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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  ·  198 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 EVEREST GROUP LTD 2,003.0 $680K 0.01% -85.0 -4.1% $339.35
142 PFSI PENNYMAC FINL SVCS INC NEW Financial Services 5,033.0 $664K 0.01% -68.0 -1.3% $131.84 -35.0%
143 VICI VICI PPTYS INC Real Estate 23,496.0 $661K 0.01% -596.0 -2.5% $28.12 -0.8%
144 AMBP ARDAGH METAL PACKAGING S A Consumer Cyclical 156,029.0 $640K 0.01% -5K -3.4% $4.10 -2.2%
145 SO SOUTHERN CO Utilities 7,305.0 $637K 0.01% -105K -93.5% $87.20 +6.1%
146 AMT AMERICAN TOWER CORP NEW Real Estate 3,583.0 $629K 0.01% -907.0 -20.2% $175.56 +1.0%
147 JMST J P MORGAN EXCHANGE TRADED F 12,245.0 $624K 0.01% -2K -11.4% $50.94 -0.1%
148 MO ALTRIA GROUP INC Consumer Defensive 10,457.0 $603K 0.01% -466.0 -4.3% $57.66 +26.8%
149 CAG CONAGRA BRANDS INC Consumer Defensive 34,657.0 $600K 0.01% -7K -17.3% $17.31 -20.3%
150 MILLROSE PPTYS INC 19,304.0 $577K 0.01% -299.0 -1.5% $29.87
151 BITB BITWISE BITCOIN ETF TR Financial Services 11,961.0 $569K 0.01% -1K -8.1% $47.56 -12.3%
152 HPQ HP INC Technology 25,170.0 $561K 0.01% -214.0 -0.8% $22.28 -6.6%
153 UI UBIQUITI INC Technology 1,002.0 $554K 0.01% -2K -68.8% $553.18 +12.7%
154 KEY KEYCORP Financial Services 26,769.0 $553K 0.01% -423.0 -1.6% $20.64 +1.9%
155 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 3,336.0 $540K 0.01% -1K -25.6% $161.95 -4.7%
156 WU WESTERN UN CO Financial Services 57,978.0 $540K 0.01% -6K -9.9% $9.31 -10.4%
157 WHR WHIRLPOOL CORP Consumer Cyclical 7,356.0 $531K 0.01% -435.0 -5.6% $72.14 -44.6%
158 PAUG INNOVATOR ETFS TRUST 12,247.0 $530K 0.01% -41K -77.2% $43.25 +4.1%
159 LYB LYONDELLBASELL INDUSTRIES N Basic Materials 12,136.0 $525K 0.01% -1K -9.5% $43.30 +73.3%
160 ROK ROCKWELL AUTOMATION INC Industrials 1,333.0 $519K 0.01% -46.0 -3.3% $389.07 +15.3%
Page 8 of 10  ·  198 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%