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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 34 of 36  ·  710 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 LYB LyondellBasell Industries NV Basic Materials 2,661.0 $214K 0.01% NEW $80.56 -8.0%
662 TYL Tyler Technologies Inc Technology 626.0 $214K 0.01% NEW $342.38 -6.3%
663 FLR Fluor Corp Industrials 4,593.0 $214K 0.01% NEW $46.65 -4.9%
664 DECK Deckers Outdoor Corp Consumer Cyclical 2,139.0 $214K 0.01% NEW $100.09 -5.5%
665 FALN iShares Fallen Angels USD Bond ETF 8,000.0 $214K 0.01% $26.72 +0.0%
666 CMS CMS Energy Corp Utilities 2,750.0 $213K 0.01% NEW $77.58 -7.0%
667 FTV Fortive Corp Technology 3,859.0 $213K 0.01% +93.0 +2.5% $55.28 +6.8%
668 M Macy's Inc Consumer Cyclical 11,748.0 $213K 0.01% +76.0 +0.7% $18.09 +2.4%
669 IHG InterContinental Hotels Group PLC Consumer Cyclical 1,592.0 $212K 0.01% -68.0 -4.1% $133.46 +13.0%
670 SE Sea Ltd Consumer Cyclical 2,564.0 $212K 0.01% +326.0 +14.6% $82.81 +6.6%
671 AVUV Avantis U.S. Small Cap Value ETF 1,921.0 $212K 0.01% NEW $110.47 +6.1%
672 EME EMCOR Group Inc Industrials 287.0 $212K 0.01% NEW $737.24 +19.0%
673 PHM PulteGroup Inc Consumer Cyclical 1,797.0 $211K 0.01% +44.0 +2.5% $117.61 -5.0%
674 CACI CACI International Inc Technology 388.0 $211K 0.01% -16.0 -4.0% $543.87 -9.3%
675 HUM Humana Inc Healthcare 1,212.0 $210K 0.01% +101.0 +9.1% $173.39 +76.5%
676 FIS Fidelity National Information Services Inc Technology 4,476.0 $210K 0.01% +55.0 +1.2% $46.91 -7.5%
677 IRM Iron Mountain Inc Real Estate 2,037.0 $208K 0.01% NEW $102.14 +21.4%
678 AES AES Corp/VA Utilities 14,721.0 $207K 0.01% $14.09 +3.4%
679 MKC McCormick & Co Inc/MD Consumer Defensive 4,107.0 $207K 0.01% -551.0 -11.8% $50.44 -7.4%
680 MMIT NYLI MacKay Muni Intermediate ETF 8,548.0 $206K 0.01% $24.11 -0.0%
Page 34 of 36  ·  710 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%