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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 9 of 11  ·  208 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 CBRE CBRE Group Inc Real Estate 2,808.0 $380K 0.02% -99.0 -3.4% $135.46 -5.4%
162 BE Bloom Energy Corp Industrials 2,706.0 $367K 0.02% -3K -48.2% $135.51 +92.9%
163 MT ArcelorMittal Basic Materials 7,032.0 $366K 0.02% -111.0 -1.6% $51.98 +19.0%
164 WDAY Workday Inc Technology 2,797.0 $363K 0.02% -222.0 -7.3% $129.92 -0.8%
165 Wells Fargo & Co 7.5percent 314.0 $363K 0.02% -12.0 -3.7% $1155.00
166 ALC Alcon AG Healthcare 4,809.0 $362K 0.02% -62.0 -1.3% $75.35 -12.0%
167 PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF 20,907.0 $362K 0.02% -2K -7.0% $17.32 +8.8%
168 SRE Sempra Energy Utilities 3,610.0 $351K 0.02% -90.0 -2.4% $97.17 -7.1%
169 VOE Vanguard Mid-Cap Value ETF 1,879.0 $346K 0.02% -113.0 -5.7% $184.28 +3.7%
170 DHI D.R. Horton Inc Consumer Cyclical 2,472.0 $339K 0.02% -14.0 -0.6% $137.22 +0.2%
171 PYPL PayPal Holdings INC Financial Services 7,471.0 $338K 0.02% -2K -20.3% $45.23 -1.9%
172 DGX Quest Diagnostics Inc Healthcare 1,718.0 $337K 0.02% -18.0 -1.0% $195.98 -3.1%
173 CLF Cleveland-Cliffs Inc Basic Materials 39,324.0 $332K 0.02% -347.0 -0.9% $8.45 +20.1%
174 VRSN VeriSign Inc Technology 1,332.0 $331K 0.02% -14.0 -1.0% $248.36 +22.9%
175 RMD ResMed Inc Healthcare 1,439.0 $323K 0.02% -73.0 -4.8% $224.48 -9.1%
176 SOLS Solstice Advanced Materials Inc Basic Materials 4,210.0 $321K 0.02% -5K -52.0% $76.16 +7.8%
177 CCI Crown Castle Inc Real Estate 3,864.0 $314K 0.02% -463.0 -10.7% $81.32 +13.6%
178 BURL Burlington Stores Inc Consumer Cyclical 930.0 $303K 0.02% -39.0 -4.0% $325.48 -12.1%
179 Canadian Pacific Kansas City Limited 3,767.0 $296K 0.02% -1K -25.1% $78.66
180 LITE Lumentum Holdings Inc Technology 418.0 $294K 0.02% -188.0 -31.0% $702.43 +26.0%
Page 9 of 11  ·  208 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%