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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 5 of 13  ·  247 positions
# Ticker Company Sector Shares Value ↓ % Port Status
81 PWR QUANTA SVCS INC Industrials 92 $51K 0.01% SOLD
82 EME EMCOR GROUP INC Industrials 68 $50K 0.01% SOLD
83 NUV NUVEEN MUN VALUE FD INC Financial Services 5,555 $50K 0.01% SOLD
84 AON AON PLC Financial Services 150 $48K 0.01% SOLD
85 SGOV ISHARES TR 480 $48K 0.01% SOLD
86 TECB ISHARES TR 846 $47K 0.01% SOLD
87 MKL MARKEL GROUP INC Financial Services 24 $46K 0.01% SOLD
88 TT TRANE TECHNOLOGIES PLC Industrials 110 $46K 0.01% SOLD
89 SPGI S P GLOBAL INC Financial Services 107 $46K 0.01% SOLD
90 PPG PPG INDS INC Basic Materials 403 $43K 0.01% SOLD
91 FNDX SCHWAB STRATEGIC TR 1,532 $43K 0.01% SOLD
92 CCJ CAMECO CORP Energy 391 $42K 0.01% SOLD
93 XLF SELECT SECTOR SPDR TR 840 $41K 0.01% SOLD
94 GDX VANECK ETF TRUST 446 $41K 0.01% SOLD
95 LOW LOWES COS INC Consumer Cyclical 168 $40K 0.01% SOLD
96 MRVL MARVELL TECHNOLOGY INC Technology 398 $39K 0.01% SOLD
97 SPOT SPOTIFY TECHNOLOGY S A Communication Services 80 $39K 0.01% SOLD
98 PAAS PAN AMERN SILVER CORP Basic Materials 695 $38K 0.01% SOLD
99 SHOP SHOPIFY INC Technology 317 $38K 0.01% SOLD
100 FRT FEDERAL RLTY INVT TR NEW Real Estate 350 $37K 0.01% SOLD
Page 5 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%