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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 13 of 43  ·  851 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 EOG EOG RES INC Energy 163.0 $21K 0.01% +17.0 +11.6% $129.73 +11.9%
242 PCAR PACCAR INC Industrials 176.0 $21K 0.01% +51.0 +40.8% $120.12 +3.8%
243 DCI DONALDSON INC Industrials 234.0 $21K 0.01% $89.77 +1.4%
244 FVD FIRST TR EXCHANGE-TRADED FD 431.0 $21K 0.01% $48.18 +4.0%
245 NYT NEW YORK TIMES CO MTN BE Communication Services 295.0 $21K 0.01% -34.0 -10.3% $69.98 -3.9%
246 GM GENERAL MTRS CO Consumer Cyclical 264.0 $20K 0.01% +53.0 +25.1% $77.08 +13.9%
247 ASTS AST SPACEMOBILE INC Technology 229.0 $20K 0.01% +31.0 +15.7% $88.86 -29.9%
248 IEI ISHARES TR 173.0 $20K 0.01% -8.0 -4.4% $117.45 -1.5%
249 EA ELECTRONIC ARTS INC Communication Services 99.0 $20K 0.01% +21.0 +26.9% $205.04 +2.3%
250 BC BRUNSWICK CORP Consumer Cyclical 238.0 $20K 0.01% +90.0 +60.8% $84.24 -11.6%
251 REGN REGENERON PHARMACEUTICALS Healthcare 32.0 $20K 0.01% -2.0 -5.9% $623.53 +32.7%
252 JEPI J P MORGAN EXCHANGE TRADED F 338.0 $19K 0.01% +7.0 +2.1% $56.52 +1.2%
253 FREL FIDELITY COVINGTON TRUST 651.0 $19K 0.01% +21.0 +3.3% $29.30 -0.5%
254 UBER UBER TECHNOLOGIES INC Technology 264.0 $19K 0.01% -43.0 -14.0% $72.16 +5.0%
255 CSX CSX CORP Industrials 398.0 $19K 0.01% +74.0 +22.8% $47.53 +4.0%
256 IVW ISHARES TR 137.0 $19K 0.01% $137.53 +2.2%
257 ETN EATON CORP PLC Industrials 44.0 $19K 0.01% +1.0 +2.3% $426.11 -3.6%
258 ITOT ISHARES TR 114.0 $19K 0.01% NEW $164.27 +2.7%
259 AGZD WISDOMTREE TR 826.0 $19K 0.01% $22.61 -0.2%
260 DASH DOORDASH INC Communication Services 99.0 $18K 0.01% +28.0 +39.4% $184.53 +14.7%
Page 13 of 43  ·  851 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 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%