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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 14 of 19  ·  369 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 FLOT ISHARES TR 12,549.0 $641K 0.01% -1K -8.0% $51.05 -0.1%
262 ORI OLD REP INTL CORP Financial Services 15,574.0 $637K 0.01% -1K -7.3% $40.92 +2.9%
263 AMBP ARDAGH METAL PACKAGING S A Consumer Cyclical 133,934.0 $635K 0.01% -22K -14.2% $4.74 +11.6%
264 SHM SPDR SERIES TRUST 13,205.0 $633K 0.01% -5K -26.5% $47.97 -0.4%
265 CBSH COMMERCE BANCSHARES INC Financial Services 10,955.0 $633K 0.01% -620.0 -5.4% $57.75 +0.8%
266 MLI MUELLER INDS INC Industrials 5,122.0 $630K 0.01% -282.0 -5.2% $122.93 -50.0%
267 MCK MCKESSON CORP Healthcare 819.0 $619K 0.01% -196.0 -19.3% $755.80 +19.8%
268 CACI CACI INTL INC Technology 1,332.0 $617K 0.01% -42.0 -3.1% $463.26 +32.1%
269 CCK CROWN HLDGS INC Consumer Cyclical 5,430.0 $607K 0.01% -470.0 -8.0% $111.82 +7.7%
270 NVS NOVARTIS AG Healthcare 3,867.0 $606K 0.01% -823.0 -17.6% $156.71 +2.1%
271 WELL WELLTOWER INC Real Estate 2,666.0 $605K 0.01% -831.0 -23.8% $227.00 +6.2%
272 GD GENERAL DYNAMICS CORP Industrials 1,682.0 $596K 0.01% -175.0 -9.4% $354.27 +6.3%
273 HALO HALOZYME THERAPEUTICS INC Healthcare 7,592.0 $594K 0.01% -443.0 -5.5% $78.27 +39.7%
274 TSLX SIXTH STREET SPECIALTY LENDI Financial Services 32,990.0 $566K 0.01% -6K -15.1% $17.17 +10.5%
275 RPM RPM INTL INC Basic Materials 5,081.0 $565K 0.01% -234.0 -4.4% $111.15 -3.9%
276 WMB WILLIAMS COS INC Energy 7,490.0 $557K 0.01% -12K -62.1% $74.34 -4.4%
277 RSPT INVESCO EXCHANGE TRADED FD T 8,580.0 $553K 0.01% -107.0 -1.2% $64.50 -1.6%
278 VSMV VICTORY PORTFOLIOS II 9,242.0 $553K 0.01% -1K -10.7% $59.80 +1.7%
279 WDC WESTERN DIGITAL CORP Technology 858.0 $548K 0.01% -3K -79.9% $638.75 -29.4%
280 TACH TITAN ACQUISITION CORP Financial Services 51,250.0 $534K 0.01% -2K -4.2% $10.41 +0.8%
Page 14 of 19  ·  369 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%