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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 39 of 43  ·  851 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 TCMD TACTILE SYS TECHNOLOGY INC Healthcare 37.0 $1K $29.78 -26.6%
762 SYY SYSCO CORP Consumer Defensive 13.0 $1K -6.0 -31.6% $83.62 -4.3%
763 TPC TUTOR PERINI CORP Industrials 13.0 $1K $83.00 +6.3%
764 LNT ALLIANT ENERGY CORP Utilities 14.0 $1K -21.0 -60.0% $76.29 -10.9%
765 RJF RAYMOND JAMES FINL INC Financial Services 7.0 $1K -7.0 -50.0% $152.00 +17.3%
766 DDS DILLARDS INC Consumer Cyclical 2.0 $1K $528.50 +24.3%
767 MIRM MIRUM PHARMACEUTICALS INC Healthcare 9.0 $1K NEW $117.11 -13.8%
768 OKEANIS ECO TANKERS COR 21.0 $1K $50.14
769 KB KB FINL GROUP INC Financial Services 10.0 $1K $105.00 +22.6%
770 BP BP PLC Energy 28.0 $1K $36.96 +18.5%
771 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 16.0 $1K -47.0 -74.6% $64.00 +7.6%
772 FLR FLUOR CORP Industrials 19.0 $995.0 -49.0 -72.1% $52.37 +7.2%
773 IWD ISHARES TR 4.0 $970.0 $242.50 +6.2%
774 APEI AMERICAN PUB ED INC Consumer Defensive 18.0 $967.0 NEW $53.72 -15.6%
775 FET FORUM ENERGY TECHNOLOGIES IN Energy 19.0 $954.0 $50.21 +59.9%
776 DB DEUTSCHE BK AG Financial Services 28.0 $945.0 $33.75 +22.5%
777 ABEV AMBEV SA Consumer Defensive 297.0 $933.0 -341.0 -53.5% $3.14 -3.9%
778 FVRR FIVERR INTL LTD Communication Services 90.0 $929.0 $10.32 -10.4%
779 CSTM CONSTELLIUM SE Basic Materials 29.0 $924.0 NEW $31.86 -14.8%
780 CARNIVAL CORP LTD 31.0 $886.0 NEW $28.58
Page 39 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%