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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 2 of 2  ·  24 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 COST Costco Wholesale Corp Consumer Defensive 505.0 $472K 0.09% -30.0 -5.6% $935.23 +2.6%
22 GOVT iShares U S Treasury Bond ETF 14,365.0 $327K 0.06% -11K -42.4% $22.78 -1.2%
23 GLD SPDR Gold Shares ETF Financial Services 770.0 $284K 0.05% -167.0 -17.8% $368.38 +16.1%
24 DHR Danaher Corp Healthcare 1,210.0 $230K 0.04% -837.0 -40.9% $190.48 +14.2%
Page 2 of 2  ·  24 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 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%