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Portfolio (Quarterly) Guide ↗

DAGCO, INC.

· CIK 0001767343
13F Portfolio $433M AUM 380 positions Filed Jan 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 380 New
Page 11 of 19  ·  380 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 GDX VANECK ETF TRUST 446.0 $38K 0.01% NEW $85.69 -2.2%
202 MA MASTERCARD INCORPORATED Financial Services 66.0 $38K 0.01% NEW $570.97 -11.4%
203 IBM INTERNATIONAL BUSINESS MACHS Technology 125.0 $37K 0.01% NEW $296.21 -24.8%
204 PANW PALO ALTO NETWORKS INC Technology 196.0 $36K 0.01% NEW $184.20 +34.4%
205 PAAS PAN AMERN SILVER CORP Basic Materials 695.0 $36K 0.01% NEW $51.80 +6.6%
206 FDIS FIDELITY COVINGTON TRUST 350.0 $36K 0.01% NEW $102.16 -3.5%
207 CCJ CAMECO CORP Energy 391.0 $36K 0.01% NEW $91.38 +13.3%
208 FRT FEDERAL RLTY INVT TR NEW Real Estate 350.0 $35K 0.01% NEW $100.80 +14.0%
209 MRVL MARVELL TECHNOLOGY INC Technology 408.0 $35K 0.01% NEW $84.90 +99.0%
210 D DOMINION ENERGY INC Utilities 585.0 $34K 0.01% NEW $58.55 +15.4%
211 TXN TEXAS INSTRS INC Technology 196.0 $34K 0.01% NEW $173.72 +73.0%
212 APLD APPLIED DIGITAL CORP Technology 1,356.0 $33K 0.01% NEW $24.52 +49.3%
213 HAS HASBRO INC Consumer Cyclical 397.0 $33K 0.01% NEW $82.04 +14.2%
214 EVN EATON VANCE MUNI INCOME TRUS Financial Services 3,022.0 $33K 0.01% NEW $10.76 -2.5%
215 NOW SERVICENOW INC Technology 210.0 $32K 0.01% NEW $153.19 -32.5%
216 CNI CANADIAN NATL RY CO Industrials 325.0 $32K 0.01% NEW $98.85 +13.1%
217 GDXJ VANECK ETF TRUST 281.0 $32K 0.01% NEW $113.88 -3.1%
218 PYPL PAYPAL HLDGS INC Financial Services 540.0 $32K 0.01% NEW $58.39 -24.0%
219 VSGX VANGUARD WORLD FD 436.0 $31K 0.01% NEW $71.62 +9.4%
220 SCHV SCHWAB STRATEGIC TR 1,041.0 $31K 0.01% NEW $29.61 +9.9%
Page 11 of 19  ·  380 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 28.4%
Financial Services 17.5%
Industrials 12.9%
Healthcare 12.5%
Communication Services 11.3%
Consumer Cyclical 6.1%
Consumer Defensive 5.3%
Basic Materials 2.6%
Utilities 2.3%
Energy 0.9%