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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 33 of 43  ·  851 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 AEE AMEREN CORP Utilities 21.0 $2K 0.00% +14.0 +200.0% $113.05 -5.8%
642 GLPI GAMING & LEISURE P Real Estate 53.0 $2K 0.00% +21.0 +65.6% $44.53 -5.9%
643 DVN DEVON ENERGY CORP NEW Energy 57.0 $2K 0.00% $41.32 +16.3%
644 WF WOORI FINL GROUP INC Financial Services 40.0 $2K 0.00% $57.40 +30.4%
645 SHG SHINHAN FINANCIAL GROUP CO L Financial Services 36.0 $2K 0.00% $63.25 +30.1%
646 ESLT ELBIT SYS LTD Industrials 3.0 $2K 0.00% NEW $758.67 -7.3%
647 FEDEX FGHT HLDG CO INC 15.0 $2K 0.00% NEW $151.00
648 NTB BANK OF N T BUTTERFIELD & SO Financial Services 38.0 $2K 0.00% $59.50 +3.4%
649 PPL PPL CORP Utilities 62.0 $2K 0.00% $36.35 -3.4%
650 HIG HARTFORD INSURANCE GROUP INC Financial Services 17.0 $2K 0.00% -12.0 -41.4% $132.53 +4.4%
651 ATO ATMOS ENERGY CORP Utilities 13.0 $2K 0.00% $172.31 -2.8%
652 UNM UNUM GROUP Financial Services 25.0 $2K 0.00% NEW $89.40 +7.2%
653 LTM LATAM AIRLINES GROUP SA Industrials 38.0 $2K 0.00% $58.26 -9.9%
654 PRDO PERDOCEO ED CORP Consumer Defensive 69.0 $2K 0.00% NEW $32.00 +3.8%
655 NVT NVENT ELEC PLC Industrials 13.0 $2K 0.00% -2.0 -13.3% $169.62 -8.0%
656 EQT EQT CORP Energy 41.0 $2K 0.00% -11.0 -21.1% $53.17 +3.8%
657 ZTS ZOETIS INC Healthcare 30.0 $2K 0.00% -117.0 -79.6% $71.87 +5.5%
658 FERROVIAL NV 31.0 $2K 0.00% $68.61
659 ASB ASSOCIATED BANC-CORP Financial Services 69.0 $2K 0.00% $30.77 +1.0%
660 NVO NOVO-NORDISK A S Healthcare 44.0 $2K 0.00% $47.93 -2.8%
Page 33 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%