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Dogwood Wealth Management LLC

Q2 2026 · 13F-HR

Dogwood Wealth Management LLCholdings as filed

Filed 2026-07-06 · accession 0002056922-26-000003

$253.4M
Reported value
851
Positions
2026-06-30
Period end
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Holdings as filed

First 500 of 851

CUSIPTickerIssuerValue% port.SharesClassVoting
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61174X109MNSTMONSTER BEVERAGE CORP NEW$15,6680.01%163CommonSOLE
00724F101ADBEADOBE INC$15,5820.01%76CommonSOLE
833445109SNOWSNOWFLAKE INC$15,5240.01%61CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$15,5130.01%100CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$15,4020.01%168CommonSOLE
406216101HALHALLIBURTON CO$15,3790.01%453CommonSOLE
756109104OREALTY INCOME CORP$15,2680.01%246CommonSOLE
18915M107NETCLOUDFLARE INC$15,2070.01%62CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$15,1110.01%52CommonSOLE
718546104PSXPHILLIPS 66$15,0450.01%89CommonSOLE
969457100WMBWILLIAMS COS INC$15,0170.01%202CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$14,9450.01%69CommonSOLE
40131M109GHGUARDANT HEALTH INC$14,8530.01%99CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$14,7970.01%36CommonSOLE
609207105MDLZMONDELEZ INTL INC$14,6340.01%253CommonSOLE
983793100XPOXPO INC$14,5760.01%71CommonSOLE
04626A103ALABASTERA LABS INC$14,4910.01%30CommonSOLE
37959E102GLGLOBE LIFE INC$14,4730.01%81CommonSOLE
313745101FRTFEDERAL RLTY INVT TR NEW$14,4420.01%117CommonSOLE
133131102CPTCAMDEN PPTY TR$14,4260.01%126CommonSOLE
29269R105EFXTENERFLEX LTD$14,3630.01%586CommonSOLE
M87915274TSEMTOWER SEMICONDUCTOR LTD$14,3350.01%55CommonSOLE
553368101MPMP MATERIALS CORP$14,2830.01%255CommonSOLE
466313103JBLJABIL INC$14,2630.01%37CommonSOLE
87305R109TTMITTM TECHNOLOGIES INC$14,0260.01%75CommonSOLE
12504L109CBRECBRE GROUP INC$13,6040.01%101CommonSOLE
04621X108AIZASSURANT INC$13,4260.01%50CommonSOLE
278642103EBAYEBAY INC.$13,4100.01%120CommonSOLE
576690101MTRNMATERION CORP$13,3830.01%45CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$13,3670.01%27CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$13,3530.01%145CommonSOLE
767204100RIORIO TINTO PLC$13,2900.01%140CommonSOLE
G491BT108IVZINVESCO LTD$13,2300.01%501CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$13,2220.01%91CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$13,0660.01%55CommonSOLE
46435U853USHYISHARES TR$12,9200.01%349CommonSOLE
036752103ELVELEVANCE HEALTH INC FORMERLY$12,7620.01%33CommonSOLE
099724106BWABORGWARNER INC$12,6820.01%191CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$12,6670.00%76CommonSOLE
863667101SYKSTRYKER CORPORATION$12,5940.00%40CommonSOLE
00206R102TAT&T INC$12,5860.00%608CommonSOLE
857477103STTSTATE STR CORP$12,5500.00%74CommonSOLE
25459W458SOXLDIREXION SHARES ETF TRUST$12,5350.00%47CommonSOLE
829933100SIRISIRIUSXM HOLDINGS INC$12,4950.00%423CommonSOLE
042068205ARMARM HOLDINGS PLC$12,4100.00%35CommonSOLE
803054204SAPSAP SE$12,3290.00%80CommonSOLE
001055102AFLAFLAC INC$12,3110.00%105CommonSOLE
920253101VMIVALMONT INDS INC$12,1300.00%21CommonSOLE
781846209RUSHARUSH ENTERPRISES INC$12,1160.00%166CommonSOLE
717081103PFEPFIZER INC$11,9920.00%498CommonSOLE
345370860FFORD MTR CO$11,9120.00%857CommonSOLE
23331A109DHID R HORTON INC$11,8900.00%73CommonSOLE
74347M108PUMPPROPETRO HLDG CORP$11,6580.00%813CommonSOLE
88033G407THCTENET HEALTHCARE CORP$11,5990.00%62CommonSOLE
92840M102VSTVISTRA CORP$11,5800.00%73CommonSOLE
311900104FASTFASTENAL CO$11,5750.00%241CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$11,5520.00%33CommonSOLE
G25508105CRHCRH PLC$11,4490.00%107CommonSOLE
44812J104HUTHUT 8 CORP$11,4290.00%99CommonSOLE
82509L107SHOPSHOPIFY INC$11,4180.00%100CommonSOLE
384637104GHCGRAHAM HLDGS CO$11,4140.00%10CommonSOLE
58155Q103MCKMCKESSON CORP$11,3340.00%15CommonSOLE
66987V109NVSNOVARTIS AG$11,2840.00%72CommonSOLE
27579R104EWBCEAST WEST BANCORP INC$11,2310.00%87CommonSOLE
318672706FBPFIRST BANCORP CORPORATION$11,2100.00%430CommonSOLE
23804L103DDOGDATADOG INC$11,1950.00%43CommonSOLE
G0378L100AUANGLOGOLD ASHANTI PLC$11,1630.00%138CommonSOLE
894164102TNLTRAVEL PLUS LEISURE CO$11,1590.00%146CommonSOLE
444859102HUMHUMANA INC$11,1220.00%28CommonSOLE
464289511IGLBISHARES TR$11,1090.00%222CommonSOLE
496902404KGCKINROSS GOLD CORP$11,1010.00%470CommonSOLE
651587107NEUNEWMARKET CORP$11,0770.00%14CommonSOLE
04247X102AWIARMSTRONG WORLD INDS INC NEW$11,0690.00%69CommonSOLE
95082P105WCCWESCO INTL INC$11,0540.00%32CommonSOLE
852234103XYZBLOCK INC$11,0200.00%145CommonSOLE
30161N101EXCEXELON CORP$11,0020.00%236CommonSOLE
46432F339QUALISHARES TR$10,9720.00%50CommonSOLE
G0403H108AONAON PLC$10,9460.00%33CommonSOLE
229899109CFRCULLEN FROST BANKERS INC$10,8160.00%70CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$10,6800.00%45CommonSOLE
32054K103FRFIRST INDL RLTY TR INC$10,6070.00%173CommonSOLE
59156R108METMETLIFE INC$10,5760.00%125CommonSOLE
910047109UALUNITED AIRLS HLDGS INC$10,4710.00%77CommonSOLE
87612E106TGTTARGET CORP$10,4490.00%80CommonSOLE
889478103TOLTOLL BROTHERS INC$10,3790.00%63CommonSOLE
82846H405QXOQXO INC$10,3680.00%600CommonSOLE
22822V101CCICROWN CASTLE INC$10,2990.00%136CommonSOLE
860630102SFSTIFEL FINL CORP$10,1170.00%145CommonSOLE
78464A649SPABSPDR SERIES TRUST$10,0040.00%392CommonSOLE
020002101ALLALLSTATE CORP$9,9930.00%42CommonSOLE
46434V407SHYGISHARES TR$9,8390.00%232CommonSOLE
03820C105AITAPPLIED INDL TECHNOLOGIES IN$9,8060.00%29CommonSOLE
632307104NTRANATERA INC$9,7720.00%36CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$9,6420.00%42CommonSOLE
053484101AVBAVALONBAY CMNTYS INC$9,6230.00%51CommonSOLE
052769106ADSKAUTODESK INC$9,5270.00%49CommonSOLE
384802104GWWWW GRAINGER INC$9,5230.00%7CommonSOLE
381430503GSLCGOLDMAN SACHS ETF TR$9,5070.00%67CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$9,4920.00%22CommonSOLE
45168D104IDXXIDEXX LABS INC$9,4760.00%18CommonSOLE
260003108DOVDOVER CORP$9,4200.00%42CommonSOLE
858119100STLDSTEEL DYNAMICS INC$9,4080.00%41CommonSOLE
Y2573F102FLEXFLEX LTD$9,4000.00%58CommonSOLE
88579Y101MMM3M CO$9,3910.00%58CommonSOLE
87612G101TRGPTARGA RES CORP$9,3850.00%35CommonSOLE
624758108MWAMUELLER WTR PRODS INC$9,3760.00%363CommonSOLE
91913Y100VLOVALERO ENERGY CORP$9,3760.00%36CommonSOLE
013872106AAALCOA CORP$9,3330.00%179CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$9,3320.00%19CommonSOLE
14174T107CTRECARETRUST REIT INC$9,2400.00%229CommonSOLE
686330101IXORIX CORP$9,1680.00%241CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$9,1470.00%23CommonSOLE
20030N101CMCSACOMCAST CORP NEW$9,1330.00%372CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$9,0310.00%30CommonSOLE
670346105NUENUCOR CORP$8,9100.00%40CommonSOLE
34959E109FTNTFORTINET INC$8,9100.00%58CommonSOLE
46284V101IRMIRON MTN INC DEL$8,8420.00%70CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$8,6580.00%17CommonSOLE
911312106UPSUNITED PARCEL SVCS INC$8,6000.00%80CommonSOLE
631103108NDAQNASDAQ INC$8,5130.00%108CommonSOLE
009158106APDAIR PRODUCTS AND CHEMICALS I$8,5020.00%29CommonSOLE
58733R102MELIMERCADOLIBRE INC$8,4870.00%5CommonSOLE
85254J102STAGSTAG INDUSTRIAL INC$8,4110.00%221CommonSOLE
52567D107LMNDLEMONADE INC$8,3910.00%129CommonSOLE
G3730V105FTAIFTAI AVIATION LTD$8,3860.00%31CommonSOLE
29355X107NPOENPRO INC$8,2920.00%22CommonSOLE
136069101CMCANADIAN IMPERIAL BANK OF CO$8,2800.00%72CommonSOLE
515098101LSTRLANDSTAR SYS INC$8,2720.00%40CommonSOLE
125523100CITHE CIGNA GROUP$8,2700.00%30CommonSOLE
127055101CBTCABOT CORP$8,2650.00%91CommonSOLE
880770102TERTERADYNE INC$8,2250.00%17CommonSOLE
247361702DALDELTA AIR LINES INC$8,1480.00%87CommonSOLE
71880K101PHINPHINIA INC$7,9900.00%97CommonSOLE
533900106LECOLINCOLN ELEC HLDGS INC$7,9650.00%30CommonSOLE
925652109VICIVICI PPTYS INC$7,9120.00%298CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$7,8690.00%28CommonSOLE
05464C101AXONAXON ENTERPRISE INC$7,8490.00%14CommonSOLE
13321L108CCJCAMECO CORP$7,8430.00%77CommonSOLE
78464A672SPTISPDR SERIES TRUST$7,8360.00%276CommonSOLE
505336107LZBLA Z BOY INC$7,7830.00%194CommonSOLE
46266C105IQVIQVIA HLDGS INC$7,7290.00%40CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$7,7020.00%105CommonSOLE
01741R102ATIATI INC$7,6870.00%39CommonSOLE
626717102MURMURPHY OIL CORP$7,6840.00%236CommonSOLE
988498101YUMYUM BRANDS INC$7,6800.00%48CommonSOLE
57667L107MTCHMATCH GROUP INC NEW$7,6100.00%200CommonSOLE
29476L107EQREQUITY RESIDENTIAL$7,6080.00%112CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$7,5970.00%178CommonSOLE
801056102SANMSANMINA CORP$7,5920.00%30CommonSOLE
929740108WABWABTEC$7,5490.00%28CommonSOLE
576323109MTZMASTEC INC$7,4890.00%18CommonSOLE
29364G103ETRENTERGY CORP NEW$7,4660.00%65CommonSOLE
16411R208LNGCHENIERE ENERGY INC$7,4090.00%31CommonSOLE
76155X100RVMDREVOLUTION MEDICINES INC$7,3040.00%39CommonSOLE
88146M101TRNOTERRENO RLTY CORP$7,2540.00%112CommonSOLE
65336K103NXSTNEXSTAR MEDIA GROUP INC$7,1440.00%40CommonSOLE
48020Q107JLLJONES LANG LASALLE INC$7,1290.00%23CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$7,1050.00%93CommonSOLE
92939U106WECWEC ENERGY GROUP INC$7,0060.00%60CommonSOLE
88023U101SGISOMNIGROUP INTERNATIONAL INC$6,9780.00%89CommonSOLE
69047Q102OVVOVINTIV INC$6,8970.00%131CommonSOLE
093671105HRBBLOCK H & R INC$6,8540.00%180CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$6,7490.00%27CommonSOLE
87162W100SNXTD SYNNEX CORPORATION$6,6840.00%25CommonSOLE
05946K101BBVABANCO BILBAO VIZCAYA ARGENTA$6,6660.00%266CommonSOLE
55261F104MTBM & T BK CORP$6,6640.00%28CommonSOLE
06849F108BBARRICK MNG CORP$6,6110.00%180CommonSOLE
91912E105VALEVALE S A$6,5880.00%438CommonSOLE
770323103RHIROBERT HALF INC.$6,5700.00%214CommonSOLE
836100107SOUNSOUNDHOUND AI INC$6,5670.00%1,015CommonSOLE
03073E105CORCENCORA INC$6,5090.00%23CommonSOLE
203607106CBUCOMMUNITY FINANCIAL SYSTEM I$6,4440.00%96CommonSOLE
780087102RYROYAL BK CDA$6,4160.00%31CommonSOLE
147528103CASYCASEYS GEN STORES INC$6,3580.00%8CommonSOLE
88162G103TTEKTETRA TECH INC NEW$6,3560.00%220CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$6,3320.00%70CommonSOLE
912008109USFDUS FOODS HLDG CORP$6,2370.00%61CommonSOLE
144285103CRSCARPENTER TECHNOLOGY CORP$6,1680.00%10CommonSOLE
92936U109WPCWP CAREY INC$6,0780.00%85CommonSOLE
G0593M107AZNASTRAZENECA PLC$6,0680.00%32CommonSOLE
926400102VSCOVICTORIAS SECRET AND CO$6,0110.00%72CommonSOLE
353514102FELEFRANKLIN ELEC INC$6,0030.00%56CommonSOLE
704326107PAYXPAYCHEX INC$5,9980.00%61CommonSOLE
49446R109KIMKIMCO REALTY CORP$5,9830.00%236CommonSOLE
G87110105FTITECHNIPFMC PLC$5,9010.00%89CommonSOLE
91680M107UPSTUPSTART HLDGS INC$5,8460.00%165CommonSOLE
31847R102FAFFIRST AMERN FINL CORP$5,8300.00%85CommonSOLE
025072356AVREAMERICAN CENTY ETF TR$5,7800.00%122CommonSOLE
90138F102TWLOTWILIO INC$5,7770.00%28CommonSOLE
01748X102ALGTALLEGIANT TRAVEL CO$5,7620.00%49CommonSOLE
314211103FHIFEDERATED HERMES INC$5,6880.00%103CommonSOLE
922908736VUGVANGUARD INDEX FDS$5,6850.00%66CommonSOLE
00215W100ASXASE TECHNOLOGY HLDG CO LTD$5,6850.00%126CommonSOLE
606822104MUFGMITSUBISHI UFJ FINANCIAL GRO$5,6690.00%285CommonSOLE
070830104BBWIBATH & BODY WORKS INC$5,6540.00%244CommonSOLE
46817M107JXNJACKSON FINANCIAL INC$5,6310.00%55CommonSOLE
26874R108EENI SPA$5,6230.00%120CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$5,5790.00%42CommonSOLE
26210C104DBXDROPBOX INC$5,5490.00%202CommonSOLE
493267108KEYKEYCORP$5,4170.00%235CommonSOLE
74164M108PRIPRIMERICA INC$5,4000.00%19CommonSOLE
91733P107USARUSA RARE EARTH INC$5,3950.00%250CommonSOLE
26701L100BROSDUTCH BROS INC$5,3860.00%75CommonSOLE
45073V108ITTITT INC$5,3400.00%27CommonSOLE
G7709Q104RPRXROYALTY PHARMA PLC$5,3270.00%95CommonSOLE
65473P105NINISOURCE INC$5,3260.00%112CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.