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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 2 of 3  ·  50 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 Bunge Global SA 2,177.0 $277K 0.01% NEW $127.20
22 Q Qnity Electronics Inc Technology 2,304.0 $266K 0.01% NEW $115.38 +29.2%
23 DDOG Datadog Inc Technology 2,228.0 $263K 0.01% NEW $118.04 +76.9%
24 EQNR Equinor ASA Energy 5,943.0 $251K 0.01% NEW $42.20 -6.0%
25 AKAM Akamai Technologies Inc Technology 2,177.0 $250K 0.01% NEW $114.85 +23.1%
26 E Eni SpA Energy 4,399.0 $249K 0.01% NEW $56.61 -0.4%
27 JBL Jabil Inc Technology 919.0 $244K 0.01% NEW $265.63 +27.5%
28 HUBS HubSpot Inc Technology 986.0 $241K 0.01% NEW $244.10 -14.6%
29 SLV iShares Silver Trust Financial Services 3,339.0 $228K 0.01% NEW $68.14 -1.8%
30 NICE NICE Ltd Technology 2,046.0 $226K 0.01% NEW $110.26 -16.2%
31 LYB LyondellBasell Industries NV Basic Materials 2,661.0 $214K 0.01% NEW $80.56 -8.0%
32 TYL Tyler Technologies Inc Technology 626.0 $214K 0.01% NEW $342.38 -6.3%
33 FLR Fluor Corp Industrials 4,593.0 $214K 0.01% NEW $46.65 -4.9%
34 DECK Deckers Outdoor Corp Consumer Cyclical 2,139.0 $214K 0.01% NEW $100.09 -5.5%
35 CMS CMS Energy Corp Utilities 2,750.0 $213K 0.01% NEW $77.58 -7.0%
36 AVUV Avantis U.S. Small Cap Value ETF 1,921.0 $212K 0.01% NEW $110.47 +6.1%
37 EME EMCOR Group Inc Industrials 287.0 $212K 0.01% NEW $737.24 +19.0%
38 IRM Iron Mountain Inc Real Estate 2,037.0 $208K 0.01% NEW $102.14 +21.4%
39 CFR Cullen/Frost Bankers Inc Financial Services 1,503.0 $206K 0.01% NEW $137.08 +0.8%
40 AEIS Advanced Energy Industries Inc Industrials 632.0 $204K 0.01% NEW $322.70 -6.2%
Page 2 of 3  ·  50 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%