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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 16 of 39  ·  777 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 IXN ISHARES TR 17,807.0 $1.9M 0.03% -500.0 -2.7% $105.00 +24.5%
302 ESE ESCO TECHNOLOGIES INC Technology 9,553.0 $1.9M 0.03% +1K +13.8% $195.38 +48.2%
303 USB US BANCORP DEL Financial Services 34,894.0 $1.9M 0.03% -339.0 -1.0% $53.47 -1.2%
304 YCY AA MISSION ACQUISITION CORP Financial Services 174,125.0 $1.9M 0.03% $10.67 -5.1%
305 NOC NORTHROP GRUMMAN CORP Industrials 3,218.0 $1.8M 0.03% -31.0 -0.9% $570.21 -3.1%
306 URI UNITED RENTALS INC Industrials 2,259.0 $1.8M 0.03% -13.0 -0.6% $809.27 +14.5%
307 LEIDOS HOLDINGS INC 10,085.0 $1.8M 0.03% +4K +55.6% $180.41
308 TGB TASEKO MINES LTD Basic Materials 321,043.0 $1.8M 0.03% -2K -0.6% $5.66 +12.5%
309 VV VANGUARD INDEX FDS 5,597.0 $1.8M 0.03% $314.80 +7.3%
310 CEG CONSTELLATION ENERGY CORP Utilities 4,960.0 $1.8M 0.03% +712.0 +16.8% $353.28 -26.7%
311 GXO GXO LOGISTICS INCORPORATED Industrials 32,776.0 $1.7M 0.03% -1K -4.3% $52.64 -13.0%
312 APTIV PLC 22,480.0 $1.7M 0.03% -762.0 -3.3% $76.09
313 IHI ISHARES TR 27,515.0 $1.7M 0.03% -145.0 -0.5% $62.15 -19.9%
314 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 6,131.0 $1.7M 0.03% -7K -52.0% $278.91 -12.7%
315 VYM VANGUARD WHITEHALL FDS 11,819.0 $1.7M 0.03% -2K -11.3% $143.52 +8.4%
316 HEI HEICO CORP NEW Industrials 5,190.0 $1.7M 0.03% +130.0 +2.6% $323.59 -10.6%
317 DVN DEVON ENERGY CORP NEW Energy 45,701.0 $1.7M 0.03% +19K +71.9% $36.63 +35.7%
318 C CITIGROUP INC Financial Services 14,296.0 $1.7M 0.03% -3K -15.9% $116.69 +3.3%
319 IQVIA HLDGS INC 7,180.0 $1.6M 0.03% +2K +48.2% $225.41
320 QVCGA QVC GROUP INC Consumer Cyclical 154,411.0 $1.6M 0.03% -10K -6.1% $10.46 -96.7%
Page 16 of 39  ·  777 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%