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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 26 of 39  ·  776 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 DEO DIAGEO PLC Consumer Defensive 8,883.0 $714K 0.01% -6K -38.6% $80.38 +16.5%
502 PAUG INNOVATOR ETFS TRUST 15,606.0 $712K 0.01% +3K +27.4% $45.64 +2.2%
503 ECL ECOLAB INC Basic Materials 2,545.0 $709K 0.01% $278.66 +4.3%
504 AFL AFLAC INC Financial Services 6,045.0 $709K 0.01% -1K -14.5% $117.26 +0.2%
505 WAT WATERS CORP Healthcare 1,883.0 $706K 0.01% NEW $375.12 +10.4%
506 G GENPACT LIMITED Technology 25,596.0 $704K 0.01% NEW $27.50 +34.1%
507 IJJ ISHARES TR 4,757.0 $703K 0.01% -76K -94.1% $147.74 +0.5%
508 VCYT VERACYTE INC Healthcare 11,966.0 $703K 0.01% NEW $58.73 -24.6%
509 WEC WEC ENERGY GROUP INC Utilities 6,006.0 $701K 0.01% -34.0 -0.6% $116.77 -7.9%
510 DFUV DIMENSIONAL ETF TRUST 12,673.0 $697K 0.01% -3K -16.9% $55.01 +4.4%
511 RMBS RAMBUS INC DEL Technology 5,175.0 $687K 0.01% NEW $132.74 -32.2%
512 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 3,548.0 $686K 0.01% +2K +92.1% $193.23 +5.5%
513 EVEREST GROUP LTD 1,902.0 $679K 0.01% -101.0 -5.0% $357.23
514 MGRC MCGRATH RENTCORP Industrials 5,600.0 $678K 0.01% $121.03 -5.7%
515 COLB COLUMBIA BKG SYS INC Financial Services 21,055.0 $675K 0.01% -4K -17.2% $32.05 -4.2%
516 CLX CLOROX CO DEL Consumer Defensive 6,985.0 $667K 0.01% -815.0 -10.4% $95.44 +9.2%
517 CRUS CIRRUS LOGIC INC Technology 4,462.0 $663K 0.01% -7K -61.7% $148.53 -25.7%
518 CART MAPLEBEAR INC Consumer Cyclical 13,850.0 $656K 0.01% NEW $47.35 +7.2%
519 CHW CALAMOS GBL DYN INCOME FUND Financial Services 73,280.0 $653K 0.01% +10K +15.2% $8.91 -4.2%
520 FEDERATED HERMES INC 11,810.0 $652K 0.01% NEW $55.22
Page 26 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%