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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
Q2 2026 Q1 2026 · All 188 New 346 Added 164 Reduced
Page 14 of 43  ·  860 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 WTS WATTS WATER TECHNOLOGIES INC Industrials 59.0 $17K 0.01% $290.29 +25.1%
262 FDX FEDEX CORP Industrials 48.0 $17K 0.01% +34.0 +242.9% $356.19 -9.5%
263 HCA HCA HEALTHCARE INC Healthcare 36.0 $17K 0.01% +11.0 +44.0% $473.25 -14.4%
264 FREL FIDELITY COVINGTON TRUST 630.0 $17K 0.01% $26.91 +8.3%
265 LHX L3HARRIS TECHNOLOGIES INC Industrials 49.0 $17K 0.01% +7.0 +16.7% $345.14 -25.7%
266 TTC TORO CO Industrials 178.0 $17K 0.01% +11.0 +6.6% $93.44 -0.1%
267 FAST FASTENAL CO Industrials 358.0 $17K 0.01% +14.0 +4.1% $46.40 +6.9%
268 BPOP POPULAR INC Financial Services 123.0 $17K 0.01% +24.0 +24.2% $134.17 +27.7%
269 HAL HALLIBURTON CO Energy 423.0 $16K 0.01% +130.0 +44.4% $38.99 -4.9%
270 ASTS AST SPACEMOBILE INC Technology 198.0 $16K 0.01% +130.0 +191.2% $82.87 -24.8%
271 SBUX STARBUCKS CORP Consumer Cyclical 183.0 $16K 0.01% +75.0 +69.4% $89.59 +16.6%
272 IDXX IDEXX LABS INC Healthcare 29.0 $16K 0.01% +14.0 +93.3% $561.90 -4.7%
273 NXST NEXSTAR MEDIA GROUP INC Communication Services 89.0 $16K 0.01% $180.83 -2.2%
274 EA ELECTRONIC ARTS INC Communication Services 78.0 $16K 0.01% +4.0 +5.4% $203.87 +2.9%
275 ADSK AUTODESK INC Technology 66.0 $16K 0.01% -16.0 -19.5% $239.39 -9.0%
276 GM GENERAL MTRS CO Consumer Cyclical 211.0 $16K 0.01% +66.0 +45.5% $74.50 +17.8%
277 REGCO REGENCY CTRS CORP 207.0 $16K 0.01% +22.0 +11.9% $75.66
278 IVW ISHARES TR 137.0 $15K 0.01% $113.11 +24.3%
279 TEL TE CONNECTIVITY PLC Technology 74.0 $15K 0.01% +39.0 +111.4% $209.01 -0.2%
280 ETN EATON CORP PLC Industrials 43.0 $15K 0.01% +16.0 +59.3% $357.67 +14.9%
Page 14 of 43  ·  860 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 34.3%
Technology 24.3%
Consumer Defensive 8.1%
Industrials 7.9%
Consumer Cyclical 6.3%
Healthcare 5.0%
Communication Services 3.9%
Utilities 3.8%
Energy 3.2%
Real Estate 2.4%