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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 16 of 19  ·  369 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 MRSH MARSH & MCLENNAN COS INC Financial Services 2,479.0 $413K 0.01% -15K -85.7% $166.67 +16.0%
302 TTC TORO CO Industrials 4,125.0 $402K 0.01% -147.0 -3.4% $97.42 +2.2%
303 ANSC AGRICULTURE & NAT SOL ACQ CO Financial Services 34,100.0 $389K 0.01% -4K -11.0% $11.42 +0.4%
304 USFD US FOODS HLDG CORP Consumer Defensive 3,802.0 $389K 0.01% -200.0 -5.0% $102.24 +6.5%
305 EOD ALLSPRING GLOBAL DIVIDEND OP Financial Services 58,865.0 $384K 0.01% -5K -7.7% $6.53 +2.1%
306 IUS INVESCO EXCH TRD SLF IDX FD 5,763.0 $378K 0.01% -650.0 -10.1% $65.58 +6.6%
307 MUSA MURPHY USA INC Consumer Cyclical 674.0 $363K 0.01% -2K -76.0% $538.87 +1.0%
308 IYC ISHARES TR 3,515.0 $355K 0.01% -89.0 -2.5% $101.10 +2.1%
309 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 2,095.0 $353K 0.01% -90.0 -4.1% $168.54 -9.0%
310 AZO AUTOZONE INC Consumer Cyclical 110.0 $352K 0.01% -38.0 -25.7% $3195.95 -5.3%
311 IEFA ISHARES TR 3,568.0 $345K 0.01% -2K -38.9% $96.59 +5.0%
312 COWZ PACER FDS TR 5,537.0 $344K 0.01% -3K -36.1% $62.20 +15.9%
313 HPE HEWLETT PACKARD ENTERPRISE C Technology 7,618.0 $344K 0.01% -1K -13.9% $45.11 +18.5%
314 JBLU JETBLUE AIRWAYS CORP Industrials 59,232.0 $339K 0.01% -39K -39.9% $5.73 -11.3%
315 ROBO EXCHANGE TRADED CONCEPTS TRU 3,933.0 $337K 0.01% -780.0 -16.6% $85.66 -5.5%
316 EMR EMERSON ELEC CO Industrials 2,330.0 $334K 0.01% -1K -36.7% $143.16 +8.2%
317 CL COLGATE PALMOLIVE CO Consumer Defensive 3,581.0 $328K 0.01% -438.0 -10.9% $91.69 -0.4%
318 CAG CONAGRA BRANDS INC Consumer Defensive 24,391.0 $328K 0.01% -10K -29.6% $13.46 +20.9%
319 GWW WW GRAINGER INC Industrials 241.0 $328K 0.01% -6.0 -2.4% $1358.95 -4.2%
320 AMP AMERIPRISE FINL INC Financial Services 707.0 $324K 0.01% -10.0 -1.4% $458.76 +22.1%
Page 16 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%