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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 3 of 3  ·  56 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 UNP Union Pacific Corp Industrials 2,267.0 $616K 0.11% +103.0 +4.8% $271.94 +13.4%
42 TSLA Tesla Motors Inc Consumer Cyclical 1,442.0 $606K 0.11% +63.0 +4.6% $420.53 -15.3%
43 AMD Advanced Micro Devices Inc Technology 1,042.0 $606K 0.11% +256.0 +32.6% $581.13 -20.7%
44 IUSG iShares Core S&P US Growth ETF 2,974.0 $559K 0.10% +159.0 +5.7% $188.09 +0.5%
45 SPY SPDR S&P 500 ETF Financial Services 727.0 $543K 0.10% +80.0 +12.4% $746.77 +2.4%
46 BAC Bank of America Corp Financial Services 9,330.0 $532K 0.10% +7K +337.2% $56.98 +9.5%
47 WMT WalMart Inc Consumer Defensive 4,497.0 $509K 0.09% +2K +91.6% $113.26 -7.5%
48 IXUS iShares Core MSCI Total Intl Stk ETF 4,947.0 $472K 0.09% +62.0 +1.3% $95.44 +2.0%
49 VCTR Victory Capital Holdings Inc Financial Services 5,157.0 $433K 0.08% +31.0 +0.6% $84.06 +40.1%
50 IYF iShares US Financials ETF 3,340.0 $426K 0.08% +140.0 +4.4% $127.51 +7.8%
51 SYK Stryker Corp Healthcare 1,133.0 $357K 0.07% +219.0 +24.0% $314.75 +4.9%
52 MCD McDonalds Corp Consumer Cyclical 1,256.0 $340K 0.06% +1K +597.8% $270.36 +0.8%
53 SPYM SPDR Portfolio S&P 500 ETF 3,863.0 $339K 0.06% +274.0 +7.6% $87.88 +2.4%
54 NOBL Proshares S&P 500 Dividend Aristocrats ETF 4,350.0 $244K 0.04% +2K +100.0% $56.16 +5.0%
55 GEV GE Vernova Inc Utilities 204.0 $240K 0.04% +102.0 +100.0% $1174.86 -19.8%
56 RSP Invesco S&P 500 Equal Weight ETF 1,001.0 $213K 0.04% +76.0 +8.2% $212.72 +4.2%
Page 3 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%