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Portfolio (Quarterly) Guide ↗

Dorsey Wright & Associates

· CIK 0001376772
13F Portfolio $807.0B AUM 158 positions Filed May 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 66 New 87 Added 5 Reduced 29 Exited
Page 3 of 4  ·  66 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 TMO THERMO ELECTRON CORP COM Healthcare 2,001.0 $984K 0.12% NEW $491.53 -8.5%
42 TRV TRAVELERS COMPANIES INC Financial Services 3,255.0 $949K 0.12% NEW $291.68 +5.1%
43 EWP ISHARES MSCI SPAN CP E 13,675.0 $743K 0.09% NEW $54.31 +2.9%
44 QTEC FIRST TR NASDAQ100 TECH INDESH 3,286.0 $710K 0.09% NEW $215.96 +34.0%
45 FXL FIRST TR EXCHANGE TRADED FD TE 4,457.0 $708K 0.09% NEW $158.87 +19.3%
46 DBA Invesco DB Agriculture Fund Financial Services 23,888.0 $653K 0.08% NEW $27.32 +3.6%
47 ICF ISHARES TR COHEN&STEER RE 10,439.0 $646K 0.08% NEW $61.89 +8.8%
48 EWO ISHARES INC AUSTRIA CAPD E 16,527.0 $586K 0.07% NEW $35.45 +9.7%
49 FXO FIRST TR EXCHANGE TRADED FD FI 9,263.0 $520K 0.06% NEW $56.19 +4.9%
50 FXI ISHARES TR CHINA LG-CAP E 14,199.0 $510K 0.06% NEW $35.90 +1.1%
51 FDN FIRST TR EXCHANGE TRADED FD DJ 2,131.0 $499K 0.06% NEW $234.03 +14.2%
52 FXU FIRST TR EXCHANGE TRADED FD UT 10,027.0 $497K 0.06% NEW $49.59 -2.7%
53 LLY LILLY, ELI AND COMPANY Healthcare 508.0 $468K 0.06% NEW $920.35 +10.1%
54 SPLV POWERSHARES ETF TR II S&P500 L 6,374.0 $466K 0.06% NEW $73.14 +0.6%
55 EWG ISHARES MSCI GERMANY E 11,082.0 $440K 0.05% NEW $39.67 +6.3%
56 ANET ARISTA NETWORKS INC COM SHS Technology 2,820.0 $346K 0.04% NEW $122.78 +14.5%
57 GE GENERAL ELECTRIC CO COM NEW Industrials 1,126.0 $320K 0.04% NEW $283.77 +1.0%
58 XPO XPO LOGISTICS INC COM Industrials 1,622.0 $316K 0.04% NEW $194.55 +3.8%
59 EQT EQT CORP COM Energy 4,584.0 $292K 0.04% NEW $63.64 -6.7%
60 NFLX NETFLIX INC COM Communication Services 2,930.0 $282K 0.04% NEW $96.15 -7.2%
Page 3 of 4  ·  66 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
Industrials 20.9%
Technology 18.5%
Healthcare 18.1%
Financial Services 13.2%
Basic Materials 8.9%
Utilities 6.8%
Consumer Cyclical 6.1%
Energy 4.3%
Communication Services 1.3%
Real Estate 1.2%