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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 6 of 13  ·  247 positions
# Ticker Company Sector Shares Value ↓ % Port Status
101 NKE NIKE INC Consumer Cyclical 675 $36K 0.01% SOLD
102 HAL HALLIBURTON CO Energy 910 $35K 0.01% SOLD
103 GDXJ VANECK ETF TRUST 282 $34K 0.01% SOLD
104 ENTERGY CORP NEW 300 $34K 0.01% SOLD
105 CNI CANADIAN NATL RY CO Industrials 325 $33K 0.01% SOLD
106 MA MASTERCARD INCORPORATED Financial Services 66 $33K 0.01% SOLD
107 FDIS FIDELITY COVINGTON TRUST 350 $33K 0.01% SOLD
108 EVN EATON VANCE MUNI INCOME TRUS Financial Services 3,065 $32K 0.01% SOLD
109 SCHV SCHWAB STRATEGIC TR 1,041 $32K 0.01% SOLD
110 VSGX VANGUARD WORLD FD 439 $31K 0.01% SOLD
111 PANW PALO ALTO NETWORKS INC Technology 196 $31K 0.01% SOLD
112 D DOMINION ENERGY INC Utilities 507 $31K 0.01% SOLD
113 ENB ENBRIDGE INC Energy 573 $31K 0.01% SOLD
114 APLD APPLIED DIGITAL CORP Technology 1,300 $31K 0.01% SOLD
115 MCHP MICROCHIP TECHNOLOGY INC Technology 478 $31K 0.01% SOLD
116 NOC NORTHROP GRUMMAN CORP Industrials 44 $30K 0.01% SOLD
117 IMCG ISHARES TR 380 $30K 0.01% SOLD
118 IGF ISHARES TR 437 $29K 0.01% SOLD
119 SAP SAP SE Technology 168 $29K 0.01% SOLD
120 CSL CARLISLE COS INC Industrials 78 $26K 0.01% SOLD
Page 6 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%