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Portfolio (Quarterly) Guide ↗

Dogwood Wealth Management LLC

· CIK 0002056922
13F Portfolio $230M AUM 860 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 188 New 346 Added 164 Reduced 76 Exited
Page 8 of 10  ·  188 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 OMAB GRUPO AEROPORTUARIO DEL CENT Industrials 11.0 $1K 0.00% NEW $114.73 -11.8%
142 EHC ENCOMPASS HEALTH CORP Healthcare 13.0 $1K 0.00% NEW $96.69 +8.3%
143 EMBJ EMBRAER S.A. Industrials 21.0 $1K 0.00% NEW $59.33 -0.9%
144 CROX CROCS INC Consumer Cyclical 15.0 $1K 0.00% NEW $83.00 +42.9%
145 RYANAIR HOLDINGS PLC 21.0 $1K 0.00% NEW $57.81
146 KOF COCA-COLA FEMSA SAB DE CV Consumer Defensive 12.0 $1K 0.00% NEW $97.58 +10.8%
147 DDS DILLARDS INC Consumer Cyclical 2.0 $1K NEW $572.00 +6.4%
148 FET FORUM ENERGY TECHNOLOGIES IN Energy 19.0 $1K NEW $58.68 -11.7%
149 INDV INDIVIOR PHARMACEUTICALS INC Healthcare 36.0 $1K NEW $30.47 +20.5%
150 DOC HEALTHPEAK PROPERTIES INC Real Estate 66.0 $1K NEW $16.42 +20.0%
151 LH LABCORP HOLDINGS INC Healthcare 4.0 $1K NEW $266.75 -1.4%
152 BRX BRIXMOR PPTY GROUP INC Real Estate 37.0 $1K NEW $28.81 +6.9%
153 OKEANIS ECO TANKERS COR 21.0 $1K NEW $50.57
154 RL RALPH LAUREN CORP Consumer Cyclical 3.0 $1K NEW $344.00 +9.0%
155 ELAN ELANCO ANIMAL HEALTH INC Healthcare 43.0 $1K NEW $23.93 -0.2%
156 CUBE CUBESMART Real Estate 28.0 $1K NEW $36.64 +10.8%
157 TPC TUTOR PERINI CORP Industrials 13.0 $1K NEW $77.15 -4.9%
158 KB KB FINL GROUP INC Financial Services 10.0 $997.0 NEW $99.70 +1.6%
159 BXP BXP INC Real Estate 19.0 $986.0 NEW $51.89 +17.4%
160 NNN NNN REIT INC Real Estate 23.0 $967.0 NEW $42.04 +6.7%
Page 8 of 10  ·  188 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
Financial Services 34.2%
Technology 23.7%
Consumer Defensive 7.9%
Industrials 7.8%
Consumer Cyclical 6.2%
Communication Services 5.3%
Healthcare 4.9%
Utilities 3.7%
Energy 3.2%
Real Estate 2.4%