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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 9 of 13  ·  247 positions
# Ticker Company Sector Shares Value ↓ % Port Status
161 SAM BOSTON BEER INC Consumer Defensive 50 $12K 0.00% SOLD
162 WSO WATSCO INC Industrials 31 $11K 0.00% SOLD
163 SOFI SOFI TECHNOLOGIES INC Financial Services 681 $11K 0.00% SOLD
164 ASML ASML HOLDING N V Technology 8 $11K 0.00% SOLD
165 GWW GRAINGER W W INC Industrials 9 $10K 0.00% SOLD
166 HUBB HUBBELL INC Industrials 20 $10K 0.00% SOLD
167 CRH PLC 92 $10K 0.00% SOLD
168 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 300 $10K 0.00% SOLD
169 ZWS ZURN ELKAY WATER SOLNS CORP Industrials 211 $9K 0.00% SOLD
170 EXPD EXPEDITORS INTL WASH INC Industrials 66 $9K 0.00% SOLD
171 XEL XCEL ENERGY INC Utilities 118 $9K 0.00% SOLD
172 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 104 $9K 0.00% SOLD
173 UBER UBER TECHNOLOGIES INC Technology 130 $9K 0.00% SOLD
174 ROL ROLLINS INC Consumer Cyclical 162 $9K 0.00% SOLD
175 FLR FLUOR CORP NEW Industrials 184 $9K 0.00% SOLD
176 LRCX LAM RESEARCH CORP Technology 40 $9K 0.00% SOLD
177 ULTA ULTA BEAUTY INC Consumer Cyclical 16 $8K 0.00% SOLD
178 LII LENNOX INTL INC Industrials 18 $8K 0.00% SOLD
179 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 115 $8K 0.00% SOLD
180 FSM FORTUNA MNG CORP Basic Materials 800 $8K 0.00% SOLD
Page 9 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%