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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 17 of 39  ·  777 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 BA BOEING CO Industrials 7,400.0 $1.6M 0.03% -3K -28.2% $217.12 +0.9%
322 DUK DUKE ENERGY CORP NEW Utilities 13,552.0 $1.6M 0.03% -3K -18.0% $117.21 +6.1%
323 DOCU DOCUSIGN INC Technology 23,108.0 $1.6M 0.03% -712.0 -3.0% $68.40 -28.2%
324 ENB ENBRIDGE INC Energy 33,019.0 $1.6M 0.03% -886.0 -2.6% $47.83 +18.7%
325 SPGI S&P GLOBAL INC Financial Services 3,019.0 $1.6M 0.03% NEW $522.54 -20.9%
326 AER AERCAP HOLDINGS NV Industrials 10,453.0 $1.5M 0.03% +234.0 +2.3% $143.76 -4.0%
327 KNF KNIFE RIVER CORP Basic Materials 21,359.0 $1.5M 0.03% +491.0 +2.4% $70.35 +1.3%
328 SLV ISHARES SILVER TR Financial Services 23,256.0 $1.5M 0.03% +3K +17.4% $64.42 +4.9%
329 MDLZ MONDELEZ INTL INC Consumer Defensive 27,633.0 $1.5M 0.03% -6K -16.8% $54.12 +13.9%
330 SNOW SNOWFLAKE INC Technology 6,782.0 $1.5M 0.03% -3K -30.8% $219.36 -23.3%
331 SMH VANECK ETF TRUST 4,097.0 $1.5M 0.03% $360.13 +52.2%
332 BSV VANGUARD BD INDEX FDS 18,612.0 $1.5M 0.03% NEW $78.81 -1.4%
333 PRU PRUDENTIAL FINL INC Financial Services 12,943.0 $1.5M 0.03% -222.0 -1.7% $112.88 -10.1%
334 JBL JABIL INC Technology 6,399.0 $1.5M 0.03% +70.0 +1.1% $228.01 +46.0%
335 GBCI GLACIER BANCORP INC NEW Financial Services 32,611.0 $1.4M 0.03% +460.0 +1.4% $44.05 +6.2%
336 MTRN MATERION CORP Basic Materials 11,300.0 $1.4M 0.03% -255.0 -2.2% $124.32 +58.4%
337 KR KROGER CO Consumer Defensive 22,329.0 $1.4M 0.03% +7K +44.5% $62.48 +13.1%
338 XEL XCEL ENERGY INC Utilities 18,819.0 $1.4M 0.03% -1K -5.9% $73.86 +8.3%
339 CEF SPROTT ASSET MANAGEMENT LP Financial Services 30,255.0 $1.4M 0.03% +8K +37.6% $45.80 +2.9%
340 MELI MERCADOLIBRE INC Consumer Cyclical 686.0 $1.4M 0.03% -3K -78.9% $2014.26 -20.8%
Page 17 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%