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Portfolio (Quarterly) Guide ↗

Dogwood Wealth Management LLC

· CIK 0002056922
13F Portfolio $253M AUM 851 positions Filed Jul 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 86 New 326 Added 210 Reduced 91 Exited
Page 3 of 5  ·  91 positions
# Ticker Company Sector Shares Value ↓ % Port Status
41 TS TENARIS S A Energy 28 $2K 0.00% SOLD
42 EBS EMERGENT BIOSOLUTIONS INC Healthcare 196 $2K 0.00% SOLD
43 ULTA ULTA BEAUTY INC Consumer Cyclical 3 $2K 0.00% SOLD
44 DLB DOLBY LABORATORIES INC Technology 26 $2K 0.00% SOLD
45 BWAY BRAINSWAY LTD Healthcare 116 $2K 0.00% SOLD
46 EMBC EMBECTA CORP Healthcare 174 $2K 0.00% SOLD
47 FLUTTER ENTMT PLC 15 $2K 0.00% SOLD
48 HUBB HUBBELL INC Industrials 3 $1K 0.00% SOLD
49 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 5 $1K 0.00% SOLD
50 MCRI MONARCH CASINO & RESORT INC Consumer Cyclical 14 $1K 0.00% SOLD
51 DLTR DOLLAR TREE INC Consumer Defensive 12 $1K 0.00% SOLD
52 EMBOTELLADORA ANDINA S A 52 $1K 0.00% SOLD
53 EFX EQUIFAX INC Industrials 7 $1K 0.00% SOLD
54 EHC ENCOMPASS HEALTH CORP Healthcare 13 $1K 0.00% SOLD
55 EMBJ EMBRAER S.A. Industrials 21 $1K 0.00% SOLD
56 CROX CROCS INC Consumer Cyclical 15 $1K 0.00% SOLD
57 RYANAIR HOLDINGS PLC 21 $1K 0.00% SOLD
58 JHG JANUS HENDERSON GROUP PLC Financial Services 23 $1K 0.00% SOLD
59 KOF COCA-COLA FEMSA SAB DE CV Consumer Defensive 12 $1K 0.00% SOLD
60 VDC VANGUARD WORLD FD 5 $1K SOLD
Page 3 of 5  ·  91 positions
Sector Allocation
Financial Services 33.8%
Technology 30.9%
Industrials 8.0%
Healthcare 5.7%
Consumer Cyclical 5.7%
Consumer Defensive 5.5%
Communication Services 4.3%
Real Estate 2.6%
Energy 1.5%
Utilities 1.3%