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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 13  ·  247 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 AMAT APPLIED MATLS INC Technology 396 $135K 0.03% SOLD
22 VTV VANGUARD INDEX FDS 672 $132K 0.03% SOLD
23 SPLV INVESCO EXCH TRADED FD TR II 1,800 $132K 0.03% SOLD
24 ORCL ORACLE CORP Technology 862 $127K 0.03% SOLD
25 ADP AUTOMATIC DATA PROCESSING IN Industrials 622 $126K 0.03% SOLD
26 PSA PUBLIC STORAGE OPER CO Real Estate 451 $122K 0.03% SOLD
27 GD GENERAL DYNAMICS CORP Industrials 351 $120K 0.03% SOLD
28 LMT LOCKHEED MARTIN CORP Industrials 189 $114K 0.03% SOLD
29 IBIT ISHARES BITCOIN TRUST ETF Financial Services 2,969 $114K 0.03% SOLD
30 MS MORGAN STANLEY Financial Services 685 $113K 0.02% SOLD
31 GS GOLDMAN SACHS GROUP INC Financial Services 133 $113K 0.02% SOLD
32 YUM YUM BRANDS INC Consumer Cyclical 667 $104K 0.02% SOLD
33 CASY CASEYS GEN STORES INC Consumer Cyclical 141 $103K 0.02% SOLD
34 VTEB VANGUARD MUN BD FDS 2,040 $102K 0.02% SOLD
35 KRG KITE RLTY GROUP TR Real Estate 4,111 $101K 0.02% SOLD
36 NULG NUSHARES ETF TR 1,108 $101K 0.02% SOLD
37 WM WASTE MGMT INC DEL Industrials 438 $101K 0.02% SOLD
38 NULV NUSHARES ETF TR 2,183 $99K 0.02% SOLD
39 PERIMETER SOLUTIONS INC 4,045 $99K 0.02% SOLD
40 PSCD INVESCO EXCH TRADED FD TR II 957 $98K 0.02% SOLD
Page 2 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%