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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 33 of 43  ·  860 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 GSK GSK PLC Healthcare 36.0 $2K 0.00% NEW $55.19 -6.2%
642 DOCS DOXIMITY INC Healthcare 85.0 $2K 0.00% -9.0 -9.6% $23.29 -7.6%
643 IMO IMPERIAL OIL LTD Energy 15.0 $2K 0.00% NEW $130.80 -6.3%
644 LIBERTY MEDIA CORP DEL 23.0 $2K 0.00% NEW $85.00
645 PATH UIPATH INC Technology 175.0 $2K 0.00% $11.10 +9.5%
646 ESS ESSEX PPTY TR INC Real Estate 8.0 $2K 0.00% -1.0 -11.1% $242.00 +21.0%
647 BBDO BANCO BRADESCO S A Financial Services 587.0 $2K 0.00% NEW $3.29 -6.1%
648 RIOT RIOT PLATFORMS INC Financial Services 156.0 $2K 0.00% NEW $12.36 +47.7%
649 OTIS OTIS WORLDWIDE CORP Industrials 25.0 $2K 0.00% +5.0 +25.0% $77.08 -4.7%
650 ENB ENBRIDGE INC Energy 35.0 $2K 0.00% NEW $54.14 +4.7%
651 LTM LATAM AIRLINES GROUP SA Industrials 38.0 $2K 0.00% NEW $49.45 +6.3%
652 CBU COMMUNITY FINANCIAL SYSTEM I Financial Services 32.0 $2K 0.00% NEW $58.66 +17.4%
653 ABEV AMBEV SA Consumer Defensive 638.0 $2K 0.00% NEW $2.92 +3.8%
654 WDFC WD 40 CO Basic Materials 9.0 $2K 0.00% $203.89 +21.0%
655 CHIPMOS TECHNOLOGIES INC 51.0 $2K 0.00% NEW $35.78
656 NE NOBLE CORP PLC Energy 37.0 $2K 0.00% $49.08 -15.4%
657 AVNT AVIENT CORPORATION Basic Materials 50.0 $2K 0.00% NEW $36.30 +1.8%
658 BR BROADRIDGE FINL SOLUTIONS IN Technology 11.0 $2K 0.00% -3.0 -21.4% $162.45 -7.7%
659 ASB ASSOCIATED BANC-CORP Financial Services 69.0 $2K 0.00% NEW $25.86 +21.2%
660 APA APA CORPORATION Energy 42.0 $2K 0.00% +41.0 +4100.0% $42.43 -17.0%
Page 33 of 43  ·  860 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 23.8%
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%