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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 · All 129 New 216 Added 369 Reduced
Page 19 of 39  ·  776 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 MKC MCCORMICK & CO INC Consumer Defensive 29,373.0 $1.5M 0.03% -12K -28.3% $50.42 +9.3%
362 CIEN CIENA CORP Technology 2,967.0 $1.5M 0.03% NEW $490.56 -17.6%
363 MDU MDU RES GROUP INC Industrials 68,159.0 $1.5M 0.03% $21.34 -4.9%
364 ARW ARROW ELECTRS INC Technology 6,778.0 $1.4M 0.03% -3K -27.6% $213.41 -3.0%
365 SLVR SPROTT FDS TR 28,739.0 $1.4M 0.03% NEW $50.19 +28.1%
366 TEL TE CONNECTIVITY PLC Technology 7,154.0 $1.4M 0.03% -4K -33.7% $201.61 +1.7%
367 SDY SPDR SERIES TRUST 9,476.0 $1.4M 0.03% $152.18 +4.1%
368 VYM VANGUARD WHITEHALL FDS 9,063.0 $1.4M 0.03% -3K -23.3% $158.02 +4.4%
369 VRTX VERTEX PHARMACEUTICALS INC Healthcare 2,862.0 $1.4M 0.03% +239.0 +9.1% $496.73 +10.2%
370 DVY ISHARES TR 9,051.0 $1.4M 0.03% $156.30 +5.5%
371 IWD ISHARES TR 5,813.0 $1.4M 0.03% -698.0 -10.7% $242.42 +6.6%
372 DTCR GLOBAL X FDS 46,072.0 $1.4M 0.03% +11K +33.0% $30.37 -6.7%
373 PAPR INNOVATOR ETFS TRUST 32,800.0 $1.4M 0.03% NEW $42.20 +1.7%
374 MQY BLACKROCK MUNIYILD QULT FD I Financial Services 118,534.0 $1.4M 0.03% +103K +685.0% $11.60 -4.1%
375 UNILEVER PLC 22,856.0 $1.4M 0.03% -12K -34.8% $60.12
376 EOG EOG RES INC Energy 10,526.0 $1.4M 0.03% -152.0 -1.4% $129.73 +11.6%
377 TER TERADYNE INC Technology 2,822.0 $1.4M 0.03% -4K -57.3% $483.81 -24.9%
378 VTHR VANGUARD SCOTTSDALE FDS 4,113.0 $1.4M 0.03% +220.0 +5.7% $331.39 +2.3%
379 BX BLACKSTONE INC Financial Services 11,541.0 $1.4M 0.03% -54K -82.4% $117.67 +21.7%
380 CTAS CINTAS CORP Industrials 7,984.0 $1.4M 0.03% -3K -24.4% $170.09 +21.0%
Page 19 of 39  ·  776 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%