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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 11 of 13  ·  247 positions
# Ticker Company Sector Shares Value ↓ % Port Status
201 ADSK AUTODESK INC Technology 23 $6K 0.00% SOLD
202 BDX BECTON DICKINSON CO Healthcare 35 $6K 0.00% SOLD
203 ANET ARISTA NETWORKS INC Technology 42 $5K 0.00% SOLD
204 F FORD MTR CO Consumer Cyclical 437 $5K 0.00% SOLD
205 EQIX EQUINIX INC Real Estate 5 $5K 0.00% SOLD
206 BR BROADRIDGE FINL SOLUTIONS IN Technology 29 $5K 0.00% SOLD
207 GFI GOLD FIELDS LTD Basic Materials 100 $5K 0.00% SOLD
208 CDNS CADENCE DESIGN SYSTEM INC Technology 16 $4K 0.00% SOLD
209 AVY AVERY DENNISON CORP Industrials 25 $4K 0.00% SOLD
210 TFSL TFS FINL CORP Financial Services 300 $4K 0.00% SOLD
211 PLUS THERAPEUTICS INC 25,882 $4K 0.00% SOLD
212 BFAM BRIGHT HORIZONS FAM SOL IN D Consumer Cyclical 50 $4K 0.00% SOLD
213 HOOD ROBINHOOD MKTS INC Financial Services 59 $4K 0.00% SOLD
214 SONY SONY GROUP CORP Technology 196 $4K 0.00% SOLD
215 WFC WELLS FARGO CO NEW Financial Services 50 $4K 0.00% SOLD
216 YUMC YUM CHINA HLDGS INC Consumer Cyclical 80 $4K 0.00% SOLD
217 COP CONOCOPHILLIPS Energy 29 $4K 0.00% SOLD
218 FIDELITY COVINGTON TRUST 55 $4K 0.00% SOLD
219 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 11 $4K 0.00% SOLD
220 PM PHILIP MORRIS INTL INC Consumer Defensive 22 $4K 0.00% SOLD
Page 11 of 13  ·  247 positions
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%