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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 4 of 19  ·  380 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VFH VANGUARD WORLD FD 5,220.0 $697K 0.16% NEW $133.48 -6.1%
62 IJH ISHARES TR 10,488.0 $692K 0.16% NEW $66.00 +8.3%
63 XLK SELECT SECTOR SPDR TR 4,746.0 $683K 0.16% NEW $143.96 +20.3%
64 VHT VANGUARD WORLD FD 2,077.0 $598K 0.14% NEW $287.80 -4.8%
65 KO COCA COLA CO Consumer Defensive 8,464.0 $592K 0.14% NEW $69.91 +16.2%
66 VOO VANGUARD INDEX FDS 928.0 $582K 0.13% NEW $627.23 +7.5%
67 ACN ACCENTURE PLC IRELAND Technology 2,048.0 $550K 0.13% NEW $268.31 -34.1%
68 SCHW SCHWAB CHARLES CORP Financial Services 5,402.0 $540K 0.12% NEW $99.91 -7.5%
69 CB CHUBB LIMITED Financial Services 1,695.0 $529K 0.12% NEW $312.12 +5.8%
70 TSLA TESLA INC Consumer Cyclical 1,139.0 $512K 0.12% NEW $449.62 -8.8%
71 UNP UNION PAC CORP Industrials 2,163.0 $500K 0.12% NEW $231.28 +19.0%
72 AVGO BROADCOM INC Technology 1,424.0 $493K 0.11% NEW $346.10 +18.8%
73 DHR DANAHER CORPORATION Healthcare 2,142.0 $490K 0.11% NEW $228.90 -28.4%
74 AEP AMERICAN ELEC PWR CO INC Utilities 4,044.0 $466K 0.11% NEW $115.30 +11.8%
75 COST COSTCO WHSL CORP NEW Consumer Defensive 535.0 $461K 0.11% NEW $861.70 +21.7%
76 IXUS ISHARES TR 4,885.0 $413K 0.10% NEW $84.64 +10.0%
77 IYF ISHARES TR 3,200.0 $413K 0.10% NEW $128.93 -5.7%
78 IJR ISHARES TR 3,390.0 $407K 0.09% NEW $120.17 +10.8%
79 IWS ISHARES TR 2,866.0 $404K 0.09% NEW $141.05 +9.6%
80 IAU ISHARES GOLD TR Financial Services 4,925.0 $400K 0.09% NEW $81.17 +3.9%
Page 4 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%