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Portfolio (Quarterly) Guide ↗

Dorsey & Whitney Trust CO LLC

· CIK 0001384042
13F Portfolio $1.8B AUM 4,686 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 50 New 290 Added 208 Reduced 42 Exited
Page 7 of 15  ·  290 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 MTUM iShares MSCI USA Momentum Factor ETF 4,488.0 $1.1M 0.06% +118.0 +2.7% $239.99 +21.9%
122 CRWD Crowdstrike Holdings Inc Technology 2,709.0 $1.1M 0.06% +109.0 +4.2% $390.38 +58.5%
123 DLR Digital Realty Trust INC Real Estate 5,749.0 $1.0M 0.06% +309.0 +5.7% $180.20 +4.6%
124 VRTX Vertex Pharmaceuticals Inc Healthcare 2,320.0 $1.0M 0.06% +47.0 +2.1% $446.49 -2.2%
125 HLT Hilton Worldwide Holdings Inc Consumer Cyclical 3,336.0 $1.0M 0.06% +156.0 +4.9% $304.09 +4.6%
126 TDTT FlexShares iBoxx 3-Year Target Duration TIPS Index Fund 41,653.0 $1.0M 0.06% +5K +13.6% $24.24 -0.0%
127 BKNG Booking Hldgs Inc Consumer Cyclical 235.0 $989K 0.05% +8.0 +3.5% $4210.33 -96.3%
128 MPC Marathon Petroleum Corp Energy 4,043.0 $987K 0.05% +382.0 +10.4% $244.18 +6.3%
129 MRSH Marsh & Mclennan Companies Inc Financial Services 5,667.0 $983K 0.05% +286.0 +5.3% $173.44 -4.3%
130 AZO AutoZone Inc Consumer Cyclical 290.0 $980K 0.05% +3.0 +1.1% $3377.78 -0.9%
131 SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 16,517.0 $978K 0.05% +2K +17.8% $59.22 +5.8%
132 Total SA 10,732.0 $976K 0.05% +167.0 +1.6% $90.98
133 LH Labcorp Holdings Inc Healthcare 3,615.0 $965K 0.05% +319.0 +9.7% $266.81 -4.2%
134 NET Cloudflare Inc Technology 4,584.0 $946K 0.05% +46.0 +1.0% $206.33 -2.2%
135 NEM Newmont Corp Basic Materials 8,701.0 $942K 0.05% +344.0 +4.1% $108.25 +1.5%
136 NOC Northrop Grumman Corp Industrials 1,338.0 $913K 0.05% +18.0 +1.4% $682.24 -19.4%
137 EQIX Equinix Inc Real Estate 929.0 $911K 0.05% +30.0 +3.3% $980.24 +8.4%
138 CTVA Corteva Inc Basic Materials 10,862.0 $909K 0.05% +108.0 +1.0% $83.71 -3.1%
139 SPOT Spotify Technology SA Communication Services 1,873.0 $908K 0.05% +264.0 +16.4% $484.97 -8.2%
140 TIP iShares TIPS Bond ETF 8,099.0 $894K 0.05% +43.0 +0.5% $110.36 -0.2%
Page 7 of 15  ·  290 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
Technology 29.2%
Industrials 15.8%
Financial Services 14.7%
Healthcare 11.1%
Communication Services 8.9%
Consumer Cyclical 7.6%
Consumer Defensive 3.9%
Basic Materials 3.1%
Utilities 2.9%
Energy 1.9%