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Portfolio (Quarterly) Guide ↗

DAGCO, INC.

· CIK 0001767343
13F Portfolio $541M AUM 117 positions Filed Jul 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 11 New 56 Added 24 Reduced 247 Exited
Page 2 of 3  ·  56 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GOOG Alphabet Inc Class C 12,885.0 $4.6M 0.84% +6K +79.5% $353.33
22 ETN Eaton Corp PLC Industrials 9,140.0 $3.9M 0.72% +93.0 +1.0% $426.13 -3.3%
23 NVDA Nvidia Corp Technology 18,258.0 $3.7M 0.68% +2K +10.0% $200.09 +4.7%
24 VEA Vanguard FTSE Developed Markets ETF 47,034.0 $3.4M 0.62% +41K +622.5% $71.25 +2.4%
25 QQQ Invesco QQQ ETF Financial Services 4,402.0 $3.2M 0.60% +290.0 +7.0% $736.44 -4.3%
26 AMZN Amazon com Inc Consumer Cyclical 12,863.0 $3.1M 0.57% +5K +60.5% $238.34 +9.8%
27 RDVY First Trust Rising Dividend Achiev ETF 30,680.0 $2.5M 0.46% +2K +7.2% $81.06 +1.3%
28 IWM iShares Russell 2000 Index ETF 8,061.0 $2.4M 0.45% +200.0 +2.5% $300.46 -0.6%
29 ABBV AbbVie Inc Healthcare 9,479.0 $2.4M 0.44% +1K +13.2% $251.63 +5.2%
30 V Visa Inc Financial Services 6,491.0 $2.2M 0.41% +351.0 +5.7% $343.08 +10.6%
31 SPDW SPDR Portfolio Developed Wld ex-US ETF 35,368.0 $1.8M 0.33% +4K +11.4% $50.39 +2.6%
32 JNJ Johnson & Johnson Healthcare 6,980.0 $1.8M 0.33% +1K +21.7% $253.95 +6.8%
33 FTSM First Trust Enhanced Short Maturity ETF 25,759.0 $1.5M 0.28% +5K +25.2% $59.73 +0.3%
34 VNLA Janus Henderson Short Duration Inc ETF 29,311.0 $1.4M 0.27% +766.0 +2.7% $48.87 +0.2%
35 VB Vanguard Small-Cap ETF 4,699.0 $1.4M 0.26% +38.0 +0.8% $303.10 +0.2%
36 VOO Vanguard S&P 500 ETF 2,068.0 $1.4M 0.26% +60.0 +3.0% $686.75 +2.2%
37 AVGO Broadcom Ltd Technology 2,229.0 $842K 0.16% +209.0 +10.3% $377.75 -3.9%
38 SLV iShares Silver Index ETF Financial Services 12,657.0 $677K 0.12% +827.0 +7.0% $53.47 +16.6%
39 IWF iShares Russell 1000 Growth Index ETF 5,195.0 $645K 0.12% +4K +244.7% $124.17 -2.5%
40 CB Chubb Ltd Financial Services 1,813.0 $618K 0.11% +118.0 +7.0% $340.74 +1.3%
Page 2 of 3  ·  56 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 26.6%
Healthcare 23.9%
Financial Services 15.2%
Industrials 12.2%
Communication Services 7.9%
Consumer Cyclical 6.2%
Consumer Defensive 4.2%
Utilities 1.9%
Basic Materials 1.6%
Energy 0.2%