0.00% NEW $135.72 -1.0%
149 GNTX GENTEX CORP Consumer Cyclical 9,582.0 $223K 0.00% NEW $23.27 -1.7%
150 DAL DELTA AIR LINES INC DEL Industrials 3,208.0 $223K 0.00% NEW $69.39 +1.2%
151 CTVA CORTEVA INC Basic Materials 3,267.0 $219K 0.00% NEW $67.03 +22.6%
152 OPCH OPTION CARE HEALTH INC Healthcare 6,808.0 $217K 0.00% NEW $31.86 -38.7%
153 J P MORGAN EXCHANGE TRADED F 3,397.0 $215K 0.00% NEW $63.19
154 PAYX PAYCHEX INC Industrials 1,902.0 $213K 0.00% NEW $112.17 -18.4%
155 GSK GSK PLC Healthcare 4,350.0 $213K 0.00% NEW $49.04 +1.3%
156 VMBS VANGUARD SCOTTSDALE FDS 4,505.0 $212K 0.00% NEW $47.08 -1.6%
157 CME CME GROUP INC Financial Services 775.0 $212K 0.00% NEW $273.06 +11.7%
158 NI NISOURCE INC Utilities 5,043.0 $211K 0.00% NEW $41.76 +10.9%
159 ISHARES TR 9,335.0 $210K 0.00% NEW $22.47
160 ISHARES TR 9,109.0 $208K 0.00% NEW $22.88
Page 8 of 10  ·  183 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%