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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 26 of 39  ·  777 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 RANGE CAP ACQUISITION CORP 60,050.0 $626K 0.01% $10.42
502 GD GENERAL DYNAMICS CORP Industrials 1,857.0 $625K 0.01% +252.0 +15.7% $336.66 +1.9%
503 JMST J P MORGAN EXCHANGE TRADED F 12,245.0 $624K 0.01% -2K -11.4% $50.94 -0.2%
504 MLI MUELLER INDS INC Industrials 5,404.0 $620K 0.01% NEW $114.80 +18.6%
505 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 31,054.0 $612K 0.01% NEW $19.71 -32.3%
506 CCK CROWN HLDGS INC Consumer Cyclical 5,900.0 $608K 0.01% NEW $102.97 -7.5%
507 CBSH COMMERCE BANCSHARES INC Financial Services 11,575.0 $606K 0.01% NEW $52.34 -0.8%
508 ONTO ONTO INNOVATION INC Technology 3,825.0 $604K 0.01% NEW $157.86 +61.2%
509 AIT APPLIED INDL TECHNOLOGIES IN Industrials 2,351.0 $604K 0.01% NEW $256.77 +17.9%
510 MO ALTRIA GROUP INC Consumer Defensive 10,457.0 $603K 0.01% -466.0 -4.3% $57.66 +27.9%
511 CAG CONAGRA BRANDS INC Consumer Defensive 34,657.0 $600K 0.01% -7K -17.3% $17.31 -19.5%
512 SNPS SYNOPSYS INC Technology 1,276.0 $599K 0.01% +18.0 +1.4% $469.72 +6.1%
513 MCY MERCURY GENL CORP NEW Financial Services 6,362.0 $598K 0.01% NEW $94.05 +7.0%
514 MNTN INC 50,000.0 $597K 0.01% $11.94
515 GDX VANECK ETF TRUST 6,886.0 $591K 0.01% +3K +61.7% $85.77 -2.3%
516 MGRC MCGRATH RENTCORP Industrials 5,600.0 $588K 0.01% $104.93 +7.5%
517 IMAX IMAX CORP Communication Services 15,894.0 $587K 0.01% NEW $36.96 -9.1%
518 VMI VALMONT INDS INC Industrials 1,445.0 $581K 0.01% NEW $402.32 +24.4%
519 EVR EVERCORE INC Financial Services 1,707.0 $581K 0.01% +54.0 +3.3% $340.23 -2.0%
520 PODD INSULET CORP Healthcare 2,035.0 $578K 0.01% NEW $284.24 -46.4%
Page 26 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%