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Dorsey & Whitney Trust CO LLC

hedge fundUpdated 27 days ago

Managed by Dorsey & Whitney Trust Co Llc • Latest filing Q2 2026

Portfolio value
$2.1B
Q2 2026
Filings
14
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
21.2%
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 14 quarters

Show data table
PeriodPortfolio value
Q1 2023$1.1B
Q2 2023$1.2B
Q3 2023$1.1B
Q4 2023$1.3B
Q1 2024$1.5B
Q2 2024$1.4B
Q3 2024$1.9B
Q4 2024$1.8B
Q1 2025$1.7B
Q2 2025$1.9B
Q3 2025$1.9B
Q4 2025$1.9B
Q1 2026$1.8B
Q2 2026$2.1B

Top holdings

4,887 positions as of Q2 2026

View filing
N

NVIDIA Corp

+8586.3%
Value
$45.4M
Shares
227.1K
% Port
2.21%
E

iShares S&P 100 ETF

+502.0%
Value
$39.1M
Shares
106.8K
% Port
1.90%
M

Microsoft Corp

+2097.0%
Value
$32.5M
Shares
87.0K
% Port
1.58%
G

Alphabet Inc

+5031.0%
Value
$28.3M
Shares
80.1K
% Port
1.38%
L
5.LLY

Eli Lilly & Co

+32371.2%
Value
$25.7M
Shares
21.4K
% Port
1.25%
A

Amazon.com Inc

+3085.9%
Value
$25.7M
Shares
107.8K
% Port
1.25%
N

NVIDIA Corp

+4108.7%
Value
$22M
Shares
110.1K
% Port
1.07%
V
8.VKQ

Voyager Technologies Inc

-35.3%
Value
$17.9M
Shares
554.4K
% Port
0.87%
E

iShares Core S&P 500 ETF

-0.5%
Value
$17.8M
Shares
23.8K
% Port
0.87%
P
10.PCAR

PACCAR Inc

+0.0%
Value
$17.6M
Shares
146.5K
% Port
0.86%
?
11.N/A

Engine NO. 1 Transform 500 ETF

Unchanged
Value
$16.5M
Shares
187.0K
% Port
0.80%
L
12.LFUS

Littelfuse Inc

+23799.3%
Value
$15.6M
Shares
34.2K
% Port
0.76%
A
13.AAPL

Apple Inc

+3052.5%
Value
$15.5M
Shares
53.7K
% Port
0.76%
G
14.GGG

Graco Inc

+187770.2%
Value
$14.8M
Shares
195.4K
% Port
0.72%
V
15.VGES

Vanguard Information Technology ETF

+36982.2%
Value
$14M
Shares
116.8K
% Port
0.68%
J

JPMorgan Chase & Co

+1345.2%
Value
$13.9M
Shares
42.3K
% Port
0.68%
B
17.BLK

iShares MSCI ACWI ETF

+5633.0%
Value
$13.5M
Shares
86.2K
% Port
0.66%
V
18.V

Visa Inc

+2523.8%
Value
$13.2M
Shares
38.5K
% Port
0.64%
N
19.NVDA

NVIDIA Corp

+2390.4%
Value
$13M
Shares
65.1K
% Port
0.63%
N
20.NVT

nVent Electric PLC

+95803.8%
Value
$13M
Shares
76.7K
% Port
0.63%

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