Stock Taper

DOGWOOD WEALTH MANAGEMENT LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Vertiv Holdings CoVRT242$81.14K
NuScale Power CorporationSMR241$2.42K
ORIX CorporationIX241$9.17K
Fastenal CompanyFAST241$11.57K
Brunswick CorporationBC238$20.05K
Lloyds Banking Group plcLYG237$1.38K
C.H. Robinson Worldwide, Inc.CHRW237$44.64K
Kimco Realty CorporationKIM236$5.98K
Automatic Data Processing, Inc.ADP236$52.92K
Murphy Oil CorporationMUR236$7.68K
Exelon CorporationEXC236$11K
Applied Materials, Inc.AMAT235$169.91K
KeyCorpKEY235$5.42K
UnitedHealth Group IncorporatedUNH235$97.67K
Donaldson Company, Inc.DCI234$21.01K
CareTrust REIT, Inc.CTRE229$9.24K
Emerson Electric Co.EMR229$32.83K
AST SpaceMobile, Inc.ASTS229$20.35K
Sprott Inc.SII227$25.5K
S&P Global Inc.SPGI225$91.63K