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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 20 of 39  ·  776 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 IHI ISHARES TR 27,387.0 $1.4M 0.03% $49.41 +12.1%
382 SBLK STAR BULK CARRIERS CORP. Industrials 54,155.0 $1.4M 0.03% -2K -3.8% $24.97 +18.5%
383 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 4,208.0 $1.3M 0.03% -2K -31.4% $317.51 -8.7%
384 MEDP MEDPACE HLDGS INC Healthcare 2,506.0 $1.3M 0.03% +852.0 +51.5% $529.59 +16.9%
385 ITT ITT INC Industrials 6,626.0 $1.3M 0.03% +215.0 +3.4% $198.08 +6.2%
386 VEEV VEEVA SYS INC Healthcare 7,375.0 $1.3M 0.03% NEW $177.47 +37.9%
387 NKE NIKE INC Consumer Cyclical 31,654.0 $1.3M 0.03% -704.0 -2.2% $41.05 -6.0%
388 CGBL CAPITAL GROUP CORE BALANCED 33,910.0 $1.3M 0.03% +8K +33.4% $38.09 +0.5%
389 ITW ILLINOIS TOOL WKS INC Industrials 4,768.0 $1.3M 0.03% -4K -44.0% $270.46 +5.6%
390 IWO ISHARES TR 3,267.0 $1.3M 0.03% -5K -59.4% $393.99 -2.2%
391 IYW ISHARES TR 5,075.0 $1.3M 0.02% $252.23 -2.2%
392 INVH INVITATION HOMES INC Real Estate 42,345.0 $1.3M 0.02% NEW $30.21 -1.1%
393 FORTINET INC 8,323.0 $1.3M 0.02% NEW $153.62
394 BA BOEING CO Industrials 5,872.0 $1.3M 0.02% -2K -20.6% $216.46 -2.0%
395 PUT STATE STR SPDR S&P 500 ETF T 1,700.0 $1.3M 0.02% -5K -74.2% $746.77
396 MMIT NEW YORK LIFE INVTS ACTIVE E 51,748.0 $1.3M 0.02% +16K +45.6% $24.35 -1.5%
397 SMTC SEMTECH CORP Technology 7,668.0 $1.2M 0.02% NEW $161.85 -13.0%
398 FTDR FRONTDOOR INC Consumer Cyclical 15,808.0 $1.2M 0.02% NEW $77.59 +7.8%
399 TREKOR METALS LTD 178,132.0 $1.2M 0.02% NEW $6.88
400 GRMN GARMIN LTD Technology 5,112.0 $1.2M 0.02% -263.0 -4.9% $237.54 +21.7%
Page 20 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%