Dorsey & Whitney Trust CO LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1384042
Institutional-grade research for retail investors
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13F Reported Value
ⓘ$2.1B
Holdings
730
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Dorsey & Whitney Trust CO LLC disclosed 730 positions worth $2.1B in its Form 13F-HR for Q2 2026, led by $NVDA (NVIDIA CORP) at 4.4% of the equity portfolio, followed by $MSFT and $AAPL. During the quarter the fund opened 59 new positions and exited 38 — including a new stake in $HONA. The portfolio is most concentrated in Other (30.4% of disclosed assets). All figures are sourced directly from Dorsey & Whitney Trust CO LLC’s Form 13F-HR filing with the SEC under CIK 1384042.
AI Fund Analysis
Stable
Sector Allocation
OtherTechnologyIndustrialsFinancialsHealthcareConsumer Discretionary
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 85.9#5
Quality
$89.8M449,012 sh - 79.8#31
Quality
$66.7M178,820 sh - 76.4#84
Quality
$62.0M214,384 sh - 78.2
Quality
$52.8M149,515 sh - 68.7
Quality
$49.4M207,327 sh iShares Core S&P 500 ETF - CORE S&P500 ETF
—Quality
$46.2M61,693 shiShares S&P 100 ETF - S&P 100 ETF
—Quality
$45.6M124,548 sh- —
Quality
$40.5M54,252 sh - 87.5
Quality
$36.6M30,476 sh - 78.2
Quality
$32.5M91,005 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 NVIDIA CORP$NVDA | 85.9#5 | $89.8M | 449,012 |
 MICROSOFT CORP$MSFT | 79.8#31 | $66.7M | 178,820 |
 Apple Inc.$AAPL | 76.4#84 | $62.0M | 214,384 |
 Alphabet Inc.$GOOGL | 78.2 | $52.8M | 149,515 |
 AMAZON COM INC$AMZN | 68.7 | $49.4M | 207,327 |
| iShares Core S&P 500 ETF - CORE S&P500 ETF | — | $46.2M | 61,693 |
| iShares S&P 100 ETF - S&P 100 ETF | — | $45.6M | 124,548 |
 SPDR S&P 500 ETF TRUST$SPY | — | $40.5M | 54,252 |
 ELI LILLY & Co$LLY | 87.5 | $36.6M | 30,476 |
 Alphabet Inc.$GOOG | 78.2 | $32.5M | 91,005 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Dorsey & Whitney Trust CO LLC's 730 positions.
Showing top 10 of 730 holdings.
Sector Allocation
Other
$623.4M
Technology
$576.1M
Industrials
$206.7M
Financials
$199.4M
Healthcare
$148.0M
Consumer Discretionary
$126.9M
Materials
$42.7M
Utilities
$40.2M
Top Holdings — Dorsey & Whitney Trust CO LLC (Q2 2026)
Top 150 of 730 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $NVDA | NVIDIA CORP | $89.8M | 4.4% | -1% | 85.9 |
| 2 | $MSFT | MICROSOFT CORP | $66.7M | 3.3% | +2% | 79.8 |
| 3 | $AAPL | Apple Inc. | $62.0M | 3.0% | -1% | 76.4 |
| 4 | $GOOGL | Alphabet Inc. | $52.8M | 2.6% | -0% | 78.2 |
| 5 | $AMZN | AMAZON COM INC | $49.4M | 2.4% | +2% | 68.7 |
| 6 | — | iShares Core S&P 500 ETF - CORE S&P500 ETF | $46.2M | 2.3% | +2% | — |
| 7 | — | iShares S&P 100 ETF - S&P 100 ETF | $45.6M | 2.2% | +0% | — |
| 8 | $SPY | SPDR S&P 500 ETF TRUST | $40.5M | 2.0% | +1% | — |
| 9 | $LLY | ELI LILLY & Co | $36.6M | 1.8% | -2% | 87.5 |
| 10 | $GOOG | Alphabet Inc. | $32.5M | 1.6% | -0% | 78.2 |
| 11 |  $JPM | JPMORGAN CHASE & CO | $30.8M | 1.5% | -3% | 70.7 |
| 12 |  $PCAR | PACCAR INC | $26.4M | 1.3% | -0% | 56.5 |
| 13 | — | Vanguard Total Stock Market ETF - TOTAL STK MKT | $25.7M | 1.3% | +2% | — |
| 14 |  $V | VISA INC. | $22.8M | 1.1% | +1% | 82.9 |
| 15 | — | iShares Russell 1000 Growth ETF - RUS 1000 GRW ETF | $21.6M | 1.1% | +285% | — |
| 16 | — | Vanguard S&P 500 ETF - S&P 500 ETF SHS | $20.6M | 1.0% | -0% | — |
| 17 |  $JNJ | JOHNSON & JOHNSON | $19.0M | 0.9% | -12% | 69 |
| 18 | — | Vanguard Information Technology ETF - INF TECH ETF | $18.4M | 0.9% | +659% | — |
| 19 |  $VOYG | Voyager Technologies, Inc./TX | $17.9M | 0.9% | -35% | 22.6 |
| 20 |  $META | Meta Platforms, Inc. | $16.9M | 0.8% | +1% | 79.6 |
| 21 |  $PANW | Palo Alto Networks Inc | $16.7M | 0.8% | +35% | 65.5 |
| 22 | — | Engine NO. 1 Transform 500 ETF - TRANSFRM 500 ETF | $16.5M | 0.8% | +0% | — |
| 23 |  $HD | HOME DEPOT, INC. | $16.2M | 0.8% | -1% | 60.3 |
| 24 |  $UNH | UNITEDHEALTH GROUP INC | $15.8M | 0.8% | -6% | 62.7 |
| 25 |  $LFUS | LITTELFUSE INC /DE | $15.6M | 0.8% | -4% | 51.6 |
| 26 |  $GGG | GRACO INC | $15.6M | 0.8% | -2% | 63.4 |
| 27 |  $AMD | ADVANCED MICRO DEVICES INC | $15.5M | 0.8% | +1% | 79.8 |
| 28 |  $AVGO | Broadcom Inc. | $14.7M | 0.7% | -1% | 84.5 |
| 29 |  $ECL | ECOLAB INC. | $14.6M | 0.7% | +0% | 63.3 |
| 30 |  $NVT | nVent Electric plc | $14.1M | 0.7% | -1% | — |
| 31 |  $FAST | FASTENAL CO | $13.8M | 0.7% | -5% | 66.9 |
| 32 | — | iShares MSCI ACWI ETF - MSCI ACWI ETF | $13.8M | 0.7% | -0% | — |
| 33 | — | iShares Core MSCI Emerging Markets ETF - CORE MSCI EMKT | $13.7M | 0.7% | +1% | — |
| 34 |  $MU | MICRON TECHNOLOGY INC | $13.2M | 0.6% | -6% | 86.2 |
| 35 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $13.0M | 0.6% | -2% | — |
| 36 | — | Vanguard FTSE Developed Markets ETF - FTSE DEV MKT ETF | $12.9M | 0.6% | -2% | — |
| 37 |  $TTC | TORO CO | $12.2M | 0.6% | -1% | 60.6 |
| 38 |  $BRK.B | BERKSHIRE HATHAWAY INC | $12.2M | 0.6% | -3% | 73.8 |
| 39 | — | iShares MSCI USA Quality Factor ETF - USA QUALITY FCTR | $12.1M | 0.6% | -0% | — |
| 40 |  $LNT | ALLIANT ENERGY CORP | $11.4M | 0.6% | -2% | 53.6 |
| 41 |  $IVZ | Invesco Ltd. | $11.4M | 0.6% | +3% | — |
| 42 |  $MSI | Motorola Solutions, Inc. | $11.0M | 0.5% | -1% | 71.8 |
| 43 |  $TECH | BIO-TECHNE Corp | $9.6M | 0.5% | -1% | 58.9 |
| 44 |  $TSLA | Tesla, Inc. | $9.5M | 0.5% | +0% | 53.9 |
| 45 |  $WFC | WELLS FARGO & COMPANY/MN | $9.1M | 0.4% | -11% | 61.8 |
| 46 | — | iShares Core S&P Small-Cap ETF - CORE S&P SCP ETF | $9.0M | 0.4% | +0% | — |
| 47 |  $ABT | ABBOTT LABORATORIES | $8.9M | 0.4% | +2% | 65.5 |
| 48 |  $QCOM | QUALCOMM INC/DE | $8.8M | 0.4% | -23% | 70.5 |
| 49 |  $ENTG | ENTEGRIS INC | $8.8M | 0.4% | -1% | 58 |
| 50 |  $ROK | ROCKWELL AUTOMATION, INC | $8.7M | 0.4% | -13% | 63.6 |
| 51 | — | Vanguard High Dividend Yield ETF - HIGH DIV YLD | $8.5M | 0.4% | -0% | — |
| 52 | — | iShares Core S&P Mid-Cap ETF - CORE S&P MCP ETF | $8.4M | 0.4% | +0% | — |
| 53 |  $CHRW | C. H. ROBINSON WORLDWIDE, INC. | $8.4M | 0.4% | -1% | 52.1 |
| 54 |  $WEC | WEC ENERGY GROUP, INC. | $8.3M | 0.4% | -0% | 60.1 |
| 55 | — | iShares Russell 2000 ETF - RUSSELL 200 ETF | $8.3M | 0.4% | -2% | — |
| 56 |  $CSCO | CISCO SYSTEMS, INC. | $7.9M | 0.4% | -2% | 70.3 |
| 57 |  $AXP | AMERICAN EXPRESS CO | $7.9M | 0.4% | -3% | 69.4 |
| 58 |  $SHW | SHERWIN WILLIAMS CO | $7.8M | 0.4% | +0% | 61.3 |
| 59 |  $DOV | DOVER Corp | $7.8M | 0.4% | -1% | 58.1 |
| 60 | — | iShares MSCI EAFE Value ETF - EAFE VALUE ETF | $7.7M | 0.4% | +0% | — |
| 61 | — | iShares Core MSCI EAFE ETF - CORE MSCI EAFE | $7.7M | 0.4% | +6% | — |
| 62 | — | Vanguard FTSE Emerging Markets ETF - FTSE EMR MKT ETF | $7.7M | 0.4% | -1% | — |
| 63 | — | Vanguard Large-Cap ETF - LARGE CAP ETF | $7.7M | 0.4% | +2% | — |
| 64 | — | iShares Russell Mid-Cap ETF - RUS MID CAP ETF | $7.4M | 0.4% | +2% | — |
| 65 |  $VZ | VERIZON COMMUNICATIONS INC | $7.4M | 0.4% | -1% | 65.8 |
| 66 |  $CAT | CATERPILLAR INC | $7.3M | 0.4% | -1% | 66.5 |
| 67 | — | Vanguard Total International Stock ETF - VG TL INTL STK F | $7.2M | 0.3% | +0% | — |
| 68 |  $ABBV | AbbVie Inc. | $7.1M | 0.3% | -3% | 72.6 |
| 69 |  $PG | PROCTER & GAMBLE Co | $6.9M | 0.3% | -1% | 64.6 |
| 70 | — | Vanguard Tax-Exempt Bond Index ETF - TAX EXEMPT BD | $6.8M | 0.3% | +140% | — |
| 71 |  $AMAT | APPLIED MATERIALS INC /DE | $6.3M | 0.3% | +3% | 72.3 |
| 72 |  $COST | COSTCO WHOLESALE CORP /NEW | $6.3M | 0.3% | -1% | 66.2 |
| 73 |  $USB | US BANCORP \DE\ | $6.1M | 0.3% | -5% | 65.3 |
| 74 |  $ASML | ASML HOLDING NV | $6.1M | 0.3% | -2% | — |
| 75 | — | Financial Select Sector SPDR Fund - SBI INT-FINL | $6.1M | 0.3% | -8% | — |
| 76 |  $FRSH | Freshworks Inc. | $6.0M | 0.3% | -0% | 68.6 |
| 77 | $IVZ | Invesco Ltd. | $5.9M | 0.3% | +0% | — |
| 78 |  $WM | WASTE MANAGEMENT INC | $5.8M | 0.3% | +98% | 67.6 |
| 79 | — | iShares 7-10 Year Treasury Bond ETF - 7-10 YR TRSY BD | $5.8M | 0.3% | -1% | — |
| 80 |  $WMT | Walmart Inc. | $5.6M | 0.3% | -2% | 60.2 |
| 81 | — | iShares Russell 1000 Value ETF - RUS 1000 VAL ETF | $5.6M | 0.3% | +0% | — |
| 82 |  $GS | GOLDMAN SACHS GROUP INC | $5.6M | 0.3% | +0% | 73.5 |
| 83 |  $FISV | FISERV INC | $5.6M | 0.3% | +2% | 60.7 |
| 84 | — | iShares MSCI USA Value Factor ETF - MSCI USA VALUE | $5.4M | 0.3% | +0% | — |
| 85 | — | iShares S&P 500 Growth ETF - S&P GRWT ETF | $5.4M | 0.3% | -2% | — |
| 86 | — | iShares 20plus Year Treasury Bond ETF - 20 YR TR BD ETF | $5.3M | 0.3% | -8% | — |
| 87 | — | iShares MSCI EAFE Growth ETF - EAFE GRWTH ETF | $5.3M | 0.3% | +0% | — |
| 88 |  $FUL | FULLER H B CO | $5.2M | 0.3% | +7% | 50.9 |
| 89 |  $BAC | BANK OF AMERICA CORP /DE/ | $5.2M | 0.3% | +1% | 67.6 |
| 90 |  $HRL | HORMEL FOODS CORP /DE/ | $5.1M | 0.3% | +3% | 51.8 |
| 91 |  $TXN | TEXAS INSTRUMENTS INC | $5.0M | 0.3% | -8% | 73.4 |
| 92 |  $MRVL | Marvell Technology, Inc. | $5.0M | 0.2% | +7% | 76.5 |
| 93 | — | Vanguard FTSE All-World ex-US ETF - ALLWRLD EX US | $4.9M | 0.2% | +0% | — |
| 94 | — | iShares Core S&P Total US Stock Market ETF - CORE S&P TTL STK | $4.9M | 0.2% | +12% | — |
| 95 |  $LRCX | LAM RESEARCH CORP | $4.8M | 0.2% | -1% | 79.4 |
| 96 |  $INTC | INTEL CORP | $4.8M | 0.2% | +10% | 45.6 |
| 97 |  $HON | HONEYWELL INTERNATIONAL INC | $4.8M | 0.2% | -52% | 65 |
| 98 |  $HONA | Honeywell Aerospace Inc. | $4.7M | 0.2% | NEW | — |
| 99 | — | Vanguard Value ETF - VALUE ETF | $4.6M | 0.2% | +1% | — |
| 100 | — | iShares National Muni Bond ETF - NATIONAL MUN ETF | $4.6M | 0.2% | +9% | — |
| 101 |  $MRK | Merck & Co., Inc. | $4.6M | 0.2% | -2% | 59.9 |
| 102 | — | iShares Russell 2000 Growth ETF - RUS 2000 GRW ETF | $4.5M | 0.2% | +39% | — |
| 103 |  $MA | Mastercard Inc | $4.5M | 0.2% | -1% | 85.1 |
| 104 | — | JPMorgan BetaBuilders Canada ETF - BETABUILDERS CDA | $4.4M | 0.2% | -1% | — |
| 105 | — | iShares MSCI EAFE ETF - MSCI EAFE ETF | $4.3M | 0.2% | -7% | — |
| 106 |  $RTX | RTX Corp | $4.3M | 0.2% | +0% | 73.2 |
| 107 | — | JPMorgan BetaBuilders Europe ETF - BETABUILDERS EUR | $4.3M | 0.2% | -5% | — |
| 108 |  $AMP | AMERIPRISE FINANCIAL INC | $4.2M | 0.2% | +23% | 68.7 |
| 109 |  $MCD | MCDONALDS CORP | $4.2M | 0.2% | -2% | 69 |
| 110 | — | State Street Health Care Select Sector SPDR ETF - SBI HEALTHCARE | $4.2M | 0.2% | -2% | — |
| 111 | — | Vanguard S&P 500 Growth ETF - 500 GRTH IDX F | $4.2M | 0.2% | +500% | — |
| 112 | — | iShares S&P 500 Value ETF - S&P VAL ETF | $4.0M | 0.2% | -2% | — |
| 113 | — | iShares MSCI International Quality Factor ETF - MSCI INTL QUALTY | $4.0M | 0.2% | +0% | — |
| 114 |  $ADP | AUTOMATIC DATA PROCESSING INC | $4.0M | 0.2% | -1% | 69.8 |
| 115 |  $XOM.R34088 | EXXON MOBIL CORP | $3.9M | 0.2% | -7% | 57.9 |
| 116 |  $DIS | Walt Disney Co | $3.9M | 0.2% | -17% | 60.1 |
| 117 |  $CGNX | COGNEX CORP | $3.8M | 0.2% | +15% | 66.9 |
| 118 |  $ISRG | INTUITIVE SURGICAL INC | $3.8M | 0.2% | +29% | 79.9 |
| 119 |  $ORCL | ORACLE CORP | $3.8M | 0.2% | -3% | 66.2 |
| 120 |  $AMGN | AMGEN INC | $3.8M | 0.2% | -2% | 79.2 |
| 121 |  $CVX | CHEVRON CORP | $3.7M | 0.2% | -0% | 62.8 |
| 122 |  $SCHW | SCHWAB CHARLES CORP | $3.6M | 0.2% | -8% | 79.4 |
| 123 | — | iShares ESG Aware MSCI EAFE ETF - ESG MSCI EAFE | $3.6M | 0.2% | -5% | — |
| 124 | — | iShares U.S. Treasury Bond ETF - US TREAS BD ETF | $3.6M | 0.2% | -2% | — |
| 125 |  $BMI | BADGER METER INC | $3.6M | 0.2% | -0% | 61 |
| 126 |  $KO | COCA COLA CO | $3.5M | 0.2% | -1% | 69.5 |
| 127 |  $KLAC | KLA CORP | $3.5M | 0.2% | +813% | 78.6 |
| 128 | — | iShares Core MSCI Europe ETF - CORE MSCI EURO | $3.4M | 0.2% | -11% | — |
| 129 |  $DELL | Dell Technologies Inc. | $3.3M | 0.2% | -0% | 71.2 |
| 130 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $3.3M | 0.2% | +45% | — |
| 131 |  $ARM | ARM HOLDINGS PLC /UK | $3.3M | 0.2% | -0% | — |
| 132 | — | JPMorgan Core Plus Bond ETF - CORE PLUS BD ETF | $3.2M | 0.2% | +48% | — |
| 133 | — | iShares U.S. Infrastructure ETF - US INFRASTRUC | $3.2M | 0.2% | +0% | — |
| 134 |  $NEE | NEXTERA ENERGY INC | $3.2M | 0.2% | +4% | 64.6 |
| 135 |  $PEP | PEPSICO INC | $3.2M | 0.2% | -4% | 63.4 |
| 136 |  $GEV | GE Vernova Inc. | $3.2M | 0.1% | +1% | 81.1 |
| 137 |  $MS | MORGAN STANLEY | $3.2M | 0.1% | -1% | 75.8 |
| 138 | — | Vanguard Dividend Appreciation ETF - DIV APP ETF | $3.1M | 0.1% | -2% | — |
| 139 | — | State Street Industrial Select Sector SPDR ETF - SBI INT-INDS | $3.1M | 0.1% | +0% | — |
| 140 |  $NFLX | NETFLIX INC | $3.1M | 0.1% | -5% | 78.8 |
| 141 |  $PFG | PRINCIPAL FINANCIAL GROUP INC | $3.0M | 0.1% | -14% | 57.5 |
| 142 |  $SOLV | Solventum Corp | $2.9M | 0.1% | -0% | 55.2 |
| 143 | — | iShares Russell 2000 Value ETF - RUS 2000 VAL ETF | $2.9M | 0.1% | +0% | — |
| 144 | — | Vanguard Growth ETF - GROWTH ETF | $2.9M | 0.1% | +430% | — |
| 145 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $2.9M | 0.1% | +6% | 70 |
| 146 |  $ETN | Eaton Corp plc | $2.8M | 0.1% | -1% | — |
| 147 | — | Vanguard Short-Term Inflation-Protected Securities ETF - STRM INFPROIDX | $2.7M | 0.1% | +0% | — |
| 148 | — | Vanguard Small-Cap ETF - SMALL CP ETF | $2.6M | 0.1% | -1% | — |
| 149 | — | iShares Core MSCI International Developed Markets ETF - CORE MSCI INTL | $2.6M | 0.1% | -0% | — |
| 150 | — | iShares MBS ETF - MBS ETF | $2.6M | 0.1% | -2% | — |
New Positions (59)
$HONA Honeywell Aerospace Inc.$4.7M
$WOLF WOLFSPEED, INC.$695,958
$ENPH Enphase Energy, Inc.$657,846
$SEDG SOLAREDGE TECHNOLOGIES, INC.$463,312
$ASX ASE Technology Holding Co., Ltd.$413,839 Schwab International Small-Cap Equity ETF - INTL SCEQT ETF$374,325
SPDR Dow Jones Industrial Average ETF Trust - UT SER 1$345,822
$RVMD Revolution Medicines, Inc.$334,670
$AXON AXON ENTERPRISE, INC.$332,361 iShares Russell Mid-Cap Growth ETF - RUS MD CP GR ETF$323,566
$MKSI MKS INC$309,729
$BRO BROWN & BROWN, INC.$309,717
$STT STATE STREET CORP$309,180
$TER TERADYNE, INC$308,206
$DGII DIGI INTERNATIONAL INC$299,800Exited Positions (38)
iShares Core U.S. Aggregate Bond ETF
$KHC Kraft Heinz Co Bahl & Gaynor Small/Mid Cap Income Growth ETF
$BRZE Braze, Inc. iShares 1-5 Year Investment Grade Corporate Bond ETF
iShares iBonds Dec 2026 Term Treasury ETF
$DOW DOW INC. iShares Commodities Select Strategy ETF
$FE FIRSTENERGY CORP
$ZBH ZIMMER BIOMET HOLDINGS, INC.
$CPRT COPART INC
$EQNR EQUINOR ASA
$E ENI SPA
$HUBS HUBSPOT INC
$HDB HDFC BANK LTDBrowse Top Institutional Investors
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