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Portfolio (Quarterly) Guide ↗

Dogwood Wealth Management LLC

· CIK 0002056922
13F Portfolio $230M AUM 860 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 188 New 346 Added 164 Reduced 76 Exited
Page 15 of 18  ·  346 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 CI THE CIGNA GROUP Healthcare 19.0 $5K 0.00% +14.0 +280.0% $266.74 +7.5%
282 AWK AMERICAN WTR WKS CO INC NEW Utilities 36.0 $5K 0.00% +18.0 +100.0% $136.08 -8.9%
283 PYPL PAYPAL HLDGS INC Financial Services 107.0 $5K 0.00% +66.0 +161.0% $45.23 -1.9%
284 TDY TELEDYNE TECHNOLOGIES INC Technology 8.0 $5K 0.00% +6.0 +300.0% $605.00 +3.7%
285 BAP CREDICORP LTD Financial Services 14.0 $5K 0.00% +13.0 +1300.0% $339.21 -0.1%
286 MORN MORNINGSTAR INC Financial Services 28.0 $5K 0.00% +8.0 +40.0% $169.04 +7.3%
287 RMD RESMED INC Healthcare 21.0 $5K 0.00% +15.0 +250.0% $224.48 -8.9%
288 SATS ECHOSTAR CORP Technology 40.0 $5K 0.00% +33.0 +471.4% $117.08 +10.9%
289 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 213.0 $5K 0.00% +95.0 +80.5% $21.66 +6.8%
290 AON AON PLC Financial Services 14.0 $5K 0.00% +8.0 +133.3% $322.79 -1.4%
291 BBWI BATH & BODY WORKS INC Consumer Cyclical 242.0 $5K 0.00% +2.0 +0.8% $18.67 +8.3%
292 SRAD SPORTRADAR GROUP AG Technology 268.0 $4K 0.00% +135.0 +101.5% $16.74 -21.4%
293 SBAC SBA COMMUNICATIONS CORP Real Estate 26.0 $4K 0.00% +14.0 +116.7% $172.12 +18.3%
294 OSK OSHKOSH CORP Industrials 30.0 $4K 0.00% +11.0 +57.9% $147.20 -11.5%
295 GWW WW GRAINGER INC Industrials 4.0 $4K 0.00% +2.0 +100.0% $1090.75 +15.3%
296 SSNC SS&C TECH HLDGS Technology 63.0 $4K 0.00% +56.0 +800.0% $67.57 -2.1%
297 KTB KONTOOR BRANDS INC Consumer Cyclical 60.0 $4K 0.00% +58.0 +2900.0% $70.28 +5.4%
298 VLO VALERO ENERGY CORP Energy 17.0 $4K 0.00% +13.0 +325.0% $247.06 -2.0%
299 WY WEYERHAEUSER CO Real Estate 165.0 $4K 0.00% +75.0 +83.3% $24.43 +1.2%
300 HIG HARTFORD INSURANCE GROUP INC Financial Services 29.0 $4K 0.00% +14.0 +93.3% $135.24 -3.8%
Page 15 of 18  ·  346 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
Financial Services 34.2%
Technology 23.7%
Consumer Defensive 7.9%
Industrials 7.8%
Consumer Cyclical 6.2%
Communication Services 5.3%
Healthcare 4.9%
Utilities 3.7%
Energy 3.2%
Real Estate 2.4%