Viewing historical filing for 2026Q2. View latest →
DOSSIER · 13F-HR · Q2 2026

Dougherty & Associates, LLC

$125M in tracked AUM across 52 positions as of Q2 2026.

D&
CIK 0002109295 · last filed Jun 30, 2026
Total AUM
$125M
as of Q2 2026
Holdings
52
positions
Whale Score
60
60
tracked
Activity
no data
changes this Q

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
Loading holdings…

Filing history

Filing history loading…